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The "Goods Economy" has emerged as a significant trend in the A-share market, with a notable increase in stock prices of companies associated with this sector.

According to Wind data, the "Goods Economy" index has shown a consistent upward trend since July 1st, with a cumulative growth of 35.01% by December 4th. The "Goods Economy" is deeply rooted in the culture of ACGN (Anime, Comics, Games, and Novels) and refers to the market for derivative products based on copyrighted works within this domain.

The term "Goods" in the ACGN culture signifies merchandise derived from content IPs, including derivative products of anime, comics, games, and novels. As the distinctions between generations blur, ACGN culture has become a phenomenon that transcends age and gender.

Companies engaged in the "Goods Economy" have seen their stock prices surge since July 1st, with Guangzhou Wahlap Technology Corp and Guangbo Group among those at the forefront. The rise of the "Goods Economy" is not a fleeting trend; it has been a consistent pattern, as evidenced by the substantial growth in the index.

The "Goods Economy" encompasses a wide range of creative products, such as badges, transparent cards, laser tickets, sand flow mahjong, keychains, and more. It has emerged as a new consumer force, particularly among the "Z generation," who are eager to pay for their interests in the realm of spiritual and cultural consumption.

Mao Yuncong, Chief Analyst of Media and Internet at Haitong Securities, observed that the "Goods Economy" has demonstrated robust growth, similar to the short drama market in 2023, which had experienced rapid growth for an extended period before attracting capital attention.

The sustainability of the "Goods Economy" boom depends on two critical factors: the sustained demand from the young consumer group and the progress in market expansion and industry integration. With the continuous expansion of the ACGN user base and the increasing demand for spiritual consumption among young people, this market still holds significant development potential.

The swift rise of "Goods" is attributed to their social interaction capabilities. This modern method of socializing through beloved IP images has received a more direct and enthusiastic response from the current generation.

Looking ahead, the "Goods Economy" is expected to diversify and become more personalized. AI technology is poised to bring innovation and transformation to the sector, assisting companies in analyzing consumer needs and market trends more accurately, optimizing product design and production processes, and enhancing product quality and efficiency.

In conclusion, the "Goods Economy," fueled by ACGN derivative products, signifies a clear new consumer track in the media industry, with AI playing a pivotal role in its future development.