汉仪股份(301270) - 2025年8月1日投资者关系活动记录表

Group 1: Company Overview and Investment - Beijing Hanyi Innovation Technology Co., Ltd. is planning to invest in Shanghai Pidong Cultural Media Co., Ltd. (also known as "Bufan Toys") [3] - The investment aims to enhance the IP layout and cultural product offerings of Hanyi [3][4] - Hanyi has been incubating the "Museum of Chinese Characters" project, which has over 3 million fans online [4] Group 2: Business Strategy and IP Development - Hanyi's future strategy involves transforming into a cultural consumption ecosystem platform, with a strong focus on IP development [3][4] - The collaboration with Bufan Toys is seen as a starting point to enrich upstream IP resources and expand downstream product forms [4] - Hanyi aims to develop a comprehensive IP industry chain covering culture, sports, games, entertainment, and animation [4] Group 3: Market Trends and Growth Factors - The IP card game industry is experiencing rapid growth, driven by factors such as audience reach, channel coverage, and supply chain capabilities [5][6] - Long-term IP operation is emphasized to avoid short-term exploitation and ensure sustainable growth [6][7] - Bufan Toys plans to build an "IP pool" to achieve rapid business growth through multiple IPs and product lines [7] Group 4: User Engagement and Product Development - Bufan Toys targets users aged 16 and above, focusing on the "20 ± 4 years" demographic, particularly female users [7][9] - The company leverages resources from traditional media to quickly launch products based on popular IPs, achieving significant sales [9] - Hanyi is developing products that resonate with younger generations, aiming to instill a sense of national pride through traditional culture [11][12] Group 5: AI Integration and Future Plans - Hanyi is exploring AI applications in its ecosystem, including a font recommendation tool powered by a large language model [13][14] - The company aims to enhance its AI capabilities in design, content generation, and text recognition [14][15] - Bufan Toys is also integrating AI technologies into its products, such as NFC recognition and AR features [15]