以下文章来源于杨泽l社交式增长 ，作者杨泽做增长 杨泽l社交式增长 . 杨泽，畅销书《潮流：品牌引爆、出圈背后的秘密》、《产品冷启动》作者。就职过互联网大厂，曾负责多个细分市场产品从0到1增长工作。对外经贸大学、阿里巴巴UMIC课堂、36氪 Eclub特邀讲师、工商银行内训讲师。多家媒体专栏作者。 6月8日上午，根据福布斯实时富豪榜，泡泡玛特创始人王宁成为河南新首富。 文 ｜ 杨泽做增长 来源｜ 杨泽I社交式增长（ID：social-growth） 封面来源 ｜ 泡泡玛特官网 全套LABUBU换光刻机！ LABUBU周边服装师月入十几万！ 一线城市北上广深不屯LV、爱马仕，改屯LABUBU了。 这只长着獠牙和超长耳朵、一脸坏笑的森林小精灵风靡全球，成了国际明星Lisa、蕾哈娜的街拍搭子，短短一年时间，LABUBU带领THE MONSTERS，为泡泡玛特贡献了30.4亿元营 收，同比增长7倍多。 连带着泡泡玛特股价，从2024年初至今，短短一年多的时间，估计就上涨了9倍，从2022年10月底的最底部至今已经上涨了近20倍。 "一个卖盲盒的凭什么值这么多钱？" 我不是很早就关注泡泡玛特，还深入分析过泡泡玛特的前世 ...

点击注册小程序 查看完整报告 色母粒是以合成树脂为载体，添加高比例的颜料和分散剂等助剂，通过物理掺混、熔融混合、分散、挤出、切 粒等工艺制得的一种新型高分子复合着色材料。随着我国塑料工业的快速发展，色母粒等高分子复合着色材料 的研发和生产已成为塑料加工业最活跃的领域之一。根据贝哲斯咨询数据，2023年全球色母粒市场规模达 946.86亿元，同年，中国色母粒市场规模达370.41亿元。贝哲斯咨询预测，2029年全球色母粒市场规模增长至 1298.34亿元，2023-2029年的CAGR为5.21%。目前，国际色母粒市场呈现垄断竞争格局，美国卡博特公司垄断 了世界上30%黑色母粒的生产，瑞士科莱恩公司是全球最大的彩色母粒供应商，美国安配色公司、舒尔曼公司 主要向国际市场提供白色母粒和功能母粒，美国普立万公司提供的功能母粒占据了国际市场功能母粒较大市场 份额。我国现已成为亚洲最大的色母粒生产国，行业集中度低，绝大部分企业普遍规模较小，市场较为分散。 随着国际化进程的加快，我国色母粒行业部分规模较大的企业逐步参与国际色母粒市场竞争，建议关注：美联 新材、宝丽迪。 塑料是有机颜料三大主要应用领域之一，看好高性能有机颜料 ...

以下文章来源于天下网商 ，作者天下网商 中年男人的泡泡玛特，如今正冲击上市。 天下网商 . 今年5月，杭州铜师傅文创集团股份有限公司（以下简称铜师傅）向港交所主板正式递交招股书申请 上市，招银国际为独家保荐人。 记录互联网商业的人物和故事。 来源丨 天下网商（ID：txws_txws） 作者丨金雅 铜质文创工艺品，是这家公司的王牌产品，近三年里为公司创造了超过95%的收入。铜师傅线上平均 客单价高于750元，全网粉丝超过500万，中年男性是其主流消费者。 据招股书，2022年—2024 年，铜师傅的营收分别为 5.03 亿元、5.06 亿元、5.71 亿元，年内利润 分别为 5693.8万元、4413.1万元、7898.2万元。若按2024年总收入计，铜师傅以35.0% 的市场份 额，位居中国铜质文创工艺产品市场第一。 | | | | 截至12月31日止年度 | | | | | --- | --- | --- | --- | --- | --- | --- | | | 2022年 | | 2023年 | | 2024年 | | | | 人民幣千元 | 估收入% | 人民幣千元 | 佔收入% | 人民幣千元 | ...

