关于“漫熙”的报告
艾媒咨询 | 2025年全球及中国动漫产业现状剖析及前景预判投资分析报告
随着文化消费水平的提升和市场需求的扩大,全球动漫IP特色化趋势明显,并逐渐衍生出“谷子经济”等产业。此外,中国动漫头部企业纷纷向产业链上下游延伸,打造全产业链动漫经济。全球新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)最新发布的《2025-2026年全球及中国动漫产业现状剖析及前景预判投资分析报告》数据显示近年来本土动画实现突破式增长,中国动漫产业总值由2019年的760亿元增长至2023年的4000亿元。2025年中国泛二次元周边市场规模预计达6521亿元,2029年有望达8344亿元。中国动漫市场正值爆发式增长时期,本土动画亦受到正向影响。艾媒咨询分析师认为,中国动漫市场近年来经历了快速的发展和变革,呈现出“青年化”“IP化”和“数字化”的明显趋势。动漫市场要加强原创内容创作,深化IP开发和运营,推动数字化转型,通过跨界合作,实现资源共享和互利共赢,以此来实现持续健康发展。
With the improvement of cultural consumption level and the expansion of market demand, the trend of global animation IP characteristics is obvious, and gradually derived the "millet economy" and other industries. In addition, China's animation head enterprises have extended to the upstream and downstream of the industrial chain to build the animation economy of the whole industrial chain. iiMedia Research, a third-party data mining and analysis institution in the global new economy industry, recently released the "Investment analysis report on the status quo and prospects of global and Chinese animation industry from 2025 to 2026", which shows that local animation has achieved breakthrough growth in recent years. The total value of China's animation industry has increased from 76 billion yuan in 2019 to 400 billion yuan in 2023. In 2025, the scale of China's pan-secondary peripheral market is expected to reach 652.1 billion yuan, and it is expected to reach 834.4 billion yuan in 2029. Chinese animation market is in the period of explosive growth, and local animation is also affected positively.
Analysts from iMedia Consulting believe that Chinese animation market has experienced rapid development and change in recent years, showing a clear trend of "youth", "IP" and "digital". The animation market should strengthen original content creation, deepen IP development and operation, promote digital transformation, and realize resource sharing and mutual benefit and win-win through cross-border cooperation, so as to achieve sustainable and healthy development.艾媒咨询 | 2025年中国移动游戏市场消费行为调查数据
随着移动游戏产业生态的深化发展,其用户行为模式已形成多圈层渗透格局,主要覆盖以角色扮演、策略竞技为核心的内容体验领域,以社交裂变、IP联动为驱动的用户增长领域,以及UI交互优化、付费系统设计为代表的产品运营领域。根据全球新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)最新发布的《2025年中国移动游戏市场消费行为调查数据》数据显示,MOBA类游戏以38.29%的玩家覆盖率成为最受欢迎的游戏类型,用户每周投入2-5小时进行游戏的占比达52.21%,且65.19%的玩家会因喜爱IP而选择相关游戏。值得注意的是,动漫/漫画改编游戏以38.36%的偏好度占据IP题材首位,63.77%的用户认为“IP契合自身想尝试的游戏类型”是核心决策因素,同时56.32%的玩家对现有IP改编效果表示满意。在用户行为特征方面,移动游戏深度融入日常生活场景,36.28%的用户选择在饭后或睡前消遣,48.46%的玩家社交圈呈现“游戏与非游戏好友均衡分布”状态。设计偏好方面,功能性服装与实用配饰以42.97%的占比成为最受青睐的虚拟道具类型,而画质优秀(32.66%)和社交话题丰富度(38.05%)则被用户视为关键竞争优势。但调研同时揭示行业现存问题:IP改编存在还原度争议,部分玩家反映游戏内容同质化现象突出;在IP开发维度,如何平衡商业变现与用户体验仍需持续探索。艾媒咨询分析师认为,游戏厂商应聚焦三大优化方向:强化IP改编的叙事连贯性与世界观还原度,建立差异化内容矩阵;创新广告植入形式,通过有奖调研(36.28%偏好度)等激励模式提升用户接受度;深化社交系统建设,基于“社交话题与内容丰富度并重”(38.05%)的用户需求,构建多元互动场景。同时需关注玩家对实用功能(42.97%)与视觉品质(32.66%)的双重追求,推动产品体验的立体化升级。
With the deepening development of the mobile game industry ecology, its user behavior pattern has formed a multi-circle penetration pattern, mainly covering the content experience field with role playing and strategic competition as the core, the user growth field driven by social fission and IP linkage, and the product operation field represented by UI interaction optimization and payment system design. According to Survey data of consumer behavior in China's mobile game market in 2025" released by iiMedia Research, a third-party data mining and analysis institution in the global new economy industry, MOBA games have become the most popular game type with 38.29% player coverage rate. 52.21% of users spend 2-5 hours per week playing games, and 65.19% of players choose related games because of their favorite IP. It is worth noting that animation/manga adaptation games occupy the first place in IP genre with 38.36% preference, 63.77% of users believe that "IP fits the type of game they want to try "is the core decision-making factor, and 56.32% of players are satisfied