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Bubble Mart has another big move, B+ round investment in two-point animation company

2021-09-16

On September 12, Lei Pao learned according to the company's inquiry that at 2:10 PM, Animation has obtained the B+ round of investment from three companies: Bubble Mart, Chinese Online, and Eagle Corner Network. Among them, Pao Mart holds 10.2259% of the shares, and Yingjiao. Internet and Chinese Online each hold 2.1913% of the shares.


Before obtaining this round of investment, in 2016, at 2:10, it received tens of millions of RMB in the A round of Fengrui Capital's financing. Later, it received A+ rounds of investment such as Bojiang Capital, Shangzhinuo, and Wuhan Government State-owned Assets. In 2017, at 2:10. Hundreds of millions in investment from Alibaba's B round.


Liangdianshi Animation is a well-known domestic animation company. According to data, Liangdianshi Animation was established in 2007 and currently employs more than 500 people. It is a full-industry chain company with animation IP research and development and operation as its core. So far, it has cumulatively produced and issued works. More than 40 titles, including "Silver Tombkeeper", "I am Jiang Xiaobai", "The Legend of the Great Wall", "Lixin Warfare", "Country of Secret Treasures" and many other high-quality popular IPs, covering multiple fields .


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Two points of investment in animation is part of the content-based strategy of Bubble Mart. It seems that Bubble Mart who wants to be the "World's Bubble Mart" still needs content. The most important thing is that the content of Pop Mart may be It is an important measure that can extend the life of Molly and other Bubble Mart’s core trendy IPs.


According to the 2021 semi-annual report, in the first half of the year, Bubble Mart’s total revenue was 1.773 billion yuan, of which Molly accounted for 204 million. According to this trend, perhaps the full-year revenue of 2021 will not exceed 2020. In 2020, Molly Bringing 350 million yuan in revenue for Bubble Mart, and the figure for 2019 is 450 million yuan. As the main revenue force of Bubble Mart, Molly's vitality is gradually weakening. How to "save" the decline of core trendy IP? The most important move in front of Bubble Mart, perhaps, is a good choice to load the story for the trendy play.


Prior to this, Bubble Mart has participated in IP content through investment in animation films such as "White Snake 2: The Green Snake Rise", "New God List: Nezha Rebirth" and other animation films, and realized derivative product development through content. From this point of view, the above investment may be It is Bubble Mart’s experiment in "derivatives" and "content", and the results of this experiment at least satisfied Bubble Mart. In 2021, the 14-day cumulative box office of "White Snake 2: Green Snake" is only 400 million. "Robbery", the 15-day crowdfunding of derivatives reached 7.23 million (although it was not developed by Bubble Mart).


After this investment of two points and ten points, the development of animation content based on the core IP of Bubble Mart should be planned, and whether the animation content derived from Molly, Dimoo, SKULLPANDA and other trendy IPs can become "the bubble of the world" Matt", let us wait and see.


In addition to Pao Mart’s demand for content, Chinese Online, a listed A-share company, has a greater demand for the development of IP copyrighted content. According to Lei Bao, Chinese Online will take literary IP as the core, and extend downstream copyright derivative development, creating a model of "web text serialization + IP light derivative simultaneous development".


In terms of animation, Chinese Online is cooperating with platforms such as Tencent and Bilibili. In 2021, many animation works adapted from Chinese online boutique IP are being created.


However, for Chinese Online, the lack of high-quality animation production companies is the biggest problem. After all, the relatively powerful animation production companies in China are invested by platforms such as Tencent and B Station. The investment of two points ten points can solve the problems encountered by Chinese online in terms of production capacity. After all, two points ten points have invested in many business-related production companies through its mutual entertainment fund in addition to its own company, which can solve the animation very well. Production problem.


Eagle Corner, the developer of the mobile game "Tomorrow’s Ark", also invested 2:10 in this time. Earlier, media reported that the major shareholder of Eagle Corner, Yostar, announced the establishment of animation production company Yostar Pictures, which has established and operated a specialized production company. ARCH's participation is mainly to satisfy the launch of "Azur Lane" and many other mobile games. The follow-up will achieve the creation of animated images as a strategic goal while maintaining the IP.


Judging from the reported information, Eagle Corner Network has plans to adapt popular mobile games such as "Tomorrow's Ark" into animations to create the entire IP matrix.


Prior to this, I participated in the CG production of "Tomorrow's Ark" at two ten ten. In addition, onmyoji's mobile game CG viewing blockbuster "Shiranui" and "Sunny City", as well as "Fantasy Westward Journey" CG, "King of Glory" CG, "League of Legends" CG, "Jian Wang 3: Fingertip Jianghu" CG, etc., are responsible for the production of two points. Therefore, in terms of game CG, the production strength of two points has been recognized by domestic head game companies. The two points of strategic investment can just make up for the shortcomings of Eagle Corner Network in the field of animation.


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