8月28日22点，泡泡玛特（09992.HK）旗下顶流IP产品迷你版LABUBU（THE MONSTERS心底密码系列）与THE MONSTERS前方高能系列大娃ROCK THE UNIVERSE（下称"彩色LABUBU"）线上同时开售。 与此前发售的每一款LABUBU一样，迷你版LABUBU与彩色LABUBU开售后快速售罄。 "本想着给男朋友买个七夕节礼物，没想到过程这么惊险。"在本次发售中抢到了3只心底密码系列的LABUBU粉丝Vivian（化名）对时代财经感叹道。在 结算时，因同时下单人数过多，结算一度无法进行。刷新了十几次后，Vivian才颇为惊险地买了单。 "到22点01分时，淘宝旗舰店就已经显示没货了。"Vivian告诉时代财经。 泡泡玛特淘宝旗舰店显示，本次发售的心底密码系列商品已售件数为30万+。 截至22点20分，潮玩交易平台千岛app上，心底密码系列的整端最高二手成交价较原价溢价超70%，达1950元/盒。原价为79元的隐藏款，二手成交均价高 达679.5元，溢价近9倍。 LABUBU粉丝的钱，真的要不够用了。 心底密码系列二手成交均价。图源：千岛app 本次发售的LABUBU搪胶毛绒公仔 ...

Investment Rating - The report provides a positive outlook on various sectors, indicating a stable recovery in the home furnishing and paper packaging sectors, while new tobacco and packaging sectors show robust growth [3][4]. Core Insights - The home furnishing sector is expected to see marginal improvement in domestic demand due to government support for consumption upgrades, with a focus on companies with high dividend yields and growth certainty for 2025 [5][10]. - The new tobacco sector is experiencing growth, particularly in heated tobacco products (HTP), with significant sales increases reported in Europe and a growing user base for IQOS [11]. - The paper packaging sector is facing a gradual recovery in pulp prices, with a focus on companies that maintain strong market positions and high dividends [12]. - The light consumer goods and pet food sectors are under pressure, but there are opportunities in innovative product launches and channel expansion [15]. - The two-wheeler sector is poised for a rebound with government subsidies and new standards expected to drive demand [16][17]. Summary by Sections Home Furnishing - Domestic sales are expected to improve due to government initiatives, with a focus on companies with strong growth prospects and high dividends [5][10]. - Export figures show a slight increase in June, but a cumulative decline for the first half of the year [10]. New Tobacco - HNB sales increased by 10.5% year-on-year, with a growing user base for IQOS [11]. - The regulatory environment in the U.S. is tightening, which may benefit compliant market players [11]. Paper Packaging - Pulp prices have shown slight increases, but overall market conditions remain challenging [12]. - Companies with strong market positions and dividend policies are recommended for investment [12]. Light Consumer Goods & Pet Food - The sector is facing challenges, but there are opportunities in new product launches and expanding distribution channels [15]. - Online sales data indicates mixed performance across different product categories [23]. Two-Wheeler - The sector is expected to benefit from government subsidies and new regulations, with a focus on companies that can leverage these changes for growth [16][17]. - Recent data shows a significant number of electric bikes being replaced under the subsidy program [26][27].