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特朗普说他与普京都认为以伊冲突应该结束;广州结束15年楼市调控史;泡泡玛特暂停LABUBU韩国线下销售丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-06-14 22:44
Group 1 - Wang Yi, China's Foreign Minister, condemned Israel's attacks on Iran, emphasizing support for Iran's sovereignty and urging international efforts for peace [4] - Wang Yi also communicated with Israel's Foreign Minister, stressing the need to avoid escalation and return to diplomatic solutions regarding the Iran nuclear issue [4] - The U.S. is highlighted as the largest service trade surplus country, with a projected surplus nearing $300 billion in 2024, while the narrative of "reciprocal tariffs" is criticized as misleading [5] Group 2 - Guangzhou has fully lifted its 15-year housing market controls, including purchase, sale, and price restrictions, marking a significant policy shift [6] - The city aims to reduce housing inventory and improve the housing market by accelerating urban village renovations and facilitating the purchase of existing homes for relocation [6] Group 3 - China's first invasive brain-machine interface clinical trial has been successfully conducted, positioning the country as the second globally to enter this phase [6] - The successful launch of the "Zhang Heng No. 02" satellite enhances China's capabilities in geophysical field observation and disaster monitoring [6] Group 4 - The China Securities Regulatory Commission imposed a fine of nearly 77 million yuan on stock manipulator Tu Wenbin, who illegally profited over 36 million yuan through various trading tactics [7] - Tu Wenbin is noted as a prominent figure in the market, previously involved with several companies as a major shareholder [7] Group 5 - JD.com opened its second JD Mall in Beijing, featuring a variety of products and interactive robots, showcasing the retail sector's shift towards technology and consumer engagement [13][14] - Walmart and Amazon are exploring the issuance of their own stablecoins to reduce transaction fees and improve payment efficiency, potentially disrupting traditional payment systems [15] Group 6 - Baidu launched a large-scale recruitment initiative for AI talent, expanding its hiring by over 60% compared to previous years, indicating a strong commitment to AI development [16] - Pop Mart has temporarily suspended offline sales of LABUBU plush toys in South Korea due to safety concerns, reflecting the company's focus on consumer trust and safety [18] Group 7 - GAC Group committed to ensuring the completion of dealer rebates within two months, aiming to alleviate financial pressures on dealers and promote healthy industry development [20] - The company is responding to industry calls for better practices and support within the automotive sector [20]
4年亏近20亿元,知名公司将退市!背后“美女大佬”曾错失泡泡玛特
近日,已连续停牌一个多月的*ST工智(000584)(哈工智能,000584.SZ)退市进入倒计时。公司实控人之一是业界有着"美女投资家"之称的艾迪。 "美女大佬"实控两家上市公司 同时实控两家上市公司的艾迪头衔颇多,包括《创客中国》F4导师、2015年中国创投委优秀股权和创业投资家突出成就奖、投资界2021年50女性投资人 等。 据哈工智能早前公告,艾迪,1969年出生,研究生毕业于北大光华管理学院。1995年至1999年,任Tasman网络发展有限公司总经理。2000年,其以北京 高能投资管理有限公司总经理的身份,正式踏入投资界。 此后,其先后在上海永宣创业投资管理公司担任副总经理,在北京联创永金投资管理有限公司任总经理;2015年至今,担任联创投资集团股份有限公司董 事长。2021年9月至今任武汉天喻信息产业股份有限公司董事。2017年2月至2020年2月,任哈工智能第十届董事会董事长。 32亿元入主哈工智能,如今持股市值剩1亿多 6月12日晚,哈工智能发布公告,深交所决定公司股票终止上市,并自2025年6月20日起进入退市整理期,并在退市整理期届满后摘牌。 2016年,艾迪选择将宝押给了高端装备智能制 ...
