Huan Qiu Shi Bao·2025-05-15 22:49Group 1 - The core viewpoint of the articles highlights the positive impact of the recent US-China tariff adjustments on the global toy industry, leading to increased orders and stock price surges for major US toy companies [1][3][5] - Following the announcement of the tariff changes, US toy giants such as Mattel and Hasbro saw significant stock price increases, with Mattel's stock rising over 12% and Hasbro's by 5% [3] - The US toy market heavily relies on Chinese manufacturing, with nearly 80% of toys sold in the US produced in China, indicating the critical role of China in the global toy supply chain [3][4] Group 2 - Many US retailers and toy companies are rushing to place orders with Chinese manufacturers to meet urgent demands, with reports of factories operating overtime to fulfill these orders [5][6] - The adjustment of tariffs has alleviated previous concerns about rising production costs and supply chain disruptions, which had led to significant stock sell-offs in the toy sector [4][6] - Companies are now focusing on diversifying their markets and enhancing product value to mitigate risks associated with fluctuating trade policies [7][12] Group 3 - The toy industry is witnessing a shift towards innovation and high-quality products, with companies moving away from low-cost competition to focus on new product development [12][13] - Emerging markets in Southeast Asia, the Middle East, and Latin America are becoming new growth engines for the toy industry, driven by rising consumer demand for quality and innovative toys [13] - Companies are increasingly adopting strategies to explore local consumer preferences and cultural nuances to better position their products in these new markets [13]