2026.02.04 作者 |第一财经 乐琰 封图 |左二为戴明哲，左三为达纳・沃尔登 图片来源：迪士尼官网 美国当地时间2026年2月3日，华特迪士尼公司董事会宣布，迪士尼体验业务主席戴明哲（Josh D'Amaro）将接替罗伯特·艾格（Robert A. Iger），担任公司首席执行官。该任命将于2026年3月18日举 行的公司年度股东大会正式生效。届时，戴明哲也将加入公司董事会。 华特迪士尼方面表示，作为公司规模最大的业务板块负责人，戴明哲目前领导的迪士尼体验业务板块在 2025财年营收达360亿美元，在全球拥有18.5万名演职人员及员工。戴明哲在迪士尼拥有近28年工作经 验，在财务表现、创意创新及游客满意度方面，带领该业务板块屡创新高。 同时，现任迪士尼娱乐联合主席Dana Walden将升任华特迪士尼公司总裁兼首席创意官，该任命同样将 于3月18日生效。 在完成交接后，罗伯特·艾格将继续担任公司高级顾问及董事会成员，直至2026年12月31日退休。公开 信息显示，罗伯特·艾格执掌迪士尼近20年，他的职业生涯始于迪士尼旗下美国广播公司（ABC），之 后逐步晋升至迪士尼母公司管理层，首次担任首席执行官长 ...

2026.02. 04 本文字数：1135，阅读时长大约2分钟 作者 | 第一财经 乐琰 在完成交接后，罗伯特·艾格将继续担任公司高级顾问及董事会成员，直至2026年12月31日退休。公开信息显示，罗伯特·艾格执掌迪士尼近20年，他的 职业生涯始于迪士尼旗下美国广播公司（ABC），之后逐步晋升至迪士尼母公司管理层，首次担任首席执行官长达15年，直至2020年首次卸任。2022年 末，经历了疫情和一系列风波后，艾格重掌首席执行官大权。 "艾格的退休是必然的，所以此前迪士尼董事会都一直在公司管理层内部筛选首席执行官的候选人，多位业务板块的负责人都有过面试和测评，最终选定 了戴明哲。"有接近人士告诉第一财经记者。 日前，迪士尼公布的2026财年一季度财报显示，公司营收同比增长5%，为259.8亿美元，归母净利润则同比下降6%至24.0亿美元，摊薄后每股收益为 1.34美元，同比下滑4%。利润下滑是因娱乐内容成本上升、体育版权费用增加及一次性税务调整等。主题乐园、度假区及邮轮所属的体验业务板块仍是 核心利润引擎，收入同比增长6%至100.1亿美元，经营利润增长6%至33.1亿美元。 在业界看来，华特迪士尼通过收购与发 ...

美国当地时间2026年2月3日，华特迪士尼公司董事会宣布，迪士尼体验业务主席戴明哲（Josh D'Amaro）将接替罗伯特·艾格（Robert A. Iger），担任公司首席执行官。该任命将于2026年3月18日举 行的公司年度股东大会正式生效。届时，戴明哲也将加入公司董事会。 华特迪士尼方面表示，作为公司规模最大的业务板块负责人，戴明哲目前领导的迪士尼体验业务板块在 2025财年营收达360亿美元，在全球拥有18.5万名演职人员及员工。戴明哲在迪士尼拥有近28年工作经 验，在财务表现、创意创新及游客满意度方面，带领该业务板块屡创新高。 同时，现任迪士尼娱乐联合主席Dana Walden将升任华特迪士尼公司总裁兼首席创意官，该任命同样将 于3月18日生效。 在此次的几位高管履新中可见，体验业务板块为公司带来的收益非常大，这也是戴明哲接棒艾格的底气 之一，而即将升任华特迪士尼公司总裁兼首席创意官的Walden目前负责娱乐、新闻及内容业务，包括 公司的流媒体业务。业界认为两位高管的升任足见华特迪士尼在体验业务板块及流媒体业务方面的高占 比度和未来发展重点方向。 "艾格的退休是必然的，所以此前迪士尼董事会都一直在公 ...

Core Insights - The 2026 13th International IP Licensing Industry Expo in Shanghai is positioned as a transformative platform for the industry, with a market scale reaching hundreds of billions [2] - The event will take place from March 12 to 14, 2026, and aims to inject new momentum into the Chinese consumer market by gathering top global IP resources [2] Group 1: Structural Upgrades - The expo has achieved three significant structural upgrades, enhancing value for participating companies [6] - The breadth of the IP matrix has reached a historical high, featuring international IPs like Disney and local cultural institutions [6] - The depth of industry penetration has significantly increased, inviting brands from various sectors for cross-industry collaboration [7] Group 2: Global Resources - The expo will attract a strong international exhibitor lineup from countries including China, Japan, the USA, France, the Netherlands, and Australia [9] - Over 1,000 well-known domestic and international IPs will be showcased, covering diverse categories such as animation, gaming, and fashion [10] - The event is expected to draw 100,000 targeted buyers, including professionals and distributors from the cultural and creative industries [10][11] Group 3: Exhibition Planning - The expo will feature specialized exhibition areas that comprehensively cover the IP licensing industry chain [17] - The IP exhibition area will include various categories such as cartoons, films, and cultural products, ensuring precise matching between exhibitors and buyers [18][19] Group 4: Trend Leadership - Participating companies will gain insights into the latest industry trends and market opportunities, with a focus on the evolving nature of IP collaborations [20] - The combination of IP and food is emerging as a significant trend, with companies like Jintian Animation showcasing a diverse IP portfolio [20][21] Group 5: Concurrent Activities - The expo will host a series of high-end concurrent activities, including a new product launch area featuring over 500 debut products [28][29] - Business matching activities will facilitate deep connections between IP and cultural innovation, enhancing opportunities for exhibitors [30][31] Group 6: Exhibition Value - Participation in the expo will provide companies with multi-dimensional empowerment in brand exposure, business opportunities, trend insights, and network expansion [32] - The event serves as an efficient platform for enhancing brand image and expanding market influence [33] - Companies will have the chance to explore new customers and markets within the expansive IP licensing market [34][35]

Core Viewpoint - The article highlights the unique appeal of the Henan Drama Fantasy City, which offers visitors an immersive experience reminiscent of historical eras, attracting tourists from across the country and receiving high online ratings [1] Group 1 - The Henan Drama Fantasy City is described as a magical theme park that surpasses even Disney and Universal Studios in its ability to transport visitors back in time [1] - The park is characterized as a large, themed box that showcases the culture and history of Henan, drawing significant interest from tourists [1] - Online reviews indicate a high level of satisfaction among visitors, suggesting that the park has successfully captured the imagination of its audience [1]

Core Insights - MINISO SPACE, the first of its kind globally, opened in Nanjing, marking a significant step in MINISO's global expansion and innovation in the luxury retail sector [2][3] - The store features over 10 unique IP zones, with 99% of products being IP-related, showcasing collaborations with 29 major global IPs including Disney and Harry Potter [3][4] - The store's design integrates high-end aesthetics with a youthful vibe, creating an immersive shopping experience that aligns with the emotional and experiential needs of young consumers [4] Company Strategy - MINISO aims to establish 5-10 additional MINISO SPACE locations in China, targeting shopping centers with annual revenues exceeding 10 billion [3][5] - The company has introduced a six-tier store system, including MINISO LAND, MINISO SPACE, MINISO FRIENDS, flagship stores, regular stores, and pop-up stores, focusing on consumer value and retail essence [4][5] - The strategic focus on IP-driven retail experiences is expected to enhance consumer engagement and drive sales through emotional connections and immersive experiences [4][5]