【新华企业资讯10月16日】10月15日-17日，由中国玩具和婴童用品协会主办的亚洲规模最大的玩具类展会—— 2025 CTE 中国玩具展&潮玩展 （以下简称"中国玩具展"）正式举办。中国拼搭角色类玩具品牌布鲁可携"积木人"与"积木车"两大品类再度参展，带来"星辰版""群星版""传奇 版""萌酷版""神奇版""奇迹版"等产品系列 100 多款产品，更有 20 余款新品首次展出，覆盖奥特曼、变形金刚、DC、新世纪福音战士、初音未 来、三丽鸥、飞天小女警等近 30 个世界知名 IP。 本次展会上，布鲁可满足 6-16 岁玩家英雄搜集需求的三大产品系列"星辰版""群星版"和"星光版"展出了奥特曼、变形金刚、英雄无限、假面骑 士、火影忍者、超级战队、圣斗士星矢等 IP 的积木人产品。其中，"群星版"作为"积木人"品类的代表产品系列，在本次展会迎来漫威蜘蛛侠群星 版第 5 弹-蛛网纪元、漫威蜘蛛侠群星版第 6 弹-蜘蛛宇宙、圣斗士星矢群星版第 3 弹-黄金十二宫①、假面骑士群星版第 5 弹-创想饱藏、变形金刚 群星版第 9 弹-至暗时刻、超级战队群星版第 2 弹-勇气爆发6大新品的首展。 "星辰版"自 2024 年 1 ...

Investment Rating - The report maintains an "Overweight" rating for the industry, with a focus on new consumption sectors such as beauty care, IP derivatives, and gold jewelry [6][32]. Core Insights - The beauty care sector is expected to see significant growth, with companies like Shangmei Co. projecting a revenue of approximately 4.09-4.11 billion yuan for the first half of 2025, representing a year-on-year increase of about 16.8%-17.3% [3][30]. - The report highlights key events such as the announcement of free preschool education by the State Council, which may impact consumer spending patterns [3][25]. - The report notes a rise in core CPI by 0.8% year-on-year in July 2025, indicating inflationary pressures that could affect consumer behavior [3][25]. Summary by Sections Market Performance - During the week of August 4-8, 2025, the retail trade, social services, and beauty care sectors experienced declines of -0.38%, -0.11%, and an increase of +1.70%, respectively [15][18]. - Among sub-sectors, jewelry, personal care products, and trade saw notable gains of +5.53%, +4.23%, and +2.09% [18][21]. Key Industry Data and News - The report discusses the impact of the government's free preschool education policy, which will take effect in the fall semester of 2025 [3][25]. - Notable company announcements include Shangmei Co.'s positive earnings forecast and the planned H-share listing by Ruoyuchen [30][32]. - The report also covers the performance of major companies like Shiseido and Marubi, with Shiseido reporting a 7.6% decline in net sales for the first half of 2025 [3][25]. Investment Recommendations - The report recommends focusing on companies such as Shangmei Co., Juzi Biotechnology, Marubi, and others within the beauty care and new consumption sectors [6][32].