Seoul Economic Daily EnglishCodex · 实盘不做把握 4/10
北京时间·🕒 发布 11:00:05时区推断·⟳ 抓取 11:19:37·⚡ 决策 07-17 11:21:07 +1m30s·102.3 天前
韩国平台与游戏公司用IP联名韩国职业棒球队推出周边营销
Naver Webtoon、Kakao Entertainment、Netmarble MNB的棒球IP联名属于品牌营销和周边商品活动,不是订单、授权大单或业绩指引。
📄 原文Seoul Economic Daily English↗ 原文
As professional baseball enjoys explosive popularity, platform and game companies are extending a series of collaborati…
不做 NAVER(035420.KS)
IP联名营销缺少销量和收入量级,对NAVER短线业绩影响过小,不做。
不做 Kakao(035720.KS)
15项联名周边属于品牌营销,未披露商业金额,对Kakao集团不构成可交易催化,不做。
不做 Netmarble(251270.KS)
便利店联名食品营销规模小且不可量化,对Netmarble短期股价缺少正期望,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-17 · 扩散 low · price-in 风险 low ↗
关键理由
- Naver Webtoon、Kakao Entertainment、Netmarble MNB的棒球IP联名属于品牌营销和周边商品活动,不是订单、授权大单或业绩指引。
- 文中虽提到Kakao联名周边共15项,但缺少销量、收入或利润规模,难以对Naver、Kakao或Netmarble形成短周期可交易增量。
主要风险
- 若后续披露联名商品爆款销量、授权收入或平台转化数据,才可能重新评估。
原文全文
展开原文 · 2,619 字
As professional baseball enjoys explosive popularity, platform and game companies are extending a series of collaboration overtures to baseball clubs. Popular intellectual property (IP) such as webtoons and games is being applied to team mascots and stadiums, offering baseball fans a fresh kind of entertainment.
According to the information technology (IT) industry on the 17th, major platform and game companies including Naver and Kakao are actively rolling out character collaboration marketing with professional baseball clubs.
Kakao Entertainment is joining hands with professional baseball's Samsung Lions to launch its "Samsung Lions X Ryan Collaboration MD" products. The collaboration was planned to jointly celebrate the 10th anniversary of the Samsung Lions' home stadium, Daegu Samsung Lions Park, and the 10th anniversary of Kakao's flagship character, Ryan.
The collaboration merchandise unveiled this time comprises a total of 15 items. The lineup includes uniforms, marking kits for Samsung Lions legends and retired-number players such as Lee Man-soo, Yang Jun-hyuk, Lee Seung-yuop and Oh Seung-hwan, as well as ball caps, baseballs, folding cushions, Boston bags, carabiner fans, ticket holders, beach towels and key rings.
The designs are based on the blue color that symbolizes the Samsung Lions, featuring various poses of Ryan transformed into a baseball player and images of him holding the "Strongest Samsung" slogan placed throughout the merchandise. The products can be purchased at "Berriz Shop," the fan store of the global K-culture fan platform "Berriz."
Earlier, Naver Webtoon also carried out a collaboration with the Kiwoom Heroes to great acclaim. It unveiled distinctive products featuring "Chunbae and Friends," characters from Naver Webtoon's hit series "Nyahan Namja," and in April this year held a "Chunbae Signing Ceremony" event at Gocheok Sky Dome, the Kiwoom Heroes' home stadium, capturing the attention of baseball fans.
IP participation from the game industry has also continued. Netmarble's content marketing subsidiary MNB launched a series of convenience meals through a three-way collaboration with convenience store CU and the Doosan Bears, using its popular IP "Kungya Restaurants," expanding into the offline marketing space.
An IT industry official said, "Buoyed by the success of professional baseball, collaboration marketing targeting sports fandom has become the mainstream trend," adding, "It is regarded as a win-win strategy that provides baseball fans with a fresh consumer experience while securing mass-market scalability for content companies' own IP."
According to the information technology (IT) industry on the 17th, major platform and game companies including Naver and Kakao are actively rolling out character collaboration marketing with professional baseball clubs.
Kakao Entertainment is joining hands with professional baseball's Samsung Lions to launch its "Samsung Lions X Ryan Collaboration MD" products. The collaboration was planned to jointly celebrate the 10th anniversary of the Samsung Lions' home stadium, Daegu Samsung Lions Park, and the 10th anniversary of Kakao's flagship character, Ryan.
The collaboration merchandise unveiled this time comprises a total of 15 items. The lineup includes uniforms, marking kits for Samsung Lions legends and retired-number players such as Lee Man-soo, Yang Jun-hyuk, Lee Seung-yuop and Oh Seung-hwan, as well as ball caps, baseballs, folding cushions, Boston bags, carabiner fans, ticket holders, beach towels and key rings.
The designs are based on the blue color that symbolizes the Samsung Lions, featuring various poses of Ryan transformed into a baseball player and images of him holding the "Strongest Samsung" slogan placed throughout the merchandise. The products can be purchased at "Berriz Shop," the fan store of the global K-culture fan platform "Berriz."
Earlier, Naver Webtoon also carried out a collaboration with the Kiwoom Heroes to great acclaim. It unveiled distinctive products featuring "Chunbae and Friends," characters from Naver Webtoon's hit series "Nyahan Namja," and in April this year held a "Chunbae Signing Ceremony" event at Gocheok Sky Dome, the Kiwoom Heroes' home stadium, capturing the attention of baseball fans.
IP participation from the game industry has also continued. Netmarble's content marketing subsidiary MNB launched a series of convenience meals through a three-way collaboration with convenience store CU and the Doosan Bears, using its popular IP "Kungya Restaurants," expanding into the offline marketing space.
An IT industry official said, "Buoyed by the success of professional baseball, collaboration marketing targeting sports fandom has become the mainstream trend," adding, "It is regarded as a win-win strategy that provides baseball fans with a fresh consumer experience while securing mass-market scalability for content companies' own IP."
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