智通财经网·2025-04-28 02:45Group 1 - The core viewpoint is that Pop Mart's app has reached the top of the US App Store shopping chart for the first time, driven by the recent launch of new products [1] - The app also climbed 114 positions in a single day, ranking fourth in the overall free chart [1] - The launch of the third generation of the LABUBU plush product series has garnered significant attention in the trendy toy market [1] Group 2 - The "Guzi economy," which focuses on merchandise related to comics, anime, and games, is becoming increasingly popular among young consumers [1] - This economic model emphasizes emotional value through concepts like "companionship" and "spiritual consumption," attracting the attention of Generation Z [1] - The market size of China's "Guzi economy" is expected to reach 168.9 billion yuan in 2024, a growth of 40.63% compared to 2023, and is projected to exceed 300 billion yuan by 2029 [1] Group 3 - Open Source Securities forecasts that the retail sales of toys (excluding trendy toys) in the domestic market will reach 97.85 billion yuan in 2024, with a year-on-year growth of 7.9% [2] - The retail sales of trendy and collectible toys and related products are expected to reach 55.8 billion yuan [2] - The global building block toy category is experiencing significant growth, reflecting consumers' increasing demand for creativity, interaction, and personalized experiences [2] Group 4 - Relevant Hong Kong stocks in the IP trendy toy sector include Pop Mart (09992) and Blokko (00325) [3]