Group 1 - The core message of the news highlights the ambitious growth plans and achievements of Pop Mart, including a projected global workforce of over 10,000 employees and more than 100 million registered members by 2025 [2] - Pop Mart's LABUBU product line is expected to achieve annual sales exceeding 100 million units, with total product sales across all categories and IPs projected to surpass 400 million units [2] - The company aims to expand its business presence to over 100 countries and regions, with more than 700 global stores and six supply chain bases, creating over 200,000 jobs [2] Group 2 - Founder Wang Ning emphasized the transformative impact of AI on human intellect and the importance of art and culture in providing meaning to life during the company's annual meeting [4] - The event featured notable appearances, including comedian Li Dan and actor Shen Teng, who highlighted the charismatic leadership of Wang Ning [4] - As of February 6, Pop Mart's stock price reached 243.2 HKD per share, marking a three-month high, following the announcement of London as its European headquarters and plans to open seven new stores in the UK [4] Group 3 - Recent product launches, such as the "Starry People" series and the "PUCKY Knock Knock" series, have gained significant popularity, with the Valentine's Day limited edition blind boxes priced at 89 RMB each [5] - The "Starry People" blind box series has seen resale prices on secondary markets averaging around 100 RMB, with some listings reaching up to 849 RMB [5] - The hidden variants of the "Starry People" series have experienced a price surge, with some items selling for as high as 699 RMB, representing a premium of 6.8 times the original price [6] Group 4 - The "PUCKY Knock Knock" series has also gained traction, with hidden variants selling for around 327 RMB, reflecting a high premium of 230% [6] - Previous product launches have often seen high demand before official sales, with items like the "MOKOKO" plush being resold for prices ranging from 600 RMB to 1999 RMB [6]

Core Viewpoint - The recent annual meeting of Pop Mart highlighted ambitious growth targets for 2025, including a significant increase in global employees and product sales, while emphasizing the importance of art and culture in a rapidly changing world [1][3]. Group 1: Company Growth and Expansion - By 2025, Pop Mart aims to have over 10,000 global employees and more than 100 million registered members, with LABUBU's annual sales projected to exceed 100 million units and total product sales across all categories to surpass 400 million units [1][3]. - The company plans to establish its European headquarters in London and open seven new stores in the UK, including locations in Birmingham, Cardiff, and Oxford Street, with a total of 20 new stores planned across Europe, creating over 150 jobs [2][4]. Group 2: Product Performance and Market Response - Recent product launches, including the PUCKY Knock Knock series and the Starry People series, have seen significant market success, with reports of sold-out items and substantial price premiums on secondary markets [2][4]. - The hidden variants of the PUCKY Knock Knock series and Starry People series are experiencing price premiums of 2-3 times and 3-6 times, respectively, while regular variants are seeing premiums between 70% and 200% [2][4]. Group 3: Investor Sentiment and Market Valuation - Citigroup believes that the market has undervalued Pop Mart's IP vitality and incubation capabilities, suggesting that investor confidence may rise with the successful launch of new products and the initiation of a share buyback plan [2][4]. - Guosen Securities notes the recent trends indicating strong demand for new products, which could enhance the company's IP potential during the upcoming holiday season [2][4].

Core Viewpoint - Pop Mart held its 2026 annual meeting, featuring a surprise performance by founder Wang Ning and special guest appearances by celebrities, highlighting the company's engagement with its audience and community [1] Group 1: Event Highlights - The annual meeting included a performance of Wing Chun by Wang Ning, which energized the audience [1] - Actor Shen Teng made a surprise appearance, contributing to the event's entertainment value [1] - The event featured a lineup of notable guests, including Guo Qilin and Li Dan, as well as performances by bands such as Five People, Escape Plan, and Second-hand Rose [1] Group 2: Audience Engagement - Wang Ning announced a giveaway of 1,000 movie tickets for the upcoming film "Fast and Furious 3" to attendees, enhancing audience participation [1] - Shen Teng engaged with the audience by recreating a classic scene, further connecting with fans and attendees [1]

2月6日，泡泡玛特年会在北京钻石网球场举行，泡泡玛特创始人王宁在年会上公布了2025年度的核心数据：泡泡玛特全球员工伙伴超1万人、注册会员超1 亿人、LABUBU全年销量超1亿只、全品类全IP产品销量超4亿只，业务覆盖100+国家和地区、全球门店超700家、拥有6大供应链基地。 责任编辑：钟离 财经频道更多独家策划、专家专栏，免费查阅>> ...

【泡泡玛特王宁透露LABUBU全年销量超1亿只】《科创板日报》7日讯，《科创板日报》记者获悉， 泡泡玛特创始人王宁在其年会上公布了2025年度核心数据：泡泡玛特全球员工伙伴超1万人、注册会员 超1亿人、LABUBU全年销量超1亿只、全品类全IP产品销量超4亿只，业务覆盖100+国家和地区、全球 门店超700家、拥有6大供应链基地。（记者 徐赐豪） 转自：智通财经 ...

