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全仓Labubu还是各大IP齐头并进?泡泡玛特怎么选
第一财经· 2025-07-13 04:39
泡 泡 玛 特 旗 下 IP Labubu 以 黑 马 之 姿 席 卷 潮 玩 市 场 , 2024 年 营 收 暴 增 726.6% , 占 公 司 总 营 收 23.3%。消费者抢购Labubu甚至引发门店冲突、二手市场溢价数倍。外界不禁质疑:泡泡玛特确实 在努力扩产,还是在有意控制产量以维持稀缺性? 泡泡玛特的烦恼 今年以来,泡泡玛特旗下IP Labubu一直供不应求。为了这个大眼睛、露牙齿的小精灵们,消费者们 彻夜排队购买、斥巨资溢价收购二手产品。Labubu的火爆让泡泡玛特体会到了当顶流的滋味,但随 之而来的烦恼也开始了。 由于太过热销,Labubu甚至是其他产品线的商品陆续出现了缺货、延迟交货等。近日,在社交平台 上有消费者表示,此前在泡泡玛特官方渠道购买的潮玩产品,未能如订单所显示的最晚发货时间进行 发货。第一财经记者注意到,本次泡泡玛特延迟发货涉及多个系列的产品。不仅仅是热门的THE MONSTERS(包含Labubu)系列,SKULLPANDA等系列也有出现类似情况。针对这一问题,泡 泡玛特公告称,抽盒机小程序公告显示,由于近期订单量激增,部分订单未能及时发货。当前该品牌 正在紧急发货中,预 ...
泡泡玛特选择题:全仓Labubu还是产品线齐头并进?
Di Yi Cai Jing· 2025-07-13 03:33
泡泡玛特的烦恼 今年以来,泡泡玛特旗下IP Labubu一直供不应求。为了这个大眼睛、露牙齿的小精灵们,消费者们彻夜排队购买、斥巨资溢价收购二手产品。Labubu的火 爆让泡泡玛特体会到了当顶流的滋味,但随之而来的烦恼也开始了。 由于太过热销,Labubu甚至是其他产品线的商品陆续出现了缺货、延迟交货等。近日,在社交平台上有消费者表示,此前在泡泡玛特官方渠道购买的潮玩 产品,未能如订单所显示的最晚发货时间进行发货。第一财经记者注意到,本次泡泡玛特延迟发货涉及多个系列的产品。不仅仅是热门的THE MONSTERS (包含Labubu)系列,SKULLPANDA等系列也有出现类似情况。针对这一问题,泡泡玛特公告称,抽盒机小程序公告显示,由于近期订单量激增,部分订 单未能及时发货。当前该品牌正在紧急发货中,预计将在7天左右发出。 业内有声音认为,泡泡玛特或许深谙"饥饿营销"之道。 一位玩具行业人士对第一财经分析称,泡泡玛特对于IP的发展规律有一定的经验,不少IP的受欢迎程度会在短期增长后回归平稳,都会经历过"爆红-溢价-退 热"的周期。如果短期内专门开模、扩产线,长远来说不利于成本的控制。 东莞一家玩具工厂相关人士 ...
Solitron Devices, Inc. Announces Fiscal 2026 First Quarter Results
Globenewswire· 2025-07-11 20:05
WEST PALM BEACH, Fla., July 11, 2025 (GLOBE NEWSWIRE) -- Solitron Devices, Inc. (OTC Pink: SODI) (“Solitron” or the “Company”) is pleased to announce fiscal 2026 first quarter results. FISCAL 2026 FIRST QUARTER HIGHLIGHTS – Net sales decreased 32% to approximately $2.70 million in the fiscal 2026 first quarter versus $3.97 million in the fiscal 2025 first quarter.Net bookings increased 37% to $2.80 million in the fiscal 2026 first quarter versus $2.04 million in the prior year first quarter.Backlog increas ...
