不止于治愈，MOMOTOY 的IP 矩阵还覆盖了更多元的情绪与态度表达，进一步拓宽差异化边界："果核宇宙" 系列里以 "暗黑先锋风情绪精灵" 切入年轻群 体的个性需求：源自由水果构成的 "甜核星系"，四位性格迥异的果灵因一场 "情绪能量大爆炸" 降临地球，它们能感知人类的压力与焦虑，也能捕捉人们对 快乐的渴望，最终决定留下成为连接人类情感的情绪精灵。 为了持续强化 IP 生命力，MOMOTOY 采用 "自有 + 签约" 双轮驱动的布局策略。其设计团队以 95 后、00 后为主力，成员多来自清华美院、中央圣马丁等 顶尖院校；未来，品牌还计划签约全球新锐艺术家、联动二次元及影视 IP、与博物馆等专业机构共创，进一步拓宽 IP 矩阵的边界。 当潮玩从小众圈层的收藏爱好，成长为年规模超千亿的大众消费赛道，市场新玩家的出现从未停止。尤其近一年多时间，泡泡玛特业绩爆发式增长掀起的行 业震动，吸引了大量品牌入局。 亿级潮玩市场看似热闹非凡，但繁荣背后隐忧渐显：相似的造型、单薄的故事内核、缺乏新意的静态体验，让 IP 同质化成为新品牌突围的最大阻碍。 36氪接触到的「MOMOTOY」，破局思路则是以"萌系外观+智能交互+稀缺 ...

作者｜李小霞 当潮玩从小众圈层的收藏爱好，成长为年规模超千亿的大众消费赛道，市场新玩家的出现从未停止。尤 其近一年多时间，泡泡玛特业绩爆发式增长掀起的行业震动，吸引了大量品牌入局。 为了持续强化 IP 生命力，MOMOTOY 采用 "自有 + 签约" 双轮驱动的布局策略。其设计团队以 95 后、 00 后为主力，成员多来自清华美院、中央圣马丁等顶尖院校；未来，品牌还计划签约全球新锐艺术 家、联动二次元及影视 IP、与博物馆等专业机构共创，进一步拓宽 IP 矩阵的边界。 亿级潮玩市场看似热闹非凡，但繁荣背后隐忧渐显：相似的造型、单薄的故事内核、缺乏新意的静态体 验，让 IP 同质化成为新品牌突围的最大阻碍。 36氪接触到的「MOMOTOY」，破局思路则是以"萌系外观+智能交互+稀缺收藏"为组合策略，将情绪 作为 IP 创作的锚点，让潮玩不再是冰冷的摆件，而是承载情感的陪伴载体。 「MOMOTOY」成立于2025年，是由天空工场创投基金孵化的品牌。近日，其首发的核心 IP "墩墩 兽"，从设定到设计都围绕治愈陪伴展开：在现实与梦境交界的 "绒绒谷"，这些圆滚滚的小生物不是被 "制造" 的，而是被 "找到" 的。 ...

泡泡玛特：委任LVMH大中华区 集团总裁吴越为非执行董事 商眼看世界 12月10日，阿里云正式发布函数计算AgentRun。据介绍，这是一款一站式Agentic AI基础设施平台。它 将Serverless的极致弹性、零运维和按量付费的特性与AI原生应用场景深度融合，助力企业实现成本与 效率的优化，平均TCO降低60%。 瑞幸咖啡在云南新设公司 注册资本1000万美元 爱企查App显示，近日，瑞幸咖啡(云南)有限公司成立，法定代表人为夏伟，注册资本1000万美元，经 营范围包括食品销售、食品生产、餐饮服务、茶叶制品生产等。股东信息显示，该公司由瑞幸咖啡商贸 (香港)有限公司全资持股。 商报记者吕文鹃整理 泡泡玛特在香港交易所公告，何愚因其他工作安排已辞任公司非执行董事职位，自2025年12月10日起生 效。LVMH大中华区集团总裁吴越获委任为泡泡玛特非执行董事，自12月10日起生效。 ...

Disguise Minecraft Disguise Celebrates Three Consecutive Years as the #1 Costume Manufacturer YTD in the U.S., with Minecraft securing their Top License Spot, According to Circana POWAY, Calif., Nov. 18, 2025 (GLOBE NEWSWIRE) -- Disguise, Inc., the global costume division of leading toy and consumer products company JAKKS Pacific, Inc. (NASDAQ: JAKK), today announced that it has been ranked the #1 costume manufacturer in the U.S. for year-to-date (YTD) 2025, according to Circana (Source: Circana, LLC, ...

