Labubu心底密码系列

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36万人加购,泡泡玛特新品开卖秒空,最高溢价近10倍
21世纪经济报道· 2025-09-29 23:50
Core Viewpoint - The article highlights the successful launch of the "Star People Delicious Moments Series" by Pop Mart, which has generated significant consumer interest and high resale prices on secondary markets, indicating strong demand and potential for the brand to diversify beyond its reliance on the Labubu series [1][4][8]. Group 1: Product Launch and Market Response - The "Star People Delicious Moments Series" blind boxes were set to launch on September 29, and even before the official sale, products were being pre-ordered on second-hand platforms [1]. - Upon official release, the products sold out within minutes, with over 360,000 people adding the plush cookie keychain to their carts, while only 20,000 units were available on Tmall [1]. - The resale prices on second-hand platforms have surged, with the original price of 69 yuan for the figurine rising to 119 yuan, and the hidden variant "Little Bear Cookie" reaching a peak price of 689 yuan, reflecting a nearly 10-fold premium [4]. Group 2: Financial Performance and IP Diversification - Concerns had previously been raised about Pop Mart's heavy reliance on the Labubu series, which accounted for 34.7% of the company's total revenue of 138.76 billion yuan in the first half of 2025 [8]. - The introduction of the Star People series has shown promising results, generating over 100 million yuan in its first year and 390 million yuan in the first half of 2025, making it one of the fastest-growing new IPs for Pop Mart [8]. - The Star People series emphasizes themes of warmth and healing, resonating with the emotional consumption trends among younger consumers [8]. Group 3: Market Position and Stock Performance - As of September 29, Pop Mart's stock closed at 261.8 HKD per share, with a total market capitalization of 351.6 billion HKD, reflecting a 19.3% decline over the past month [8].
未发售就引发抢购潮 星星人能“接棒”Labubu吗?
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-29 14:28
1 + 继Labubu之后,泡泡玛特星星人系列再次引发抢购潮。 计划于9月29日晚上10点上架的"星星人美味时刻系列盲盒"还未正式发售,在二手电商平台上,该系列包括隐藏款在内的所有产 品已有商家挂出链接,且已有不少买家出手预订。 相比发售价格,二手平台上原价69元的手办产品最高涨至119元,系列产品内原价59元的毛绒挂件则更受欢迎,隐藏款"小熊饼 干"最高成交价从59元上涨至689元,溢价率近10倍,是近期溢价最高的产品;单个随机盲盒成交价从59元上涨至182元,整盒成 交价从354元上涨至769元,溢价率均超2倍,溢价幅度与此前爆火的迷你版Labubu(心底密码系列)不相上下。 泡泡玛特新品上新星星人美味时刻系 ... ¥89.99 官方正品 (13) | 随机款盲盒 ¥89.99 | | 招吉布丁 ¥119.99 | | --- | --- | --- | | 马卡龙时刻 ¥109.99 | | 星星糖 ¥99.99 | | 橘子果酱 | 499.99 | 票子奶油 ¥99.99 | | 幸福蝴蝶酥 ¥99.99 | | 499.99 咖啡奶油浴 | | 饼干屋 | ¥79.99 | 强壮面包 ¥75.9 ...