HESAI(HSAI):赋能机器,感知世界
GOLDEN SUN SECURITIES· 2025-07-10 09:28
我们预计,长期,车载激光雷达 2030 年全球市场规模有望达 500 亿 人民币,机器人激光雷达 2030 年则亦有望达 100 亿人民币。 证券研究报告 | 首次覆盖报告 gszqdatemark 2025 07 10 年 月 日 禾赛(HSAI.O) 赋能机器,感知世界 禾赛:激光雷达领军者。禾赛成立于 2014 年,十年来专注激光雷达的 研发与制造,专利成果遍布全球。禾赛以高清三维感知技术,赋能更安 全更智能的智能驾驶和机器人应用,历经市场验证,出货量全球领先。 禾赛 2022 年-2024 年各出货约 8 万/22 万/50 万颗激光雷达产品,总 收入约 12.0/18.8/20.8 亿人民币,归母净利约-7.5/-4.8/-1.0 亿元,non- GAAP 归母净利约-2.0/-2.4/+0.14 亿元人民币,已经达到盈利拐点。 从智驾到具身智能,激光雷达需求快速增长。我们认为,需求角度:智 驾平权推动了车载激光雷达的需求快速增长、具身智能的发展也推动 各场景机器人激光雷达的需求增加。供给角度:有效的降本创新,使得 激光雷达成为传感器越来越具性价比的选择。 持续降本创新,巩固龙头地位。禾赛在性能突破 ...
去年医药健康产业收入破千亿,昌平持续引金融活水助企业发展
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-10 05:20
当前,全球医药健康产业进入创新浪潮奔涌、发展范式跃迁的关键时期,创新药研发范式加速迭代、 AI技术重塑研发链条、合成生物学不断突破产业化瓶颈。 中国市场医药健康产业也在变革中加速发展,尤其是创新药领域迎来"DeepSeek"时刻,实现从跟随者到 领跑者的产业跃迁。 北京昌平正致力于打造成为,汇聚全产业链资源的医药健康产业创新高地。据了解,近年来,昌平区聚 焦打造具有全球领先水平的"生命谷",以生命科学园为核心,布局建设生命科学创新走廊,持续构 建"投资+临床+孵化+园区"医药健康产业生态圈,搭建各类共性技术与公共服务平台57个,形成了涵盖 基础研究到终端医疗的完整产业链。 过去三年,昌平全区医药健康产业收入年均增速9.3%,2024年达到1040亿元,同比增长14.3%。同时值 得注意的是,昌平持续引金融活水助力医药健康企业的创新发展。2024年3月,规模达200亿元的北京市 医药健康产业投资基金在昌平设立,该基金重点布局创新药、创新医疗(002173)器械等重点领域,由 顺禧管理公司联合康桥资本共同管理。 7月7日,在2025昌平医药健康金融投资创新论坛上,北京国有资本运营管理有限公司党委副书记,董 事、总 ...
China Automotive Systems Begins Mass Production of First iRCB Compatible L2+ Assisted Driving Systems for China Market
Prnewswire· 2025-07-09 10:00
WUHAN, China, July 9, 2025 /PRNewswire/ -- China Automotive Systems, Inc. (Nasdaq: CAAS) ("CAAS" or the "Company"), a leading power steering components and systems supplier in China, today announced that its L2+ standard electro-hydraulic steering system, a power steering system used in heavy-duty vehicles that utilizes both hydraulic power and electronic controls to assist with steering, has entered mass production in China. Following the iRCB 's outstanding performance and cost-efficiency demonstrated in ...
Buy, Sell, Or Hold Netflix Stock Ahead Of Q2 Earnings?
Forbes· 2025-07-09 09:05
BANGKOK, THAILAND - JUNE 27: The Netflix and Squid Game logos are seen in front of the Giant Swing ... More and Wat Suthat Thep Wararam in Bangkok, Thailand on June 27, 2025. Netflix Squid Game Season 3 has been released on June 27, 2025. (Photo by Valeria Mongelli/Anadolu via Getty Images)Anadolu via Getty ImagesNetflix (NASDAQ:NFLX) is anticipated to announce its Q2 2025 earnings on Thursday, July 17, 2025. According to consensus estimates, revenues are expected to reach approximately $11 billion for the ...
