Hong Kong stocks concept tracking | "Nezha 2" predicted box office has soared to a maximum of 14.5 billion yuan "Gu Zi economy" on the rise (with concept stocks)

On February 10, "Ne Zha: The Devil Boy Nao Hai" took in over 4.7 billion yuan in box office revenue on a weekday, and the total box office has exceeded 8.4 billion yuan. As "Ne Zha 2" continues to soar at the box office, Maoyan and Beacon Professional Edition's predictions for it have also rapidly increased. As of the evening of February 10, Maoyan Professional Edition's predicted box office data shows that the latest prediction for "Ne Zha 2" is a total box office of 14.25 billion yuan, and the predicted final box office will top the global animated movie box office chart, aiming for the top seven on the global movie box office chart. Beacon Professional Edition's AI box office prediction shows that "Ne Zha 2" is predicted to have a continuous 13-day increase in box office revenue to 14.528 billion yuan, aiming for the 2 billion dollar mark in a single global market. The popularity of "Ne Zha 2" has brought huge traffic to the mythological image of Ne Zha. An official from Taobao told reporters that the sales of "Ne Zha Nao Hai" series and the 90s nostalgia animation series "Ne Zha Legend" have seen a significant increase in recent transactions. The success of "Ne Zha 2" at the box office has led to products related to it selling out, causing a scarcity. The producers of Ne Zha-related products have been "outed" by netizens, with online calls for items such as paper goods, cards, and badges. By 2024, the market size of the "Gu Zi Economy" in China is expected to reach 168.9 billion yuan, with a growth rate of over 40% compared to 2023. The market is in a period of rapid growth, and it is expected that by 2029, the market size will reach 308.9 billion yuan. POP MART told media reporters that the joint series launched with "Ne Zha 2" sold out across all its channels, and they are urgently adjusting their production plans to replenish stock. Currently, the series from the official POP MART store is scheduled to be shipped before June 15. China Galaxy Securities released a research report stating that the "Gu Zi Economy" is thriving, and high-quality IP is key. IP creation is essential for the "Gu Zi" and toy consumption markets. In the process of attracting fans and integrating multiple formats, the influence of IP plays a crucial role. As a key factor in building user base and breaking through boundaries, high-quality IP can attract consumers and extend product life cycles. Therefore, in the current environment of high market attention and strong demand, high-quality IP products are expected to maintain high prosperity. Related Hong Kong stocks for the "Gu Zi Economy": POP MART (09992): The official price for the blind box series "Ne Zha 2: The Natural Bond" is 69 yuan per item, with a price of 552 yuan for a box of 8, but the pre-sale period currently extends to June 15, lasting about 4 months. On the secondary trading platform, some popular styles of "Ne Zha 2" blind boxes are already selling at a premium, with most current prices ranging from 150 yuan to 189 yuan per item, and box prices around 1300 yuan. On social platforms, many movie enthusiasts are also actively seeking to purchase popular styles. MNSO (09896): The company has collaborated with over 150 well-known global IP brands, driving sales of over 800 million IP products. In terms of its second-dimensional IP reserves, it is expected to launch self-developed "Gu Zi" themed peripheral products every month by 2025, creating innovative products through commissions and derivative work, and collaborating with Bandai to release more official Japanese Gu Zi peripherals. The company has already established an operations and R&D team in Shanghai composed of professional and experienced IP management and second-dimensional industry talent. BLOKS (00325): BLOKS has over 470 patents and collaborations with over 30 well-known IP brands such as Ultraman, Transformers, and Naruto. The company has launched two self-owned IPs: "Variety BLOKS" and "Heroes Unlimited." The business model mainly involves developing building block character toys based on their own and authorized IPs, produced by third-party collaboration factories and sold through distributors.