Labubu大量补货后二手报价腰斩,知情人士回应补货节奏和产能情况

Core Viewpoint - The recent replenishment of Labubu products has led to a significant drop in second-hand prices, indicating a shift in market dynamics and consumer accessibility [1][6]. Group 1: Product Replenishment and Market Response - Labubu products have become easier to purchase, with a recent restock on June 18, leading to positive consumer feedback on social media [3][4]. - The pre-sale period for the Labubu 3.0 series extends until September 22, indicating a long wait time for consumers, yet the demand has caused system overloads during high traffic [5]. - To enhance consumer experience and mitigate the impact of scalpers, the company has optimized the sales process and initiated online pre-sales [5][6]. Group 2: Pricing Dynamics - Following the replenishment, the second-hand market for Labubu 3.0 saw prices drop significantly, from 1100-1500 yuan to 600-900 yuan for a complete set of six blind boxes [6]. - The price decline is attributed to the increased availability of products, with sellers indicating that the scarcity has diminished, leading to potential unsold inventory [6]. Group 3: Stock Market Impact - The stock price of Pop Mart has experienced a decline, dropping over 5% as of June 19, following a period of significant growth where the stock increased by 100% from March to mid-June [7]. - Since the beginning of 2024, Pop Mart's stock has surged over 11 times, reflecting the volatility and investor sentiment surrounding the brand [7].