泡泡玛特:LABUBU爆火,股价年内涨205.21%
He Xun Wang· 2025-06-14 14:14
【泡泡玛特旗下LABUBU爆火,股价涨幅超205%】近日,泡泡玛特旗下核心IP—LABUBU在韩国爆 火,线下门店排队近乎疯狂,出现通宵排队、吵架动手等情况,当地警察出动维护秩序。6月14日,泡 泡玛特韩国发布公告,决定暂时中止LABUBU毛绒玩偶及钥匙扣全系列产品的线下销售。LABUBU在 全球市场爆火始于4月底泡泡玛特发布的LABUBU3.0系列,发布后在全球获热捧,成现象级IP。与此同 时,泡泡玛特股价水涨船高,截至6月13日收盘,年内累计涨幅达205.21%,总市值超3660亿港元。此 前,英国伦敦因需求火爆爆发"斗殴"事件。因安全风险上升,泡泡玛特已暂停LABUBU在英国销售,计 划6月前从英国门店全面下架。6月10日,永乐2025春季拍卖会初代藏品级LABUBU艺术专场,一款薄 荷色LABUBU以108万元落槌,全球限量15版棕色LABUBU以82万元成交。LABUBU诞生十年,起初未 大火。2024年其爆火推动THEMONSTERS系列收入首破30亿元,同比增长726.6%。4月24日, LABUBU3.0系列发售,当日登顶美国App Store购物榜,各地引发排队热潮。在各大购物平台, LAB ...
泡泡玛特:LABUBU,在这一国紧急停售
泡泡玛特今天一度冲上微博热搜,原因是泡泡玛特韩国紧急暂停LABUBU系列产品的线下销售。 和各种潮玩"顶流"一样,LABUBU的走红,也有幕后推手。数据显示,2024年,泡泡玛特公司总营收额达130.38亿元,同比增长一倍多。其中LABUBU所 在的"怪兽"系列产品营收额达30.4亿元,同比增长726.6%,成为该企业最具全球影响力的IP形象。 6月14日,泡泡玛特韩国发布公告称,由于近期线下销售现场存在潜在安全事故的担忧,公司将顾客的安全置于首位,并致力于提供更优质的服务,因此 决定暂时中止LABUBU毛绒玩偶及LABUBU毛绒钥匙扣全系列产品的线下销售。公司称,将尽最大努力以更令人满意的服务恢复销售。 二级市场上,港股泡泡玛特本周股价再创上市以来新高。 近期,LABUBU火"出圈",也让泡泡玛特多次登上微博热搜话题。 LABUBU是泡泡玛特独家IP"THE MONSTERS"精灵天团系列中的一个角色,由中国香港设计师龙家升创作,最初源于2015年的绘本《神秘的布卡》,其 原型是一只来自北欧森林的精灵。LABUBU有着尖耳朵、圆眼睛、九颗锯齿状牙齿和"偷感"笑容。这种打破传统审美的设计,既保留了毛绒玩具萌的 ...
LABUBU韩国爆火!有人通宵排队、吵架动手,警察出动维护秩序,泡泡玛特:暂停韩国线下销售!一“布”难求,意外带火这家上市公司
Mei Ri Jing Ji Xin Wen· 2025-06-14 11:09
每经记者|徐肖逍 黄海 每经编辑|程鹏 陈俊杰 文多 LABUBU(拉布布)作为泡泡玛特旗下核心IP,其全球范围内的售罄现象已成为潮玩市场标志性事件。近日,LABUBU在韩国也爆火,韩国泡泡玛特线 下门店近乎疯狂,有人为它通宵排队,甚至有排队购买者因拥挤发生争吵动手等情况,当地警察出动在现场维护秩序。 明显41 爸系列 90 POLICE 경 전 有警察在现场维护联席 POP MART 韩国泡泡玛特门店现状 韩国泡泡玛特线下门店已经接近疯狂 每天就是排队 吵架 先来保安 后来警察 @泡泡玛特 POP MART @POP MART 泡泡玛特 1/10 韩国的labubu已经要通宵排队了 疯狂了,真的太疯狂了! 韩国的拉布布已经开始通宵 排队买了! 6月14日,泡泡玛特发布公告: 您好!这里是泡泡玛特韩国(POP MART Korea)。由于近期线下销售现场存在潜在安全事故的担忧,本公司将顾客的安全置于首位,并致力于提供更优质 的服务,因此决定暂时中止 LABUBU毛绒玩偶及LABUBU毛绒钥匙扣全系列产品的线下销售。我们将尽最大努力以更令人满意的服务恢复销售。对于此 次给您带来的不便,我们深表歉意,并恳请您的理 ...
