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LABUBU、WAKUKU“闪耀”服贸会,潮玩出海开辟文化输出新窗口
Hua Xia Shi Bao· 2025-09-12 00:38
Core Insights - The rise of LABUBU has made the trendy toy industry a darling of the capital market, with significant attention at the 2025 Service Trade Fair in Beijing [1] - The event showcased popular original IPs from companies like Pop Mart, Letsvan, and 52TOYS, highlighting the innovative strength of Chinese original trendy toys and the cultural confidence of the industry [1][2] Company Highlights - Pop Mart participated as the exclusive trendy culture brand partner, featuring major IPs like LABUBU and MOLLY at two exhibition booths, and created an interactive experience with a large art installation [2] - 52TOYS presented a diverse range of products, including collaborations with the China National Museum's cultural brand, showcasing the integration of creativity and cultural significance in toys [3] - Letsvan's WAKUKU series gained immense popularity, driven by celebrity endorsements, leading to high foot traffic and sales at the fair [2][3] Industry Trends - The trendy toy sector is evolving from niche markets to mainstream culture, with increasing global exposure through events like the Service Trade Fair [4] - The industry's growth is fueled by a shift towards emotional and experiential consumption, with consumers valuing the cultural and emotional aspects of trendy toys [3][4] - The trend of "going global" is evident, with companies like Pop Mart and Letsvan expanding their international presence and showcasing Chinese cultural creativity on a global stage [5][6] Market Performance - Pop Mart's overseas revenue surged by 375% to 5.07 billion yuan in 2024, with a significant expansion of its global store network [6] - The company aims to leverage international platforms to enhance the visibility and diversity of trendy toy IPs, contributing to its global strategy [6][7] - Letsvan has initiated localized operations in Southeast Asia and North America, marking a significant step in its global strategy [6][7]
推限定甜品、IP融合非遗技艺 泡泡玛特联动服贸会设双展
Bei Jing Shang Bao· 2025-09-10 14:20
Group 1 - The core theme of the event is "Cake a wish," where Pop Mart integrates its IP into dessert decorations, allowing attendees to taste various themed desserts [2] - Pop Mart debuted as the exclusive trendy cultural brand partner at the China International Service Trade Fair, showcasing popular products like LABUBU and launching a new sub-brand "Pop Mart Bakery" [3] - The exhibition features a large art installation themed around the character Starry Person, providing an innovative interactive experience for attendees [5] Group 2 - Pop Mart's exhibition includes a display of IP products that incorporate traditional craftsmanship, merging elements like porcelain and plush flowers into visual design [5] - The booth is designed with red and yellow as the main colors, creating a space that reflects national aesthetics and promotes the narrative of contemporary trendy culture [5]
“动”起来的服贸会|泡泡玛特参展服贸会 提供潮流文化体验
Bei Jing Qing Nian Bao· 2025-09-10 10:07
Core Viewpoint - The 2025 Service Trade Fair emphasizes dynamic engagement and diverse interactive experiences, with Bubble Mart participating as the exclusive trendy cultural brand partner, showcasing popular IP products and creative installations [1] Group 1: Event Overview - The 2025 Service Trade Fair commenced on September 10, featuring a variety of supporting activities and interactive scenarios aimed at fostering new development momentum [1] - Bubble Mart set up two major exhibition booths at the fair, highlighting its popular IP products such as labubu, Molly, and Star People [1] Group 2: Interactive Experience - The event included innovative formats like a creative dessert house and large outdoor art installations, enhancing visitor engagement and interaction [1]
牛市下继续坚定看好消费三剑客:游戏,潮玩,AI应用!
