Core Viewpoint - The Children's Place, Inc. has announced a multi-season collaboration with Sanrio, launching a series of limited-edition capsule collections featuring Hello Kitty and Friends, aimed at connecting generations through playful fashion [1][3]. Company Overview - The Children's Place is the largest pure-play children's specialty retailer in North America, operating an omni-channel portfolio and a digital-first model [1][6]. - The company has a global retail and wholesale network that includes 495 stores in North America and distribution in 12 countries through international franchise partners [6]. Collaboration Details - The collaboration will feature themed drops that blend the charm of Hello Kitty with The Children's Place's quality and playful spirit, celebrating seasonal milestones [2][3]. - The first full capsule collection, "Perfect Paris," will launch on September 11, 2025, followed by additional collections through Spring 2026 [4][5]. Product Highlights - The collections will include: - "Perfect Paris," inspired by Hello Kitty's global aesthetic, featuring cozy textures and playful details for transitional weather [5]. - "Trick or Treat with Hello Kitty and Friends," designed for Halloween 2025, focusing on stylish and fun apparel [5]. - "Forever Fancy," a holiday collection with festive designs [5]. - "Galentine's with Hello Kitty and Friends," emphasizing friendship and self-expression for Spring 2026 [5]. Brand Philosophy - The partnership aims to inspire joy and meaningful connections across generations, reflecting the core values of both brands [4][3]. - The collaboration is designed to create collectible and wearable apparel that resonates with both children and their parents, celebrating the magic of childhood [3][4].

大公司： 新品被代购排队14小时溢价出售，上海迪士尼叫停线下发售 7月8日，上海迪士尼乐园上新夏日单品"夏日海洋派对"系列，产品一上线就秒罄。还有代购声称在上海 迪士尼排队14小时"实体抢购"，原价100多元的单个新品被黄牛溢价到近500元出售。为了抑制市场不规 范加价交易，同时鉴于目前的库存水平情况以及为了保护所有游客的体验，上海迪士尼7月10 日在官方 App表示：自2025年7月11日（星期五）起，"2025达菲和朋友们夏日海洋派对系列"将不通过上海迪士 尼乐园内的特选商品园内购买名额抽签或度假区酒店零售商店售卖。该夏日系列的剩余商品库存将转至 天猫上海迪士尼乐园官方旗舰店供游客在线选购。其他达菲和朋友们系列以及度假区的其他主题商品仍 可通过度假区商店或特选商品园内购买名额抽签方式购买。（第一财经） 美团辟谣"30万本科生送外卖"：任何关于骑手学历的总量数据都没有事实依据 36氪获悉，美团通过微信公众号发文称，针对不少自媒体开始扩散"广州美团满员，历史上第一次，本 科率接近30%""7万硕士，30万本科生在美团送外卖"等不实信息，澄清如下：学历情况需要骑手本人提 交相关证书到学信网/教育部留学服务中心/ ...

Core Insights - Stone Technology achieved explosive growth in 2024, with revenue from "other smart appliances," including washing machines, reaching 1.07 billion yuan, a year-on-year increase of 93.13% [1] Group 1: Technology Innovation - The company developed the molecular sieve low-temperature drying technology, which is a third type of drying technology that separates water molecules from air through physical adsorption, maintaining a drying temperature around 50°C [2] - The Z1 Plus washing machine received the highest certification from the International Woolmark Company, making it the first dual-green label wash-dry integrated machine under 10,000 yuan [2] Group 2: Marketing Strategy - The marketing strategy combines "technology visualization" and "emotional resonance," with celebrity endorsements like Wang Xinling boosting sales of high-end models [3] - The collaboration with Hello Kitty targets Gen Z's aesthetic economy, attracting more female consumers and achieving top sales in its price segment [3] Group 3: Market Trends - The washing machine market is trending towards large capacity and segmented washing, with Stone Technology's product lines covering various price segments to meet diverse consumer needs [4] - During the 2025 "618" shopping festival, the Z1 Plus washing machine ranked first in sales for its category, highlighting its competitive edge in the high-end market [4] Group 4: Financial Performance - The washing machine segment has become a key part of Stone Technology's "clean appliance four-wheel drive" strategy, with revenue from this segment increasing to 9% of total revenue in 2024 [5] - The company has invested 2.906 billion yuan in R&D from 2016 to the third quarter of 2024, with R&D expenses accounting for 9.14% of total revenue in 2024 [5] Group 5: Industry Outlook - The Chinese washing machine market is evolving, with a focus on larger diameters and cleaning ratios, driven by policies encouraging upgrades [5] - Stone Technology's innovative molecular sieve low-temperature drying technology positions it well to capitalize on the ongoing industry upgrade trend [6]

