Core Viewpoint - The controversy surrounding a comment made by staff during a live stream about a 79 yuan blind box has led to significant backlash against Pop Mart, resulting in a stock price drop and concerns over product quality and demand sustainability [2][3]. Group 1: Incident Overview - During a live stream, a staff member commented that selling a blind box for 79 yuan was "a bit excessive," to which another staff member responded that "someone will buy it," sparking outrage among viewers [3]. - Pop Mart's stock price fell over 5% in early trading, marking its largest drop in about two weeks and reaching its lowest level since May [2]. - Since peaking at the end of August, Pop Mart's stock has declined approximately 38%, raising concerns about the sustainability of demand for its products [2]. Group 2: Product Details - The controversial product is the "DIMOO New Diary Series - Blind Box," which includes six regular and one hidden variant, priced at 79 yuan per box and 474 yuan for a full set [3]. - The blind box contains components such as zinc alloy pendants, polyester lanyards, resin figures, and glass/acrylic parts, but the cost of counterfeit versions is as low as 4 yuan, leading to debates about its true value [3]. Group 3: Quality Issues - Pop Mart is facing scrutiny over quality control issues, particularly with the "SKULLPANDA Dining Table Series" blind boxes, which had misprinted brand names [4]. - The affected series has been completely removed from sale, but misprinted items have seen a surge in second-hand market prices, with some items selling for significantly above their original prices [4]. - For instance, the price of the misprinted "Duality of Balance" has risen to 74 yuan, exceeding its original price of 69 yuan, and the average transaction price for a full box has increased from 691 yuan to 717 yuan, with some transactions reaching as high as 1000 yuan [4].

Core Viewpoint - The live streaming incident involving Pop Mart's new product has sparked significant public discussion and raised concerns about pricing and product quality [1][2]. Group 1: Incident Details - On November 6, during a live stream promoting the "DIMOO New Birthday Diary Series - Pendant Blind Box" priced at 79 yuan, a staff member commented that the price was indeed a bit high, which led to widespread online debate [1]. - The incident quickly gained traction, reaching the top of Weibo's trending topics with over 500 million views by November 7 [1]. Group 2: Company Response - Pop Mart's official customer service acknowledged the feedback and stated that the matter was being actively investigated and handled internally [2]. - The company has taken internal measures against the involved staff but has not indicated any plans to terminate their employment [2]. Group 3: Product Information - The "DIMOO New Birthday Diary Series - Pendant Blind Box" includes 6 regular items and 1 hidden item, with the regular items having a 1:6 chance of being found and the hidden item a 1:72 chance [2]. - The blind box is priced at 79 yuan individually, while a complete set (including 6 regular and 1 hidden item) costs 474 yuan [2]. - The product is made from various materials, including zinc alloy, polyester, resin, and glass/acrylic [2]. Group 4: Market Concerns - Media investigations revealed that counterfeit versions of the pendant could cost as low as 4 yuan, raising questions about the perceived value versus the actual pricing of the original product [2]. - The product has been temporarily removed from Pop Mart's Tmall flagship store, with customer service suggesting it may be sold out, while it remains available on the official mini-program [2]. Group 5: Regulatory Environment - Pop Mart has faced ongoing scrutiny, including previous complaints about quality control issues, such as misprinted brand names on products [4]. - The market regulatory authority is drafting guidelines for blind box sales, which may require companies to justify the pricing of items over 50 yuan [4].

Core Viewpoint - The article discusses a recent incident involving Pop Mart's live stream, where a staff member made a controversial remark about the pricing of a product, leading to a public backlash. Despite this, the company's performance remains strong, with significant revenue growth reported. Group 1: Incident Overview - On November 6, Pop Mart's live stream faced backlash when a staff member commented that the price of a DIMOO blind box, originally priced at 79 yuan, was "a bit excessive" [3][6] - An internal source confirmed the incident and stated that the company is investigating but will not terminate the involved employees [6] Group 2: Product Performance - DIMOO, created by designer Ayan Deng, is one of Pop Mart's top-selling IPs, consistently ranking in the top 5 for sales [6] - The new DIMOO series "New Diary" sold out immediately upon release, and a collaboration with Disney saw the hidden variant "Mickey TV Show" increase in price from 179 yuan to 784 yuan, reflecting a 3.4 times premium [7] Group 3: Market Trends - Sales for other Pop Mart IPs like LABUBU, Star People, CRYBABY, and SKULLPANDA have also been strong, with supply issues gradually improving due to regular restocks [7] - Following large restocks, product prices have seen varying degrees of decline, with the hidden variant "Heart" of LABUBU dropping by 13% and 6% after restocks on September 25 and October 20, respectively [7] Group 4: Financial Performance - Despite a stock price decline of over 35% since late August, Pop Mart reported robust financial results, with a 245% year-on-year revenue increase in Q3 2025 [8] - Revenue from China grew by 185% to 190%, while overseas revenue surged by 365% to 370% [8]

第一财经记者从泡泡玛特内部人士处获悉，确实发生了直播事故，公司正在紧急调查，但不会开除直播 事故中相关员工。 DIMOO是由中国设计师Ayan Deng（邓瞻）创作的IP，目前该IP已被泡泡玛特收购成为其自有IP。 DIMOO是一个闯入梦境的小男孩，头顶住着一位由云朵化成的"云宝宝"。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月6日晚间，泡泡玛特（09992.HK）直播间疑似"翻车"。多名网友在社交平台发布视频显示，直播期 间，一位工作人员手持原价79元的DIMOO挂链盲盒说到，"这东西卖79元确实有点……过分了"。另一 工作人员回应称："没事，会有人买单的。" 自8月底至今，泡泡玛特股价跌幅超35%。截至发稿，泡泡玛特股价跌超4%，报208港元/股。 不过，泡泡玛特的业绩仍较为强劲。10月21日，泡泡玛特发布公告，2025年第三季度整体收入同比增长 245%至250%。其中，中国收入同比增长185%至190%；海外收入同比增长365%至370%。 责任编辑：宋雅芳 目前，DIMOO是泡泡玛特长期保持TOP 5销量的头部IP。得物App数据显示，泡泡玛特DIMOO全新系 ...

