Guangbo(SZ:002103) Xin Lang Cai Jing·2025-09-25 08:43Core Insights - Guangbo Group hosted a specific investor research and site visit on September 25, 2025, attended by institutions such as CCB Pension and Changjiang Securities [1] Group 1: Investor Relations Activity - The investor relations activity included a company exhibition tour and product introduction, showcasing the company's efforts to expand its product range and create a diverse portfolio of trendy categories [1] - The company highlighted its classic stationery series and new product lines, including collectible cards, plush toys, and lifestyle products, aimed at meeting various consumer interests [1] Group 2: Product Development and Market Strategy - Collectible cards have gained popularity among young players through storyline collaborations, establishing a foundation for the card category and demonstrating the company's capabilities in IP collaboration and trendy product development [1] - The plush category is being accelerated with the launch of classic IP series such as "Anpanman" and "Hatsune Miku," designed to appeal to both fashion accessory and home decor markets [1] - The lifestyle product series focuses on integrating trends into daily life, offering aesthetically pleasing items like water bottles and home decor that blend anime elements with practical functions [1] Group 3: Trendy Toy Market Focus - Guangbo Group is strategically entering the trendy toy market, leveraging its strengths in cultural and conventional stationery while rapidly developing products that align with popular domestic toy categories [1] - The company aims to enhance its design and quality competitiveness through the creation of a comprehensive product matrix, targeting niche segments within the trendy toy market [1] Group 4: Future Directions and IP Strategy - Future plans include expanding trendy toy retail channels and deepening collaborations with boutique toy stores and cultural lifestyle shops to increase product category representation and drive sales [1] - The company will continue to develop both major and niche IPs, with major IPs like "Detective Conan" driving significant traffic and niche IPs reaching specific consumer segments, creating differentiated value for trendy toy products [1]