Core Insights - The popularity of Labubu has significantly boosted the sales of blind boxes and its related supply chain, with factories in Dongguan ramping up production of Labubu-related counterfeit products [1] - The production of Labubu-related clothing and accessories is thriving, with factories reporting high demand from both domestic and international markets [1][2] Group 1: Production and Sales - Factories in Dongguan are producing Labubu products at a rate of 10,000 units per day, with some styles and urgent orders currently on hold due to high demand [1] - Two types of Labubu products are being produced: "high imitation" priced at 38 yuan each and "Yiwu version" priced at 15 yuan each, with additional costs for packaging [1] - A factory in Suzhou reports that it produces 5,000 to 6,000 Labubu clothing items daily, which are insufficient to meet demand, with a minimum order of 200 pieces and a one-week wait for delivery [1] Group 2: Market Regulation and Legal Issues - Reports indicate that Yiwu has banned the sale of counterfeit Labubu products, emphasizing the need for legitimate authorization for production and sales [2] - Legal experts assert that the production of counterfeit Labubu products constitutes infringement, potentially leading to legal consequences for factories involved [2] - Consumers are advised to be cautious of market speculation and to make rational purchasing decisions, avoiding impulsive buying of blind box products [2]

6月11日，上证指数、深证成指、创业板指早盘冲高回落，午后高位窄幅震荡；科创50指数早盘冲高回落，午后一度回升， 随后震荡回落。截至收盘，上证指数报3402.32点，涨0.52%，成交额5018.07亿元；深证成指报10246.02点，涨0.83%，成交 额7536.6亿元；创业板指报2061.87点，涨1.21%，成交额3604.85亿元；科创50指数报980.93点，跌0.2%，成交额213.28亿 元。沪深两市合计成交12554.67亿元，成交额较上一交易日减少1599.06亿元。 有色金属、证券等行业走强 ST联合连收10个涨停板 盘面上来看，行业板块、概念涨多跌少。其中，有色金属、证券、保险、农林牧渔、教育、汽车、传媒、电力设备等行业 涨幅靠前；稀土永磁、盲盒经济、汽车一体化压铸、网络游戏、谷子经济、轮毂电机、猪肉、券商、小金属等概念走势活 跃。医药生物、通信、美容护理等行业跌幅居前；氦气、重组蛋白、CRO、可控核聚变、草甘膦等概念走势较弱。涨停个 股主要集中在有色金属、汽车、传媒、电子、计算机等行业。 个股涨跌情况，截至收盘，沪深两市合计3229只个股上涨，1661只个股下跌，平盘个股241只，停 ...

| 上榜热股 | 实时涨跌幅 | 买/卖家数 | | | --- | --- | --- | --- | | 利民股份 002734.SZ | +10.02% | 3/2 | +1 | | 昂利康 002940.SZ | +9.98% | 4/2 | +1 | | 3日 | | | | 利民股份 龙虎榜机构热股 今天机构龙虎榜上榜30只个股，净买入9只，净卖出21只。当日机构买入最多的个股前三位是：利民股份（1.93亿）、昂利康（3日1.7亿）、澳洋健康（1356 万）。 龙虎榜显示，5家机构净买入1.93亿。 国联民生证券表示，公司同步推进"AI+农药"与合成生物学双轮驱动战略，通过德彦智创平台整合AI算法与生物合成技术，叠加与全球农化巨头的商业化协 同，有望进一步强化其在绿色农药创制领域的先发优势。短期来看，受益于阿维菌素、甲维盐、百菌清、代森锰锌等主要产品价格上涨，公司盈利能力有望 持续修复。 龙虎榜知名游资 个股龙虎榜 二、盲盒、IP经济 催化方面，泡泡玛特6月11日收涨4.25%，再创历史新高。 青木科技 个股龙虎榜 一、汽车零部件 近日，中国一汽、东风汽车、赛力斯集团、广州汽车集团、吉利汽车集团、 ...