Core Viewpoint - The incident involving misprinted branding on the "SKULLPANDA Dining Table Series" blind box figures from Pop Mart has raised consumer concerns and led to the removal of the product from official sales channels [1]. Group 1 - Multiple consumers reported that the brand name "POP MART" was incorrectly printed as "POP MAET" on the figures [1]. - Following the complaints, the product was no longer searchable on Pop Mart's official mini-program and major e-commerce platforms as of November 6 [1]. - Pop Mart did not provide a comment when approached for verification regarding the incident [1].

11月7日，贝壳财经记者在第八届进博会现场联系到泡泡玛特工作人员，一名工作人员回应称，公司高度重视，正在核实处理，不会开除涉事员工。 10月21日，泡泡玛特（09992.HK）发布公告，2025年第三季度整体收入同比增长245%至250%。其中，中国收入同比增长185%至190%；海外收入同比增长 365%至370%。 第三季度，中国各渠道收入表现方面，线下渠道同比增长130%至135%；线上渠道同比增长300%至305%。 2025年上半年，LABUBU全球爆火成为超级IP，也带动了泡泡玛特的业绩增长。8月19日，泡泡玛特发布2025年半年报，上半年泡泡玛特营收138.8亿元，同 比增长204.4%，经调整净利润47.1亿元，同比增长362.8%；公司拥有人应占溢利45.74亿元，同比增长396.5%。泡泡玛特今年上半年的营收、净利润均超去 年全年。 新京报贝壳财经讯（记者俞金旻 阎侠）11月7日，泡泡玛特直播事故冲上微博热搜。两位工作人员没注意到直播开始，其中一位女性工作人员在拿着dimoo 原价79块的挂链盲盒时说："这东西卖79确实有点贵。"另一个工作人员说："没事会有人买单的。" 展位号: 5.1 ...

目前，DIMOO是泡泡玛特长期保持TOP5销量的头部IP。 11月6日晚间，泡泡玛特（09992.HK）直播间疑似"翻车"。多名网友在社交平台发布视频显示，直播期间，一位工作人员手持原价79元的DIMOO挂链盲盒 说到，"这东西卖79元确实有点……过分了"。另一工作人员回应称："没事，会有人买单的。" 第一财经记者从泡泡玛特内部人士处获悉，确实发生了直播事故，公司正在紧急调查，但不会开除直播事故中相关员工。 DIMOO是由中国设计师Ayan Deng（邓瞻）创作的IP，目前该IP已被泡泡玛特收购成为其自有IP。DIMOO是一个闯入梦境的小男孩，头顶住着一位由云朵 化成的"云宝宝"。 目前，DIMOO是泡泡玛特长期保持TOP 5销量的头部IP。得物App数据显示，泡泡玛特DIMOO全新系列"新生日记"开售后秒售罄。今年3月，DIMOO推出 了与迪士尼联名的首款搪胶盲盒产品，该产品包括6个基本款和1个隐藏款。得物App数据显示，隐藏款"米奇TV秀"价格由179元上涨至784元，溢价3.4 倍，截至目前，隐藏款市场价为359元，仍有1倍的溢价。 2025年至今，泡泡玛特旗下LABUBU、星星人、CRYBABY、SK ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 责任编辑：郝欣煜 ...

网传消息称，涉事的两位工作人员已经被开除，连带相关部门也被追责。 11月7日，记者从泡泡玛特内部人士处获悉，确实发生了直播事故，公司正在紧急调查，但不会开除直播事故中相关员工。 该直播事故引起巨大讨论，相关词条迅速登上了热搜第一。 智通财经记者 吴雨欣 近日，泡泡玛特某平台官方直播间在推广某款IP周边产品时，两名现场工作人员的私下对话被直播间收录，一位工作人员称该款产品为什么卖得很贵，另 一位则回应："没事会有人买单的。" 视频来源：@封面新闻(00:06) ...

记 者丨刘雪莹 编 辑丨江佩霞 视频丨见习编辑陈泽锴 11月7日早间，泡泡玛特直播事故冲上微博热搜。 据了解，泡泡玛特两位工作人员没注意到直播开始，其中一位女性工作人员在拿着dimoo原价79块挂链盲盒时说："哎嘛，这东西卖79块确实有点贵"，另 一个工作人员说："没事会有人买单的"。 随后，网友纷纷热议。 截至10:35，泡泡玛特股价跌超4%，报208港元，自8月以来，泡泡玛特股价一路下跌，9月累计下跌超17%，10月累计下跌超16%。 据封面新闻，11月7日，泡泡玛特官方客服表示，关于前一晚直播间直播事故已经对相关的工作人员在进行内部处理，会进行核实。而对于所提到的79元 的商品价格是否会调整，客服表示暂没收到通知。 涉事产品系泡泡玛特11月新推出的"DIMOO新生日记系列-挂链盲盒"。据泡泡玛特介绍，该盲盒系列含6个常规款，1个隐藏款，常规款概率是1:6，隐藏款 概率是1:72。该系列单个盲盒售价为79元，整盒售价为474元。 | | 208.200 -9.400 -4.32% | | | | | | 泡泡碧筒 立即 | | --- | --- | --- | --- | --- | --- | --- ...