Two-dimensional investment hot new third-board animation enterprises seize the tuyere

unwittingly, the heat of the two-dimensional economy is heating up rapidly. In this context, some of the new three-board animation companies are busy with IPO, some have been delisted, and some large enterprises are "very calm".

not long ago, bilibili, a domestic two-dimensional and on-screen website, held a comic exhibition in Shanghai. originally, it was difficult to get a ticket with a minimum of 580 yuan, but the "scalpers" outside the venue speculated the ticket price as high as 1500 yuan.

the 12th International Animation Expo, held in Shijiazhuang in early August, attracted tens of thousands of two-dimensional enthusiasts to participate.

these scenes make people in the industry sigh that unwittingly, the heat of the two-dimensional economy is heating up rapidly. In this context, some of the new three-board animation companies are busy with IPO, some have been delisted, and some large enterprises are "very calm".

< strong > Quadratic investment is hot < / strong >

for the definition of quadratic dimension, the explanation of the new three-board enterprise dance animation (837133) is that the early two-dimensional animation or game, because its picture is a plane, is called "quadratic world". What corresponds to the second dimension is the "three-dimensional world", that is, the real world in which we live.

with the development of two-dimensional culture, two-dimensional culture is no longer limited to the field of animation. At present, the two-dimensional culture has covered many fields, such as animation, comics, games, light novels, electronic music, role-playing and so on, among which animation and cartoons attract the most attention. In recent years, with the gradual popularity of the two-dimensional economy, listed companies and some well-known enterprises have begun to actively layout the two-dimensional industrial chain.

on the evening of August 10th, Chinese online announced that it plans to buy an 80 per cent stake in Shanghai Chenzhike for 1.47 billion yuan. Chenzhike's "Gollum" website is an earlier two-dimensional player community in China. Chinese online hopes to use this acquisition to integrate Chenzhike's two-dimensional IP, game products and community resources, and deepen the layout of pan-entertainment.

in fact, as early as November 2016, Chinese online invested 250 million yuan to subscribe for a 13.51% stake in QQ's on-screen website Acfun.

in addition to Chinese online, A-share listed company Alpha Animation & Culture has also invested in Acfun, and Alpha Animation & Culture has also invested in comic book companies such as the new third board company Daqian Sunshine (839246).

the layout of Songcheng Performing Arts in the two-dimensional field is also gradually unfolding, it has invested in burka comics, while Tencent Animation and Comic has invested in Force Animation, Cloud Comics, Animation Hall, bilibili and other two-dimensional related enterprises.

in the two-dimensional industrial chain, many new third-board enterprises participate in it. According to the statistics of the forum, there are more than 60 enterprises in the field of new third-board animation and cartoons, such as Tongshi Network (833377), Yongsheng Animation (835994), Zhongnan Cartoon (833156), Dance Animation and so on.

among them, Daqian Sunshine also invested in Pippi Mutual Entertainment, a two-dimensional community. The company said that the investment is to gradually lay out IP operation channels and improve the layout of the industrial chain.

< strong > different paths of new third board enterprises < / strong >

with the gradual popularity of two-dimensional culture, animation enterprises, as the most important part of the industrial chain, take the lead in getting on this "express train". At present, a number of new third board animation enterprises have embarked on the road of IPO.

on March 14 this year, Yongsheng animation submitted tutoring materials to the Guangdong Securities Regulatory Bureau and began to accept Guangfa Securities's listing tutoring. Yong Sheng Animation is mainly engaged in animation content product production, distribution and animation derivative products management, it has a well-known animation IP "Pig Man".

Yongsheng Animation achieved business income of 149 million yuan and net profit of 34.91 million yuan in 2016, an increase of 74% over the same period last year. It is a large animation enterprise on the new third board.

however, Ying Sheng animation has been suspended from listing on the new third board since August 7. According to Guangfa Securities's official website, Yongsheng animation is still under tutoring as of July 31. It takes the initiative to delist from the new third board, or has some other considerations in terms of capital operation.

on June 15 this year, Tong Shi Network, another new third-board animation company, submitted listing guidance and registration materials to the Shanghai Securities Regulatory Bureau, and is currently receiving listing guidance from Yingda Securities.

Tongshi Network was established in August 2011 and listed on the new third board in August 2015. The company's main business is animation publication creation, sales, animation IP, game production and operation, its own mobile animation platform "bighorn worm".

in 2016, Tongshi Network's operating income was 108 million yuan, an increase of 55 percent over the same period last year, and its net profit was 19.31 million yuan, an increase of 79 percent over the same period last year.

Last May, Huayi Brothers established a joint venture with Tongshi Network, which plans to adapt 10 cartoons owned by Tongshi Network IP every year. Huayi Brothers began to set foot in the field of two-dimensional culture through cooperation with Tongshi Network.

in addition, Huaqiang Font, as a well-known blue chip stock on the new third board, has not made any IPO action yet. The company's operating income last year was 3.359 billion yuan, with a net profit of more than 700 million yuan. Huaqiang Fangte has a well-known animation IP "Bear haunts", and the source of income also includes the operation of theme parks.

except for a few enterprises such as Tong Shi Network, most of the new third board animation enterprises are not large at present. In 2016, the operating income of Wuzhi Animation was only 35.32 million yuan, while the net profit was 3.57 million yuan.

Daqianyang, who is engaged in the production and service of animated films and games, had an operating income of only 12.24 million yuan and a net profit of 1 million yuan in 2016. According to a recently disclosed semi-annual report, its operating income in the first half of 2017 was 8.64 million yuan, with a net profit loss of 900000 yuan.

the reason for the small scale is, on the one hand, as an emerging industry, many animation enterprises have not been established for a long time and are still in the period of growth; on the other hand, some new third-board enterprises have not yet formed an influential IP and have not found a suitable profit model.

however, most of the new third-board animation companies remain optimistic about the future development of the industry.

New third board folk animation company Jingwei (834333) Chairman's business assistant Zhou Chao told reporters that the whole animation industry chain enables the two-dimensional entertainment market to be more competitive. in the future, through the construction of a sound animation and derivatives camp, animation IP image authorization, etc., will effectively enhance the realization ability of animation enterprises.

the huge potential audience of the secondary culture and the high willingness of users to pay are also an important reason why many animation companies are optimistic about the future market.

according to iResearch data cited in Dance's Animation Annual report, the number of core QQ users reached 70.08 million in 2016, while the number of pan-QR users reached 270 million. In the future, the core second-dimensional users will grow steadily, while the IP operation of animation will become increasingly significant, and animated films will continue to infiltrate, and the scale of pan-second-dimensional users will continue to increase.

in addition to the large audience, compared with other cultural industries, the audience of secondary culture is younger, and the users are more sticky and willing to pay.

when purchasing Morning Science, Chinese online said that the secondary culture is currently in a period of growth, with the popularity of the Internet and mobile phones and the steady growth of the economy, as well as the gradual improvement of the spending power of the audience. Quadratic will be a huge market.

Edit: mary