A股“泡泡玛特们”最新披露
Group 1 - Zhongke Shuguang and Haiguang Information have been the most researched stocks in the past week, with 145 institutions conducting research on each [1] - The strategic restructuring through a share swap aims to leverage the strengths of Haiguang Information in the chip sector and Zhongke Shuguang in complete machines and data center infrastructure [1] - The merger is expected to optimize the industrial layout from chips to software, complete machines, and systems, creating a domestic computing power giant [2] Group 2 - The merger will enhance resource integration, strengthen product competitiveness, and create economies of scale, ultimately increasing company profits [2] - The collaboration is aligned with the trend of domestic self-control and the natural demand for industrial chain synergy in the context of technological competition [2] - The merger is anticipated to promote the development of artificial intelligence and computing power industries, accelerating the advancement of key industry applications [2] Group 3 - Tianfu Communication reported that its 1.6T optical engine is in a continuous ramp-up phase, with stable deliveries and dynamic capacity adjustments based on customer demand [3] - The company is optimizing production and supply chain management to enhance delivery efficiency and quality [3] - The Thai production base is being developed in two phases, with the first phase expected to be operational by mid-2024 and the second phase nearing completion [4] Group 4 - Pop Mart's stock price reached a record high, with a market capitalization exceeding 330 billion, ranking it among notable companies in the A-share market [6] - The company has engaged in business collaborations with various enterprises in the IP cultural and creative industry, exploring more cooperation opportunities [6] - The launch of the Labubu 3.0 series has significantly boosted Pop Mart's global presence in the trendy toy market [7] Group 5 - Chinese Online has developed a product matrix leveraging both proprietary and cooperative IPs, targeting core fan bases with customized products [7] - The company has secured licenses for several internationally recognized IPs for derivative products in China, enhancing its market position [7] - Laishen Tongling has upgraded its brand positioning to focus on high-end consumers, emphasizing the aesthetic value of its products [8]
泡泡玛特火爆,IP经济最新利好8家公司梳理
Sou Hu Cai Jing· 2025-06-14 09:00
Core Insights - Pop Mart has emerged as a significant player in the trendy toy market, leveraging its unique IP economic model to achieve remarkable success both domestically and internationally [1] - The company's growth has invigorated the entire IP economy sector, highlighting its impact on the industry [18] Group 1: Emotional Value Driven - Pop Mart attracts a large number of young consumers by creating unique and emotionally resonant IP characters like Molly and Dimoo, leading to a strong "emotional premium" [2] - Consumers are willing to pay high prices for limited and hidden editions in the secondary market, further driving product sales [2] Group 2: Globalization and Localization - The company has successfully expanded globally through rapid store openings and participation in international toy fairs, replicating its "blind box model" worldwide [3] - In the European and American markets, Pop Mart has enhanced brand recognition and market share by collaborating with local well-known IPs to launch co-branded products [3] - The company emphasizes localized operations by adjusting product designs and marketing strategies based on regional consumer preferences and cultural backgrounds [3] Group 3: Product Innovation and Diversification - Pop Mart continuously launches new product lines to meet diverse consumer needs, expanding beyond traditional blind box products to include plush toys, building blocks, cards, and high-end jewelry [4] - The "LABUBU Forest Secret Base" building block series launched in 2025 sold out immediately, while card products have penetrated lower-tier markets through competitive pricing strategies [4] Group 4: Beneficiary Companies in the IP Economy - A total of eight core companies are identified as beneficiaries of the latest favorable trends in the IP economy, showcasing their strengths in IP incubation, design innovation, production, and marketing [18] Company Highlights - **Qingmu Technology**: As the exclusive operator of Pop Mart's Tmall flagship store, it achieved a 280% year-on-year increase in online GMV and a 45% member repurchase rate [7] - **Yutong Technology**: Provides 3D embossed and UV printing packaging, holding a 70% share of Pop Mart's outer packaging [8] - **Aofei Entertainment**: Licenses classic IPs like "Pleasant Goat" and "Super Wings" to Pop Mart for co-branded products, generating over 700 million yuan in revenue from these collaborations in 2024 [9] - **Chuangyuan Co., Ltd.**: Offers rapid design services and has seen significant growth in design revenue, with over 40% contribution from Pop Mart [10] - **Huali Technology**: Supplies smart vending machines for 40% of Pop Mart's stores, achieving daily sales exceeding 3,000 yuan per machine [11] - **Jieput**: Customizes laser marking equipment for traceable blind box QR codes, achieving a 99.99% accuracy rate in anti-counterfeiting [13] - **Gaole Co., Ltd.**: Increased monthly production capacity from 200,000 to 5 million units, significantly boosting revenue from overseas orders [15] - **Yuanlong Yatu**: Operates popular products like the Winter Olympics "Bing Dwen Dwen" blind box, with significant revenue growth in trendy toys [17]
泡泡玛特暂停韩国线下销售LABUBU系列产品
news flash· 2025-06-14 07:39
泡泡玛特暂停韩国线下销售LABUBU系列产品 智通财经6月14日电,泡泡玛特发布公告称,由于近期线下销售现场存在潜在安全事故的担忧,公司将 顾客的安全置于首位,并致力于提供更优质的服务,因此决定暂时中止LABUBU毛绒玩偶及LABUBU 毛绒钥匙扣全系列产品的线下销售。公司将尽最大努力以更令人满意的服务恢复销售。 ...
