传媒行业中期策略报告：游戏等子板块回暖建议关注腾讯控股等标的

华龙证券2025-07-06

谷子经济：上游IP争夺、中游快周转运营与下游渠道博弈。2024年中国谷子经济市场规模达1689亿元，较2023年增长40.63%，2019年中国泛二次元及周边市场规模为2983亿元，2024年中国泛二次元及周边市场规模迅速提升至5977亿元，伴随泛二次元人群规模逐年递增(2024年达5.03亿人)，IP授权、产品开发与多元渠道协同发力，驱动谷子经济持续扩容。潮流玩具：从盲盒爆款到生态构建的竞争格局...

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传媒行业中期策略报告：游戏等子板块回暖 建议关注腾讯控股等标的

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传媒行业中期策略报告：游戏等子板块回暖建议关注腾讯控股等标的