The main listed companies in the animation industry: Orpheus Entertainment (002292), Light Media (30025 1), Xiangyuan Culture (600576), Tomcat (300459) and BILI. Nasdaq, etc.

I. Definition

Animation, that is, animation and comics, is an artistic expression that combines painting, graffiti, movies, digital media, photography, music, literature and many other artistic categories.

There is no standard classification of animation, which can be divided into animation and comics according to the form; According to the age of the audience, it can be divided into adult animation, juvenile animation and children animation. According to the plot, it can be divided into blood, fantasy, campus and so on.

Second, the analysis of the development status of Japanese animation industry

Japan is the largest animation producer and exporter in the world. Animation and comics are in the leading position in the world, with a perfect animation industry chain and a wide range of topics, touching all ages except the elderly. In 2020, the COVID-19 epidemic swept the world, and the Japanese animation industry was inevitably affected.

Comic book market hit a record high

As the IP source of the whole animation market, the prosperity of comics directly determines the market space of the whole animation industry. Under the influence of the development of the Internet, the Japanese paper comic book publishing market has been in a relatively low state in recent years, and the development of electronic comics is hard to make up. Since 20 14, the comic book market has been declining continuously.

In 2020, the popular comic "Ghost Blade" sold well, and the Japanese government implemented home measures in many places due to the epidemic. These factors pushed up the sales of comics, and the Japanese comic market reached 6126 billion yen from 1978, setting a record since statistics, with an increase of 23% over the previous year.

Third, the competition pattern of animation industry in China 1, and the competition factions of animation industry in China are numerous.

According to the most important industrial chain links that enterprises participate in, the competition of animation industry in China can be divided into three factions: content production, content dissemination and derivative realization.

The representative enterprises of content production include Light Media, Orpheus Entertainment, Xiangyuan Culture and Tom Cat. Most enterprises are trying to build their own IP, and they are also laying out derivative business. The representative enterprises of content dissemination include Kawara Tsutomu Kawara Tsutomu, Tencent Holdings, Reading Group and iQiyi. Among them, Kawara Tsutomu Kawara Tsutomu, Tencent and iQiyi are all domestic head video websites, while Reading Group owns well-known text reading brands such as QQ Reading and Starting Point. The representative enterprises of the derivative realization link include Meisheng Culture, POP MART, Huaqiang Fante and Caesar Culture. Bel Canto Culture is a global leader in animation derivatives, POP MART is a leading domestic trend culture and entertainment company, and Huaqiang Fant is one of the top five theme park groups in the world.

2. The market scale of online comics and animations is growing rapidly.

During the Thirteenth Five-Year Plan period, the trend of China's video copyright industry is obvious. As a combination of cartoon and animation, animation also conforms to the trend of video development.

In 2020, the online animation market in China will reach 3.35 billion yuan, up 25% year-on-year, up 10 16.67% compared with 300 million yuan in 20 16.

The scale of online animation market also maintained rapid growth, reaching 20.52 billion yuan in 2020, up 24.7% year-on-year, up 279.30% compared with 20 16. The scale of online animation market far exceeds that of online comics.

Fourth, the animation industry chain is comprehensively combed.

The animation industry includes not only comics and animations, but also peripheral fields such as games, clothing, stationery and toys derived downstream, secondary social platforms and content exchange communities. A complete animation industry chain can be divided into three links: content production, content dissemination and derivative realization.

The main participants in upstream content production are cartoon writers, animation studios and animation production companies, and the representative enterprises include Summer Island, Orpheus Entertainment, the striped house under Light Media, and Oriental DreamWorks.

The content communication in the middle reaches includes four channels: cinema line, TV station, online comic platform and online video platform, such as CCTV Children's Channel, Golden Eagle Comics, Watch Comics, Tencent Animation, Wow, and iQiyi.

The realization of downstream derivatives can be divided into two parts: the development and sales of physical derivatives and the development and operation of pan-entertainment content. The representative enterprises in the development and sales of physical derivatives include POP MART, Wanchao Planet and Wali, and the development and operation of pan-entertainment content include Reading Group, tencent games and Penguin Film and Television.

Verb (abbreviation of verb) industry development prospect and trend forecast

1, the industrial chain is further integrated, and the domestic IP specialization trend is intensified.

At present, China's animation industry is in a rapid development stage, and the integration of upstream and downstream of the industrial chain, the development of the whole era and the localization of IP have become the development trend at this stage.

The ultimate goal of the development of animation industry in China is to benchmark Hollywood in the United States, and giant enterprises like Disney and NBC Universal have emerged to set foot in the upper, middle and lower reaches of the industry and realize diversified business development. Therefore, more and more head enterprises and star enterprises are not satisfied with only setting foot in a single field, and begin to extend their business tentacles to the upstream and downstream of the industrial chain. The spending power of adults is obviously greater than that of young people. With the continuous development of downstream derivatives, it has become an inevitable trend for China animation industry to develop to all ages. In the content trend, in recent years, the frequency of domestic characteristic IP appearing in China animation is getting higher and higher, especially the myths and legends are well received by the market. According to the entertainment statistics, from 20 15 to 2020 * * * there were 1 19 animated films that recorded the stories of China's classic mythical characters. Among 1 19 works, 24 works are centered on the Monkey King, followed by Nezha and Erlang Shen, involving 1 1 and 8 works respectively, and the domestic IP specialization trend is getting worse.

2. The promotion of cultural consumption level will promote the rapid development of animation industry, and the market scale will exceed 450 billion yuan. In 2020, China's per capita GDP will reach 10098 US dollars, which is in the golden age of rapid growth of cultural consumption capacity and level. The prosperity of American animation industry in 1950s and 1960s and the start of Japanese animation industry in 1970s are the repetition of this golden age. Although the animation industry in China is difficult to compare with overseas in a short time, it will be a period of rapid growth for a long time to come. The scale of users will continue to expand, the market demand will continue to increase, and policies and measures will continue to improve, which will promote the further development of the animation industry. It is estimated that the market size of China animation industry will exceed 450 billion yuan in 2026.