7月3日，社交媒体有消息称，泡泡玛特通过新加坡公司买下了伦敦牛津街149-151号大楼，交易价 为6300万英镑。 对此，泡泡玛特内部人士表示："假消息。" ...

《科创板日报》3日讯，今年以来，泡泡玛特旗下的IP形象Labubu爆火，导致市场上"一布难求"。据记 者调查发现，以上"天价"水分不少，是别有用心的炒作者、未加求证的传播者共同炮制的结果。事实 上，在二手交易平台，多款Labubu玩偶的实际成交价持续回落。记者查询多个二手交易平台发现， Labubu搪胶玩偶的二手交易价格虽比官方定价高，但并非"天价"。以热门的"Labubu3.0前方高能"系列 为例，原价99元一个，二手交易价格在150元至300元之间，而且走势总体下降。 (解放日报) Labubu二手交易价格总体下降 ...

软着陆涉及到新的路径选择和能力建设，迪士尼、三丽鸥等IP公司，Nike、Supreme等消费品公司都可以是参照系。 泡泡玛特应该会承认，LABUBU成为全球顶流，是个概率事件，不可复制。 这基于泡泡玛特作为一个IP公司，拥有从IP孵化、运营营销、商品开发生产、独特销售机制、店铺运营能力等在内的一系列能力，碰到了明星带货、出海 趋势、毛绒爆火、包挂热潮等时代趋势，迅速成为一个席卷全球的爆款IP。 但如果顶流塌方，会给一个公司带来巨大的风险。如何平缓的戳破这个泡沫，实现软着陆，是泡泡玛特目前遇到的核心挑战。 二级高溢价打破了圈层平衡 不论Molly还是LABUBU，它们的底色都是泡泡玛特杰出的IP潮玩孵化能力。投资人王京对此的看法就是，这家公司的本质就是在于持续打造IP的能力、 持续运营IP的能力和线下店铺的运营能力，基于这套能力，跑出来的到底是Molly、LABUBU还是Cryingbaby，其实是个概率事件。 潮玩IP的稀缺性特征，进一步放大了市场对于泡泡玛特的想象空间。稀缺性在消费品领域已经是一套常见的玩法，高奢品牌做配货机制、Nike等品牌通过 限量联名带动日常款的销量，都是体现。潮玩的稀缺性则源自一套复 ...

Core Insights - The article discusses the evolving consumer psychology of young people, particularly those born in the 90s and 00s, highlighting their unique purchasing behaviors and preferences for emotional value over practicality [3][5][11] - It emphasizes the importance of brands establishing emotional connections with consumers, moving beyond traditional marketing strategies to engage with the emotional needs of the younger demographic [4][8][9] Group 1: Young Consumer Behavior - Young consumers are increasingly drawn to personalized and niche products, with trends like Lolita fashion becoming mainstream, reflecting a shift towards the acceptance of subcultures [3][5] - Emotional consumption is on the rise, with brands like Nike and Adidas adapting their marketing strategies to create deeper emotional connections with consumers [4][11] - The difference in consumer logic between generations is evident, with older consumers prioritizing practicality and brand reliability, while younger consumers focus on emotional value and identity representation [5][11] Group 2: Brand Strategies - Brands are encouraged to redefine their identity and marketing strategies to resonate with the emotional needs of consumers, moving from a fixed image to a more flexible and open approach [8][9] - Successful brands like Pop Mart and Jellycat have capitalized on emotional branding by creating products with personality and stories, allowing them to maintain consumer loyalty despite higher price points [5][11] - The need for brands to adapt to rapidly changing consumer preferences is critical, requiring a balance between maintaining core values and being responsive to market trends [9][12]

| 代码 | 简称 | 成交金额（万港元） | 成交净买入（万港元） | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | 02800 | 盈富基金 | 168930.04 | 167445.82 | 0.49 | | 01801 | 信达生物 | 107997.43 | 65111.55 | 1.15 | | 03690 | 美团-W | 297605.60 | 33808.84 | 0.56 | | 00981 | 中芯国际 | 327427.12 | 31778.77 | -2.57 | | 01053 | 重庆钢铁股份 | 372082.05 | 14480.05 | 91.11 | | 09992 | 泡泡玛特 | 72452.38 | 12269.52 | -3.15 | | 01530 | 三生制药 | 93771.70 | 10950.80 | 2.54 | | 00314 | 思派健康 | 167450.55 | 8001.87 | 8.62 | | 01788 | 国泰君安国际 | 287269.20 | -48.58 | 0.87 | | 0093 ...

