斑马消费 . 寻找泛消费领域的斑马企业 周杰伦再次展现出了自己作为华语天王的超凡影响力。 文 ｜ 陈碧婷 来源｜ 斑马消费（ID:banmaxiaofei） 封面来源 ｜ 周杰伦抖音 以下文章来源于斑马消费 ，作者陈碧婷 7月9日，周杰伦再次展现出了自己作为华语天王的超凡影响力。 仅仅是在抖音上开设账号，一言未发，就让与其有深度关联的港股公司巨星传奇，股价一日翻倍， 市值增长约 50 亿港元。 周杰伦化身"周同學"上抖音，接下来，最大的看点是， 巨星传奇将怎样对周同学这个 IP 进行更大的商业化运营。 周杰伦搅动股市 如果周杰伦炒股，估计也能被港股上市公司巨星传奇的股价走势给整懵了。 7月9日，巨星传奇（ 06683.HK ）小幅低开，到 11 点多，突然快速拉升，盘中最高涨幅一度超过 160% 。全天收于 12.440 港元 / 股，上涨 94.38% ，总市值 106.9 亿港元，一天上涨了约 50 亿港元。全天交易额达 114.8 亿港元。 巨星传奇被称为"周杰伦概念股"， 于 2023 年 7 月 13 日，在港股挂牌上市。虽然，有周董的加持，但巨星传奇上市后，在资本 市场的表现并不惊艳。去年 9 月 ...

Core Viewpoint - Jay Chou's recent activities, including his entry into Douyin, have significantly impacted the market, particularly boosting the stock price of his associated company, Superstar Legend [2][5][6]. Group 1: Jay Chou's Social Media Impact - Jay Chou joined Douyin on July 9, 2023, and gained 50,000 followers within 15 minutes, reaching over 13 million followers by July 11 [2]. - His first short video on Douyin was released on July 11, leading to a rapid increase in the stock price of Superstar Legend, which saw a 21.71% rise on the same day [2][6]. - Superstar Legend's stock experienced a total increase of 203.68% from July 7 to July 11, 2023 [6]. Group 2: Superstar Legend's Business Performance - Superstar Legend reported a total revenue of 584 million yuan for the fiscal year 2024, a growth of approximately 35.8% compared to the previous year [7]. - The company's IP creation and operation business generated 314 million yuan in revenue, a 65.1% increase from 190 million yuan in the previous fiscal year [8]. - The new retail business segment recorded revenue of approximately 270 million yuan, growing by 12.5% year-on-year, driven by the popularity of its flagship product, Magic Coffee [7]. Group 3: Multi-Platform Strategy - Superstar Legend is maintaining a multi-platform strategy by operating on both Douyin and Kuaishou, aiming to maximize exposure and fan engagement [4][9]. - The company has successfully created two major celebrity IPs, "Zhou Tongxue" and "Liu Jiaolian," which are crucial for its business growth [7][8]. - The integration of AI technology in its new retail operations is part of the company's strategy to enhance performance and efficiency [7]. Group 4: Future Growth and Diversification - Superstar Legend is actively working on building a diversified IP matrix to reduce reliance on specific celebrity IPs, with plans to introduce new IPs [9][10]. - The company aims to explore new business models beyond new retail to ensure long-term growth and stability [10]. - The establishment of a robust IP incubation and operation mechanism is intended to enhance the company's resilience and growth potential [9][10].

Core Viewpoint - The company, Giant Star Legend, is facing significant challenges due to its heavy reliance on celebrity endorsements, particularly from stars like Jay Chou and Liu Genghong, which has led to vulnerabilities in its business model and brand value [1][2]. Group 1: Celebrity Dependency - The business model of Giant Star Legend is heavily dependent on the "traffic leverage" of celebrity IPs, which exposes the company to risks associated with personal controversies of these stars [1]. - The incident involving Liu Genghong, which resulted in a significant drop in followers, highlighted the sensitivity of the public towards celebrity privileges and the potential impact on the company's image [1]. - The company's core business is closely tied to a few celebrities, with Jay Chou's IP contributing significantly to new retail product promotion revenue, creating a risk of performance decline if any of these stars face public relations issues [1]. Group 2: Sustainability of Content Monetization - Despite high gross margins from IP business, the growth is still reliant on the unpredictable nature of "top-tier celebrity creation" [2]. - The company plans to replicate successful concepts like "Jay Chou Carnival Concert" and "Liu Genghong Metaverse Fitness" in 2024, but low R&D expenditure raises concerns about its ability to innovate beyond the current model of "celebrity traffic + sales" [2]. - The combination of audience fatigue and stricter regulatory scrutiny may erode the company's competitive edge in the rapidly changing entertainment market [2]. Group 3: Product and Marketing Concerns - The core product, Magic Coffee, has faced allegations of being involved in pyramid schemes and has questionable weight-loss claims, which could undermine its market position [3][4]. - The sales model resembles that of micro-businesses, relying heavily on distributors and agents, which has led to regulatory scrutiny and accusations of operating a pyramid scheme [4]. - The company does not have its own production facilities and relies on third-party suppliers, raising concerns about its operational independence and product integrity [3][4]. Group 4: Efficacy of Core Product - The effectiveness of Magic Coffee for weight loss is disputed, with experts suggesting that any weight loss may be attributed to dietary changes rather than the product itself [5]. - The product lacks proper health certifications and is criticized for making unsubstantiated claims, which could limit its growth potential in a market with increasingly informed consumers [5].

