Core Viewpoint - A live streaming incident occurred in Pop Mart's official channel, leading to a significant drop in its stock price, with the company confirming the event and stating that an investigation is underway but no employees will be dismissed as a result [1]. Group 1 - On November 7, Pop Mart confirmed a live streaming accident in its official channel on a certain platform [1]. - The company is currently conducting an urgent investigation into the incident [1]. - Following the news, Pop Mart's stock price fell over 5%, closing at 205.6 HKD per share on the same day [1].

Group 1: New Energy Sector Performance - The new energy sector is experiencing significant growth, with leading stocks such as Enjie Co., Tongwei Co., and Tianci Materials seeing substantial price increases [1][4][6] - The storage chip sector is also performing well, with stocks like Demingli and Xiangnong Xinchuan hitting historical highs, with Demingli reaching a limit-up price [1][2][3] Group 2: Market Dynamics and Agreements - Recent long-term supply agreements in the industry indicate optimistic future demand, which may drive prices for electrolytes and upstream materials like lithium hexafluorophosphate and yellow phosphorus [7] - Notable agreements include Tianci Materials signing a long-term supply contract with Zhongchuang Xinhang and Guoxuan High-Tech, with a total supply volume expected to reach 159.5 million tons from 2026 to 2028 [7] - Additionally, Jiayuan Technology has established a framework agreement with CATL, ensuring a minimum of 62.6 million tons of battery anode materials from 2026 to 2028 [7] Group 3: Price Trends in Key Materials - The price of lithium hexafluorophosphate has surged from approximately 47,000 yuan per ton in July to an average of 113,500 yuan per ton by November 3, reflecting a significant increase due to seasonal demand and supply constraints [8] - Yellow phosphorus prices have also risen, with a recent increase of 4% and a cumulative rise of over 7% in the past two weeks, driven by production cuts and recovering demand [8] Group 4: Industry Collaboration and Market Stability - A coalition of 17 leading photovoltaic companies is expected to stabilize market conditions and promote rational pricing across the supply chain, which may help balance supply and demand in the long term [8]

Core Viewpoint - The article discusses a live streaming incident involving Pop Mart, where staff comments about the pricing of a product led to public backlash and a subsequent drop in stock price [1]. Group 1: Incident Details - On November 6, during a live stream, a staff member commented that a DIMOO blind box priced at 79 yuan was "a bit expensive," which was followed by another staff member saying, "it's okay, someone will buy it" [1]. - This exchange was broadcast live and sparked significant discussion online, leading to rumors that the involved staff members were fired [1]. - Pop Mart responded on November 7, confirming the incident and stating that an investigation was underway, but denied that any employees would be dismissed as a result [1]. Group 2: Market Reaction - Following the incident, Pop Mart's stock price fell over 5%, closing at 205.6 HKD per share on November 7 [1]. - The stock opened at 214.4 HKD, with a high of 214.4 HKD and a low of 205.4 HKD during the trading session [2].

Core Viewpoint - The live streaming incident involving Pop Mart's new product promotion has led to significant public backlash and a sharp decline in stock price, highlighting the potential risks associated with brand reputation and consumer perception in the retail sector [1][2][3]. Group 1: Incident Details - On November 6, during a live stream promoting the "DIMOO New Diary Series - Blind Box," a staff member commented that the product priced at 79 was "a bit expensive," which was broadcasted live [1]. - The incident quickly gained traction on social media, becoming a trending topic and sparking widespread discussion [2]. Group 2: Company Response - On November 7, Pop Mart issued a preliminary response, stating that they are investigating the incident and will not terminate the involved employees [2]. Group 3: Market Impact - Following the incident, Pop Mart's stock price fell significantly, dropping by 5.51% to 205.6 HKD per share by midday on November 7 [3]. - The company's market capitalization is reported at 276.1 billion HKD, with a notable decline since reaching a historical peak of 339.8 HKD per share on August 26, resulting in an approximate cumulative drop of 40% [4][5].

Core Viewpoint - The incident involving a live broadcast by Pop Mart has sparked significant public backlash due to comments made by staff regarding the pricing of a blind box product, which was perceived as inappropriate and insensitive [1][3]. Group 1: Incident Details - During a live stream, a staff member commented that the price of a blind box necklace at 79 yuan was "a bit expensive," which was followed by another staff member stating, "it's okay, someone will buy it" [1][3]. - The comments made during the live broadcast led to widespread criticism and discussions on social media platforms [3]. Group 2: Company Response - An internal source from Pop Mart confirmed that the company is conducting an urgent investigation into the incident [1]. - Despite the gravity of the situation, the company has stated that it will not terminate the employees involved in the live broadcast incident [1][3].

