十五运会期间，以国家一级保护野生动物中华白海豚为原型设计的吉祥物"喜洋洋"和"乐融融"，凭软萌造型和趣味演绎，被网友亲切唤作"大湾鸡"，成为 继"冰墩墩"后又一现象级文化IP。 据广州市人民政府副秘书长、十五运会广州赛区执委会副主任朱小燚介绍，"十五运会衍生品的销售已经突破了8亿元，并有望达到10亿元""8亿元也就是 589万件"。 "大湾鸡"成为赛场外的"顶流"，不仅仅是数字所展现出的销售业绩，更折射出广州潮玩产业"文化赋能+全链运作"的硬核实力。 这是广州潮玩产业"产业基础+文化内核+创新机制"三重优势的集中爆发。 事实上，潮玩所属的文化产业，广州可谓产业链较完善，产业门类齐全，发展基础雄厚，新闻媒体、动漫、游戏电竞、数字音乐、直播、文化装备、超高 清视频等产业门类规模居于全国前列。 数据显示，2024年，全市规模以上文化及相关产业法人单位3760家，实现营收6040.80亿元，同比增长4.0%；其中16个文化新业态实现营收2780.88亿元， 同比增长6.9%。2024年文化产业增加值约2100亿元（预测数），占全市GDP比重超6.5%。全年接待游客2.5亿人次，实现文旅消费总额3528.23亿元。 2 ...

Core Insights - The Hong Kong stock market saw a net inflow of 15.4 billion HKD from northbound trading on December 8, with the Shanghai-Hong Kong Stock Connect contributing 11.08 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 4.32 billion HKD [1] Group 1: Stock Performance - The most bought stocks included Xiaomi Group-W (01810), Semiconductor Manufacturing International Corporation (00981), and Pop Mart (09992) [1] - The most sold stocks were Tencent (00700), Hua Hong Semiconductor (01347), and Alibaba Group-W (09988) [1] Group 2: Detailed Stock Transactions - Xiaomi Group-W had a net inflow of 11.73 billion HKD, supported by a Goldman Sachs report predicting more AI developments in its ecosystem [4] - Semiconductor Manufacturing International Corporation received a net inflow of 4.66 billion HKD, while Hua Hong Semiconductor faced a net outflow of 2.08 billion HKD [4] - Pop Mart saw a net inflow of 4.32 billion HKD, with Citigroup highlighting the untapped value of its core IP Labubu [5] Group 3: Banking Sector Insights - Agricultural Bank (01288) experienced a net inflow of 2.91 billion HKD, while China Construction Bank (00939) faced a net outflow of 31.55 million HKD [5] - Analysts believe that the negative impact of asset risks on banks' financial indicators is diminishing, suggesting potential for valuation increases in the banking sector [5] Group 4: Technology Sector Trends - Meituan-W (03690) had a net inflow of 1.22 billion HKD, while Alibaba-W and Tencent faced net outflows of 1.03 billion HKD and 7.62 billion HKD, respectively [6] - The technology sector is experiencing a divergence, with expectations of a significant increase in the probability of a Federal Reserve rate cut in December [6]

Core Insights - Qimengdao (NASDAQ: HERE) was awarded the "Most Investment Value Chinese Concept Stock" at the 10th Zhito Finance Listed Company Awards, recognizing its excellent business model and social responsibility contributions [1] - In Q1 of FY2026, Qimengdao reported a revenue of 127.1 million yuan, a 93.3% increase quarter-over-quarter, exceeding previous guidance [3] - The company has transitioned from a "transformation period" to an "acceleration mode," showcasing strong IP incubation capabilities with 11 proprietary IPs and significant revenue contributions from its key products [3] Financial Performance - Qimengdao's Q1 FY2026 revenue reached 127.1 million yuan, significantly surpassing the guidance range of 100-110 million yuan [3] - The revenue guidance for Q2 FY2026 is projected to be between 150 million and 160 million yuan [3] - The company’s supply chain efficiency improved, with plush blind box production capacity increasing 35 times compared to the beginning of 2025 [3] Strategic Initiatives - Qimengdao's growth strategy is driven by a dual-engine approach focusing on IP content development and omnichannel collaboration [5] - In Q1 FY2026, the e-commerce GMV reached 44.6 million yuan, with Douyin flagship store GMV increasing by 97.2% [5] - The company is expanding its physical presence with new direct-operated stores and pop-up shops in major cities [5] Market Expansion - Qimengdao is capitalizing on international market potential, becoming a leading brand in the collectibles category on the North American TikTok Shop platform [7] - The company has successfully partnered with major sports events, such as the China Open Tennis Tournament, to enhance its brand visibility [7] - Qimengdao has engaged in strategic collaborations with various cultural and media organizations, further solidifying its brand value [7]

