公司方面，据中证报表示， 京华激光：是国内领先的防伪材料供应商，主营业务为激光全息防伪膜、防伪纸的研发与生产，产品广 泛应用于烟酒、化妆品、药品等领域的高端防伪包装。 安妮股份：开创电子证据助力数字版权保护全新互联网模式，设立"全版权"和"版全家"二家子公司，推 进"版权大数据平台建设"。"版全家"平台成为中国版权保护中心DC体系的首批示范应用平台。 据中证报报道，为高标准做好知识产权保护工作，高质量服务经济社会发展，公安部日前印发实施《关 于依法打击知识产权犯罪服务高质量发展的意见》。 《意见》明确，要向保护科技创新精准发力，深入开展防范打击商业秘密犯罪"安芯"专项工作，依法严 厉打击侵犯商业秘密犯罪，助力因地制宜发展新质生产力。《意见》提出，对知识产权犯罪实施精准打 击、深度打击、规模打击、联动打击，提升打击质效。《意见》强调，要加强法制建设，实现打击知识 产权犯罪工作与科技、产业和经贸等战略部署、重大任务政策协同、目标协同。 中证报指出，知识产权保护是创新驱动发展的基石，其重要性已从法律层面延伸至经济命脉与国家战 略。技术革新、政策支持与全球化需求将持续驱动行业高速增长。保护知识产权直接激励技术创新，促 ...

Core Viewpoint - The recent surge in A-share "Guzi" economy concept stocks, particularly Jinghua Laser, is linked to the second listing application of its core supplier, Kayo Animation, on the Hong Kong Stock Exchange, and the ongoing rise in Pop Mart's stock price, which enhances the investment outlook for the sector [2][11]. Group 1: Company Performance - Jinghua Laser's stock price increased significantly, achieving a 54.78% rise over six trading days, marking it as the top performer in its sector [2]. - The company reported a remarkable growth in its cultural and creative business, with revenue reaching 184.62 million yuan in 2023, a year-on-year increase of 240.83% [5][14]. - The main driver for this growth is the popularity of card products associated with well-known IPs like "My Little Pony" and "Ye Luo Li," which have gained traction among students [5][6]. Group 2: Business Strategy and Partnerships - Jinghua Laser has established a strong partnership with Kayo Animation, providing support for various card products, including those based on popular IPs like "Ultraman" and "Detective Conan" [6][10]. - The company plans to expand its production capacity by investing in a new project to produce 20,000 tons of UV photolithography anti-counterfeiting materials, which is expected to alleviate current supply constraints [10]. Group 3: Market Dynamics and Future Outlook - The anticipated release of "Nezha 2" is expected to boost sales of related merchandise, particularly collectible card products, contributing positively to Jinghua Laser's performance in 2025 [10][11]. - Kayo Animation's recent application for a second listing on the Hong Kong Stock Exchange has created short-term bullish sentiment for Jinghua Laser's stock, although the success of this IPO remains uncertain due to previous regulatory challenges [11][13]. Group 4: Risks and Challenges - The volatility of the cultural and creative business is highlighted, with revenue fluctuations observed from 88.68 million yuan in 2022 to 18.46 million yuan in 2024, indicating potential unpredictability in future earnings [14]. - Kayo Animation's compliance issues regarding the sale of card products to minors may pose risks to its IPO process and, consequently, to Jinghua Laser's business outlook [13][14].