（文章来源：每日经济新闻） 每经AI快讯，泡泡玛特(09992.HK)涨近3%，截至发稿，涨2.86%，报230港元，成交4.28亿港元。 ...

泡泡玛特(09992)涨近3%，截至发稿，涨2.86%，报230港元，成交4.28亿港元。 王宁强调，伦敦作为全球创意生态核心，是品牌扎根欧洲、深耕全球市场的重要选择。依托欧洲总部的 设立，泡泡玛特将进一步整合全球创意资源，面向欧洲召集优秀艺术家展开深度合作，持续挖掘IP创意 价值，推动中外潮流文化的交流与融合。 消息面上，1月30日，据市场媒体报道，在中英商务论坛的平行论坛"CEO圆桌会"上，泡泡玛特创始 人、CEO王宁宣布，将伦敦定为欧洲总部所在地，未来将在欧洲新增27家门店，包括英国新增伯明翰、 卡迪夫及伦敦牛津街旗舰店等7家线下门店，相关投资将为英国创造超150个就业岗位。 ...

智通财经APP获悉，泡泡玛特(09992)涨近3%，截至发稿，涨2.86%，报230港元，成交4.28亿港元。 王宁强调，伦敦作为全球创意生态核心，是品牌扎根欧洲、深耕全球市场的重要选择。依托欧洲总部的 设立，泡泡玛特将进一步整合全球创意资源，面向欧洲召集优秀艺术家展开深度合作，持续挖掘IP创意 价值，推动中外潮流文化的交流与融合。 消息面上，1月30日，据市场媒体报道，在中英商务论坛的平行论坛"CEO圆桌会"上，泡泡玛特创始 人、CEO王宁宣布，将伦敦定为欧洲总部所在地，未来将在欧洲新增27家门店，包括英国新增伯明翰、 卡迪夫及伦敦牛津街旗舰店等7家线下门店，相关投资将为英国创造超150个就业岗位。 ...

| 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 98.40亿股 | 70.90% | | 绿色动力环保(01330) | 2.78亿股 | 68.72% | | 昊天国际建投(01341) | 74.53亿股 | 67.17% | | 天津创业环保股份(01065) | 2.27亿股 | 66.87% | | 凯盛新能(01108) | 1.67亿股 | 66.84% | | 中国神华(01088) | 22.34亿股 | 66.15% | | 大眾公用(01635) | 3.49亿股 | 65.43% | | 南方恆生科技(03033) | 94.06亿股 | 64.22% | | 广汽集团(02238) | 17.66亿股 | 62.76% | | 中远海能(01138) | 8.11亿股 | 62.55% | | 昭衍新药(06127) | 0.74亿股 | 62.35% | | 钧达股份(02865) | 0.39亿股 | 62.00% | | 山东墨龙(00568) | 1.56亿股 | 61.06% | | 弘业期货(036 ...

在净流入比方面，南方东西精选（03441）、中国中药（00570）、百奥赛图-B（02315）以51.51%、 44.99%、44.77%位列市场前三。 在净流出比方面，广深铁路股份（00525）、华新建材（06655）、昆仑能源（00135） 以-57.47%、-54.93%、-53.60%位列市场前三。 前10大资金净流入榜 | 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 腾讯控股(00700) | 12.07 亿 | 7.63% | 621.000（+2.31%） | | 泡泡玛特(09992) | 7.42 亿 | 14.21% | 231.400（+7.03%） | | 中国人寿(02628) | 5.66 亿 | 16.39% | 35.180（+3.17%） | | 长飞光纤光缆(06869) | 3.69 亿 | 10.82% | 75.200（+15.43%） | | 金山云(03896) | 3.45 亿 | 18.68% | 7.810（+3.44%） | | 蜜雪集团(02097) | 3.31 亿 | 25.73 ...

