今天分享的是：日本机会品类动向调查-文具 报告共计：43页 日本文具市场机会品类动向总结 本报告由欧睿国际为亚马逊日本定制，聚焦日本文具市场，涵盖笔记本、日程本、日历、便利贴等个人使用品类，呈现市场多维度动 态。 2024年日本文具市场总值约4000亿日元，其中纸类产品1600亿日元，日程本300-400亿日元。受教育数字化与人口老龄化影响，传统文具 需求下降，但品牌通过丰富尺寸、颜色、设计及功能吸引消费者，且学生与专业人士仍是纸本文具主要消费群体。市场趋势上，文具从 实用工具转向提升生活品质的载体，日程本用于记录生活，可自定义产品受青睐；同时存在季节性，日历和日程本需求高峰在10-12月或 次年2-3月，笔记本等则在3-4月需求较高。 渠道方面，基础文具购买渠道多样，独特设计文具多在杂货店和线上选购。不同渠道各有特点，如杂货店产品丰富、百元店低价，大型 超市实用且选择多，便利店品类有限，电商平台价格实惠、易寻独特设计品，线上因消费者对产品功能满足，无需过多比较，表现良 好。 竞争格局中，市场部分品类分散，笔记本和日程本等品类有高认知度品牌，如KOKUYO、高桥书店等，且各品牌产品定位、SKU数量和 价格范围 ...

新学期将至，各类学习用品、电子产品等迎来销售旺季，"开学经济"持续升温。 文具教辅产品热销 海南省三亚市解放路第一市场，周边聚集着十多家文体商户，作业本、笔记本、书写笔、修正带、 收纳笔盒等文具一应俱全，前来挑选的学生和家长络绎不绝。 "进入8月以来，文具销量还是比较好的，销售额相比平时增长了近50%。一些造型独特的中性笔、 卡通图案的笔记本特别受学生欢迎，每天都能卖出不少。"一位文具店老板介绍道，"还有文具盲盒，现 在也比较受小学生的喜欢。" 教辅材料也成为开学季的"刚需"。据海南省三亚市某书店工作人员介绍，与教材同步的辅导书和练 习册最为畅销，科普读物、文学名著等课外书籍也受到家长和学生的青睐。 2025年7月28日，顾客在吉林省长春市欧亚商都家用电器商场选购商品。新华社记者王帆 摄 消费平台"什么值得买"数据显示，手机、耳机、平板、电脑（台式机/笔记本）仍是学生们换新装 备的首选；今年运动相机凭借轻巧易用、适合运动和出游的特点，快速抢占市场份额，特别是学生群体 市场。 苏宁易购近日发布的《818家电3C消费洞察》显示，开学季叠加"818"大促，笔记本电脑、平板电 脑、智能手表销售同比增长184%、129 ...

广博集团股份有限公司 2025 年半年度报告全文 广博集团股份有限公司 广博集团股份有限公司 2025 年半年度报告全文 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人王利平、主管会计工作负责人王君平及会计机构负责人(会计 主管人员)黄琼声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告涉及未来计划等前瞻性陈述，不构成公司对投资者的实质承诺， 请投资者及相关人士对此保持足够的风险认识，并且理解计划、预测与承诺 之间的差异。 公司在本报告"管理层讨论与分析—公司面临的风险和应对措施"部分， 详细描述了公司经营中可能存在的风险，敬请投资者关注相关内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 广博集团股份有限公司 2025 年半年度报告全文 目 录 广博集团股份有限公司 2025 年半年度报告全文 （一）载有公司法定代表人、主管会计工作负责人、会计机构负责人（会计主管人员）签名并盖章的财务报表； （二）报告期内在中国证监会 ...

