Lynn Steinbeck
2025-05-07

$CHINA LIT(00772)$ Don’t sleep on the Chinese “merch economy”! Yuewen’s official merch store won’t even open until Aug 2024,it’s still warming up. But look at their IPs like Lord of the Mysteries and Strange Tales of Tang Dynasty,both getting anime and games soon. If they nail the quality, there’s huge potential in the domestic merch scene. Everyone’s been chasing overseas IPs for years,maybe it’s time to bet on a homegrown breakout. I’m in early, and holding tight.

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