with the existing IP adaptation effect. In terms of user behavior characteristics, mobile games are deeply integrated into daily life scenes, 36.28% of users choose to play after meals or before going to bed, and 48.46% of players' social circles show a "balanced distribution of game and non-game friends". In terms of design preferences, functional clothing and practical accessories were the most popular virtual item types with 42.97%, while excellent picture quality (32.66%) and social topic richness (38.05%) were considered key competitive advantages by users. However, the survey also revealed existing problems in the industry: there is a dispute over the degree of restoration of IP adaptation, and some players reflect that the homogenization of game content is prominent; In the dimension of IP development, how to balance commercial realization and user experience still needs to be explored. Imedia Consulting analysts believe that game manufacturers should focus on three optimization directions: strengthen the narrative coherence and worldview restoration of IP adaptation, and establish a differentiated content matrix; Innovative advertising placement forms, through incentive models such as award research (36.28% preference) to improve user acceptance; Deepen the construction of social system, and build multiple interactive scenes based on the user needs of "equal emphasis on social topics and content richness" (38.05%). At the same time, it is necessary to pay attention to the players' dual pursuit of practical functions (42.97%) and visual quality (32.66%) to promote the three-dimensional upgrade of product experience.艾媒咨询 | 2024-2025年中国化妆品市场运行状况及发展趋势研究报告
在消费结构升级、审美观念和悦己意识增强等多种因素的推动下,国内化妆品消费持续增长。全球新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)最新发布的《2024-2025年中国化妆品市场运行状况及发展趋势研究报告》数据显示,2023年中国化妆品行业市场规模约为5169.0亿元,同比增长6.4%,2025年有望增至5791.0亿元。近年来,国产化妆品品牌凭借高性价比与渠道精细化运营实现了迅速增长。在消费者对高端国际品牌整体祛魅的趋势下,国货品牌应将产品与营销的转型创新视为企业发展及再增长的关键,以满足市场的需求,提高企业竞争力。
Driven by many factors such as the upgrading of consumption structure, the enhancement of aesthetic concept and self-pleasing consciousness, domestic cosmetics consumption continues to grow. According to the latest "Research Report on the Operation Status and Development Trend of China's Cosmetics Market in 2024-2025" released by iiMedia Research, a third-party data mining and analysis institution in the global new economy industry, the market size of China's cosmetics industry in 2023 is about 516.09 billion yuan, an increase of 6.4%. It is expected to increase to 579.10 billion yuan by 2025. In recent years, domestic cosmetics brands have achieved rapid growth with high cost performance and refined channel operation. Under the trend of consumers' overall disenchantment of high-end international brands, domestic brands should regard the transformation and innovation of products and marketing as the key to the development and re-growth of enterprises, so as to meet the needs of the market and improve the competitiveness of enterprises.艾媒咨询|2021年9-10月中国化妆品行业运行数据监测双月报:“双十一” 战报
本报告涉及的案例/品牌/企业:C咖,悦瞳,林清轩
数据显示,今年年初社会消费品零售总额受去年低基数的影响,同比高增。自三月以来中国社会消费品零售总额与化妆品类商品零售值同比增长速度总体呈现下滑趋势。艾媒咨询分析师认为,受中国疫情零星出现以及宏观经济景气度等原因,居民总体消费意愿减弱,如将来疫情仍未解决,或一定程度影响化妆品消费的总体需求。不过,从数据来看,今年美妆护肤类产品线上复购需求多于线下体验需求,且对即时性要求不高,在整体电商经济增速下降的环境下,未来美妆护肤类产品线上销售增速仍能够保持高增长趋势。
Data show that at the beginning of this year, the total retail sales of social consumer goods increased year-on-year due to the impact of last year's low base. Since March, the year-on-year growth rate of China's total retail sales of social consumer goods and the retail value of cosmetics has generally shown a downward trend. iiMedia Research analysts believe that due to the sporadic occurrence of the epidemic in China and the macroeconomic boom, the overall consumption willingness of residents is weakened. If the epidemic has not been solved in the future, it may affect the overall demand for cosmetics consumption to a certain extent. However, from the data, this year, the demand for online re purchase of beauty and skin care products is more than the demand for offline experience, and the requirement for timeliness is not high. Under the environment of declining overall e-commerce economic growth, the growth rate of online sales of beauty and skin care products can still maintain a high growth trend in the future.艾媒咨询|2021年3-4月中国化妆品行业运行数据监测双月报
