【环球网财经综合报道】近期，泡泡玛特旗下IP Labubu在全球潮流领域迅速走红，成为各界瞩目的焦点。众多明 星、粉丝纷纷加入"晒娃""抢娃"的行列，这一现象不仅让Labubu的人气急剧攀升，更直接带动了泡泡玛特股价的 显著上涨。 对此，国盛证券研报指出，谷子经济的迅速崛起主要源自供需端匹配。需求端：从消费者画像来看，具备一定消 费能力的女性Z世代是主力军。谷子经济的增长动力主要源自消费者对优质IP的情感投射与认同，口红效应+社交 货币属性下谷子经济精准满足情绪消费需求。供给端：优质供给持续增加，国漫IP崛起+下游谷子店集中涌现进一 步助力谷子进入大众视野。（南木） 投资者们的关注点主要集中在两个方面。其一，公司是否与Labubu存在合作关系。其二，投资者积极建议公司与 泡泡玛特建立合作关系。 Labubu的爆火不仅引发了投资者的广泛关注，还带动了A股谷子经济板块的持续走强。继6月12日多个概念股涨停 后，13日上午再次掀起涨停潮，奥雅股份、德艺文创等个股迎来"20CM"涨停。市场对谷子经济板块的热情，一方 面延伸至整个文化传媒板块，另一方面也扩散至新消费赛道。 Labubu的火爆出圈，让投资者们捕捉到了其中 ...

中新网北京6月13日电(记者谢艺观)"公司和泡泡玛特是否有合作？能否代理Labubu IP？""有传言公司是 泡泡玛特毛绒玩具Labubu代工厂，请问是否属实？""得年轻人得天下，强烈建议公司周边送盲盒或者 Labubu这种年轻人喜欢的。" 近期，泡泡玛特旗下IP Labubu晋升为全球潮流新宠。各路明星、粉丝"晒娃""抢娃"的同时，也带动泡泡 玛特股价飙升，当前总市值已突破3000亿港元，创始人王宁因此跃升为河南首富。 眼看着泡泡玛特"名利双收"，投资者们坐不住了。据中新网记者不完全统计，在投资者互动平台上，截 至6月13日上午，已有奥飞娱乐、天地在线、省广集团等20余家上市公司被问到Labubu相关内容。 截图自深交所互动易平台。 一方面，投资者关心上市公司是否和Labubu有合作。如，星辉娱乐就被问到，是否为泡泡玛特毛绒玩 具Labubu代工厂，但遭到星辉娱乐否认。 截图自深交所互动易平台。 另一方面，投资者建议上市公司和泡泡玛特建立合作。如，伊利股份被建议推出联名款Labubu雪糕； 潮宏基、老凤祥被建议搞Labubu联名产品；百纳千成被建议出Labubu精灵系列动画电影或者动画剧 集。 截图自上证e ...

喜爱者视之为"心头好"，旁观者却直呼"难以理解"——近一段时间，由LABUBU（拉布布）引发的"IP （知识产权）热浪"正以不可思议的速度与热度，席卷全球的消费、资本与文化圈层。 6月10日，在永乐2025北京春拍举行的全球首个"初代藏品级LABUBU艺术专场"上，一件高131cm的薄 荷色初代LABUBU PVC材质雕塑最终以108万元落锤，加上佣金以总计124.2万元价格成交，刷新 LABUBU最高成交价和"LABUBU之父"——中国香港艺术家龙家昇个人拍卖纪录。1个月前，刚在苏富 比香港以20.32万港元（约合人民币18.6万元）成交的LABUBU"三博士：勿听，勿视，勿言"，再上拍 场，并在数十次叫价后以58.65万元（含佣金）成交。 这只顶着尖牙、眼神狡黠的玩偶，不只在拍卖场受到追捧。作为潮流玩具，目前，LABUBU的IP归属于 泡泡玛特旗下。自2019年起，泡泡玛特推出一系列LABUBU形象盲盒，并逐步将其打造成横跨潮玩、 艺术、跨界联名、文化输出的现象级IP。 从基础款到隐藏款，从展会限定到艺术家联名，从线下门店的抢购长队到二手市场中高达数10倍的溢 价……一些消费者在"叛逆精灵"里找寻情感认同 ...