Triumph Gold's Executive Chairman Discusses Utah Silver-Gold Acquisition and Exploration Strategy in New INN CEO Insights Interview
Newsfile· 2025-07-08 16:43
Core Insights - Triumph Gold has acquired the Coyote Knoll silver-gold project in Utah, aiming to diversify exploration efforts outside of Canada [1][2] - The acquisition is positioned to provide year-round operational capabilities, low dilution for shareholders, and proximity to major mining companies like Rio Tinto and Osisko Development [2][3] Company Strategy - The company emphasizes the strategic importance of operating in a mining-friendly jurisdiction like Utah, which allows for year-round work and access to high-grade silver [3] - Triumph Gold's portfolio includes other significant projects such as Freegold Mountain in Yukon and Andalusite Peak in British Columbia, indicating a broad exploration strategy across North America [3][6] Acquisition Details - The structure of the Coyote Knoll acquisition includes share issuance and milestone payments, which are designed to enhance shareholder value [6] - The ongoing strategic value of the Freegold Mountain project is highlighted, along with exploration potential at the underexplored Andalusite Peak copper-gold property [6]
“上海之夏”汇聚时髦消费热点,LABUBU也来了!
Xin Lang Cai Jing· 2025-07-08 07:29
Core Viewpoint - Shanghai is launching the 2025 "Shanghai Summer" International Consumption Season to enhance its global appeal as an international consumption center, focusing on attracting inbound tourists during the summer [1] Group 1: Event Overview - The 2025 "Shanghai Summer" season officially started on July 4, 2023, and aims to promote summer inbound consumption through various activities and unique products [1] - Key themes for this year's event include summer vacations, family activities, cultural tourism, and sports events, providing a rich array of experiences for visitors [1] Group 2: LEGO Land Opening - The newly opened LEGO Land in Shanghai is a major attraction, being the largest among the 11 LEGO parks worldwide, and it officially opened on July 5, 2023 [4] - On its opening day, popular rides had wait times exceeding 40 minutes, with the LEGO Big Roller Coaster reaching 105 minutes [4] - The park has seen a fivefold increase in search volume on travel platforms since June, and ticket sales for the opening day sold out quickly [4] Group 3: Visitor Experience Enhancements - LEGO Land is offering promotional activities, including half-price dining for visitors during July and August, and gift packages for children under 12 [4] - The park's location in Jinshan District allows easy access to major cities like Hangzhou and Suzhou, potentially attracting a large number of visitors from a population of around 100 million [4][5] Group 4: Consumer Trends and Economic Impact - The event reflects current consumer trends, with a focus on trendy IP and cultural products, leading to significant economic benefits, such as a 40% increase in foot traffic at the 百联创趣场 shopping center last year [6] - Brands like Pop Mart are participating in the event, launching themed pop-up stores and exclusive exhibitions [6] Group 5: Improvements for International Tourists - The 2025 "Shanghai Summer" has made notable improvements for international tourists, including multilingual services and a city custom card for easier access to transportation and shopping [8] - The scope of the tax refund program has expanded to 1,391 locations, with self-service machines and electronic payment options introduced [8] Group 6: Growth Metrics - Last year's "Shanghai Summer" saw a 42.2% increase in the number of international visitors and a 68.2% rise in foreign card spending [10] - From January to June 2023, Shanghai welcomed 4.248 million inbound tourists, a 38.5% year-on-year increase, and saw an 85% rise in sales of tax-refunded goods [10]
X @The Wall Street Journal
The Wall Street Journal· 2025-07-07 23:48
Since sandals can present a sartorial minefield—some plunder wallets, others murder feet and plenty more wound eyeballs—it is worth keeping a few things in mind. Our seven rules to follow: https://t.co/rzEPHhtKrC ...