本报告研究涉及企业/品牌/案例:花西子,资生堂,华熙生物
数据显示,中国化妆品及洗护用品进出口金额均呈现大幅度增长状态,并未受到2020年新冠疫情较大的负面影响。2021年1-4月,中国化妆品及洗护用品进口数量为14.6万吨,出口数量为29.2万吨;2021年1-4月,中国化妆品及洗护用品进口金额为515.8亿元,出口金额为84.4亿元。随着国内经济全面复苏,中国化妆品的出口数量有明显的增加趋势,照此趋势,预计2021年全年中国化妆品及洗护用品进出口金额或将有新的高峰。
Data show that the import and export volume of cosmetics and toiletries in China has increased significantly, and has not been seriously affected by COVID-19 in 2020. From January to April in 2021, China's imports of cosmetics and toiletries were 146000 tons and exports were 292000 tons; From January to April 2021, China's imports of cosmetics and toiletries amounted to 51.58 billion yuan, and its exports amounted to 8.44 billion yuan. With the comprehensive recovery of domestic economy, the export volume of China's cosmetics has an obvious increasing trend. According to this trend, it is expected that the import and export amount of China's cosmetics and toiletries will reach a new peak in 2021.艾媒咨询|2021年中国轻医美行业研究及产业链分析报告
本报告研究涉及企业/品牌/案例:爱美客,华熙生物,奇致激光,华韩整形,新氧,兰州生物
数据显示,2020年中国轻医美用户市场规模达到1520万人,预计到2021年将增至1813万人。在消费意识觉醒和消费需求驱动下,机构、医生在供给端强势助推轻医美行业更快速发展,预计2021年中国轻医美市场将达到798亿元,同比增长46.4%。在行业快速增长的同时,轻医美产业链各环节企业由于集中度不同导致利润分配不均,具体来看,上游原料耗材企业由于高技术壁垒,市场集中度较高,毛利率高于中下游企业,如知名玻尿酸、肉毒素产品制造企业爱美客、华熙生物等,而中下游由于竞争分散,单体获利参差不齐,更容易产生乱象。但总体来说,在行业监管加强、机构自律、平台监督等多方力量共同作用下,轻医美行业将会向线上化、品牌化、规范化发展。
According to the data, the market size of China's light medical beauty users will reach 15.2 million in 2020, and it is expected to increase to 18.13 million by 2021. Driven by the awakening of consumer awareness and consumer demand, institutions and doctors strongly boost the rapid development of light medical beauty industry in the supply side. It is estimated that China's light medical beauty market will reach 79.8 billion yuan in 2021, with a year-on-year growth of 46.4%. With the rapid growth of the industry, the profit distribution of enterprises in each link of the light medical beauty industry chain is uneven due to different concentration. Specifically, due to high technical barriers, the upstream raw materials and consumables enterprises have higher market concentration and higher gross profit rate than the middle and downstream enterprises, such as the well-known hyaluronic acid, botulinum toxin product manufacturing enterprises aimekke, Huaxi biology, etc., while the middle and downstream enterprises have higher gross profit rate due to scattered competition, Individual profit is uneven, more likely to produce chaos. But on the whole, under the joint action of industry supervision, institutional self-discipline, platform supervision and other forces, the light medical beauty industry will develop to online, brand and standardization.艾媒咨询|2020年中国移动阅读行业发展专题研究报告
本报告研究涉及企业/品牌/案例:中文在线,阅文集团,掌阅科技
经过多年发展,中国移动阅读行业积累大批优秀作品及头部作家,各平台也不断开发这类头部IP的商业价值,推动行业规模增长。iiMedia Research(艾媒咨询)数据显示,2020年中国移动阅读市场规模达到372.1亿元,未来将继续保持良好增长势头。目前移动阅读用户更偏好作品IP衍生类型为影视化作品,占比60.1%。针对于此,大量优秀网络文学作品近年也得到影视改编,并凭借社交媒体规模扩大而得到更好的传播,覆盖更多年轻用户群体。而移动视频、有声书等平台用户规模的扩大使头部IP数字文娱作品引发的关注热度提升,也同时促进了头部IP影响力的提升。
After years of development, China mobile reading industry has accumulated a large number of excellent works and head writers, and various platforms have continuously developed the commercial value of such head IP, promoting the growth of the industry scale. As the data of iiMedia Research showed, the scale of China's mobile reading market will reach 37.21 billion yuan in 2020, and it will continue to maintain a good growth momentum in the future. At present, mobile reading users prefer screen-adaption derived from IP, accounting for 60.1%. In view of this, a large number of excellent online literary works have been adapted from movies and TV in recent years, and have been better spread by virtue of the expansion of social media scale, covering more young user groups. The expansion of mobile video, audio book and other platform users makes the head IP digital entertainment works attract more attention, and also promotes the head IP influence.艾媒咨询|2020中国STEAM教育专题研究报告