社交媒体热度居高不下，在 TikTok、Instagram 等海外主流社交媒体平台上，泡泡玛特相关话题的播放量和浏览量极高，如 TikTok 上关于泡泡玛特的开箱 分享视频数以万计，相关话题播放量超10亿次，其官方账号涨粉迅速，4月美国TikTok粉丝数从3月的43.12万增至72.29万，涨幅达68%。 以下文章来源于RimeData 来觅数据 ，作者来觅研究院 RimeData 来觅数据 . 全面的一级市场数据平台 导读： 6月10日，泡泡玛特一款全球唯一的薄荷色LABUBU在永乐2025春季拍卖会上亮相， 并以108万元落槌成交。6月9日，福布斯实时 富豪榜显示，泡泡玛特创始人王宁已跻身福布斯排行中国榜第十，以208亿美元身家成为新一代河南首富。 01 泡泡玛特火爆全球 2025年新消费领域最出圈的企业非泡泡玛特莫属。泡泡玛特门店开业或新品发售时，在巴黎、伦敦、纽约、曼谷等多个国际大城市的黄金地段，如巴黎拉 德芳斯中心商务区、伦敦牛津街等，店门口常排起数百米长队。4 月法国巴黎拉德芳斯中心商务区的泡泡玛特新店开业，提前数小时就有人排队，甚至早 上 7 点半就有人在店外等候。而在英国，还一度因为抢娃娃爆发 ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market updates such as suspensions, increases or decreases in holdings, investment wins, acquisitions, earnings reports, and unlocks [1] - A company has successfully obtained multiple international IP licenses for domestic derivative products, with several of its millet products selling out immediately upon launch [1] - Another company has delivered samples of humanoid robot dexterous hand reducer bearings to clients, showcasing advancements in controllable nuclear fusion, solid-state batteries, nuclear energy, and state-owned enterprise reform [1] - The company focusing on innovative drugs has entered the maintenance dose phase for its semaglutide injection project, with expectations to apply for market approval in China by 2026 [1]

Market Overview - On June 12, the Shanghai Composite Index closed at 3402.66 points, up 0.01%, with a trading volume of 501.625 billion yuan. The Shenzhen Component Index closed at 10234.33 points, down 0.11%, with a trading volume of 770.16 billion yuan. The ChiNext Index closed at 2067.15 points, up 0.26%, with a trading volume of 378.572 billion yuan. The STAR Market 50 Index closed at 977.97 points, down 0.3%, with a trading volume of 22.227 billion yuan. The total trading volume of both markets was 1.271785 trillion yuan, an increase of 16.318 billion yuan compared to the previous trading day [1]. Sector Performance - The market saw a predominance of rising sectors, with notable gains in non-ferrous metals, media, beauty care, pharmaceutical biology, telecommunications, banking, oil and petrochemicals, and jewelry. Concepts such as blind box economy, millet economy, lottery, innovative drugs, pet economy, Xiaohongshu, controllable nuclear fusion, gold, and film and television also showed active performance. Conversely, sectors like home appliances, coal, food and beverage, agriculture, forestry, animal husbandry, real estate, and national defense and military industry experienced declines [2]. Individual Stock Performance - A total of 2196 stocks rose while 2741 stocks fell, with 194 stocks remaining flat and 20 stocks suspended. Excluding newly listed stocks, there were 73 stocks that hit the daily limit up, while 5 stocks hit the limit down. The most popular stock among those hitting the limit up was Yingli Automobile, with a closing limit up order of 37.7692 million shares [2]. Fund Flow Analysis - The net outflow of main funds in the Shanghai and Shenzhen markets was 9.269 billion yuan, with the ChiNext experiencing a net outflow of 3.304 billion yuan. The CSI 300 index saw a net inflow of 396 million yuan, while the STAR Market experienced a net outflow of 748 million yuan [6]. Industry Fund Flow - Among the 31 primary industries, 12 saw net inflows of main funds. The telecommunications sector had the highest net inflow of 670 million yuan, followed by media, pharmaceutical biology, and coal with net inflows of 395 million yuan, 365 million yuan, and 258 million yuan, respectively. The automotive sector had the largest net outflow of 2.282 billion yuan, followed by electronics, machinery, computers, national defense and military industry, and chemicals [7]. Top Gainers and Losers - The top individual stocks with net inflows included Rongfa Nuclear Power with a net inflow of 884 million yuan, followed by Dongfang Caifu, Wolong Nuclear Materials, Midea Group, and Guangxi Media with net inflows of 636 million yuan, 546 million yuan, 415 million yuan, and 396 million yuan, respectively [8]. Conversely, BYD had the highest net outflow of 698 million yuan, followed by Wuliangye, Yaoji Technology, and Limin Shares [12]. Institutional Activity - Institutional investors had a net buy of approximately 340.355 million yuan, with Yaoji Technology being the most bought stock at a net buy of approximately 226.834 million yuan. The most sold stock was Limin Shares, with a net sell of approximately 99.061 million yuan [16].