Core Insights - OHKU has launched a new IP series "TWOTOO Dimension Investigation Bureau" in the collectible toy market, following the success of its previous IP "Fluffy Monster" [1] - The collectible toy market in China is projected to reach 67.8 billion yuan by 2024, with a compound annual growth rate of 13.8% from 2020 to 2024, and is expected to exceed 100 billion yuan by 2027 [1] - TWOTOO aims to replicate the growth trajectory of "Fluffy Monster" by targeting the demand for personalized and emotionally resonant IP products among consumers [1] Product Details - The TWOTOO series includes 6 regular figures and 1 hidden figure, priced at 69 yuan each, with a hidden figure probability of 1 in 72 [5] - The series features core characters EVEN and NEVE, who embody contrasting personalities and engage in various tasks to fix "bugs" across dimensions, illustrating the philosophical concept of "unity of opposites" [3] Innovation and Craftsmanship - TWOTOO showcases advanced craftsmanship with a focus on sci-fi aesthetics, featuring detachable accessories that enhance playability [7] - The series employs a unified base pose but incorporates thoughtful design details, such as a removable helmet for the "Magical Creature Investigator" and customizable tools for the "Known Structure Maintainer" [7] Global Strategy - OHKU has established a global presence with over 3,000 sales points across markets in Europe, North America, and the Asia-Pacific region, positioning TWOTOO as a key product in its international strategy [9] - The company has developed a robust supply chain and quality control system through collaboration with multiple high-quality factories, ensuring the successful launch of TWOTOO [9] Market Validation - TWOTOO made a significant impact at the 2025 CTE China Toy Expo, attracting attention from both domestic and international buyers [10] - The successful launch of TWOTOO reinforces OHKU's replicable IP incubation methodology, which includes market insight, IP selection, and full-chain development [10]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Core Points - The Jeep brand has launched the "MONOPOLY Bonus Cash Allowance" program, allowing customers to use $500 in MONOPOLY play money towards the purchase or lease of a 2025 Jeep Grand Cherokee from October 1 to November 3, 2025 [2][3][9] - This initiative is in collaboration with Hasbro and is supported by a social media campaign across various platforms [5][9] - The MONOPOLY Game at McDonald's is returning for the first time in nearly a decade, starting October 6, featuring both physical and digital game pieces [6][9] Jeep Brand Initiatives - The MONOPOLY Bonus Cash Allowance program enables customers to apply $500 in MONOPOLY Money towards a new 2025 Jeep Grand Cherokee [3][5] - Customers can also participate in a chance to win one of 10 2026 Jeep Grand Cherokee 4x4s by playing the MONOPOLY Game at McDonald's [4][5] - The refreshed 2026 Jeep Grand Cherokee will continue to be assembled in Detroit and is designed for various consumer needs, including families and empty nesters [7][9] Hasbro Collaboration - Hasbro, a leading games and toy company, is celebrating 90 years of MONOPOLY, enhancing the promotional campaign with the Jeep brand [11][12] - The collaboration aims to create engaging experiences for consumers, leveraging the popularity of both brands [11][12] Marketing and Promotion - The Jeep brand's marketing strategy includes a robust social media presence to promote the MONOPOLY program and the new Grand Cherokee [5][9] - Dealers in the Stellantis network will have access to promotional materials to support the initiative [5]

Core Viewpoint - TOP TOY International Group Limited is planning to go public on the Hong Kong Stock Exchange, highlighting its rapid growth and significant market position in the collectible toy industry in China [1] Company Overview - TOP TOY is the largest and fastest-growing collectible toy brand in China, with a projected GMV of 2.4 billion yuan in 2024, where nearly 50% of its revenue comes from self-developed products [1] - Since opening its first store in December 2020, TOP TOY has established a comprehensive platform for the collectible toy industry, creating a multi-layered matrix of proprietary, licensed, and third-party IPs [1] Market Position and Growth - According to a report by Frost & Sullivan, TOP TOY's GMV is expected to have a compound annual growth rate (CAGR) of over 50% from 2022 to 2024, making it the fastest-growing collectible toy brand in China [1] - TOP TOY achieved the milestone of surpassing 1 billion yuan in GMV in the shortest time among Chinese collectible toy brands [1] Product Diversification - The company offers a diverse product matrix, including figurines and 3D assembly models, to meet varied consumer demands and expand its customer base [1]

Core Insights - The secondary market for the Labubu toy is experiencing a significant downturn, with resale prices dropping by half or more, leading to panic-selling among scalpers [2][3] - Pop Mart, the company behind Labubu, views the market crash as a positive development, emphasizing their focus on making art accessible rather than catering to profit-driven resellers [2][3] - The company aims to shift towards a more sustainable business model, moving away from promoting high resale prices that can alienate genuine customers [3][4] Company Strategy - Pop Mart's strategy includes fostering a connection between consumers and the art of their products, rather than encouraging speculative purchases [2][3] - The company acknowledges that a market driven solely by profit is unsustainable and detrimental to long-term customer relationships [3] - The shift in strategy is intended to prevent the company from becoming a "one-hit wonder" and to ensure lasting popularity and customer loyalty [4] Market Dynamics - The initial surge in resale prices significantly boosted the popularity of Labubu, but this model is deemed unhealthy for long-term growth [4] - The company is now focusing on creating a stable market environment that prioritizes genuine customer engagement over speculative trading [3][4]

Core Insights - Disguise, a division of JAKKS Pacific, has won the Best Licensed Dress-Up or Partyware Range award for its Pokémon costume collection in EMEA at the Licensing Awards held on September 16, 2025 [1][2] - The award highlights the quality and variety of costumes offered by Disguise, which has been manufacturing Pokémon costumes in North America since 2019 and expanded into EMEA in late 2024 [2][3] - The addition of Pokémon to Disguise's portfolio has significantly contributed to the company's international growth, leveraging the brand's strong awareness and appeal across various age groups [3] Company Overview - Disguise has been a leader in the dress-up and roleplay industry since 1987, creating innovative costumes and accessories for major licensed brands and its proprietary brands [3] - The company produces millions of costumes annually, catering to a wide range of retailers including specialty and pop-up stores [3] - JAKKS Pacific, the parent company, is a prominent designer and manufacturer of toys and consumer products, headquartered in Santa Monica, California, with a diverse portfolio of proprietary and licensed brands [4]