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Fueled by the global explosion in popularity of LABUBU, Pop Mart, one of the so-called "New Consumer Trends F4" stocks on the Hong Kong Stock Exchange, has seen its share price skyrocket. As of market close on June 9, Pop Mart's market capitalization reached HKD 336.8 billion, setting a new all-time high. With a 48.73% ownership stake, founder Wang Ning has now become the richest individual in Henan province.

Over the past few years, the explosive growth of short video has significantly disrupted traditional content production and marketing models. As a leading platform for medium-to-long video, Bilibili bore the brunt of these shifts, and its relatively slow commercialization was frequently questioned. However, it's clear that Bilibili has consistently sought a balance between community-driven content and commercial monetization -- striving to enhance its revenue capabilities while preserving its signature user experience and community atmosphere.

MoonFox, a leading provider of market intelligence and data analytics, today released its latest report, “Pop Mart Business Decoded: Measuring the Value of Emotional Consumption.” The report reveals how Pop Mart, a pioneer in the pop toy industry, has leveraged emotional consumption and IP innovation to achieve record-breaking growth and global expansion in 2024 and 2025.

MoonFox, a leading provider of market intelligence and data analytics, today released its latest report, “Instant Retail Remains a Long-Term Battle, and the Food Delivery Battle Is Just the Beginning.” The report reveals how China’s instant retail sector is entering a new phase of fierce competition, with JD.com and Meituan at the forefront, leveraging food delivery as a critical driver of user growth and market expansion in 2025.

In Q1 2025, ly.com reported revenue of RMB 4.377 billion and adjusted net profit of RMB 788 million, marking YoY increases of 13.2% and 41.1%, respectively.

As 2025 kicked off, the release of the DeepSeek-R1 model by a Chinese AI startup sent shockwaves around the globe, delivering "OpenAI-level inference performance at just one-tenth of the training cost". The education industry quickly became the "eye of the storm" in this wave of AI democratization. Leading companies in various education sectors, including Xueersi, Youdao (by NetEase), Offcn Education, and Seewo, scrambled to integrate the DeepSeek-R1 large model, leveraging its capabilities to drive intelligent upgrades and innovations across both software and hardware. This surge is ushering the industry into a new era of AI-native education ecosystems.

January 2025 – During the 2024 Chinese Spring Festival movie season, the animated film Ne Zha 2 swept the box office. According to publicly available reports, the film grossed RMB 4.839 billion during the holiday period. As of February 17, its total box office revenue had exceeded RMB 12 billion, ranking among the top 9 highest-grossing films worldwide and setting a new record for Chinese cinema. Behind this box office miracle, a consumption frenzy driven by the ACG "Goods" community is unfolding simultaneously - from the surge in demand for spin-off merchandise, to user-generated content going viral, and character-related discussions dominating trending topics.

In Q4 2024, the YoY operating profit of Youdao (by NetEase) increased by 10.3%, demonstrating resilience in growth. Over the full year, its YoY net revenue grew 4.4%, surpassing RMB 5.6 billion, with operating profit turning positive for the first time and cash flow showing significant improvement.

Jointly published by Aurora Mobile’s MoonFox Data and the CEIBS AIMI Research Center, this report analyzes AI trends across 32 fields, leveraging data from IDC, Gartner, and proprietary insights. It highlights opportunities in AI infrastructure, vertical applications, and cross-border expansion.

MoonFox Data Ctrip achieved multiple-fold revenue growth in Q3, surviving through the harsh winter amidst industry recovery

MoonFox Data's Insights on NetEase Q3 Financial Report Game-driven Multi-segment Growth

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MoonFox Data: Tencent Music's breakthrough growth path during business transformation

MoonFox Data: JD.com Q3 profits exceeded expectations and the "low prices & supply chain" combo approach showed initial effectiveness

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