一位顾客在河西一家商场的自助售卖机前选购拉布布。 扬子晚报/紫牛新闻记者 范晓林 摄 近日，泡泡玛特旗下的拉布布（LABUBU）可谓"一娃难求"。在某拍卖平台，原价9000元的4只拉布布拍出22403元。一时间，全球都在疯抢这个9颗牙小 怪兽。而泡泡玛特创始人王宁则以203亿美元身家成为河南新首富，拉布布IP爆火带动公司市值飙升至3347亿港元。 拉布布引发了一场社交媒体狂欢。有数据显示， TikTok上相关话题播放量超10亿次。大家疯狂晒开盲盒、给拉布布换装、甚至买不到正版就晒假货比谁 更丑，在小红书上甚至有网友用拉布布来许愿。 同花顺数据显示，拉布布迄今已有10岁了。2019年，泡泡玛特从香港插画家龙家升手里签下了这一系列IP，但起初并未火。2022年、2023年，THE MONSTERS（精灵之家）系列的营收只有2.63亿元和3.68亿元。谁曾想在2024年，该系列收入首次突破30亿元，同比增长726.6%，当年泡泡玛特实现营收 130.4亿元。 "拉布布有9颗牙齿和直立的尖耳朵，性格调皮又乐观，在全球拥有超高人气。"网传的一张图片显示，从美国洛杉矶凌晨三点的长队，到英国门店因为抢 购发生混乱甚至打架， ...

Core Insights - The founder of Pop Mart, Wang Ning, has become the new richest person in Henan, replacing the founder of Muyuan Foods, Qin Yinglin, as of June 8, according to Forbes' real-time billionaire rankings [1] - The popularity of Pop Mart's Labubu has surged, leading to high demand and significant sales, with some limited edition items selling for tens of thousands of yuan [1][2] - Labubu has become a symbol of emotional consumption among young people, reflecting a shift towards valuing symbolic and experiential purchases [1][9] Group 1: Company Performance - Labubu has topped the search rankings on Alibaba's AliExpress platform ahead of the overseas 618 shopping festival, indicating strong international interest [2] - Pop Mart's stock price has shown an upward trend, closing at 244.8 HKD per share on June 6 and rising to 248.8 HKD by June 9 [2] - The gross merchandise volume (GMV) for Pop Mart's toys on AliExpress has increased by 300% year-on-year in the first half of the year [2] Group 2: Market Trends - The trend of emotional consumption is driving the success of products like Labubu, which provide significant emotional value at relatively low prices [2] - The number of registered toy-related companies in China has reached 22,300 as of May 2025, with a notable increase in registrations since 2021 [9] - The number of paying consumers in the Chinese toy market is projected to reach 40 million by 2025 and 49 million by 2030, indicating a shift from experiential to habitual consumption [9] Group 3: Competitive Landscape - Companies like 52TOYS and Tong Shifu are entering the market with different strategies, focusing on licensed IPs and targeting middle-aged consumers, respectively [4][5] - 52TOYS aims to differentiate itself by emphasizing collectible toys rather than trendy toys, while Tong Shifu focuses on copper cultural products appealing to a mature demographic [5] - The competition in the trendy toy industry is intensifying, with many new brands and designers emerging [9] Group 4: Cultural Integration - Museums are becoming new consumption models, with institutions like the British Museum exploring private e-commerce in China [7] - Pop Mart is actively integrating traditional cultural elements into its products, collaborating with cultural IPs like the Palace Museum and Dunhuang [7]

社会服务 2025 年 06 月 08 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -24% -12% 0% 12% 24% 36% 48% 2024-06 2024-10 2025-02 社会服务 沪深300 相关研究报告 《潮牌打造"精神庇护所"疗愈年轻 人，关注嗅觉经济、口服美容新风潮 —行业周报》-2025.6.2 《"IP+饰品"与新消费元素碰撞融合， 52toys 递交港股招股书—行业周报》 -2025.5.25 《蜜雪冰城、古茗 4 月加速开店，618 国 货 品 牌 势 能 向 上 — 行 业 周 报 》 -2025.5.18 社会服务 潮玩行业迎多起收并购，抖音大促国货高质量增长 ——行业周报 | 初敏（分析师） | 李睿娴（分析师） | 程婧雅（联系人） | | --- | --- | --- | | chumin@kysec.cn | liruixian@kysec.cn | chengjingya@kysec.cn | | 证书编号：S0790522080008 | 证书编号：S0790525020004 | 证书编号：S0790123070033 | 出行旅游：端午国内旅 ...

Group 1: New Consumption Trends - The rise of new consumption reflects a shift from traditional asset accumulation to emotional and personalized experiences, driven by generational changes in consumer preferences [2][4] - The "self-pleasing consumption" initiative in Shanghai emphasizes the importance of emotional value over basic functionality, indicating a significant change in consumer behavior [2] - Companies like Guangbo Co. and Mixue Ice City are leveraging flexible supply chains and rapid product iterations to capture growth in the new consumption sector [2] Group 2: Key Investment Themes in Technology - The commercialization of IP and the trend of "潮玩" (trendy toys) highlight the potential of emotional connections and cultural recognition in driving consumer engagement, with companies like Pop Mart and Aofei Entertainment leading the way [4] - The integration of traditional culture with modern design is revitalizing industries such as gold jewelry, with brands like Lao Pu Gold and Lao Feng Xiang achieving significant premium pricing through cultural and design attributes [4] - The pet economy is expanding due to changing family structures and increasing single populations, with companies like Zhongchong Co. and Petty Co. capitalizing on this trend [4] Group 3: Technological Advancements and Market Opportunities - The importance of domestic technology capabilities is underscored by the rise of Huawei's Ascend ecosystem, which is crucial for building a self-sufficient digital infrastructure [7] - The Chinese consumer electronics industry is positioned for growth, driven by a large affluent and middle-class population with strong purchasing power for innovative products [7] - The demand for computing power is surging due to advancements in AI and big data, creating opportunities in data centers and cloud services, with companies like Taicheng Light and Shenghong Co. playing significant roles [7]

