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泡泡玛特引爆潮玩上市潮:窗口期盛宴还是盲盒赌局?
3 6 Ke· 2025-08-26 11:09
2025年8月曼谷,潮湿闷热的午后。在当地地标性商场ICONSIAM门前,年轻人们正排着长队,等待一场不同寻常的"盛典"。这并非歌手见面会或电子产 品发布,而是一家来自中国的潮玩品牌旗舰店开业。伴随着音乐和欢呼,泡泡玛特全球最大的旗舰店揭幕,760平方米的沉浸式空间涌入了如潮的人群。 这一幕,正是当下中国潮玩品牌出海热潮的缩影。 几乎在同时,香港资本市场上也在上演另一场狂欢。2025年8月20日,泡泡玛特公布了堪称"史上最强"的半年报:上半年营收138.8亿元人民币,同比增长 204.4%;经调整净利润47.1亿元,同比增长362.8%。财报发布后,泡泡玛特股价几天内快速拉升并创下历史新高。截至8月26日港股收盘,股价报收每股 326港元,市值突破4300亿港元。 更令人瞩目的是,泡泡玛特业绩发布仅一天后,另一份重磅公告接踵而至——名创优品披露旗下潮玩品牌TOP TOY获得了由主权基金淡马锡领投的新一 轮投资,投后估值约100亿港元。淡马锡此时入场被认为既能在IPO定价时抬升TOP TOY估值,又能顺带将其在东南亚的渠道资源、政府关系乃至ESG (环境、社会和公司治理)体系打包赋能给TOP TOY。这次投资既 ...
52TOYS获万达电影等新一轮投资:2024年营收约6.3亿元,正筹备港股IPO
IPO早知道· 2025-05-13 01:55
Core Viewpoint - Wanda Film Co., Ltd. is investing in 52TOYS, a leading IP toy brand, with a valuation exceeding 4 billion yuan, as part of a strategic partnership to enhance product development and market presence [2][3]. Group 1: Investment and Valuation - Wanda Film's subsidiary, Beijing Yingshiguang E-commerce Co., Ltd., plans to invest in 52TOYS by acquiring shares from existing shareholders and subscribing to new registered capital, leading to a valuation of over 4 billion yuan for 52TOYS [2]. - The investment involves collaboration with Shanghai Ruyi Xingchen Enterprise Management Co., Ltd. [2]. Group 2: Company Overview - 52TOYS, established in 2015, aims to make life more interesting through innovative product design and a deep understanding of consumer needs, covering markets in China, Southeast Asia, North America, and Japan [3]. - The company has developed numerous proprietary IPs and collaborates with well-known international IPs, offering a diverse product line including static figures, action figures, wind-up toys, transforming mechas, and plush toys [3][4]. Group 3: Financial Performance - For 2024, 52TOYS is projected to generate approximately 630 million yuan in revenue and 30 million yuan in net profit, with total assets around 530 million yuan and net assets about 410 million yuan by December 31, 2024 [4]. Group 4: Strategic Collaboration - The partnership between Wanda Film and 52TOYS will focus on the development and sale of IP toy products, marketing strategies, and other related areas, including channel cooperation and brand promotion [4].