｜ 2026年2月2日星期一 ｜ NO.2 泡泡玛特欧洲总部将设在伦敦 点评：格米莱赴港IPO，作为国内市占率第二的咖啡机品牌，其连续增长的营收与盈利数据，将强化市 场对其成长确定性的认知。该事件将带动小家电、咖啡产业链相关板块的关注度提升，凸显国产替代与 消费升级主线的投资价值。 NO.4 高端炒货价格涨至200元/斤 1月30日，在中英商务论坛的平行论坛"CEO圆桌会"上，泡泡玛特创始人、CEO王宁宣布，将伦敦定为 欧洲总部所在地，未来将在欧洲新增27家门店，包括英国新增伯明翰、卡迪夫及伦敦牛津街旗舰店等7 家线下门店，相关投资将为英国创造超150个就业岗位。 点评：泡泡玛特将欧洲总部设于伦敦并计划新增27家门店，标志着其全球化战略进入深度运营阶段。此 举将强化公司在欧洲市场的品牌渗透与渠道布局，提升海外营收贡献度，改善市场对其长期成长空间的 预期，同时也对潮玩、IP文创及品牌出海相关板块形成示范效应。 NO.3 咖啡机企业格米莱赴港IPO 日前，咖啡机企业格米莱控股有限公司递表港交所。根据弗若斯特沙利文数据，就收入而言，格米莱是 中国咖啡机行业第二大品牌，2024年的市场份额约为7.5%。业绩方面，20 ...

【#斯塔默访华后唐宁街发声#】#斯塔默点赞泡泡玛特#据参考消息援引英国《独立报》网站1月31日报 道，基尔·斯塔默结束了此次中国之行，对两国达成的经贸合作文件以及与泡泡玛特等企业在英投资表 示赞许，泡泡玛特是爆款玩偶拉布布的出品方。这位英国首相在对中国进行了为期四天的访问后于1月 31日离开上海。他在访问期间多次表示，自己做出的重启英中交往的决定将为英国民众带来切实利益。 斯塔默表示："我们为英中交往确立了稳定、清晰和长远的战略，以此为英国企业和工薪阶层争取实实 在在的好处。"此次访华以经贸合作为核心，斯塔默率领50余家英国大企业高管和机构代表随访。唐宁 街方面表示，此次访问促成了出口贸易和市场准入方面的协议，同时中国企业也将在英国进行数亿英镑 的投资。其中，拉布布的出品方泡泡玛特承诺将在英国开设7家门店，包括一家位于伦敦牛津街的旗舰 店。此外，香港《南华早报》网站1月31日刊登社论，文章以《斯塔默访华凸显对华非对抗的好处》为 题，指出斯塔默希望摆脱保守党执政时期英中关系的"冰河时代"。文章认为，斯塔默对中国的访问是朝 这个方向迈出的一大步。在美国总统特朗普的贸易战和夺取格陵兰岛言论的背景下，英国和欧盟国家与 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights various sectors including trendy toys, new tobacco products, home furnishings, paper packaging, personal care, AI glasses, pet food, and 3D printing, indicating a mixed outlook across these industries with some showing signs of recovery while others face challenges Trendy Toys - MINISO has entered the AI companionship market with the development of a humanoid robot named "YOYO" aimed at emotional companionship, with a future price set in the tens of thousands of yuan range [2] - The collaboration between MINISO and the Central Radio and Television Station for the 2026 Spring Festival Gala is expected to boost sales of their co-branded products [2] - Bubble Mart's new product releases and collaborations with popular IPs have generated positive responses on social media, indicating strong market engagement [2][11] New Tobacco Products - Japan Tobacco plans to raise the retail price of heated tobacco products by 20-30 yen (approximately $0.13-$0.19) starting April 1, 2026, in response to tax adjustments [2] - Philip Morris International has submitted evidence to the FDA to support its ZYN nicotine pouch for modified risk tobacco product designation, indicating a growing regulatory framework for new tobacco products [2] Home Furnishings - The domestic real estate market remains weak, with a year-on-year decrease of 29.23% in new home sales and a 7.05% decrease in second-hand home sales as of January 23 [3] - The report notes a significant decline in furniture exports from China, down 8.7% year-on-year in December, while Vietnam's furniture exports increased by 20.5% [3][18] Paper Packaging - As of January 29, prices for various paper products have shown mixed trends, with some prices decreasing significantly due to seasonal demand fluctuations [3][19] - The report indicates that rising aluminum prices may lead packaging companies to adjust their pricing strategies to pass on costs to consumers [3][20] Personal Care and AI Glasses - The export volume of disposable hygiene products from China is expected to grow by 10.43% year-on-year in 2025, with baby diapers being a key export category [4][21] - The global market for AI glasses is projected to reach 16 million units by 2026, indicating a strong growth trajectory for this emerging technology [4][24] Pet Food - Zhongchong Co. plans to repurchase shares worth 100-200 million yuan at a premium, reflecting management's confidence in the company's undervalued stock [5][29] - The pet food industry is experiencing increased competition, leading to higher sales expense ratios, but established brands are expected to maintain their market positions [5][28] AI and 3D Printing - Tuozhu Technology is collaborating with a listed company to develop consumer-grade 3D scanners, enhancing its product matrix in the personal manufacturing sector [5][40] - The report emphasizes the importance of technological advancements and market acceptance for the success of new 3D printing products [5][41]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights various sectors including trendy toys, new tobacco products, home furnishings, paper packaging, personal care, AI glasses, pet food, and 3D printing, indicating a mixed outlook across these industries with some showing signs of recovery while others face challenges Trendy Toys - MINISO has entered the AI companionship market with the development of a humanoid robot named "YOYO" aimed at emotional companionship, with a future price set in the tens of thousands range; the company also announced a partnership with CCTV for the 2026 Spring Festival Gala [2][10] - Bubble Mart's collaboration with SKULLPANDA and My Little Pony has received positive responses on social media, indicating strong consumer interest [11] - LABUBU's 10th anniversary series has shown strong sales, demonstrating the brand's operational capabilities [12] New Tobacco - Japan Tobacco plans to raise the retail price of heated tobacco products by 20-30 yen (approximately $0.13-$0.19) starting April 1, 2026, in response to tax adjustments [2][15] - Philip Morris International has submitted evidence to the FDA to support its ZYN nicotine pouch for modified risk tobacco product designation, indicating a growing regulatory framework for new tobacco products [15] Home Furnishings - The domestic real estate market remains weak, with a year-on-year decline of 35.8% in new home sales in major cities as of January 30 [3][16] - The furniture export from China decreased by 8.7% year-on-year in December, while Vietnam's furniture exports increased by 20.5% [3][18] - The report suggests that the home furnishings sector is in a bottoming phase but may recover with supportive consumption policies [16][18] Paper Packaging - As of January 29, prices for various paper products have shown mixed trends, with some experiencing declines due to seasonal demand fluctuations [3][19] - The report notes that the packaging sector is expected to recover as downstream demand stabilizes [19][20] Personal Care and AI Glasses - The export volume of disposable hygiene products in China is projected to grow by 10.43% year-on-year in 2025, with baby diapers being a key category [4][21] - The global AI glasses market is expected to reach 16 million units by 2026, indicating significant growth potential in this sector [4][24] Pet Food - The pet food industry is facing increased competition, leading to higher sales expense ratios; however, leading companies are expected to maintain their market positions [5][28] - Zhongchong Co. plans to repurchase shares, indicating management's confidence in the company's undervalued stock [5][29] AI and 3D Printing - Tuozhu Technology has partnered with a listed company to develop consumer-grade 3D scanners, enhancing its product matrix in the personal manufacturing space [5][40] - The report emphasizes the importance of tracking the technological advancements and market acceptance of new products in the 3D printing sector [40][41]