IP经济热潮正席卷全球资本市场。近期，日本三丽鸥、万代南梦宫、任天堂等知名IP运营商股价纷纷逼 近或创下历史新高；美国迪士尼公司股价也于6月30日创下近3年新高；而中国公司泡泡玛特旗下的 LABUBU火爆全球，最近一年其股价涨幅超过500%。 三丽鸥旗下最为中国粉丝熟知的IP是Hello Kitty（凯蒂猫），万代南梦宫旗下拥有龙珠、海贼王、高达 等IP。任天堂则以游戏IP为主，旗下马力欧、宝可梦等经典IP在国内有很高的知名度。 如果将时间往前推就会发现，全球IP运营商的集体上涨，已经持续了相当长一段时间。比如三丽鸥从 2022年6月就开始上涨并持续至今。任凭市场波动，万代南梦宫和任天堂的上涨，几乎都持续了十年以 上。 IP运营商股价的强势表现，首先得益于其对经典IP的成功运营。拿拥有奥特曼IP的日本圆谷公司来说， 奥特曼是一个诞生近60年的IP，前两年，凭借奥特曼卡牌在中国市场的成功，圆谷公司收入大涨。2022 年1月到2023年8月其股价涨幅超过1000%。 经典IP的一个显著的特点是其拥有"穿越周期"的能力。历经数十年，即便社会发展已天翻地覆，消费品 类大为丰富，消费方式和消费习惯都有很大的改变，但围绕 ...

【环球网科技报道 记者 张阳】在现代家居生活中，洗衣机已成为不可或缺的家电产品。经过长期发展，洗衣机行业如今已步入成熟阶段，然而这并不意味 着行业发展陷入停滞，相反，在技术创新与消费需求升级的双重驱动下，洗衣机市场正不断展现出新的活力，行业格局变化已经悄然启幕。 据奥维云网（AVC）数据显示，2024年中国洗衣机市场全渠道零售量为4279万台，同比增长7.3%；零售额为1014亿元，同比增长7.6%。增长的动力一方面 源于消费者对生活品质提升的追求，促使其更新换代家中旧洗衣机；另一方面，以旧换新"国补"政策的实施也极大地刺激了消费。 从消费趋势上看，消费者对洗衣机的需求不再局限于基本的洗涤功能，而是更加注重产品的健康除菌、智能操控、节能环保等高端需求。尤其是在经过数年 的新生活方式引导下，烘干功能同样成为消费者的主流需求，大多数家庭新购洗衣机往往是购买洗烘套装或者是洗烘一体机。 从市场品牌来看，海尔、美的、小天鹅在国产品牌中形成三足鼎立之势；西门子、松下等国外品牌凭借品牌影响力和技术优势，在中国市场占据一定份额； 石头科技、小米等跨界品牌成为新兴势力搅动传统市场格局。 如何跳脱行业数十年间的路径依赖，利用技术 ...