Group 1: Company Performance and Financials - In Q1 2025, the company achieved a revenue of 315 million CNY, representing a year-on-year growth of 24.16% [12] - The net profit attributable to shareholders was 25.43 million CNY, showing a significant increase of 78.56% year-on-year [12] Group 2: Game Development and International Expansion - The company is focusing on overseas expansion in both social and gaming sectors, with key products like "Star Wings" being launched in Japan, Korea, and Southeast Asia [3][5] - "Star Wings" achieved significant success in Japan, ranking second on both Google Play and App Store in its first month, and contributing over 60% to the company's revenue from games in Japan by 2025 [3][5] Group 3: AI and Technology Integration - The company is leveraging its VRACE AI platform to enhance game and social experiences, exploring applications in virtual companionship, content generation, and player behavior analysis [4][15] - The AI-driven social app "Give Mai" integrates multi-modal AI technologies, achieving breakthroughs in emotional analysis and voice recognition [16] Group 4: Strategic Partnerships and IP Development - The company is deepening collaborations with international IP partners like Koei Tecmo to extend the lifecycle of core IPs such as "Three Kingdoms" and "Dynasty Warriors" [3][10] - A partnership with "Koto's Frame Arms Girl" has been established to enhance the IP attributes of "Star Wings" through character and item collaborations [7][8] Group 5: Future Goals and Market Strategy - For 2025, the company aims to drive growth through AI innovations, focusing on content creation and expanding into new entertainment scenarios [9][10] - The company plans to explore acquisition opportunities in gaming, social, AI applications, and AR/VR sectors to strengthen its market position [10]

Core Viewpoint - The recent surge in the stock price of Pop Mart, a leading player in the "trendy toys" sector, has sparked significant interest in related concept stocks within the A-share market, making the "Guzi economy" a hot topic among investors [1][8]. Group 1: Market Performance - Pop Mart's market capitalization has reached approximately 331.5 billion RMB, placing it among the top 40 companies in the A-share market, surpassing notable firms like Cambricon, Gree Electric, and Mindray Medical [5][8]. - The "trendy toys" trend, driven by Pop Mart, has led to increased attention on related concept stocks, which have become focal points for investors [8][12]. Group 2: Related Concept Stocks - Key related stocks include: - Qingmu Technology: Market cap of 3.3 billion RMB, operates Pop Mart's Tmall flagship store [9]. - Zhongxin Tourism: Market cap of 6.6 billion RMB, serves as a ticketing agent for Pop Mart's city parks [9]. - Han Shuo Technology: Market cap of 1.9 billion RMB, provides electronic price tag systems for Pop Mart's overseas stores [11]. - Wanda Film: Market cap of 24.3 billion RMB, collaborates with Pop Mart on IP projects [11]. - The "Guzi economy" is projected to grow, with China's pan-entertainment toy market expected to exceed 100 billion RMB in 2024 and reach 212.1 billion RMB by 2029 [12]. Group 3: Industry Insights - The "Guzi economy" encompasses a comprehensive industry chain, including upstream IP copyright holders, midstream IP operators responsible for product design and production, and downstream sales channels [14]. - The market for trendy toys is characterized by a diverse range of sales channels, including online platforms and traditional retail, with emerging channels like live-streaming sales gaining traction [14].

