中经记者 黎竹 孙吉正 成都报道 在中国消费市场，潮玩行业正进入新的竞争周期。名创优品推出的自有潮玩品牌"WAKUKU"近日在全 国多地门店引发排队购买现象，其热度被业内视为对泡泡玛特长期主导潮玩行业地位的一次挑战。 近年来，国内潮玩市场规模持续增长，入局玩家不断增多，潮玩行业也将迎来新一轮竞争。中国社科院 财经战略研究院和中国动画学会发布的《中国潮玩与动漫产业发展报告（2024）》数据显示，中国潮玩 产业总价值预计到2026年将攀升至1101亿元，年均增速超过20%。 天眼查专业版数据显示，现存在业、存续状态的潮玩经济相关企业超5万家。 中国商业联合会专家委员会委员赖阳认为，LABUBU之类的中国原创IP的崛起，突出表现了中国设计的 原创性和文化深度，让中国品牌在国际时尚设计和知识产权领域获得了实质性的认可和竞争力。在全球 多元化的文化市场中，中国IP从单一制造转向充满文化张力和创新表达，成功吸引了国际消费者的目 光，逐渐在世界潮流中占据重要位置。 新玩家入局 中秋国庆假期，位于春熙路的名创优品MINISO LAND成都壹号店前排满了人。 《中国经营报》记者观察到，不少消费者是为WAKUKU而来，其搪胶毛绒 ...

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 77.88 亿元 | -4.67 亿元 | | 中芯国际(00981) | 48.07 亿元 | -12.39 亿元 | | 腾讯控股(00700) | 26.41 亿元 | +2.09 亿元 | | 小米集团-W(01810) | 22.53 亿元 | +3.98 亿元 | | 中兴通讯(00763) | 17.03 亿元 | +2.04 亿元 | | 华虹半导体(01347) | 16.31 亿元 | -4.89 亿元 | | 晶泰控股(02228) | 13.56 亿元 | -1.61 亿元 | | 美团-W(03690) | 10.65 亿元 | +3.03 亿元 | | 药明生物(02269) | 9.55 亿元 | -4.98 亿元 | | 中国海洋石油(00883) | 9.26 亿元 | +3677.06 万元 | | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 140.49 亿元 | -13.44 ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced a net sell-off of 3.99 billion HKD from northbound trading, with significant movements in various stocks, indicating a shift in investor sentiment and trading strategies. Group 1: Northbound Trading Activity - Northbound trading saw a net sell of 12.2 billion HKD in the Shanghai-Hong Kong Stock Connect and a net buy of 8.21 billion HKD in the Shenzhen-Hong Kong Stock Connect [1] - The most bought stocks included Xiaomi Group-W (01810), Pop Mart (09992), and ZTE Corporation (00763) [1] - The most sold stocks were SMIC (00981), Alibaba-W (09988), and Hua Hong Semiconductor (01347) [1] Group 2: Stock-Specific Insights - Xiaomi Group-W (01810) had a net buy of 9.33 billion HKD, with a reported increase in electric vehicle deliveries to over 40,000 units in September, up from 36,000 in August [4] - Pop Mart (09992) received a net buy of 6.69 billion HKD, with new product launches selling out quickly and expectations for strong sales during upcoming festive seasons [5] - ZTE Corporation (00763) saw a net buy of 4.9 billion HKD, with analysts highlighting its unique position in providing end-to-end communication solutions and potential benefits from AI development [5] Group 3: Notable Sell-offs - Alibaba-W (09988) faced a net sell of 18.1 billion HKD, while Tencent (00700) experienced a net sell of 9.51 billion HKD, reflecting concerns over market valuations and potential corrections [6] - SMIC (00981) and Hua Hong Semiconductor (01347) were sold off significantly, with net sells of 27.08 billion HKD and 11.44 billion HKD respectively, attributed to high static P/E ratios leading to adjustments in margin financing [6]

