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再贵也有人买单?泡泡玛特直播间失言翻车,股价跌超5%
Jin Shi Shu Ju· 2025-11-07 03:48
Core Viewpoint - The controversy surrounding a comment made by staff during a live stream about a 79 yuan blind box has led to significant backlash against Pop Mart, resulting in a stock price drop and concerns over product quality and demand sustainability [2][3]. Group 1: Incident Overview - During a live stream, a staff member commented that selling a blind box for 79 yuan was "a bit excessive," to which another staff member responded that "someone will buy it," sparking outrage among viewers [3]. - Pop Mart's stock price fell over 5% in early trading, marking its largest drop in about two weeks and reaching its lowest level since May [2]. - Since peaking at the end of August, Pop Mart's stock has declined approximately 38%, raising concerns about the sustainability of demand for its products [2]. Group 2: Product Details - The controversial product is the "DIMOO New Diary Series - Blind Box," which includes six regular and one hidden variant, priced at 79 yuan per box and 474 yuan for a full set [3]. - The blind box contains components such as zinc alloy pendants, polyester lanyards, resin figures, and glass/acrylic parts, but the cost of counterfeit versions is as low as 4 yuan, leading to debates about its true value [3]. Group 3: Quality Issues - Pop Mart is facing scrutiny over quality control issues, particularly with the "SKULLPANDA Dining Table Series" blind boxes, which had misprinted brand names [4]. - The affected series has been completely removed from sale, but misprinted items have seen a surge in second-hand market prices, with some items selling for significantly above their original prices [4]. - For instance, the price of the misprinted "Duality of Balance" has risen to 74 yuan, exceeding its original price of 69 yuan, and the average transaction price for a full box has increased from 691 yuan to 717 yuan, with some transactions reaching as high as 1000 yuan [4].