本文来自微信公众号：日本通 （ID：ribentong-517japan），原文标题：《一支笔要卖500，日本人吃饱了撑的还是傻？》，题图来自：AI生成 请看下图。 它长得像个鸭蛋，也没有蓝牙耳机那么大。但价格竟然将近一万日元，人民币差不多500块钱。 没想到吧，它竟然是个文具。 你可能会想，哪家日本公司这么损，500块钱的"智商税"真的会有人交吗？ 有，而且还特别多。 这个文具的名字叫做"大人干劲满满笔"，是日本文具巨头"国誉"生产的文具。虽然名字里面有个"笔"，但它实际上是一个附着在笔上的小型蓝牙设备，通 过传感器和手机App，检测笔的移动，从而计算学习量，帮助大人们记录并可视化学习过程。这些数据变成图表、日历或进度条，大人们就能直观看到一 周的学习习惯——哪天坚持了，哪天偷懒了。 这些学习量在它的APP里还会转化为"干劲能量"，让虚拟角色成长，解锁奖励。换句话就是，边玩边学。 玩法可以说是各种小游戏的大杂烩。大人们可以在里面体验养成类游戏，用学习量培养小乌龟，还可以像玩大富翁一样让小乌龟一格格向前走，还可以用 收集来的装备玩换装小游戏。 为什么偏偏是给大人？实际上，它在6年前有个前身。2019年，国誉专 ...

晨光股份在互动平台表示，公司与上影元《浪浪山小妖怪》进行了合作，推出了一系列文具文创类衍生 产品。 ...

Core Viewpoint - The company, Morning Light Co., Ltd. (晨光股份), has collaborated with Shanghai Film Group on the project "Wang Wang Mountain Little Monsters" to launch a series of stationery and cultural derivative products, inviting customers to purchase these items [1] Company Summary - Morning Light Co., Ltd. is actively engaging in partnerships to expand its product offerings through collaborations with media entities [1]

Summary of the Conference Call for Morning Glory Co., Ltd. Company Overview - **Company**: Morning Glory Co., Ltd. (晨光股份) - **Date of Call**: July 31, 2025 Key Points Industry and Business Expansion - Morning Glory is actively expanding its IP derivative business, collaborating with well-known IPs such as "Jujutsu Kaisen" and "Genshin Impact," which is expected to significantly enhance revenue and profit [2][4] - The product line is extending from traditional stationery to trendy toys, indicating a diversification strategy [2] - The company has adjusted its channel strategy, leveraging nearly 70,000 school-side stores and other retail channels to sell IP derivatives, greatly increasing market coverage [2][5][6] Financial Performance and Profitability - Traditional stationery business has achieved a net profit margin of over 10%, while the IP derivative business is anticipated to drive greater revenue and profit growth, contingent on the successful launch of popular products [2][9] - Despite previous low profit contributions from grain products, the company has increased investment in IP-related business, expecting significant performance growth in the future [2][7] Market and Sales Strategy - Morning Glory has launched nationwide pop-up events and introduced new products in 40 flagship stores, 2,700 themed stores, and 20,000 specialty stores, showcasing a proactive approach in the IP business [4] - The company plans to enhance its team by recruiting external professionals to accelerate the launch of high-quality IP-related derivatives [8] Retail and Channel Performance - The retail business has faced growth pressures but is expected to show improvement in Q3 2025 due to positive feedback from new products introduced at the university ordering conference [13] - The company’s core businesses, including traditional retail and the Nine Wood Miscellaneous Society, are showing signs of stabilization and recovery [17] International Expansion - Morning Glory is pursuing international expansion, having established a strategic partnership with Japan's Toraya Bookstore and opened a store in Jakarta, indicating a focus on overseas markets with high growth potential [2][18] Future Outlook - The company is optimistic about future profit growth, particularly in the IP derivative sector, which could contribute significantly to overall performance if successful products are launched [9][17] - The overseas market, while currently small, is viewed as a long-term growth opportunity, especially in Southeast Asia and Africa [18] Additional Insights - The company is not neglecting its traditional core business, continuously optimizing technology and processes to enhance product functionality and market competitiveness [12] - The retail large store business, such as Nine Wood Miscellaneous Society, is expected to return to profitability in 2025, with a target of opening over 100 new stores annually [15][16] Conclusion - Morning Glory Co., Ltd. is positioned for growth through strategic expansion into IP derivatives, international markets, and continuous improvement in its core business. The company’s proactive measures and market strategies suggest a positive outlook for future performance and profitability.