每经编辑｜何小桃 LABUBU的热潮还在持续。 6月10日，一款初代藏品级薄荷色的LABUBU最终以108万元的价格拍卖成交。 在二手交易平台，一些抽中概率较小的"隐藏款"和品牌联名款价格翻数倍，一些款式被炒到万元以上。此外，LABUBU的火热也带火了"高仿"工厂，真假 LABUBU鱼龙混杂，有卖家把仿版当正品卖，也有卖家标注"复刻版，批量消费品，苛求完美者绕道"。 摩根大通发布的研报指出， LABUBU 5月搜索热度已超过Hello Kitty。多家机构也将泡泡玛特的目标价调高至300港元以上。 近日，摩根士丹利分析师Dustin Wei及其团队发布最新研报称，北美和欧洲市场的扩张将是泡泡玛特未来增长的关键引擎。基于美国消费者的购买力及市 场规模，预计北美市场销售额将在2028-2029年达到中国市场水平。 Lagogo卖出上万个 LABUBU持续爆火，不仅仅是官方渠道线上线下渠道供不应求，一些仿冒工厂开始出现产能不足，社交平台上陆陆续续晒出自己买到 的"Lafufu"、"Lababa"、"Lagogo"等。 据红星资本局报道，在批发平台上，有多个厂家正在生产、销售高仿版LABUBU。有厂家告诉红星资本局， ...

Core Insights - LABUBU has emerged as a leading trendy toy IP since its inception in 2015, characterized by its unique blend of cute and edgy elements, which resonates with contemporary consumer preferences [1][2][5] - The popularity of LABUBU has significantly contributed to the soaring market value of Pop Mart, the company behind it, with LABUBU becoming a cultural phenomenon among young consumers [1][10] Company Overview - Pop Mart, established in 2010, is recognized as a leading cultural entertainment company in China, focusing on trendy toys that integrate art, design, and pop culture, primarily targeting adult consumers [3][20] - The company successfully transitioned to a trendy toy business model in 2016, launching its first self-developed blind box product, which validated the commercial viability of the blind box model [20][22] Market Dynamics - The trendy toy market has evolved from niche to mainstream, with significant contributions from companies like Pop Mart, which has established a comprehensive operational platform covering the entire trendy toy industry chain [3][20] - LABUBU's success is attributed to its effective marketing strategies, including collaborations with global celebrities, which have amplified its visibility and desirability among consumers [8][9][10] Consumer Engagement - The blind box sales model employed by Pop Mart creates a psychological drive for consumers, enhancing the excitement of unboxing and fostering a sense of community among collectors [22][24] - LABUBU has transcended its role as a mere toy, becoming a social currency among young people, who use it as a means of self-expression and identity [11][18] Financial Performance - LABUBU's revenue from the "The MonsterS" series skyrocketed from 368 million yuan in 2023 to 3.041 billion yuan in 2024, marking a staggering year-on-year growth of 726.6% [10] - The surge in LABUBU's popularity has led to a more than 500% increase in Pop Mart's stock price from July 2024 to June 2025 [10]

MCR嘉世咨询 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 2025 中国盲盒玩具市场现状报告 1 报告说明 本报告的全部内容版权归上海嘉世营销咨询有限公司（简称：嘉世咨询）。 未经授权，任何单位或个人不得以任何形式复制、传播或用于商业用途。 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 调研方法 桌面研究：搜集整理政府公开数据、行业协会、权威期刊、券商研报及企业 公开披露的行业数据； 数据分析：对初步数据进行清洗、建模与趋势预测； 专家建议：听取行业资深人士意见和观点，提升分析深度与可靠性。 免责声明 本报告结论基于当前可获得信息，不构成投资或决策的唯一依据。研究团队 对因使用本报告引发的直接或间接损失不承担责任。 嘉世咨询版权所有 2 名 嘉世咨询 目录 | す 言 | | --- | | 第一部分： 市场概述 . | | 1.1 盲盒定义与范围 . | | 1.2 市场规模与增长趋势 . | ...

以下文章来源于首席消费新观 ，作者宁缺 首席消费新观 . 你的首席消费推荐官，让消费更有价值，更有趣。 | 尺寸 | 高:131cm | | --- | --- | | 材质 | PVC | | 备注 | 全球唯一一只 | | 提醒 | 本场所有拍品均以拍卖预展时实物为准。 为保障买家的利益,请买家在拍卖会开拍 | | | 前联系艺典客服,索要高清拍品图片及品 相报告。 | | ﺗ | 已结拍 | | 评论 | | | | 42年新闻 | 丑得要死，凭什么这么火？能长久吗？ Labubu的爆火堪称2025年消费市场最魔幻的现象。这个长着尖牙、带着狡黠笑容的精灵形象，正以燎原之势席卷全球。 这两天更有新闻报道，一款全球唯一一只的薄荷色LABUBU在永乐2025春季拍卖会上亮相，落槌价为108万元，目前已结拍。 在国内，一些限量款Labubu二手成交价已经破1万元。哪怕是一些"盗版"的 Labubu 盲盒，也因市场需求旺盛、供不应求，摇身一变成了市场上的硬通货。 不仅如此，老外们也为之疯狂。今年四月发行的第三代 Labubu，在全球范围内引发了排队抢购的狂潮。多地出现限购措施，不少门店更是断货售罄。 2024年7 ...