美国市场表现成为焦点，此前泡泡玛特在三季度财报中披露美国销售同比增长超1200%，令投资者对海 外扩张充满期待。 但最新迹象显示增长动能正在减弱。伯恩斯坦驻香港亚洲消费股分析师Melinda Hu指出，股价疲软"很 可能是受11月份北美线下销售趋势下滑推动"，她预计公司本季度美国销售增速将放缓至500%以下。 晨星分析师Jeff Zhang警告，潜在的美国销售疲软可能削弱市场对泡泡玛特增长的信心，海外销售势头 此前一直是投资者紧密追踪的关键指标。 泡泡玛特股价周一遭遇重挫，投资者对这家潮玩制造商在美国市场的增长势头产生疑虑。在公司此前公 布美国市场超预期增长后，市场正密切关注其销售动能能否维持。 周一，泡泡玛特港股盘中一度暴跌9%，为逾一个月最大跌幅，较8月高点累计回撤约40%。市场担忧其 在美国"黑五"促销期间的销售可能未达预期，打击了投资者信心。 股价承压之际，做空力量持续集聚。据标普全球数据，截至上周四，泡泡玛特的卖空股份已升至流通股 的6.3%，创2023年8月以来最高水平。 光大证券国际策略师Kenny Ng表示，投资者对泡泡玛特销售势头放缓存在担忧，同时卖方的一些谨慎 观点也打压了股价。 从增长1 ...

据悉，今年9月，TANWAN与成都模玩咖文化传播有限公司签订授权许可协议，获得了影片《THE GARFIELD MOVIE》(加菲猫家族)IP衍生品在大中华区(包括中国大陆及港澳台地区)手办、盲盒、雕 塑、积木、毛绒产品等非功能性潮玩立体物的五年的独家发行运营授权。 贪玩(09890)午后涨超12%，截至发稿，涨11.63%，报14.4港元，成交额6902.13万港元。 消息面上，贪玩近日宣布，附属与COEXIST集团签订《艺术家作品开发合作协议》，并整合逾二百名 顶流、中腰部及新锐潮玩艺术家，共同开展艺术作品的衍生品开发、销售及推广活动。此次合作，标志 着集团依托自身在数字娱乐领域的深厚积累，进一步拓展潮玩产业布局，完善业务生态，开启"经典 IP+艺术家IP"相融合的潮玩新篇章。 ...

智通财经APP获悉，贪玩(09890)午后涨超12%，截至发稿，涨11.63%，报14.4港元，成交额6902.13万港 元。 消息面上，贪玩近日宣布，附属与COEXIST集团签订《艺术家作品开发合作协议》，并整合逾二百名 顶流、中腰部及新锐潮玩艺术家，共同开展艺术作品的衍生品开发、销售及推广活动。此次合作，标志 着集团依托自身在数字娱乐领域的深厚积累，进一步拓展潮玩产业布局，完善业务生态，开启"经典 IP+艺术家IP"相融合的潮玩新篇章。 据悉，今年9月，TANWAN与成都模玩咖文化传播有限公司签订授权许可协议，获得了影片《THE GARFIELD MOVIE》（加菲猫家族）IP衍生品在大中华区（包括中国大陆及港澳台地区）手办、盲 盒、雕塑、积木、毛绒产品等非功能性潮玩立体物的五年的独家发行运营授权。 ...

据悉，目前泡泡玛特在美国市场的线下门店已经超过60家。在加拿大，泡泡玛特计划于2026年初在温哥 华增设新店，并首次进驻多伦多，完成加拿大东西两岸核心城市布局，进一步推动品牌在北美市场的发 展。 未来，泡泡玛特将持续在美洲市场深耕，坚守品牌初心，不断向上生长。 近期，泡泡玛特加拿大首店在温哥华主流商业地标列治文中心正式开业。开业期间，THE MONSTERS、MOLLY、SKULLPANDA、DIMOO、HIRONO小野、星星人等全球热门IP产品吸引了大 量消费者关注。 泡泡玛特美洲业务相关负责人表示："我们很高兴能在温哥华迎来首店开业，此前在社交媒体和电商平 台上收到了大量的消费者需求。未来希望通过线下门店更直接地与粉丝连接，共享美好时刻。" 来源：智通财经 ...

港股泡泡玛特持续走弱，盘中一度跌逾7%。 港股泡泡玛特持续走弱，盘中一度跌逾7%。 ...

人民财讯12月8日电，港股午间收盘，恒生指数跌1.1%，恒生科技指数跌0.24%。泡泡玛特跌超8%；中 资券商股上涨，华泰证券涨超6%；煤炭股下跌，中国秦发跌超12%。 ...

图片来源：智通财经 港股泡泡玛特持续走弱，盘中一度跌逾7%。 ...