IP核心竞争力

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【远航者】泡泡玛特出海:从本土“小巨人”到全球“大玩家”
Huan Qiu Wang· 2025-03-28 09:21
Core Viewpoint - Bubble Mart is experiencing significant growth in both domestic and international markets, driven by its strong IP strategy and localized operations, with a remarkable 375.2% increase in revenue from Hong Kong, Macau, Taiwan, and overseas markets in 2024 compared to 2023 [3][4]. Group 1: Market Performance - In 2024, Bubble Mart's revenue from Hong Kong, Macau, Taiwan, and overseas reached 5.07 billion RMB, marking a 375.2% increase from 2023 [3]. - The Southeast Asian market, particularly Thailand, has shown impressive growth, with single-store average efficiency increasing by 160% year-on-year [3]. - The plush toy category saw over 1200% year-on-year growth, becoming one of the fastest-growing product categories [4]. Group 2: Strategic Initiatives - Bubble Mart has successfully entered five new markets in 2024, including Vietnam, Indonesia, the Philippines, Italy, and Spain, enhancing its global reach [4]. - The company is focusing on expanding its e-commerce channels and live-streaming business to improve global consumer engagement and conversion efficiency [7]. - Plans for 2025 include a target of 50% overall growth, with international markets expected to exceed 100% growth [5]. Group 3: IP and Product Innovation - Bubble Mart emphasizes its IP-driven business model, integrating products, services, and experiences to attract and retain fans globally [3][8]. - The company has established collaborations with renowned brands like Disney, enhancing the global appeal of its IPs [7][8]. - The company is exploring diverse applications of its IP, including launching jewelry stores and animated short films to enrich its commercial value [7].