广博股份分析师会议 调研日期：2025年09月23日 调研行业：家用轻工 参与调研的机构：兴业证券、东方财富证券等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | ...

证券日报网讯广博股份（002103）9月23日发布公告，在公司回答调研者提问时表示，东南亚国家随着 经济水平的稳步提升，当地民众物质生活日益富足，正处在精神消费时代即将开启的关键节点，对文创 IP产品的需求潜力巨大。中国潮玩企业凭借优质IP、卓越产品与成熟供应链，在出海赛道上展现出广阔 前景。以此为契机，公司持续加大对东南亚国家的市场推广力度，积极推动文创IP产品出海。目前公司 已取得SANRIO(三丽鸥)、Hatsune Miku(初音未来)等知名IP海外授权。 ...

Group 1: Sales Performance - In the first half of 2025, the company's overseas revenue reached 443 million RMB, accounting for 37.83% of total revenue, with a year-on-year growth of 11.54% [2] - Sales revenue for leisure lifestyle products in the first half of 2025 was 148 million RMB, representing a year-on-year increase of 40.38% [4] Group 2: Market Strategy - The company focuses on expanding its marketing network in major consumer countries for stationery and cultural products, with ongoing development of overseas production bases in Vietnam, Cambodia, and Malaysia [2][3] - Future channel strategies include deepening market penetration, enhancing brand visibility through exhibitions, and expanding partnerships with leading trendy toy chains [5] Group 3: Product Development - The company is advancing new product categories, particularly in card games and plush toys, with the "Zhu Xian" card game successfully launched, leveraging its classic IP [6][7] - Recent developments in plush toys include the "Anpanman" and "Hatsune Miku" series, which are now available through both online and offline channels [7] Group 4: International Expansion - The company is actively promoting cultural IP products in Southeast Asia, capitalizing on the region's growing demand for creative products as economic conditions improve [7] - Notable overseas IP licenses obtained include SANRIO and Hatsune Miku, indicating a strategic push into international markets [7]