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秒空,“下一个Labubu”出现了?

Core Insights - The launch of the "Star People Delicious Moments Series" by Pop Mart has generated significant consumer interest, with a live stream viewership of 270.5 million on Tmall and 560,000 on the box machine mini-program before the sale [2][10] - The inventory for the new series was notably lower compared to previous releases, leading to a rapid sell-out of products within minutes of launch [2][10] - The secondary market shows that the new series has a higher premium compared to the previously released mini version of LABUBU, indicating strong demand and potential for future sales [10][11] Sales Performance - The "Star People" series saw over 360,000 items added to shopping carts, but only 20,000 plush cookie pendants were available for sale, leading to a quick sell-out [2][5] - The mini version of LABUBU had a total sale of over 300,000 items during its launch, highlighting the competitive nature of Pop Mart's product releases [2][10] Market Trends - The secondary market prices for the "Star People" series have surged, with hidden items selling for up to 16 times their original price, indicating a strong collector interest [10] - The average transaction price for the "Star People" plush pendants is higher than that of the competing "Crybaby" series, suggesting that "Star People" may be positioned as the next leading IP for Pop Mart [11] Competitive Landscape - The competition between "Crybaby" and "Star People" is intensifying, with "Star People" currently outperforming "Crybaby" in terms of average transaction prices on secondary platforms [11] - The market is closely watching which IP will emerge as the next major hit for Pop Mart, especially following the decline in popularity of LABUBU [11]