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龙岗引入“黄逗菌”IP “AI+IP”重构文化创意版图
Nan Fang Du Shi Bao· 2025-05-22 14:05
黄渤说,深圳是他近些年到过最多的城市。黄逗菌之前也有一些活动来过深圳。"我对深圳是一种很熟 悉、很亲切的感觉,每次来都能够感觉到这里的活力。这么年轻的黄豆菌是需要来到一个这么年轻新的 城市。"黄渤说,他希望从这里能够找到一些志同道合的人,或者用科技能够继续给黄逗菌赋能。 南都讯 记者颜鹏 5月22日,在第二十一届中国(深圳)国际文化产业博览交易会龙岗展区,一个名 为"黄逗菌"的IP形象吸引了很多观展者的目光。这个由演员黄渤创建的IP,此番亮相文博会,担任的 是"深圳市龙岗区IP推广大使"。当然,不仅仅是推广,黄逗菌IP还与龙岗区签订了战略合作协议。明星 IP与深圳文化产业,未来将碰撞出更多火花。 "让黄逗菌未来的可能性变得更多" 黄逗菌是黄渤于2017年创立的二次元品牌。 这个头顶小花的可爱形象,拥有一颗热爱生活的心,时刻 保持乐观的态度,喜欢制造和分享快乐。"我会变老,但'黄逗菌'永远年轻。"黄渤说,创建这个IP诞生 的初心,是希望有这么一个充满活力的角色,他能突破次元壁,给大家带来欢乐。 发展多年,黄逗菌不仅仅有动画,其还涉及艺术、公益、文旅多个领域。今年3月,在深圳家居设计周 中,"黄逗菌"IP与龙岗区 ...
上海电影(601595):稳影院基本盘 拓IP新蓝海
Xin Lang Cai Jing· 2025-05-10 00:26
Core Viewpoint - Shanghai Film is navigating industry challenges by diversifying its business model, focusing on IP operations to create a second growth curve while maintaining its core film distribution and exhibition business [1][2]. Group 1: Film Industry Recovery - The film industry is experiencing a robust recovery, with a significant reduction in production cycles to 1-2 years starting in 2024, and a new product release cycle expected in 2025 [2]. - In Q1 2025, box office revenues are anticipated to set historical records, indicating strong recovery momentum for the industry [2]. - Shanghai Film's cinema operations are primarily located in first- and second-tier cities, benefiting from the industry's recovery, with higher average ticket prices than the industry average [2]. Group 2: IP Development Strategy - The domestic IP market has substantial growth potential compared to Japan, with Shanghai Film's subsidiary, Shanghai Yuan, holding numerous well-known content IPs [3]. - The company is implementing a dual strategy of "renewal and monetization" for its IPs, focusing on building a full industry chain base and exploring new IP universes [3]. - Monetization efforts include commercial licensing, gaming collaborations, and the development of AI toys, which are expected to contribute significantly to revenue if market reception is positive [3]. Group 3: Financial Projections - The company is expected to benefit from the film industry's recovery in the short term, with projections for net profits of 280 million, 380 million, and 450 million yuan for 2025, 2026, and 2027 respectively [4]. - The valuation multiples for these projected profits are estimated at 52.0, 38.6, and 32.9 times [4].