潮玩被列入下一个“千亿级”消费市场，促消费新方案鼓励潮玩出海

Core Insights - The潮玩 industry is witnessing a trend of overseas expansion, with several leading companies emerging as key players [1][2] - The Ministry of Industry and Information Technology and other departments have released a plan to enhance the supply-demand adaptability of consumer goods, aiming for significant optimization of the supply structure by 2027 [1] - The plan identifies key consumption hotspots, including潮玩, and emphasizes the promotion of domestic潮玩 brands in international markets [1] Group 1: Industry Trends - The潮玩 industry has seen the emergence of successful companies, with a focus on international expansion as a current trend [1] - The plan outlines the creation of three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots, including潮玩 [1] - The潮玩 sector is characterized by a blend of traditional cultural elements and modern design, reshaping global perceptions of Chinese products [2][3] Group 2: Company Performance - Pop Mart (09992.HK) experienced a stock price increase of nearly 15 times over 17 months, setting a new record for Hong Kong consumer stocks [2] - Pop Mart's third-quarter operational data shows a revenue growth of 245% to 250% year-on-year, with overseas revenue increasing by 365% to 370% [2] - TOP TOY has surpassed 307 global stores, and its IP "Nommi" has generated significant consumer interest in Thailand [2] Group 3: Cultural and Technological Integration - The潮玩 industry's overseas expansion reflects the integration of Chinese cultural creative industries with global consumer markets [3] - The transition from "manufacturing" to "creation" is evident, with潮玩 leveraging technology such as 3D printing and AR to enhance product offerings [2][3] - The潮玩 sector is evolving into a high-value cultural output, moving away from the stereotype of low-cost, low-quality products [3]