传媒行业周报：从卡游到52TOYS再到WAKUKU量子之歌撬动IP经济积极关注AI应用

华鑫证券有限责...2025-06-15

本周观点更新IP 经济在暑假档中热度再起，从4 月卡游递表到5 月52Toys递表再到6 月美股量子之歌涨幅因Wakuku 获得关注，2025 年二季度看从政策端、产业端、企业端均带来新增亮点。卡游在港股上市的进展也带来卡牌板块的关注。从AI 应用到IP 经济带来的谷子板块热度从轻工生产、代运营、营销、扩散至整个文化传媒IP 板块。同时，暑假档，内容供给从电影剧集动漫游戏，展览如BiliBili ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2543908246?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-06-15 00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2543908246","market":"us","top_or_hot":-1,"title":"传媒行业周报：从卡游到52TOYS再到WAKUKU量子之歌撬动IP经济积极关注AI应用","media":"华鑫证券有限责...","content":"<div>\n<p>本周观点更新IP 经济在暑假档中热度再起，从4 月卡游递表到5 月52Toys递表再到6 月美股量子之歌涨幅因Wakuku 获得关注，2025 年二季度看从政策端、产业端、企业端均带来新增亮点。卡游在港股上市的进展也带来卡牌板块的关注。从AI 应用到IP 经济带来的谷子板块热度从轻工生产、代运营、营销、扩散至整个文化传媒IP 板块。同时，暑假档，内容供给从电影剧集动漫游戏，展览如BiliBili ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025061519071197807b84&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传媒行业周报：从卡游到52TOYS再到WAKUKU量子之歌撬动IP经济积极关注AI应用</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传媒行业周报：从卡游到52TOYS再到WAKUKU量子之歌撬动IP经济积极关注AI应用\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-15 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025061519071197807b84&s=b><strong>华鑫证券有限责...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周观点更新IP 经济在暑假档中热度再起，从4 月卡游递表到5 月52Toys递表再到6 月美股量子之歌涨幅因Wakuku 获得关注，2025 年二季度看从政策端、产业端、企业端均带来新增亮点。卡游在港股上市的进展也带来卡牌板块的关注。从AI 应用到IP 经济带来的谷子板块热度从轻工生产、代运营、营销、扩散至整个文化传媒IP 板块。同时，暑假档，内容供给从电影剧集动漫游戏，展览如BiliBili ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025061519071197807b84&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025061519071197807b84&s=b","article_id":"2543908246","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025061519071197807b84&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2543908246","pubTimestamp":1749916800,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"本周观点更新IP 经济在暑假档中热度再起，从4 月卡游递表到5 月52Toys递表再到6 月美股量子之歌涨幅因Wakuku 获得关注，2025 年二季度看从政策端、产业端、企业端均带来新增亮点。卡游在港股上市的进展也带来卡牌板块的关注。从AI 应用到IP 经济带来的谷子板块热度从轻工生产、代运营、营销、扩散至整个文化传媒IP 板块。本周重点推荐个股及逻辑给予传媒行业推荐评级。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600986":"浙文互联","603466":"风语筑","BK4588":"碎股","BK4585":"ETF&股票定投概念","LU2463526074.USD":"NORDEA 1 - GLOBAL CLIMATE ENGAGEMENT \"BP\" (USD) ACC","LU1481599808.USD":"THREADNEEDLE (LUX) UK EQUITY INCOME \"AUC\" (USDHDG) INC","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","LU1487256676.USD":"THREADNEEDLE (LUX) UK EQUITY INCOME \"ZUH\" (USDHDG) ACC","IE00B3T34201.USD":"BNY MELLON GLOBAL EQUITY INCOME \"B\" (USD) INC","LU1481600234.SGD":"THREADNEEDLE (LUX) UK EQUITY INCOME \"ASC\" (SGDHDG) INC","IP":"国际纸业","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK4204":"教育服务","BK4136":"纸材料包装"},"translate_title":"Media Industry Weekly: From Kayou to 52TOYS to WAKUKU, Quantum Song leverages the IP economy and actively pays attention to AI applications","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600986":0.9,"603466":0.9,"QSG":0.9,"IP":1},"content_text":"本周观点更新IP 经济在暑假档中热度再起，从4 月卡游递表到5 月52Toys递表再到6 月美股量子之歌涨幅因Wakuku 获得关注，2025 年二季度看从政策端、产业端、企业端均带来新增亮点。卡游在港股上市的进展也带来卡牌板块的关注。从AI 应用到IP 经济带来的谷子板块热度从轻工生产、代运营、营销、扩散至整个文化传媒IP 板块。同时，暑假档，内容供给从电影剧集动漫游戏，展览如BiliBili world 2025、China Joy、上影节等拉动6、7 月传媒的投资日历效应。本周重点推荐个股及逻辑给予传媒行业推荐评级。A 股可关注，天舟文化300148（教辅与双主业有望业绩持续修复，新业务AI+教育可期）；万达电影002739（关注谷子经济进展如光与夜之恋IP 进行联名，以及暑假档新供给）；上海电影601595（关注上影节进展及电影《浪浪山小妖怪》）；横店影视603103（下沉市场内需仍游戏具潜力，关注暑假档进展）；姚记科技002605（关注伴随卡游的情绪驱动下带动公司卡淘带动的估值修复）；华策影视300133（加码短剧外，积极布局AI，借力AI 赋能创作与营销）；芒果超媒300413（综艺《歌手2025》上映后公司推出芒果超品俱乐部（ Mango CHAOPIN Club）服务产品）；遥望科技002291（2 月激励夯实信心底，AI+电商较好应用场景之一）；奥飞娱乐002292（谷子经济代表企业，AI+IP 有望持续推动热度）；风语筑603466（新业务端从XR应用到具身智能应用均在持续探索）；蓝色光标300058（旗下产品积极携手applovin 服务商家）；浙文互联600986（公司积极推进数字文化的创新探索，拓展数字文化商业化空间）；中信出版300788（央企，大众阅读头部企业持续夯实主业）；港股可关注，B 站9626（7 月将迎接BiliBiliWorld2025）；腾讯0700（拟外延收购游戏公司，关注微信交易生态后续进展）；阿里9988（基本盘持续夯实，以AI 为支点撬动时代红利）；阜博集团3738（全球领先的数字内容保护与交易服务提供商）；美图1357（将进一步以AI 技术打造世界级的产品，更好去服务生活场景与生产力产品用户的垂直需求）；布鲁可0325（中国版乐高有望在2025 年主业持续夯实，自研IP 后续发展可期，布鲁可诺亚奥特曼传奇版热销 中）；名创优品9896（新消费主义全球综合零售龙头，IP 战略下有望带来量价齐升，TOPTOY 在潮玩市场具有先发优势）、毛戈平1318（2025 年以来护肤品表现强劲， 618 期间维持高速增长，有望持续贡献收入）。风险提示产业政策变化风险、推荐公司业绩不及预期的风险、行业竞争风险；编播政策变化风险、影视作品进展不及预期以及未获备案风险、经营不达预期风险；宏观经济波动风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2543908246","isCrawlerRequest":true}