证券代码：002103 证券简称：广博股份 广博集团股份有限公司 投资者活动记录表 编号：2025016 公司布局品牌体验店并搭配快闪活动，既是公司从传统文具向文创潮玩 转型的战略落地举措，也能借助商圈年轻精准客群与快闪"限时限量" 的特点，以轻量化投入高效试水市场需求、收集消费者反馈，同时通过 线下场景展示强化品牌年轻化、潮流化属性，借助社交传播扩大公司潮 玩业务知名度；此举既完善了公司线上线下融合的全渠道生态，弥补线 上消费体验短板，又能与商圈实现双向赋能、丰富消费业态，为后续业 务拓展积累经验与口碑，对公司业务拓展、品牌建设及行业竞争力提升 具有重要意义。 3、公司的"IP 趣玩食品"进展情况，后续发展计划？ 答：近期，公司联动热门 IP《名侦探柯南 M28：独眼的残像》打造的 食玩系列产品，凭借 IP 的高国民度与"食品 + 收藏"的创新形态，在 线上电商平台及线下合作渠道均取得了较好的市场反响。未来，公司将 持续聚焦 Z 世代消费需求，深度挖掘全球优质热门 IP 资源，精准链 | | 接不同圈层受众偏好，同时不断拓展并优化食品供应链体系；在产品开 | | --- | --- | | | 发中，将进一 ...

Core Insights - The traditional perception of stationery stores as small and specialized is being transformed by the emergence of large-scale "stationery megastores" driven by the consumption habits of Generation Z [2][3] - Deli Group's flagship store in Shanghai, covering 1,500 square meters, represents a significant shift in the stationery retail landscape, emphasizing experience over mere product sales [3][4] Company Strategy - Deli Group's decision to open a large-scale stationery experience store is part of a strategic upgrade aimed at deepening connections with consumers and enhancing brand engagement [3][4] - The flagship store is designed to be an immersive experience space, showcasing Deli's innovations in technology, design, and lifestyle, thus moving from "super manufacturing" to "super experience" [3][5] Market Trends - The flagship store features a wide range of products, including student stationery, premium stationery, and IP-related merchandise, catering to the evolving preferences of consumers [3][5] - The rise of IP collaborations, such as with popular Chinese animation, reflects a trend where stationery is becoming a medium for emotional expression and cultural trends among younger consumers [5][6] Consumer Behavior - Generation Z consumers prefer social, personalized, and content-driven shopping experiences, valuing brand stories and interactive experiences [5][9] - The transition from "functional" to "emotional" consumption in the stationery market indicates a shift where products are seen as expressions of identity and creativity rather than mere tools [9][10] Industry Evolution - The transformation of stationery stores from "small and refined" to "large and comprehensive" signifies a restructuring of the industry value chain, aligning with the experience economy [9][10] - The concept of "pan-stationery" is emerging, where the boundaries between learning, office, and lifestyle products are increasingly blurred, leading to a broader range of offerings [10]

Core Insights - Deli World, a flagship store of Deli, opened in Jing'an Joy City, Shanghai, covering 1,500 square meters and offering a wide range of products including student stationery, premium stationery, IP stationery, and lifestyle goods, making it the largest stationery complex in China [1] - The store targets the growing demand for IP consumption among younger consumers, particularly Generation Z, by featuring popular IP collaborations such as Nezha and Water Pig stationery, emphasizing personalized expression and emotional connection [1] - Deli's Executive President, Chen Xueqiang, stated that the opening of this large-scale store is part of a strategic upgrade for the Deli brand, focusing on immersive experiences and becoming a trendy gathering place [1] Business Structure - Beyond its core stationery business, Deli has expanded into emerging business segments such as digital printing, premium tools, B2B, and IP cultural products, which have become significant growth drivers for the company [2]

Core Insights - The CTE China Toy and Trend Exhibition was held from October 15 to 17 in Shanghai, showcasing top toy companies and popular IPs in the Asia-Pacific region [1] - Guangbo Group Co., Ltd. presented its full range of new IP products at the exhibition, emphasizing its development philosophy of "IP value + aesthetic innovation + social attributes + emotional projection" [1] Company Overview - Guangbo Group's toy brand product matrix includes a variety of categories such as secondary dimension light peripherals, plush toys, food toys, lifestyle products, accessories, and cultural stationery [1] - The company has been planning the development and marketing of ACGN (subculture) related products since 2022, establishing a professional and stable team to ensure efficient operations across all stages from IP selection to marketing [1] Industry Trends - Industry insiders believe that Guangbo Group's advantages, including full-link operations, high-value IP matrix, vibrant multi-channel strategies, and content support, are constructing a high-quality growth flywheel for its toy brand [1]