本报告研究涉及企业/品牌/案例:DFRobot、贝尔科教、寓乐湾。
iiMedia Research(艾媒咨询)数据显示,2020年中国K12课后辅导市场规模达5300亿元,预计2021年将达到5710亿元。行业快速发展的情况下,资本市场对于校外培训教育以及STEAM教育产品研发技术一直保持较高的热度。但是在认知度方面,STEAM教育还需普及,凭借完整性更强的综合解决方案获得学生、家长以及学校的认可,提升市场受认可度。未来STEAM教育行业将在技术方面持续创新和优化,利用人工智能、物联网等新技术促进教学环境和学习方式的改变。
According to data from iiMedia Research, China's K12 after-school tutoring market will reach 530 billion yuan in 2020 and is expected to reach 571 billion yuan in 2021. With the rapid development of the industry, the capital market has always maintained a high degree of enthusiasm for off-campus training and education and STEAM education product development technology. However, in terms of awareness, STEAM education still needs to be popularized. With a more complete integrated solution, it will be recognized by students, parents and schools to increase market acceptance. In the future, the STEAM education industry will continue to innovate and optimize technology, and use new technologies such as artificial intelligence and the Internet of Things to promote changes in the teaching environment and learning methods.艾媒咨询|2020年9-10月中国母婴行业运行及上市公司双月报告
本报告研究涉及企业/品牌/案例:爹地宝贝,帮宝适,漫熙,全棉时代。
数据显示,当前孕妇服装产品多集中在30元以下的价格区间,同时哺乳文胸也开始成为热销产品。艾媒咨询分析师认为,当前孕妇们还是更倾向于购买平价的产品。但随着95后妈妈的不断增加,以及用户观念的不断转变,未来高端化、功能性产品为主流。
Data shows that the current maternity clothing products are mostly concentrated in the price range below 30 yuan, and breastfeeding bras have also begun to become popular products. iiMedia Research believes that currently pregnant women are still more inclined to buy cheap products. However, with the continuous increase of post-95 mothers and the continuous change of user concepts, high-end and functional products will become the mainstream in the future.艾媒报告|2019-2020中国二次元视频行业专题研究报告
本报告研究涉及企业/品牌/案例:AcFun,bilibili,腾讯视频,抖音;其他提及企业/品牌:爱奇艺,快手,优酷,快看漫画,叭哒,风鱼动漫,腾讯动漫,波动星球,阅文集团
iiMedia Research(艾媒咨询)数据显示,中国二次元用户规模预计在2021年突破4亿人,用户规模的持续增长,抬升了二次元产业的商业价值。随着国家政策的鼓励、中国二次元视频行业发展环境向好、视频产业链条趋于完善、直播与电商元素的加入,加速了中国二次元视频商业化。iiMedia Research(艾媒咨询)数据显示,以A站、B站为代表的垂直二次元视频平台仍是二次元用户观看视频的主要占地,占比超过五成;近六成的受访网民会为观看二次元视频付费。艾媒咨询分析师认为,平台方对UP主创作的大力扶植,不仅有利于丰富完善二次元视频内容生态,推动二次元视频产业升级,还有助于吸引更多用户人群。随着主力年轻用户的崛起,以及泛二次元用户人群的扩大,二次元视频平台有望迎来发展红利。
As the data of iiMedia Research showed, the scale of China ’s Two-dimensional users is expected to exceed 400 million by 2021. The continued growth in user scale has boosted the commercial value of the secondary industry. With the encouragement of national policies, the development environment of China ’s secondary video industry is improving, the video industry chain is complete, and the addition of live broadcast and e-commerce elements has accelerated the commercialization of China ’s Two-dimensional video. As the data of iiMedia Research showed, vertical Two-dimensional video platforms represented by AcFun and BiliBili are still the main areas for video watching by Two-dimensiona users, accounting for more than 50%; nearly 60% of the interviewed netizens will Pay for watching Two-dimensional videos. iiMedia analysts believe that the platform's strong support for the creator's main creation will not only help enrich and improve the Two-dimensional video content ecology, promote the upgrade of the Two-dimensional video industry, but also help attract more user groups. With the rise of the main young users and the expansion of the Pan- two-dimensional user population, the Two-dimensional video platform is expected to usher in a development bonus.
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