LABUBU产品外包装明确标注"适用于8岁以上人士"，而排队的多是青年人，不少不是给孩子买的，而是给自己买的。 你玩得挺嗨，可是你知道吗，你每买一个LABUBU，可能就是给一个财富超过500亿元的超级富豪，贡献一份财富。 而你可能更不知道的是，正是这些仅仅给你提供"情绪价值"的小玩具，却给一些人提供了"财富价值"。 在不久前发布的2025年胡润全球富豪榜上，至少有4个中国富豪，凭借卖玩具榜上有名，财富总额超过1000亿元。 LABUBU背后的富豪，如今财富超过了500亿元。 文|龙溪 来源|商业传奇 今天是六一国际儿童节！ 朋友圈很欢乐，很多人祝小朋友、大朋友儿童节快乐！ 历尽千帆，归来仍是少年。谁心中没有一个儿童梦？这不，最近一个叫LABUBU的玩具卖疯了，世界各地都出现了排队抢购的情形。甚至一群大人为了玩 具都动起手了。 他就是LABUBU的出品方泡泡玛特的王宁，在2025年胡润全球富豪榜上的财富达505亿元， 如今他的财富更是达千亿元以上。 其实，泡泡玛特不是主要给儿童造玩具的，他们的核心目标是大朋友——年龄段18-35岁的年轻人。 而王宁也算是个"大朋友"，1987年出生，还不到40岁。 他是新乡人， ...

对于企业定价策略与全球化经营挑战，司德表示，每个企业都有自己的定价逻辑和成本考量，特别是在 产品开发初期，公司需根据成本倒推毛利，以维持良性经营和消费者能接受的价格，长期稳定经营的企 业应保持合理的毛利水平。 "要努力把门店开到全球具有地标性的商场" 6月8日下午，北京大学光华管理学院官方微信公众号发布了题为《泡泡玛特走进北大光华，与师生对话 中国潮玩企业全球化之路》的文章。文章披露，近日，泡泡玛特执行董事、副总裁、首席运营官司德向 北大光华师生分享了公司从本土品牌成长为全球潮玩巨头的传奇历程，以及其全球化战略背后的文化洞 察与商业智慧。 司德强调了线下门店对于品牌形象和潮流感建立的关键作用，并称要努力把门店开到全球具有地标性的 商场。 从2024年3月至今15个月多的时间，泡泡玛特股价最高涨幅达12倍，引起市场广泛关注。截至6月6日收 盘，泡泡玛特股价为244.8港元/股，最新市值为3288亿港元。 线下门店具有关键作用 据介绍，泡泡玛特的发展主要分为三个阶段：第一阶段是2010年—2016年，属于企业发展初期；第二阶 段是2016年—2020年，泡泡玛特聚焦潮流玩具品类，作为领先企业推动行业发展，海外业务 ...

Core Insights - The article discusses the rising popularity of Labubu, a character designed by Hong Kong artist, and its impact on both the toy and real estate markets, highlighting a case where a player spent significant amounts on toys and real estate due to the character's influence [1][9]. Company Overview - Labubu is a character created by a Hong Kong artist, inspired by Nordic monsters, and is produced by Pop Mart, which has leveraged its global sales network to market the character [1]. - In 2024, Pop Mart is projected to achieve revenue of 13.04 billion yuan, representing a year-on-year growth of 106.9%, with overseas and Hong Kong/Macau/Taiwan business revenue reaching 5.07 billion yuan, a staggering increase of 375.2% [1]. Market Trends - Labubu has become a significant cultural phenomenon, influencing real estate marketing strategies, with developers and agents using the character in promotional materials, such as offering Labubu-themed children's rooms [1][6]. - The character's popularity extends to high-end markets, as evidenced by a social media influencer associating Labubu with luxury real estate, indicating its crossover appeal [3][6]. Consumer Behavior - Labubu has created a strong fan community, enhancing user engagement through shared experiences and discussions about the character, which has turned it into a form of "social currency" among fans [9]. - The secondary market for Labubu products shows significant price inflation, with items originally priced at 599 yuan being resold for up to 30,000 yuan, indicating high demand and speculative trading behavior [9][10].