IP系列#6内容到IP:全链协同 变革新生

中金公司
Aug 05

投资建议2025 年初至今,结合战略变化和业务布局,传媒行业IP方在产业链纵向延展有明显提速。站在投资角度,大家也在重新审视IP衍生市场发展潜力、IP方在其中的差异化价值及寻找具备扩张潜力的公司。我们认为关键在于把握从IP内容创造者到IP运营商发展的路径剖析,从头部IP的成长曲线、IP方调动产业链资源的能力以及IP方布局下游的深度和效果等维度跟踪。理由当前IP行业的快速发展反映了什么?关键是需求...

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