Group 1 - The core point of the news is the collaboration between Pop Mart and Honor to launch the "Honor 500 Pro MOLLY 20th Anniversary Limited Edition" smartphone, priced at 4,499 yuan, with a net price of 3,999 yuan after subsidies, set to be officially released on January 25 [1][3] - Following the announcement, Pop Mart's stock surged, with an increase of over 10% at one point, closing at a 9.07% rise, valued at 197.2 HKD per share and a market capitalization of 264.6 billion HKD [1] - Pop Mart clarified that it does not have plans to develop its own smartphone but is engaging in a deep co-creation partnership with a well-known mobile brand, moving beyond simple logo placements [1][3] Group 2 - In the context of the smartphone industry facing saturation, Honor aims to provide emotional value to young consumers rather than just competing on hardware specifications, targeting the demographic of 18-35-year-old women, which aligns with Pop Mart's user profile [3] - For Pop Mart, this collaboration represents an important attempt to find a "second growth curve" for IP monetization, especially as the novelty of blind box products diminishes and some new products face price drops in the secondary market [3] - Additionally, Honor also launched the highly anticipated ultra-light flagship model, the Honor Magic 8 Pro Air, weighing 155g and measuring 6.1mm in thickness, featuring a 6.31-inch OLED display and starting at a price of 4,999 yuan [3]
泡泡玛特联合荣耀发布首款潮玩手机,国补后3999元