宠物也好，手办也好，某类活动也好，把爱灌注到身边的物，似乎就不会流失消散。物不会让你失意，不会背 叛。 潮流玩偶LABUBU火爆全网，在世界各地被抢购并出现短缺，很多人觉得看不懂。 当网友们盯着手机，想要抢一张"苏超"的票，本能心态可能是想凑个热闹，因为网上层出不穷的新梗让人欲罢不 能。"苏超"的魅力已经大大超越业余足球比赛本身，成为一个大省和十三个城市的名片。很多人也想弄明白这是 怎样运作发生的。 市场营销学者阿伦·阿胡维亚在新书《心爱之物：热爱如何联结并塑造我们》中说，我们对事物的爱缘于它们创造 了我们的身份认同，连接了我们关心的人。 阿胡维亚尝试展示事物如何帮助我们发现自己是谁，想要成为谁，以及如何成为更好的自己。这本书可以帮助我 们读懂当代社会的一些现象，更好地理解对物的热忱背后，蕴含着怎样的情感。 需要注意的是，阿胡维亚给了"物"一个相对更广的定义，除了物品，也包括活动。 有人感叹："如果我们像LABUBU这么丑，还被那么多人喜欢，就好了。"在爱相对稀缺、很多年轻人自称"能量 低"的当下，把爱留给身边的物，成了普遍现象。 宠物也好，手办也好，某类活动也好，把爱灌注到身边的物，似乎就不会流失消散。物不 ...

6月22日晚间，继108万元的薄荷色Labubu后，"LABUBU×衡山宏机甲飞行员"联名款产品拍出75.9万元 高价，创下Labubu联名款全球最高纪录。近两周Labubu主力带动的两场拍卖合计成交总额达893.6万 元，这只来自中国的"九颗牙小怪兽"搅动了全球潮玩市场的行情。 现在，这股风潮又悄悄转向了Wakuku。其与Labubu在形象设计上异曲同工：以"小野人"造型为核心记 忆点，有着大脑袋、圆身子、一字眉与小虎牙，又加入了豹纹帽、破洞元素等叛逆符号，形成"可爱中 带野性"的冲突美感。 业内看好潮玩赛道 记者注意到，日前"买不到Labubu，我买Wakuku"成为社交媒体平台的热点。截至6月27日早7时，根据 近7日销量与成交金额排序，天猫潮玩盲盒热销榜上，Wakuku毛毛潮趣系列盲盒已蝉联榜首多天，新品 Wakuku兔兔狐狐系列盲盒位列第一。更早前的"618"天猫盲盒热销榜排名显示，Wakuku三个系列产品 分别包揽榜单前三名。 Wakuku是什么？记者查阅了解到，它是纳斯达克上市公司量子之歌旗下潮玩品牌Letsvan倾力打造的核 心IP，也是乐华娱乐重点推广的萌物IP形象。Letsvan的创始团队 ...

每经记者｜黄名扬 每经编辑｜刘艳美 近期打开社交媒体平台，几乎被丑萌的小怪物LABUBU霸屏。这个来自中国的"潮玩顶流"在海内外社交平台爆红，引发全球粉丝排队抢购风潮。 不仅是LABUBU，从《黑神话：悟空》游戏引发的全球轰动，到《哪吒》系列动画电影创下的票房奇迹，近来频频诞生的"现象级"爆款IP，正让中国文化产 业以前所未有的速度和广度走向世界舞台。 "经济基础决定上层建筑。"眼下，中国经济进入产业升级的关键阶段，人均GDP站上1.38万美元，消费结构正从物质型向服务型转变。按照世界银行的标 准，中国已经越过文化消费进入繁荣发展期的基线，消费升级趋势有望逐步加深，未来文化消费将更加活跃。 经济基础的质变，原创IP的兴起，似乎都在叩问一个关键问题：中国文化产业是否已站上爆发临界点？ 要寻找这个问题的答案，很多人可能首先会想到动漫潮玩产业发达的日本。 回溯历史，战后日本经济舞台上演了几出关键"剧目"：上世纪五六十年代的"产业合理化政策"，为钢铁、机械等工业打下根基，推动经济高速起飞；七十年 代的"产业调整政策"，着眼于结构性改革，以知识密集型产业引领国家成功驾驭石油危机的汹涌浪潮。 文化产业的脉搏与经济的律动如 ...

