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秒空!“下一个Labubu”出现了?

Core Insights - The article discusses the recent launch of Pop Mart's "Star People Delicious Moments Series," which generated significant consumer interest and a buying frenzy, with products selling out within minutes [2][8] - The inventory for the new series was notably lower compared to previous releases, leading to a high demand and rapid sell-out [2][8] - The resale market for the new series shows a higher premium compared to previous products, indicating strong market interest and potential for future growth [8] Group 1: Product Launch and Sales Performance - Pop Mart's "Star People Delicious Moments Series" was launched on September 29, with live streaming attracting 270.5 million viewers [2] - The initial stock for the series was limited, with only 20,000 units of the plush cookie pendant available, despite over 360,000 consumers adding it to their carts [5][8] - The products sold out within minutes, highlighting the strong demand and consumer anticipation [2][8] Group 2: Market Dynamics and Pricing - The resale prices for the hidden "Cookie Bear" variant reached up to 929 yuan, a 16-fold increase from the original price of 59 yuan, indicating a strong premium in the secondary market [8] - The average transaction price for the "Star People" blind box was 167 yuan, compared to 135 yuan for the competing "Crybaby" series, suggesting that "Star People" is commanding a higher market value despite a lower original price [9] - The article notes that the "Star People" series has outperformed the previous "Labubu" series in terms of resale value, with higher premiums observed [8][9] Group 3: Competitive Landscape - The competition between "Star People" and "Crybaby" is intensifying, with both series showing strong sales performance on secondary platforms [9] - The article highlights the need for Pop Mart to maintain the momentum of "Star People" to establish it as the next leading IP following the decline of "Labubu" [9] - The market is closely watching which new character will emerge as the next top seller for Pop Mart, as the company seeks to innovate and capture consumer interest [9]