2025-09-09 14:53
Summary of Conference Call Notes Industry Overview - The gaming industry is currently valued at approximately 20-21 times earnings, with historical rebounds to around 30 times, indicating significant growth potential [1][4] - Emerging consumer trends are driving the gaming market, particularly among young people who are enthusiastic about console games, mobile games, and platforms like Roblox [5] Key Companies and Performance - Huatuo has evolved into a platform-based gaming company, similar to Tencent and NetEase, with a market capitalization nearing 150 billion RMB and multiple games generating over 5 million USD each [3] - Other notable companies include Giant with its game "Supernatural Action Group," which has shown strong performance even post-summer, and Jibite, which reported better-than-expected mid-year results leading to a 20%-30% stock price increase [3] Investment Opportunities - The gaming sector is characterized by low valuations and high dividends, with Jibite having distributed nearly 7 billion RMB in dividends despite initial financing of only a few billion [4] - The industry is expected to benefit from supportive policies and relaxed regulations, enhancing the overall outlook [3] AR Applications - AR applications are seen as a crucial future development area, with companies like Nvidia benefiting from the demand for AR/VR applications [6] - Meitu and Kuaishou are highlighted as key players in the AR space, with Meitu having a strong position in the female photography market and potential collaborations with tech giants like Google [12] Emerging Consumer Trends - The collectible toy market, represented by Pop Mart, is gaining popularity, especially among young women, with significant success in international markets like Thailand [7][8] - Pop Mart's overseas revenue has reached 60% of total income, with expectations for further growth as the company expands its IP offerings [9] Challenges and Strategies - Pop Mart faces challenges in timely product launches to meet consumer demand, but maintaining a focus on user needs and high-quality production can sustain its competitive edge [10][11] Future Investment Recommendations - Strong emphasis on sectors such as gaming, collectible toys (like Pop Mart), and AI applications (like Meitu and Kuaishou) is advised, with expectations for significant growth in the coming years [13]
辛芷蕾获威尼斯国际电影节最佳女演员奖;抖音电商公布话费充值欺诈案例丨消费早参
Mei Ri Jing Ji Xin Wen· 2025-09-07 23:20
Group 1 - Chinese actress Xin Zhilei won the Best Actress award at the 82nd Venice International Film Festival for her performance in the film "Day Hanging in the Sky" [1] - Xin Zhilei is the third Chinese actress to receive this honor, following Gong Li and Yip Tak-yan, highlighting the global recognition of Chinese cinema [1] Group 2 - Douyin E-commerce reported cases of fraud related to phone bill recharges, where users received scam messages after completing transactions due to supply chain management issues [2] - The platform has taken action by removing 25 non-compliant merchants and freezing their funds, while also placing them on a blacklist [2] - This incident underscores the importance of information security in the digital economy and the need for platforms to enhance risk control measures [2] Group 3 - Pop Mart has intercepted a total of 1.83 million infringing goods from January to mid-August this year, involving 237 batches destined for 61 countries and regions [3] - The company has completed customs registration in 27 countries and regions, actively combating counterfeit products [3] - The interception of 7.91 million counterfeit items emphasizes the significance of intellectual property protection in the internationalization process [3] Group 4 - Reports of Xin Yuzhi (known as Xin Ba) being taken away for investigation were denied by representatives of Xin Xuan Group, indicating a potential issue of public trust and scrutiny surrounding top influencers [4] - Despite repeated denials, the rumors reflect ongoing concerns regarding the integrity of the influencer's team, which has faced previous allegations of selling counterfeit products [4]
盒马邻里自提10月4日全面停止运营|首席资讯日报
首席商业评论· 2025-09-06 05:08
Group 1 - Hema Neighbors will cease operations on October 4, 2023, with a focus shifting to Hema "Fresh + NB" business model, planning to open nearly 100 new stores within the fiscal year, increasing total stores to over 500 [2] - Pop Mart has intercepted nearly 10 million counterfeit goods this year, with 1.83 million items intercepted by customs in China from January to mid-August, involving 237 batches destined for 61 countries [3] - Shenzhen government has optimized real estate policies, allowing residents to purchase unlimited properties in multiple districts and adjusting personal housing loan policies, effective from September 6, 2025 [4][5] Group 2 - China State Construction announced the acquisition of a 50.5% stake in a Shanghai real estate project for approximately 73.41 billion yuan, enhancing its market influence in Shanghai [6] - Muyuan Foods reported a 12.3% year-on-year decline in sales revenue from live pigs in August, totaling 11.85 billion yuan, with a sales volume of 7.001 million pigs [7] - Zhuhai Guanyu has begun mass production of semi-solid batteries and is actively engaging in solid-state battery development, gaining recognition from multiple clients [8] - Tencent has reduced its stake in China International Capital Corporation (CICC) to 6.96% after selling approximately 4.1 million H-shares [9] - Kweichow Moutai's controlling shareholder has secured a loan of up to 2.7 billion yuan to increase its stake in the company, with plans to buy back shares worth between 3 billion and 3.3 billion yuan [10] - The film "Wang Wang Mountain Little Monster" has surpassed 1.5 billion yuan in box office revenue as of September 5 [11] - Tianjin has adjusted its vehicle scrapping and renewal subsidy policy, allocating a monthly budget of 20 million yuan until the end of the year [13] - China Uranium Industry has successfully passed the IPO review for its main board listing [14]
泡泡玛特全球拦截假货近千万件,联合多国海关严打侵权
Bei Ke Cai Jing· 2025-09-05 10:02