Core Viewpoint - The article discusses the growth and lifecycle of IPs (Intellectual Properties) in the global market, particularly focusing on the success of domestic潮玩 (trendy toys) leaders like Labubu, and analyzes the operational strategies of world-class IPs such as Hello Kitty, Pokémon, and Mickey Mouse to identify potential investment opportunities and risks in the IP industry [1][4]. Global IP Market Overview - The global IP toy market is projected to reach 525.1 billion yuan in 2024, with a CAGR of 8% from 2024 to 2029, while the Chinese IP toy market is expected to grow to 75.6 billion yuan in 2024, with a CAGR of 17.2% during the same period [2][13]. - The concentration of the global IP licensing market has increased, with the top five companies holding a market share of 41% and the top ten at 54% as of 2024, indicating a trend towards market consolidation [2][21]. IP Lifecycle Model - The IP lifecycle is divided into four stages: birth, breakthrough, sedimentation, and stabilization, with each stage requiring different operational strategies to ensure longevity and profitability [3][30]. - Successful IPs often exhibit a high degree of adaptability and resource allocation, which are crucial for navigating through different lifecycle stages [3][30]. Case Studies of World-Class IPs - Hello Kitty, Mickey Mouse, and Pokémon have each experienced distinct lifecycle phases, with their peak GMV values reaching approximately 3.8 billion, 10 billion, and 12 billion USD respectively, showcasing their commercial viability and cultural significance [4][52]. - The commercial success of these IPs is influenced by factors such as brand inclusivity, geographic reach, and diverse monetization strategies, which can provide valuable insights for the domestic潮玩 industry [4][52]. Operational Strategies - Hello Kitty's operational strategy has evolved through various phases, including initial expansion, global breakout, adjustment periods, and digital transformation, highlighting the importance of adaptability in maintaining relevance [53][56]. - Mickey Mouse has maintained a stable brand presence through consistent content updates and a strong licensing model, benefiting from its deep-rooted cultural significance in the U.S. [57][59]. - Pokémon has leveraged continuous content innovation and a broad commercial ecosystem, including games, merchandise, and media, to sustain its popularity and revenue growth [60][62]. Conclusion - The analysis of these IPs illustrates that a well-structured operational strategy, combined with an understanding of market dynamics and consumer preferences, is essential for the longevity and profitability of IPs in the competitive landscape [3][4][30].

哪里可以买到Labubu？这或许是很多"歪果仁"眼下最关注的问题。 据英国媒体日前报道，随着中国潮玩Labubu在海外大火，速卖通AliExpress将于海外618（北京时间6月 16日-6月26日）期间，发售当下潮玩界顶流Labubu限量版新品，包括盲盒毛绒玩具、钥匙挂件等全新款 式。此外，大促期间，速卖通还邀请了海外千万粉丝网红Teala Dunn来到北京泡泡玛特乐园开设专场直 播。 新加坡品牌咨询公司iMpact创始人兼首席执行官克里斯·佩雷拉 (Chris Pereira) 认为，Labubu提供了一种 新的出海思路。 Labubu这种现象级爆品的出现，眼下正在成为中国跨境电商平台和本土品牌、中国制造深度合作的一 个契机。数据显示，随着Labubu成为全球现象级IP，泡泡玛特速卖通官方旗舰店销量一路猛增，带 动"Labubu"成为速卖通第一热搜词，潮玩类目GMV同比激增300%。 "多年来，中国企业一直致力于通过输出文化遗产和品牌故事来'走向全球'。但Labubu颠覆了这一模 式。它并非试图解释中国，而是试图展现出一种'可爱'的特质。" 凭借着可爱的外表和丰富的搭配性，Labubu吸引了众多海外粉丝。 ...