格隆汇10月10日｜南下资金今日净卖出港股3.99亿港元。其中： 净买入小米集团-W 9.33亿、泡泡玛特6.69亿、中兴通讯4.9亿、美团-W 3.85亿、上海电气2.09亿； | 名称 | 7-12 m 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | --- | --- | --- | --- | --- | | 阿里巴巴-W | -4.6% | -13.44 | 140.49亿 | 阿里巴巴-W | | 中芯国际 | -7.1% | -14.69 | 86.63 Z | 中芯国际 | | 腾讯控股 | -3.6% | -11.60 | 42.68 Z | 腾讯控股 | | 小米集团-W | -2.4% | 5.35 | 33.06 Z | 小米集团-W | | 面乘控股 | -7.4% | -2.10 | 26.66亿 | 中兴通讯 | | 华虹半导体 | -4.1% | -6.56 | 26.54亿 | 作班求导体 | | 中兴通讯 | 4.0% | 2.87 | 25.04 Z | 前乘控股 | | 泡泡玛特 | -1.1% | 6.70 | 17.66 Z | 美团-W | | 美团-W ...

每经AI快讯，10月10日，南向资金净卖出3.99亿港元。其中，小米集团、泡泡玛特、中兴通讯净买入额 位列前三，分别获净买入9.33亿港元、6.7亿港元、4.91亿港元；中芯国际、阿里巴巴、华虹半导体分别 遭净卖出27.09亿港元、18.1亿港元、11.45亿港元。 ...

南向资金净卖出3.99亿港元。其中小米集团-Ｗ、泡泡玛特、中兴通讯净买入额位列前三，分别获净买 入9.33亿港元、6.7亿港元、4.91亿港元。净卖出方面，中芯国际、阿里巴巴-W、华虹半导体分别遭净 卖出27.09亿港元、18.1亿港元、11.45亿港元。 (本文来自第一财经) ...

据了解，"WHY SO SERIOUS"系列是泡泡玛特首次推出的全明星IP搪胶毛绒挂件产品。 该系列包含泡泡玛特旗下多位超高人气的可爱角色，覆盖LABUBU、星星人、DIMOO、MOLLY和 HACIPUPU等IP，单款盲盒发售价159 元，整盒价1272元。 得物平台数据显示，以LABUBU为原型的大隐藏"月影假面"价格由159元升至峰值成交价2289元，溢价 13.4倍；以星星人为原型的小隐藏"泡泡糖"商家出价为1569元，溢价9倍；在常规款中，以LABUBU为 原型的"抛球小丑"、以DIMOO为原型的"炽焰小丑"、以星星人为原型的"彩虹豆丁"也受到追捧，分别 溢价7.2倍、3.8倍和2.8倍。此外，未拆盒的单个盲盒价格由159元升至309元，溢价0.9倍，整盒价由1272 元升至2199元，溢价0.7倍。 图片来 源：界面图库 近日，泡泡玛特开售为万圣节推出的"WHY SO SERIOUS"系列盲盒，线上开售仅数分钟时间，各大平 台盲盒售罄，显示为"缺货"状态。 与国庆节前刚刚发布的星星人"美味时刻系列现烤饼干"系列相比，"WHY SO SERIOUS"系列毛绒挂件 的溢价不及前者。得物App数据显示， ...

据了解，"WHY SO SERIOUS"系列是泡泡玛特首次推出的全明星IP搪胶毛绒挂件产品。 近日，泡泡玛特开售为万圣节推出的"WHY SO SERIOUS"系列盲盒，线上开售仅数分钟时间，各大平 台盲盒售罄，显示为"缺货"状态。 公开信息显示，2024年万圣节，泡泡玛特也推出了LABUBU怪怪狂欢节搪胶毛绒挂件，但该款挂件仅 包括1款产品，尽管当时LABUBU还不如今年热度高，但依然引发了用户抢购热潮，价格由159元上涨 至783元，溢价3.1倍，在该系列发布一年后，目前成交均价为339元，目前仍有1.1倍的溢价。 2022年，泡泡玛特与华纳旗下的《招魂》电影合作推出了万圣节限定款，但并未掀起较大热度。 截至10月10日智通财经发稿，泡泡玛特报260.8港元/股，股价下跌了0.61%。 该系列包含泡泡玛特旗下多位超高人气的可爱角色，覆盖LABUBU、星星人、DIMOO、MOLLY和 HACIPUPU等IP，单款盲盒发售价159 元，整盒价1272元。 据贝壳财经报道，得物平台显示，以LABUBU为原型的大隐藏"月影假面"价格由159元升至峰值成交价 2289元，溢价13.4倍；以星星人为原型的小隐藏"泡泡糖 ...

