Core Viewpoint - The company has successfully obtained the official licensing for the "Zootopia" IP from Disney and is preparing to launch related products in the market next year [1] Group 1: Licensing and Product Development - The company announced that it has acquired the official licensing for the "Zootopia" IP in the current year [1] - Related trendy toy products are currently in the development phase and are expected to be launched in the market next year [1] Group 2: Market Strategy and Product Features - The company aims to deeply explore the core characteristics and emotional value of the "Zootopia" IP [1] - The product matrix will be strategically laid out based on consumer demand and market trends in the trendy toy sector [1] - High-quality design will be the core focus, aiming to create products that are recognizable, trendy, and competitive in the market [1] - The company intends to continuously release the commercial potential of the IP, providing users with a more distinctive consumer experience [1]

Core Insights - The release of "Zootopia 2" has sparked an unprecedented consumer frenzy, with related searches on Taobao and Tmall increasing over 1000% compared to the previous month [1][2] - The film's merchandise sales have seen a remarkable surge, with toy and collectible sales rising over 600% month-on-month, primarily driven by young consumers [1][2] Group 1: Merchandise and Sales Trends - Over 20,000 related merchandise items are currently available on Taobao, covering various categories such as trendy toys, gold jewelry, clothing, and digital accessories [2] - The core segment of this consumer trend is the collectible blind boxes, particularly those that resonate emotionally with the film's narrative, such as the "Perfect Partners" series by 52TOYS [2][4] - High-priced gold jewelry items, such as a carrot-shaped pendant priced over 3000 yuan, have broken the norm of low-priced animation merchandise, attracting a significant number of young customers [4][5] Group 2: Emotional and Cultural Impact - The phenomenon of "emotional economy" is evident in cultural consumption, where consumers are purchasing not just products but the emotional experiences and stories associated with them [5] - The connection to characters like "Judy" and "Nick" serves as a form of "emotional currency" for young consumers, allowing them to express themselves and seek recognition [5] - Taobao and Tmall's efficient commercial ecosystem has enabled brands to capture and convert emerging consumer emotions into tangible commercial value, marking a new narrative in emotional and consumer engagement [5]

Core Insights - The release of "Zootopia 2" has sparked an unprecedented consumer frenzy, with related searches on Taobao and Tmall skyrocketing over 1000% post-release [1][2] - The film's merchandise, including toys and jewelry, has seen a significant sales increase, with toy sales up over 600% and over 20,000 related products available on Taobao [2][4] Group 1: Consumer Behavior - The surge in searches for "Zootopia" merchandise indicates a strong consumer interest, particularly among younger demographics, who are driving the sales [1][2] - Emotional connection to characters like Judy and Nick has led to a "sentiment-driven consumption" trend, where consumers seek to bring the film's warmth into their lives through merchandise [2][4] Group 2: Merchandise Performance - The merchandise related to "Zootopia 2" has achieved a rare "synchronous surge" in sales, with products like 52TOYS' blind boxes and Disney's toys becoming top sellers immediately after the film's release [1][2] - High-value items, such as gold jewelry themed around the film, have broken the norm of low-priced merchandise, with sales exceeding one million on Tmall for brands like Chow Tai Fook and Lao Feng Xiang [4] Group 3: Market Dynamics - The successful launch of merchandise is attributed to brands' strategic planning based on data insights from Taobao, allowing for effective supply-demand matching [1][4] - The phenomenon reflects the "emotional economy" in cultural consumption, where consumers are purchasing not just products but the stories and emotional experiences associated with them [4]