泡泡玛特:一年多涨12.64倍,带火港股IP概念板块
He Xun Wang· 2025-06-14 07:18
【泡泡玛特股价疯涨,带动港股IP概念板块升温】自2024年以来一年多,泡泡玛特股价累计涨幅达 12.64倍。今年以来,其涨幅超2倍,6月12日盘中创283.4港元新高,6月13日收于272.60港元/股,总市 值3661亿港元。 泡泡玛特股价攀升与旗下LABUBU爆火有关。2024年,THE MONSTERS系列玩偶销售 额从3.68亿涨至30亿。今年4月,LABUBU 3.0系列引发抢购,限量销售使线下门店大排长龙。 投资大 行对泡泡玛特看好。6月13日,花旗重申买入评级,目标价调至308港元。此前里昂、摩根士丹利也上调 目标价。 受其带动,传闻代工的德林国际股价亮眼。6月11日涨44%,13日盘中涨21.35%,触及10.8港 元新高,今年累计涨幅超1.22倍。 德林国际拓展业务,2023年收入结构多元。虽合作细节不明,但市场 期待其业绩增长,资金涌入推高股价。 港股IP概念板块热度上升。布鲁可6月9日纳入港股通,当日涨 22.34%,触及198港元新高,今年累计涨幅超1.03倍。 华西证券认为,布鲁可IP矩阵丰富,产品结构清 晰,上新能力强,未来将复制"奥特曼"模式推动发展。 阿里影业拟更名"大麦娱乐" ...
对话泡泡玛特王宁:有钱之后,团队如何不飘?
Hu Xiu· 2025-06-14 06:40
他像旷野上的少年,种下名为泡泡玛特的种子,虽有慌乱焦灼,却始终怀揣甜美憧憬,以"尊重时间, 尊重经营"的坚持,最终让这颗种子长成了参天大树。 今天,当王宁的名字与"首富"相连,其背后的故事,正是对长期主义与创业初心最生动的诠释。 新晋河南首富,38岁。 近期,王宁凭借手中约48.73%的泡泡玛特股份,成为河南新首富,净资产逼近1467亿元。 财富的光环瞬间聚焦在这位1987年出生的年轻企业家身上,他十余年前青涩的创业起点也引来关注,让 这份成就更显厚重。 2021年的亚布力论坛期间,正和岛总编辑陈为曾与王宁有过一场对谈,当时他已展露出超越年龄的淡定 与深邃。 没有一战成名的神话,只有从大学小商品铺到香港潮流超市的摸索,从中关村第一家门店的开启到全球 潮玩领导者的"十年深耕"。 让我们一起重温那场2021年的对话,探寻这位新晋首富的底层逻辑与精神力量。 一、潮玩,我们是全球做得最好的 陈为:我们是站在旁观者的立场上,感觉潮玩好像有一个时间窗口,在某段时间内是爆发期。但是资本 又要求企业持续地高增长,这是不是一个难题? 王宁:我们不认为它会是一个短暂的东西,或者至少不是大家想象的那么短暂的东西。为什么?我们可 以 ...