Group 1 - The incident involving "Pop Mart live streaming accident" has become a trending topic on Weibo, with reports indicating that two staff members involved have been dismissed, while related departments are also being held accountable [1] - Internal sources confirm that a live streaming accident did occur, and the company is conducting an urgent investigation, but there will be no dismissals of employees involved in the incident [1] Group 2 - The product in question includes zinc alloy pendants, polyester lanyards, resin figurines, and glass/acrylic components, with counterfeit versions costing as low as 4 yuan, raising concerns about the disparity between the actual value and pricing of the genuine products [3] - DIMOO, an IP created by Chinese designer Ayan Deng, has been acquired by Pop Mart and is now one of its proprietary IPs. DIMOO's first blind box series "Pet Vacation" was launched in 2019, and it is currently the fifth largest artist IP under Pop Mart, generating revenue of 1.105 billion yuan in the first half of the year, accounting for 8% of total revenue [3] - Pop Mart has shown strong performance recently, with a reported overall revenue growth of 245% to 250% year-on-year for the third quarter of 2025. Revenue from China increased by 185% to 190%, while overseas revenue surged by 365% to 370% [3]

【导读】泡泡玛特直播事故冲上热搜第一，股价大跌 中国基金报记者 李智 近日，泡泡玛特官方直播间在推广 DIMOO 的周边产品时，两名现场工作人员的对话引发讨 论。 一位工作人员称： " 这东西卖 79 确实有点 ······ " 另一位工作人员则回应： " 没事会有 人买单的。 " 据悉， DIMOO 新生日记系列—挂链盲盒含 6 个常规款、 1 个隐藏款，常规款概率是 1:6 ，隐藏款概率是 1:72 。该系列单个盲盒售价为 79 元，整盒售价为 474 元。线上发售时间 为 2025 年 11 月 6 日 22 : 00 。 对此，有消费者质疑这是内涵消费者是韭菜。不过也有网友表示， " 这俩人说的都是实话， 就算贵也有人买 "，" 大家都觉得贵，但一上架就售空 " 。 该直播事故引起巨大讨论，随后 # 泡泡玛特直播事故 # 的词条迅速登上了热搜第一。 11 月 7 日，泡泡玛特官方客服表示，关于前一晚直播间直播事故已经对相关的工作人员在进 行内部处理，会进行核实。而对于所提到的 79 元的商品价格是否会调整，客服表示暂没收到 通知。 随后，据泡泡玛特内部人士透露： " 确实发生了直播事故，公司正在紧急调 ...

Core Points - An incident occurred during a live stream on November 6, where a staff member of Pop Mart criticized the pricing of products as "excessive" [1] - Another staff member mentioned that "someone will pay for it," indicating a belief in consumer demand despite the criticism [1] - The specific product discussed was a necklace that was in a pre-sale status, priced at 79 yuan, which has already sold out [1] - On November 7, Pop Mart's official customer service stated that the company is taking the matter seriously and has assigned a dedicated department to investigate and address the issue [1]

Group 1 - The core incident involved a live broadcast by Pop Mart where two staff members were overheard discussing the high price of a product, with one stating that "someone will buy it" [1][3] - The incident has sparked significant discussion online, leading to related topics trending at the top of social media [3] - An internal source from Pop Mart confirmed the occurrence of the live broadcast incident and stated that the company is conducting an urgent investigation, but no employees involved will be dismissed [4]

Group 1 - The core incident involved a staff member at Pop Mart's live stream questioning the price of a DIMOO blind box, which sparked strong dissatisfaction among users [1] - Pop Mart's official customer service acknowledged the incident and stated that internal handling of the staff involved is underway, but no notification regarding price adjustments has been received [1] - The DIMOO blind box is priced at 79 yuan and includes materials such as zinc alloy, resin figurines, and polyester lanyards, suitable for ages 15 and above [1] Group 2 - Pop Mart, established in 2010, is a leading cultural and entertainment company in China, focusing on five key areas: global artist discovery, IP incubation, consumer engagement, promotion of trendy toy culture, and integration of related industry investments [4] - The company has faced controversies related to supply chain issues and "hunger marketing" strategies, but recent performance has been strong [4] - On October 21, Pop Mart reported a year-on-year revenue increase of 245% to 250% for Q3 2025, with domestic revenue up 185% to 190% and overseas revenue up 365% to 370% [4] - The founder of Pop Mart, Wang Ning, saw his wealth increase by over 150 billion yuan, placing him in the top 20 of the 2025 Hurun Rich List and ranking among the top three for wealth growth this year [4]