极目新闻记者 黄永进 1月30日，在中英商务论坛上，包括泡泡玛特创始人王宁在内的多位企业家受邀参与"CEO圆桌会"闭门会谈，与英国首相基尔·斯塔默进行会面。 据21世纪经济报道，王宁在与首相的会面中表示，伦敦作为全球创意生态核心，是品牌扎根欧洲、深耕全球市场的重要选择。依托欧洲总部的设立，泡泡玛 特将进一步整合全球创意资源，面向欧洲召集优秀艺术家展开深度合作，持续挖掘IP创意价值，推动中外潮流文化的交流与融合。 值得注意的是，花旗最新发布的基于全球5国1501名消费者的调研报告显示，英国是LABUBU在海外认可度最高的国家之一，且英国49%购买泡泡玛特的用 户为18至34岁，年轻化趋势明显。 据泡泡玛特2025年半年报显示，截至2025年6月，泡泡玛特已在欧洲开设18家门店，覆盖英国、法国、德国、意大利等核心市场。2025年上半年泡泡玛特美 洲营收22.6亿元，同比增长1142.3%；欧洲及其他地区营收4.8亿元，同比增长729.2%。中国、亚太（指除中国以外的其他亚洲及大洋洲国家和地区）、美洲 和欧洲及其他地区四大区域业绩均实现超三位数增长，泡泡玛特的国际化战略已迎来首轮爆发。 实习生 曹亚丹 李秉坤 会上 ...