Group 1 - The core viewpoint is that Chinese brands are entering a "global growth" phase, transitioning from initial export through processing to establishing brand awareness and localizing in overseas markets [1][3][4] - The growth of Chinese brands is driven by both internal and external factors, including international policy uncertainties and changing global consumer demands [4][7] - Chinese companies need to innovate products, upgrade technology, and enhance brand resilience to achieve global value growth [7][10] Group 2 - External factors affecting global growth include international policy uncertainties and changes in global supply and demand relationships [9][10] - Recent events, such as anti-dumping investigations by the EU and reciprocal tariff demands from the US, highlight the need for Chinese brands to strengthen their influence and pricing power in international markets [9][10] - The global consumer market is evolving, with increasing demands for personalization and scenario-based needs, requiring Chinese companies to enhance their brand awareness and consumer service capabilities [10][21] Group 3 - Internal drivers for global growth include national initiatives and self-driven efforts by enterprises, such as the "China Manufacturing 2025" initiative promoting digital and intelligent transformation [12][53] - Chinese companies are achieving technological breakthroughs and innovations in certain sectors, which need to be translated into brand premium through global expansion [12][53] - The global expansion paths for Chinese companies vary, with strategies including price advantages in Southeast Asia, entering North America first, and gradually expanding to other regions [19][21] Group 4 - The integration of the entire industry chain is essential for efficiency and resilience, as seen in the Chinese electric vehicle sector, which is moving from "selling globally" to "rooting globally" [52][60] - Localized production bases are being established in regions like Thailand, Indonesia, and Europe, enhancing the collaboration of the entire supply chain [60][61] - The ability to control the supply chain is crucial for brand success in the global market, as companies must adapt to diverse and complex market conditions [66][67] Group 5 - The rise of content e-commerce, exemplified by platforms like TikTok, is reshaping how brands engage with consumers, emphasizing social connections and community-driven marketing [67][72] - "Omni-channel management" is becoming a core competitive advantage, allowing companies to integrate data across platforms for better marketing and operational decisions [72][73] - Emerging technologies like AI are driving significant improvements in product capabilities and supply chain optimization, enhancing the overall competitiveness of Chinese brands [73][76] Group 6 - Service ecosystems are increasingly important for Chinese companies going global, as they require specialized capabilities in areas like cloud services, logistics, and digital marketing [81][85] - Payment systems, influencer marketing, and cloud services are critical components of the global expansion strategy for Chinese brands [85][87][92] - The collaboration between service providers and brands is expected to deepen, leading to enhanced growth effects for both parties [81][84]

深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 24.07 亿元 | -9.45 亿元 | | 腾讯控股(00700) | 15.89 亿元 | -2.59 亿元 | | 小米集团-W(01810) | 15.82 亿元 | -1.47 亿元 | | 美团-W(03690) | 12.44 亿元 | +2049.32 万元 | | 中芯国际(00981) | 11.22 亿元 | +2.18 亿元 | | 信达生物(01801) | 10.80 亿元 | +6.51 亿元 | | 三生制药(01530) | 9.38 亿元 | +1.10 亿元 | | 重庆钢铁股份(01053) | 7.92 亿元 | +2916.28 万元 | | 国泰君安国际(01788) | 7.86 亿元 | +632.81 万元 | | 泡泡玛特(09992) | 7.25 亿元 | +1.23 亿元 | 智通财经APP获悉，2025年7月2日当天，阿里巴巴-W(09988)、重庆钢铁股份(01053)、小米集团- W(018 ...