Core Viewpoint - Jay Chou's entry into Douyin has generated significant attention and led to a substantial increase in the stock price of his associated company, Superstar Legend, indicating a strong market reaction to celebrity endorsements and partnerships [1]. Group 1: Jay Chou's Douyin Entry - Jay Chou officially joined Douyin on July 9, with the account name "周同學" and verified as a singer [1]. - Within 90 minutes of joining, Jay Chou's Douyin account gained over 1 million followers, surpassing 3 million by the time of reporting [1]. Group 2: Superstar Legend's Stock Performance - Superstar Legend's stock price surged, with an increase of over 100% at one point, and remained up over 80%, reaching a market capitalization exceeding 10 billion HKD [1]. - The founders of Superstar Legend include Ma Xinting, Yang Junrong, and Ye Huimei, with Ma being a long-time business partner of Jay Chou [1]. Group 3: Business Operations of Superstar Legend - Superstar Legend's revenue primarily comes from new retail, IP creation, and operation businesses, including sales of products like Magic Coffee and skincare items [1]. - The company has invested in Jay Chou's concert and will also participate in the concert's operations, including selling Jay Chou-themed merchandise and planning related activities [1].

港股异动！ 7月9日，"周杰伦概念股"巨星传奇的股价突然大幅拉升，盘中最高涨幅达到100%，市值突破100亿港元。当 天，周杰伦正式入驻抖音，取名"周同学"。 巨星传奇是一家专注于IP创造及营运和新零售的港股主板上市公司，该公司与周杰伦、刘畊宏等明星深度绑 定，目前已打造"周同学"、"刘教练"两大现象级明星IP。巨星传奇现有明星IP组合累计粉丝量已达2亿。 除电视节目外，巨星传奇亦筹办及策划多项在线及线下活动。例如，2024年，集团参与策划了"一千零一夜"综 艺音乐节目，邀请多位明星参与，并于浙江卫视、快手及多个平台播出。集团亦筹办多项以刘畊宏为中心的活 动，包括于2024年8月在鸟巢举办的"健身嘉年华"及于2024年12月在成都举办的演唱会。 2024年，公司新零售业务也持续增长，录得收入约2.7亿元，较2023年增长约12.5%。公司的旗舰产品——魔胴 咖啡继续受消费者欢迎。根据灼识行业咨询有限公司的资料，魔胴咖啡于2024年继续在中国防弹饮料市场排名 第一（按销售额及销量计）。 深度绑定周杰伦 公开资料显示，2017年，巨星传奇在周杰伦"亲友团"的助力下成立，四位创始人分别为周杰伦妈妈叶惠美、经 纪人杨 ...

Core Insights - Jay Chou, a major star in the Chinese music industry, has officially entered Douyin with his character "Zhou Tongxue," generating significant online buzz. This marks the second time he has joined a social media platform under this identity, with the backing of the company "Giant Star Legend" (6683.HK) [1] - Giant Star Legend operates in two main segments: IP creation and operation, and new consumption. The company has successfully developed the "Zhou Tongxue" and "Liu Jiaolian" IPs, accumulating a total fan base of 250 million across various celebrity IPs [1][2] - The "Zhou Tongxue" IP has been monetized through collaborations with over 200 licensed partners, generating sales exceeding 1 billion yuan in the past five years [2] - The company has expanded its IP business into digital content, collaborating with a Hollywood effects team to create a digital persona for Zhou Tongxue and launching a pilot film in the metaverse [2] - The reality show "Zhou You Ji," tailored for Jay Chou, has achieved high ratings and significant online engagement, indicating strong audience interest and potential for further monetization [3] - Giant Star Legend is innovating in the integration of music events with tourism, creating immersive experiences that link concerts with local attractions, thereby enhancing economic models [3] - In the new consumption sector, the company employs an "IP-enabled new consumption" model, leveraging celebrity IPs to drive sales of health and skincare brands, creating a closed-loop commercial ecosystem [4] - The entry of Jay Chou into Douyin is expected to enhance the company's fan acquisition capabilities, expanding its reach into interest-based e-commerce and boosting revenue from IP-related products and brand collaborations [4]