名创优品旗下潮玩品牌TOP TOY冲刺港交所。近日，TOP TOY向港交所主板递交上市申请，摩根大通、瑞银、中 信证券为其联席保荐人。而早在三年前，名创优品创始人叶国富就提出，希望三年内TOP TOY能够单独上市。 情绪消费当道，潮玩是当下热门行业，热门IP拉动下泡泡玛特市值一度超过迪士尼。TOP TOY招股书首次披露的 营收数据显示，成立五年来，收入由2022年的6.79亿元增长至去年的19.09亿元，逐年向好。另一方面，其高度依 赖授权IP，自有IP开发的产品收入去年仅680万元，远低于授权IP的8.89亿元。 | | | 截至12月31日止年度 | | 截至6月30日止六個月 | | | --- | --- | --- | --- | --- | --- | | | 2022年 | 2023年 | 2024年 | 2024年 | 2025年 | | | 人民幣元 | 人民幣元 | 人民幣元 | 人民幣元 | 人民幣元 | | | | | | (未經審計) | (未經審計) | | | | | (以千計) | | | | 收入 | 678,795 | 1,461,107 | 1,908,825 | 858 ...

Group 1: Hong Kong Stocks - Nocera Biotech (09969) fell over 8% after announcing a licensing collaboration with Zenas for three self-immune pipeline products [1] - Pop Mart (09992) rose over 2% as new products sold out immediately, with Morgan Stanley optimistic about the company's sales momentum [1] - Bluec (00325) increased over 8% after launching new "building block cars" and "building block figures" at the WF2025 exhibition [1] - Huaxin Cement (06655) rose over 7% after announcing a name change to "Huaxin Building Materials" and a restricted stock incentive plan [1] - Mixue Group (02097) gained over 5% after announcing an investment of nearly 300 million in the fresh beer industry, potentially opening up long-term growth opportunities [1] - CATL (03750) dropped nearly 6% as the cornerstone lock-up period is set to expire on the 19th of next month, with both Morgan Stanley and others downgrading the company's H-share rating [1] - Dazhong Public Utilities (01635) rose over 9%, stating that its operations are normal and previously mentioned its stake in Shenzhen Capital Group [1] - Jinli Permanent Magnet (06680) increased nearly 1%, forecasting a year-on-year increase of 157%-179% in net profit attributable to shareholders for the first three quarters [1] Group 2: Gold Stocks - Gold stocks opened lower collectively, with China Gold International (02099) down over 7%, Zijin Mining International (02259) down over 1%, Shandong Gold (01787) down over 6%, and Chifeng Jilong Gold Mining (06693) down over 6% due to easing geopolitical tensions leading to a pullback in precious metals [2] Group 3: US Stocks - AMBO Education (AMBO.US) surged 61.06% after announcing the launch of a real-time translation platform, WeSpeak, for enterprises [3] - CenturyLink (VNET.US) fell 3.13% as Goldman Sachs included it in a "strong buy" list for the Asia-Pacific region [3] - UiPath (PATH.US) rose 18.81% after announcing multiple collaborations with major tech companies like NVIDIA, OpenAI, Google, Microsoft, and Snowflake [3] - Tuniu (TOUR.US) decreased by 0.51%, despite a double-digit increase in user travel during this year's "Double Festival" holiday compared to last year [3] - Tesla (TSLA.US) fell 0.72% after reports that production of its humanoid robot, Optimus, has been paused [3] - Toyota (TM.US) dropped 2.97% after a recall of over 390,000 vehicles in the US due to software errors [3] - Lloyds Bank (LYG.US) decreased by 3.67% as it may need to increase provisions following a compensation plan for mis-sold auto loans [3] - Ferrari (RACE.US) fell 14.99%, reaching a six-month low as long-term profit guidance fell below expectations [4] - TSMC (TSM.US) decreased by 1.52%, projecting a consolidated revenue of approximately NT$330.98 billion for September 2025, a 1.4% decrease quarter-on-quarter but a 31.4% increase year-on-year [4] - PepsiCo (PEP.US) rose 4.23% with Q3 net revenue increasing by 2.7% to $23.94 billion, and core EPS of $2.29, both exceeding expectations [4]