今天分享的是：2026泡泡玛特国产品牌购物中心门店杂货与潮玩业态 报告共计：12页 国产品牌购物中心门店深度观察：杂货与潮玩业态的路径分野与融合趋势 在当下消费市场，以名创优品为代表的杂货业态与以泡泡玛特引领的潮玩业态，正成为购物中心里两类引人注目的国产力量。它们各自凭借差异化的商业模 式与消费逻辑，在实体商业中占据重要一席，共同折射出中国消费市场"实用主义"与"情感体验"并行的双轨特征。 杂货业态以规模化、高效率的供应链为核心壁垒，主打"极致性价比"与高频上新策略，瞄准的是广泛的全年龄段家庭客群。其产品设计侧重功能性与场景 化，门店布局强调实用与高效动线，通过大数据驱动的选品与快速的供应链响应，满足大众日常生活与即兴消费需求。这类品牌通过本地化产品策略与社区 活动增强用户粘性，其竞争核心在于供应链成本控制与数字化运营能力，市场增长稳健，已成为民生消费的基石。 与之形成鲜明对比的是潮玩业态，其商业逻辑围绕IP生态构建，通过设计、生产、销售与社群运营的闭环实现高溢价。以泡泡玛特为例，其盈利高度依赖IP 的情感价值与收藏属性，限量策略与隐藏款玩法进一步激发了社交传播与收藏热情。消费群体集中于Z世代及年轻女性，消费 ...

Core Insights - The company, Pop Mart, held its annual meeting for 2026 and revealed key performance data from the past year [1][2]. Group 1: Company Performance - In 2025, Pop Mart had over 10,000 global employee partners and more than 100 million registered members [3][5]. - The LABUBU product line achieved annual sales exceeding 100 million units, while total sales across all product categories and IPs surpassed 400 million units [3][5]. - Pop Mart's business operations now extend to over 100 countries and regions, with more than 700 global stores and six supply chain bases, creating over 200,000 jobs [3][5].

新浪科技讯 2月6日晚间消息，今日，泡泡玛特举办2026年年会。据网友在社交媒体上分享，泡泡玛特 创始人王宁在年会上表演了一套咏春拳。 新浪科技讯 2月6日晚间消息，今日，泡泡玛特举办2026年年会。据网友在社交媒体上分享，泡泡玛特 创始人王宁在年会上表演了一套咏春拳。 有泡泡玛特员工发帖表示，"被老板惊艳到，上次跳街舞，这次又直接秀起了咏春，老板的技能点是真 多啊。" 此外，沈腾、李诞等明星还现身了本次泡泡玛特年会，与王宁进行了互动。年会现场，沈腾点赞王宁打 拳"打得漂亮"，并表示，"背影一出现就有种大侠的风范。" 值得注意的是，王宁和沈腾现场抽取了30位员工获得还未发售的"MEGA SPACE MOLLY 400%风火 轮"。 有泡泡玛特员工发帖表示，"被老板惊艳到，上次跳街舞，这次又直接秀起了咏春，老板的技能点是真 多啊。" 此外，沈腾、李诞等明星还现身了本次泡泡玛特年会，与王宁进行了互动。年会现场，沈腾点赞王宁打 拳"打得漂亮"，并表示，"背影一出现就有种大侠的风范。" 值得注意的是，王宁和沈腾现场抽取了30位员工获得还未发售的"MEGA SPACE MOLLY 400%风火 轮"。 王宁表示，"为了 ...

新浪科技讯 2月6日晚间消息，今日，泡泡玛特举办2026年年会。据网友在社交媒体上分享，泡泡玛特 创始人王宁在年会上表演了一套咏春拳，现场秀起了"功夫"。 此外，沈腾、李诞等明星还现身了本次泡泡玛特年会，与王宁同台互动。值得注意的是，王宁和沈腾现 场还抽取了1000人获得"《飞驰人生3》双人电影票"。（闫妍） 新浪科技讯 2月6日晚间消息，今日，泡泡玛特举办2026年年会。据网友在社交媒体上分享，泡泡玛特 创始人王宁在年会上表演了一套咏春拳，现场秀起了"功夫"。 此外，沈腾、李诞等明星还现身了本次泡泡玛特年会，与王宁同台互动。值得注意的是，王宁和沈腾现 场还抽取了1000人获得"《飞驰人生3》双人电影票"。（闫妍） 责任编辑：刘万里 SF014 责任编辑：刘万里 SF014 ...

据了解，北京时间2026年1月12日16时，中科宇航力鸿一号遥一飞行器于酒泉卫星发射中心成功发射。 箭体上印有泡泡玛特品牌标识、SPACE MOLLY联名公仔形象以及任务徽章，以潮流艺术为航天探索任 务增添独特风采。舱内，SPACE MOLLY身着泡泡玛特与中科宇航为此行特别设计的蓝色航天服，奔赴 星空之旅。 南都N视频记者关注到，随着以LABUBU爆火为代表的情绪消费兴起，成立超过15年的泡泡玛特去年以 来也迎来了更多的曝光度和新机会。此次SPACE MOLLY联名潮玩公仔随力鸿一号完成亚轨道太空往 返，便是一次新的尝试，也成为了潮流文化与航天科技跨界融合的经典案例。 2月5日，中科宇航力鸿一号返回式载荷舱正式抵达泡泡玛特城市乐园，MOLLY艺术家KENNY WONG （王信明）打开舱门，接顺利完成航天任务的SPACE MOLLY回家，这也标志着MOLLY成为首个完成 太空往返的潮玩IP。 商业航天是我国战略性新兴产业。据公开报道，2025年中国航天全年发射次数达到92次，创历史新高， 其中多型商业火箭密集发射，为中国航天事业注入了强劲动能。中科宇航是国内唯一由国家级科研机构 孵化的混合所有制商业航天企业， ...