Group 1 - The company announced a share reduction plan involving shareholders and directors, with specific shareholdings detailed [1] - The reduction plan was disclosed on June 26, 2025, with a total of up to 4,790,658 shares (0.52% of total shares) to be sold by shareholder Ke Ying Investment, 4,748,400 shares (0.52%) by shareholder Jie Kui Investment, and 2,025,000 shares (0.22%) by director Chen Xueling [1] - As of August 4, 2025, Ke Ying Investment reduced its holdings by 3,290,600 shares, Jie Kui Investment by 3,248,400 shares, and Chen Xueling completed her reduction of 2,025,000 shares [2] Group 2 - The reduction plan was terminated early by Ke Ying Investment and Jie Kui Investment, while Chen Xueling's plan was fully executed [3][5] - The actual reduction matched the previously disclosed plan, confirming that the minimum reduction quantity was achieved [4]

Investment Rating - The investment rating for the company is "Buy" and is maintained [7]. Core Viewpoints - The company is leveraging popular anime IPs to innovate traditional stationery products, with ongoing expansion of derivative products and international markets [2][4]. - The company has launched various collaborative products with well-known IPs, enhancing product functionality and appeal [9]. - The internationalization strategy includes brand acquisitions and market expansion, aiming for a global presence [9]. Summary by Relevant Sections Recent Developments - The company has partnered with popular anime IPs to create events in 15 cities and 21 locations, with new products launched in 40 flagship stores, 2700 themed stores, and 20000 specialty stores [2][4]. Product Innovation - Since 2025, the company has enhanced its product offerings in traditional stationery through IP collaborations and functional improvements, introducing products like blind box pens and advanced stationery [9]. - Notable collaborations include products themed around "Nezha" and partnerships with Tencent Video for new anime IPs [9]. Derivative Products and Market Strategy - The company is focusing on derivative products through its independent brand "Qizhi Haowan," targeting the two-dimensional economy with various merchandise [9]. - The product range includes badges, acrylic keychains, and other stationery items, leveraging multiple sales channels to reach students [9]. Financial Projections - The company expects steady revenue growth, with projected net profits of 1.54 billion, 1.66 billion, and 1.79 billion yuan for 2025-2027, corresponding to PE ratios of 19, 17, and 16 times [9].

Investment Rating - The report rates the mother and baby consumption industry as "Overweight" [2][9] Core Insights - The introduction of a national childcare subsidy of 3,600 yuan per child per year, totaling up to 10,800 yuan per child, is expected to improve consumption expectations in the mother and baby sector [3] - The report highlights that despite a decline in birth rates over the past seven years, the overall mother and baby market has experienced a compound annual growth rate (CAGR) of over 15% from 2018 to 2024 due to consumption upgrades and refined parenting [3] - The report emphasizes the rise of domestic brands in the mother and baby sector, with significant market share gains and a return of industry influence to local brands [3] Summary by Sections National Childcare Subsidy - The national childcare subsidy program will start on January 1, 2025, providing cash subsidies to families with children under three years old, with a basic standard of 3,600 yuan per year [3] - Local governments are expected to introduce additional subsidies, creating a wave of local support for childbirth [3] Market Growth and Opportunities - The mother and baby market is projected to rebound due to improved policies and an anticipated increase in birth rates in 2024 [3] - Key sectors and companies recommended for investment include: - Fertility and reproductive health: Focus on companies like Jinxin Reproductive and Livzon Pharmaceutical [3] - Infant nutrition: Recommendations include China Feihe and Yili Group [3] - Baby appliances: Suggested investment in Bear Electric [3] - Apparel and home textiles: Companies like Semir and Anta are highlighted [3] - Baby care products: Brands such as Runben and New Page are recommended [3] Valuation Table - The report includes a valuation table with various companies in the mother and baby sector, indicating their stock prices, market capitalization, and profit forecasts for 2025, 2026, and 2027, along with corresponding investment ratings [4]