Market Performance - The Shanghai and Shenzhen stock markets opened higher on June 11, with significant gains observed across major indices, particularly in sectors such as blind box economy, automotive parts, and rare earth permanent magnets [1] - By midday, the Shanghai Composite Index reached 3403.00 points, up 0.54%, with a trading volume of approximately 312.7 billion yuan; the Shenzhen Component Index rose 0.89% to 10252.69 points, with a trading volume of about 477.9 billion yuan [1] Strategic Metals and Nuclear Fusion - Citic Securities highlighted the ongoing geopolitical factors affecting the supply of strategic metals like tin, nickel, and rare earths, suggesting that these factors will continue to catalyze supply dynamics throughout the year [2] - Huatai Securities noted Japan's revised nuclear fusion innovation strategy, advancing the timeline for demonstration power generation from 2050 to 2030, indicating a positive trend in global nuclear fusion policies and potential investment opportunities in the industry [2] Automotive Industry Payment Terms - A collective commitment from multiple automotive companies, including major players like BYD and Geely, to standardize payment terms to a maximum of 60 days is in response to the new regulations aimed at improving payment practices for small and medium enterprises [3] Gaming Industry Support Measures - The Zhejiang provincial government, along with 17 departments, has introduced measures to support the gaming industry's international expansion, including optimizing product approval processes and encouraging collaboration with smart device manufacturers [4]

日前，根据福布斯实时富豪榜数据显示，泡泡玛特创始人王宁身家203亿美元，超过牧原股份创始人秦英林，成为河南新首富。这一消息迅速在商业圈掀 起波澜，人们纷纷好奇，这位85后的创业者究竟凭什么缔造如此财富神话？ 王宁，1987年出生于河南新乡获嘉县。在郑州大学求学期间，他就展现出非凡的商业天赋。 2005年，还在读大学的王宁组建"Days Studio"工作室，拍摄校园纪录片，首日就售出1000张光盘，赚到第一桶金。 2008年，他又开设"格子街Box Street"线下零售空间，采用格子铺模式，让不同商家租赁格子售卖商品，这种创新的商业模式吸引不少学生光顾，王宁也 借此积累约20万元资金，为日后创业奠定基础。 此外，他还创办街舞队Color Style，在组织活动、拉赞助过程中，积累丰富的活动运营和商业谈判经验，锻炼他的领导能力和团队协作能力 ，这些早期经 历为他日后的创业之路埋下伏笔。 2010年，23岁的王宁怀揣创业梦想，在北京中关村开设第一家泡泡玛特门店，最初泡泡玛特定位为潮流杂货铺，销售各类潮流商品，如文具、饰品、玩具 等，品类丰富但缺乏核心竞争力，经营陷入困境，门店亏损严重。 转机出现在2014年，王 ...

据媒体报道，近日，泡泡玛特旗下的Labubu爆火，舒淇晒labubu哭娃相关话题冲上微博热搜。 | | 那些之趣是后於即的傳 专家要知正是三公园公 | | | 北京泡泡玛特文化创意有限公司 | | | | --- | --- | --- | --- | --- | --- | --- | | 1211 人局 | 全球企业 | 商标 | 专利 | 招投标 | 新闻 | ਦੀ ਸਿੰਘ | | | LABUBU 已注册 | | | | | | | Labubu | 国际分类:41类 教育娱乐 | | 申请/注册号:54332464 | | | 图标 | | | 初审公告日期：2021-07-13 | | 注册公告日期:2021-10-14 | | | | | | LABUBU 己注册 | | | | | | | Labubu | 国际分类:11类 灯具空调 | | 申请/注册号:60437235 | | | 窗材 | | | 初审公告日期：2022-01-27 | | 注册公告日期:2022-04-28 | | | | | | LABUBU 已注册 | | | | | | | | 国际分类:28类 健身器材 | ...