Core Viewpoint - 52TOYS aims to become the "Chinese version of Bandai" and is preparing for an IPO in Hong Kong, focusing on a diverse range of IP toys and self-developed products [1][9]. Company Background - Founded in May 2015 by Chen Wei and Huang Jin, 52TOYS started as a collectibles company, initially focusing on derivative products from international brands [3]. - The company has developed over 100 self-owned and licensed IPs, including popular franchises like Crayon Shin-chan and Tom and Jerry, and has expanded its product lines to include various toy categories [4]. Market Position and Growth - 52TOYS has successfully penetrated both domestic and international markets, with plans to open over 100 brand stores in China and expand into Southeast Asia, Japan, Korea, and North America by the end of 2024 [4]. - The company has seen significant revenue growth, with income increasing from 463 million yuan in 2022 to 630 million yuan in 2024, representing a compound annual growth rate (CAGR) of 16.7% [13]. Investment and Valuation - 52TOYS has raised multiple rounds of funding, with its valuation exceeding 4.2 billion yuan as of the latest funding round [5][8]. - Notable investors include Qiming Venture Partners and China International Capital Corporation, who recognize the potential of the IP derivative market in China [7][6]. Competitive Landscape - The company is often compared to Pop Mart, which has achieved significant market success, but 52TOYS differentiates itself by focusing on collectible toys rather than trendy toys [12]. - As of 2024, 52TOYS ranks second among multi-category IP toy companies in China, while Pop Mart's revenue reached over 13 billion yuan with a net profit of 3.4 billion yuan [13]. Future Outlook - 52TOYS is committed to enhancing its overseas presence, with overseas revenue growing from 35.4 million yuan in 2022 to 147 million yuan in 2024, achieving a CAGR of over 100% [14]. - The company aims to create a culture of collecting toys and make collectible toys a beloved lifestyle choice for more people [14].

将投中网设为"星标⭐"，第一时间收获最新推送 随着他们踏上IPO之路，再加上已经在港上市并持续爆火的泡泡玛特和布鲁可，以及不久前继续选择在港交所递交招股书的卡 游，"谷子经济"正在众人的看好中变得越发火热。 两位"玩咖"，要做"中国版万代" 因为非常热爱"玩"，没打过工的陈威和黄今最终选择一起创业。 大学毕业后，学习设计的陈威于1999年在北京鼓楼附近开了一家游戏店，并将自己珍藏的各种手办摆在店里。发现买东西的顾 客对手办更感兴趣，于是他选择去做衍生品生意，成为国内最早涉足这个行业的玩家。 在将日本万代、美国麦克法兰等国际知名收藏玩具品牌引入国内的同时，陈威还做起了广告、影视、网吧、餐饮等相关的生 意。意识到给品牌做代理的价值不高后，他逐渐萌生了做一家涵盖潮玩、盲盒、手办、机甲、拼装模型等在内的收藏玩具公司 的念头。 那个时候，陈威认为自己已经给很多国外玩具品牌当过"月嫂"（代理商），所以相信如果"生娃"（创业）也有足够的经验做 好。最终，他和桌面游戏《三国杀》的联合创始人黄今一起踏上创业之路，于2015年5月在北京成立52TOYS，决心成为"中国 版万代"。 由于从收藏玩具里获得了快乐和满足，他们也希望52 ...