Group 1 - The core viewpoint of the article highlights Pop Mart's efforts in combating counterfeit products globally, with significant achievements in intercepting fake goods [1] - From January to mid-August this year, domestic customs intercepted a total of 1.83 million counterfeit items related to Pop Mart, involving 237 batches destined for 61 countries and regions [1] - Pop Mart has completed customs registration in 27 countries and regions, gradually initiating overseas customs interception of infringing products [1] Group 2 - Customs in countries such as the UK, Netherlands, France, and Italy have been actively involved in intercepting counterfeit goods, with the Netherlands alone seizing over 260,000 fake items [1] - As of now, the total number of intercepted counterfeit goods has reached 7.91 million, involving over 240 batches [1] - Pop Mart has also provided a multilingual anti-counterfeiting guide covering popular IP products like THE MONSTERS (including LABUBU), CRYBABY, and Star People, assisting frontline law enforcement in quickly identifying counterfeit products [1]
海关抓获了791万只“LAFUFU”
Di Yi Cai Jing· 2025-09-05 08:47
Core Insights - The article highlights the increasing issue of counterfeit products related to Pop Mart as the brand expands globally, with a total of 1.83 million counterfeit items intercepted by customs from January to mid-August this year [2] - Pop Mart has successfully registered with customs in 27 countries and regions, leading to the interception of 7.91 million counterfeit items to date, with over 240 batches involved [2] - The company is actively pursuing legal action against retailers selling counterfeit products, including a recent temporary injunction against Dutch supermarket Jumbo [4] Group 1 - From January to mid-August 2023, customs intercepted a total of 1.83 million counterfeit Pop Mart-related items, involving 237 batches destined for 61 countries and regions [2] - Pop Mart has completed customs registration in 27 countries, resulting in the interception of 7.91 million counterfeit items, with over 240 batches, including 260,000 counterfeit items seized in the Netherlands [2] - The company has developed a multilingual anti-counterfeiting guide to assist law enforcement in identifying genuine products [2] Group 2 - In July 2023, Pop Mart applied for a unilateral temporary injunction against Jumbo, which was quickly approved by the court, while another retailer, Albert Heijn, is still in the response process [4] - Pop Mart has identified over 300 infringement links across various cross-border e-commerce platforms and can file collective lawsuits against anonymous sellers to combat online counterfeit chains [5] - The company has registered the "Lafufu" trademark in the fitness equipment category as a defensive measure against infringement, following discussions about the counterfeit "Lafufu" dolls [5] Group 3 - Consumers can identify genuine Pop Mart products by checking three aspects: the anti-counterfeiting code, the exclusive anti-counterfeiting sticker on the packaging, and the logo stamp on the product's bottom [6] - If a product's verification code has been used more than once, it is likely counterfeit, as genuine products should only be verified once upon receipt [6] - The company emphasizes the importance of production details, such as tie-dye craftsmanship, in distinguishing authentic products from fakes [6]
泡泡玛特:拦截假货近1000万件,已联合多国执法机构严打侵权行为
Xin Lang Ke Ji· 2025-09-05 07:42
Core Viewpoint - The company is actively combating counterfeit products globally, with significant efforts in customs interception and legal actions against infringers [1][3][4] Group 1: Customs Interception and Global Actions - From January to mid-August, customs in China intercepted a total of 1.83 million counterfeit products related to the company, involving 237 batches destined for 61 countries and regions [1] - The company has completed customs registration in 27 countries and regions to enhance global enforcement efficiency, with a total of 7.91 million counterfeit items intercepted globally [1] - In the Netherlands alone, over 260,000 counterfeit items were seized, highlighting the active role of European customs in enforcement [1] Group 2: Collaborative Efforts and Legal Actions - The company has conducted 36 joint anti-counterfeiting operations with the UK's Fair Trading Office and Trade Standards Office, covering 21 areas including Liverpool and Birmingham [3] - In the U.S., the company has engaged former FBI investigators to conduct street inspections, leading to criminal charges against five store operators [3] - The company is pursuing civil litigation against known infringers, including a lawsuit filed in California against a 7-Eleven store for selling counterfeit products [3][4] Group 3: Online Counterfeit Measures - The company has identified over 300 infringement links across various cross-border e-commerce platforms and is utilizing the "Schedule A" procedure to collectively sue multiple anonymous sellers [4] - The company emphasizes the importance of consumer support in the fight against counterfeiting, urging consumers to purchase products through official channels [4]
海关抓获了791万只“LAFUFU”
第一财经· 2025-09-05 07:27
Core Viewpoint - The article highlights the increasing issue of counterfeit products related to Pop Mart as the brand expands globally, with significant efforts being made to combat these infringements through customs interceptions and legal actions [2][4]. Group 1: Counterfeit Product Interceptions - From January to mid-August this year, Chinese customs intercepted a total of 1.83 million counterfeit Pop Mart-related items, involving 237 batches destined for 61 countries and regions [2]. - Pop Mart has successfully intercepted a total of 7.91 million counterfeit items across 27 countries and regions, with over 240 batches, including more than 260,000 counterfeit items seized in the Netherlands alone [2]. Group 2: Legal Actions and Trademark Registration - In July, Pop Mart applied for a "temporary injunction" in the Hague court against Dutch retailers Jumbo and Albert Heijn, allowing for a swift court decision without the defendant's presence [4]. - Pop Mart has registered the "Lafufu" trademark in July, classified under fitness equipment, as a proactive measure to combat infringement [5]. Group 3: Consumer Awareness and Anti-Counterfeiting Measures - Consumers can identify genuine products through three main indicators: the verification count of the anti-counterfeit label, the presence of Pop Mart's exclusive anti-counterfeit sticker on the packaging, and the logo embossed on the product's bottom [5][6]. - The company has collected over 300 links to counterfeit products on various cross-border e-commerce platforms and is utilizing the "Schedule A" procedure to take collective legal action against anonymous sellers [5].