以下文章来源于娱乐资本论 ，作者娱子酱团队 娱乐资本论 . 娱乐资本论隶属于界面财联社（上海报业集团主管主办），持有新闻牌照，是北京市文化产业投融资协 会会员单位，并与中国网络视听大会、北京国际电影节、上海国际电影节等行业大会展开了长期、深度 的合作，致力于独家报道，是泛文娱行业第一媒体。 来源丨 娱乐资本论（ID：yulezibenlun） 作者丨吴晓宇 中国潮玩的这把火，在海外越烧越旺。 上月中旬，韩国泡泡玛特停止了Labubu在线下店铺的销售，原因是担心潜在的安全事故。英国的盛 况也不遑多让。泡泡玛特门前多次发生斗殴，为的就是抢到一个小小的Labubu。 各种中国潮玩开售即秒光的情况下，海外的粉丝们也开始寻找一些新门路。线下店抢不到心爱的款 式，那就跑到国内的销售平台抢玩偶、抢配件甚至是抢娃衣。在这种狂热的氛围下，中国潮玩公司出 海抢地盘，几乎成为一种必然。 如果说2021年是潮玩出海的1.0时代，那么 今 年奔向海外市场的潮玩厂商正在实现几何倍数的增 长，步入了2.0时代。日韩、东南亚和欧美，这些地区的潮玩市场早已挤满了中国公司，各家厂商似 乎正在把国内激烈厮杀的故事重演一遍。 笔者与多家潮玩厂商交流 ...

来源：新闻坊 最近这段时间 泡泡玛特销售的潮玩手办 格外火爆 继Labubu、Zimomo之后 软萌可爱的星星人系列手办 在不少门店 一上柜就被抢购一空 1/3 ◎ 实况 Q p 毛试在件盲盆 0 0 Plush pendant blind by 食 D 4 x a o 0 0 ri 0 0 Cars A 0 0 5 我也有星星人了呀 ★ ... 有网友直呼 "感觉上海已经买不到星星人了" 还有网友表示 labubu 抢不到就算了 ... 星星人又是怎么火了? 才在某岛入手了星星人小懒虫 ... 才过了一周,价格涨 到我无法理解的程度 ... 家住长宁的齐某 星星人系列挂件价格暴涨 已经到无法理解的程度 但还是有不少网友选择了溢价购买 123!星星人系列毛绒挂件 1/4 资料 款式 转卖 晒图 讨论 全网 走影 ▷ 生成图鉴 款式 = 我拥有的> ¥ 1225 > 隐藏款-致/15 八书雪糕 电话粥大厨 杯腰气 士沢 1.3k人想要 932人想要 05人想要 4 ¥204 2 ¥210 掉了天大的牙 理发 1中起床的 1.6k人想要 7 1k 人 棋虫 5 ¥220 最近也迷上了泡泡玛特的 星星人系列 走了好 ...

上海市商务委副主任刘敏在发布会上介绍称，在总结去年活动的基础上，今年"上海之夏"将全面升级， 主要体现在品牌参与度广、活动形式丰富、精准对接需求等方面。其中，今年将首创国内外知名品牌打 造"上海之夏"城市定制活动。比如泡泡玛特将打造"潮玩之夏"IP系列活动，推出LABUBU《The Monsters 怪味便利店》主题快闪店，Skullpanda系列全球首展还有一系列爆款IP的首发首秀、打造全新 线下体验空间，这是今年该品牌在全球最大规模的暑期系列活动；梵克雅宝将在上海对公众免费开放限 时体验空间，把巴黎带到上海，引领观众展开一场世家制表世界的探索之旅；露露乐蒙则将其标志性的 年度盛事"夏日乐挑战"上海赛融入其中。 面向家庭亲子客群，今年的"上海之夏"将引入"乐高世界玩乐节"，与伦敦、柏林、波士顿同步开启全球 玩乐主题活动；面向年轻次元客群，则将首创"上海之夏国际动漫月"，实现三大顶级动漫展会联动，限 量发售"三展联动"套票，联动沪上商圈、特色街区，推出次元新空间；面向时尚潮流爱好者，2026春夏 上海时装周预计吸引超8万行业精英及数千海外嘉宾，汇聚百余场新品发布首秀；面向体育赛事爱好 者，世界级的赛艇专业赛事 ...