在当今健康消费观念日益盛行的时代背景下,一款名为魔胴咖啡的防弹饮料凭借其独特的配方、显著的 效果以及精准的市场定位,成功连续五年稳居中国防弹饮料市场销量榜首,成为行业内的佼佼者。近日,根 据CIC灼识咨询发布的市场地位确认书,魔胴咖啡再次证明了其在防弹饮料领域的领先地位。 防弹饮料市场崛起,魔胴咖啡乘势而上 除了独特的配方外,魔胴咖啡在原料选择上也极为严苛。品牌在全球范围内建立了完善的原料溯源体系, 确保每一份原料都来自优质产地。从马来西亚的咖啡豆到法国的抗性糊精,再到美国的白芸豆提取物,魔 胴咖啡精心挑选每一种原料,只为给消费者带来最纯正、最健康的饮品体验。 技术壁垒与供应链优势,保障魔胴咖啡持续领先 魔胴咖啡的成功并非偶然,其背后离不开强大的技术壁垒和供应链优势。在上游端,魔胴咖啡通过全球原 料溯源体系确保原料品质;在中游生产环节,品牌采用先进的喷雾干燥技术和微研磨技术,保留了咖啡原有 的风味和营养成分;在下游端,魔胴咖啡则依托新零售模式与强大的市场推广能力,通过线上线下渠道的高 效整合,为消费者带来了便捷的购买体验。 作为一种以高脂肪、低碳水化合物为核心理念的功能性饮品,防弹饮料近年来在中国市场迅速崛起 ...

啡&魔胴仙人掌风味黑咖啡，以"随身一杯.打造健康生活魔法家"品牌概念，致力于在低碳饮食、科学健 身等基础上，探索出魔胴新生活方式，为用户创造健康且积极的饮食习惯，让健康饮食成为一种潮流， 让用户重新认识饮食与健康的关系。为了提升品牌影响力和竞争力，魔胴西西里咖啡(MODONG MAGIC)独家冠名《周游记》第三季，目前节目已播出九期，节目实现CSM71城省级卫视同时段收视九 连冠，全网九期累计收获热搜298个，累计曝光量超29亿，全平台引爆话题讨论。 此次支持《G-DRAGON2025WORLD TOUR[bermensch]IN TAIPEI,presented by KGI FINANCIAL GROUP》举办，正是魔胴咖啡"健康潮饮+娱乐"生态布局的重要一环，旨在借助其全球粉丝号召力及演 唱会的高热度，进一步拓展品牌在亚太市场的影响力，实现魔胴咖啡从产品到品牌、从本土到全球的一 次重要跃升。 魔胴咖啡作为巨星传奇新零售业务的王牌产品，自2019年推出以来，凭借差异化的产品定位，迅速在中 国防弹饮料市场建立了领先地位。根据灼识咨询统计，按产品交易总额(GMV)计，魔胴咖啡于2020年至 2024年连续五年 ...

5月9日，巨星传奇（06683.HK）股价大幅飙升，盘中股价一度涨逾42%；截至收盘，该股涨幅为 15.82%，报4.32港元/股。 在消息层面，分析指出，近期周杰伦的嘉年华;世界巡回演唱会三亚站对消费产生了超过11亿元的推动 效应。此外，《周游记3》首播即获得收视率冠军，全网话题热度接近2亿，巨星传奇或因此成为主要的 受益方。 其实，作为周杰伦概念股;，巨星传奇的股价波动始终与巨星IP价值深度绑定。自上市以来，凭借周杰 伦IP变现;的强大吸引力，其股价不到一年内就实现翻倍。然而，自2024年6月中旬起，股价开始持续下 滑，2024年9月11日更是暴跌72.24%，直接跌破发行价。 当前，巨星传奇估值仍高企，截至今日收盘，巨星传奇市盈率（TTM）达61.71倍。因此，周杰伦IP为 公司带来了巨大的市场想象力，投资者在关注其潜力的同时，也需警惕估值过高可能带来的泡沫风险。 本文源自：财华网 资料显示，巨星传奇成立于2017年，主要由周杰伦的母亲叶惠美、经纪人杨峻荣、共同创建，专注于周 杰伦IP运营和新零售业务。其中，IP运营具体业务包括为周杰伦策划演唱会、取得周杰伦形象权使用权 拍摄节目、获得周杰伦IP授权等。 ...