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下一个爆款会是谁?行业小二:Crybaby潜力最大
Mei Ri Shang Bao· 2025-06-19 23:01
Group 1 - The core viewpoint of the articles highlights the success of AliExpress's first live streaming event featuring Pop Mart's Labubu, attracting 240,000 viewers from countries like the UK, Canada, Australia, and New Zealand, leading to instant sell-outs of popular IPs [1][2] - The "reverse live streaming" model employed by AliExpress is seen as a significant channel for promoting Chinese brands and IPs globally, enhancing user engagement and showcasing the value of Chinese products [2] - Labubu's popularity is driving significant traffic to the Chinese toy industry and cross-border e-commerce platforms, with social media buzz around "AliExpress restocking Labubu" becoming a trend among overseas consumers [2][3] Group 2 - Following the initial success, AliExpress plans to increase the frequency of live streaming events, with an additional session scheduled for June 19, featuring not only Labubu but also other potential hits like Skullpanda and Crybaby [3] - The rising interest in Crybaby, indicated by a nearly twofold increase in daily search volume during the 618 shopping festival, suggests it may become the next breakout product in the toy market [3]
出海速递 | Labubu 催生反向直播带货/“短剧出海”没有秘密:三强格局松动?新面孔涌现
3 6 Ke· 2025-06-18 11:29
Group 1 - The short drama market is experiencing increased competition with players from multiple countries, including the US, China, and South Korea, entering the global scene [2] - China's foreign trade is showing resilience in a complex environment, with a more diverse network of partnerships, and there are discussions on how to further enhance exports [3] - The pool robot industry is shifting focus from "growth first" to "efficiency first," indicating a potential change in market dynamics as capital enthusiasm wanes [3] Group 2 - The China Securities Regulatory Commission has approved the IPO of JST Group Corporation Limited, allowing the company to issue up to 137,184,600 shares on the Hong Kong Stock Exchange [4] - Guangzhou Shiyuan Electronic Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with joint sponsors being CICC and GF Securities [5] - Zhonglian International Investment (Hainan) Co., Ltd. has completed a 3 million yuan angel round financing to expand its cross-border digital cultural and e-commerce business in Southeast Asia [5] Group 3 - AfterShip has launched an all-in-one e-commerce solution, "AfterShip One," which serves over 20,000 paying e-commerce clients globally [8] - The People's Bank of China is innovating structural monetary policy tools in Shanghai, including pilot programs for cross-border trade financing [10] - Alibaba Cloud has launched multiple AI products in Europe to meet the growing demand for AI applications [7] Group 4 - SoftBank has raised approximately $4.8 billion from the sale of T-Mobile shares to fund its ambitious AI plans, including a potential investment of up to $30 billion in OpenAI [7] - Elon Musk's xAI is in talks to raise $4.3 billion through equity financing [7] - Sequoia China has open-sourced its AI benchmark testing tool, xbench, to support the development of large models and AI agents [7]