MOKOKO晒晒夏日系列

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MOKOKO未售先“炒价”,二手平台涨价4倍,下一个LABUBU来了吗?
Sou Hu Cai Jing· 2025-08-22 04:50
Core Viewpoint - The article discusses the recent hype surrounding the new product launches by Pop Mart, particularly the "MOKOKO" and "Star People" series, highlighting the significant price inflation in the secondary market driven by speculation and the influence of scalpers [1][5][6]. Group 1: Product Launch and Market Reaction - Pop Mart plans to launch new products on the 21st, with some items already being resold at four times their original price, such as the MOKOKO plush keychain originally priced at 199 yuan being listed for 840 yuan [1][2]. - The LABUBU series previously saw prices soar over 50 times its original value, but due to restocking, the secondary market price plummeted by 60%, indicating potential volatility for the new series [1][5]. Group 2: Market Dynamics and Consumer Behavior - The price surge is attributed to economic drivers, active promotion by businesses, and social media influence from fans, which collectively create a speculative environment [2][6]. - The phenomenon of "hunger marketing" and the introduction of hidden variants by Pop Mart create a sense of scarcity, triggering consumer fear of missing out (FOMO) [6][9]. Group 3: Consumer Perspectives - Consumer attitudes towards purchasing these collectibles are polarized, with some viewing Pop Mart as a long-term investment akin to "Moutai for the '00s," while others criticize the inflated prices and the role of scalpers [7][9]. - Young consumers are motivated by various factors, including the thrill of collecting, the potential for profit, and the desire to showcase rare items on social media [9].
滴滴等多家网约车平台降低抽成;货车司机月均净收入10512元,超过网络主播;7月全社会用电量超1万亿度丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-08-21 23:14
Group 1 - Didi Chuxing, Cao Cao Mobility, and T3 Mobility have announced a reduction in commission rates, with Didi and T3 lowering their maximum commission to 27% and Cao Cao reducing it to 22.5% [19] - Gaode Dache has also stated that it will work with partners to ensure that the commission rate for at least 80 ride-hailing platforms does not exceed 27% [19] - The average net income of truck drivers is reported to be 10,512 yuan per month, making it the highest among six new employment groups [10][11] Group 2 - The total electricity consumption in China reached 1.02 trillion kilowatt-hours in July, marking a historic first and a year-on-year increase of 8.6% [11] - This figure is equivalent to the total annual electricity consumption of ASEAN countries and has doubled compared to ten years ago [11] - The increase in electricity consumption is attributed to high temperatures and stable industrial production [11] Group 3 - The Hong Kong Stock Exchange is considering extending trading hours but emphasizes the need for caution due to the potential impact on the market [6] - The National Development and Reform Commission plans to conduct central frozen pork reserve storage to stabilize the pork market amid price fluctuations [7] - The State Council has approved a plan for the Jiangsu Free Trade Zone to promote the open innovation development of the biopharmaceutical industry [8] Group 4 - The National Foreign Exchange Administration is launching a pilot program for green foreign debt in 16 provinces and cities to support green finance development [9] - The CEO of Zhiyuan Robotics expects to complete a Series C financing round by the end of the year, aiming to attract more international investment [20] - Xiaopeng Motors' CEO He Xiaopeng has purchased 3.1 million shares at an average price of 80.49 HKD, signaling confidence in the company's future [21] Group 5 - Sinopec plans to repurchase A-shares worth between 5 billion and 10 billion yuan, which is expected to enhance earnings per share and boost stock prices [22] - WanTai Biologics has received approval for its nine-valent HPV vaccine, marking a new revenue growth point for the company [25] - NIO has launched the new ES8 model with a starting price of 416,800 yuan, indicating a strong market presence in the electric SUV segment [26]
特朗普预告:两周后 俄乌问题见结果;美司法部计划调查美联储理事库克;泡泡玛特王宁:今年营收300亿很轻松丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-08-21 22:28
Group 1 - The Hong Kong Stock Exchange (HKEX) is considering extending trading hours but emphasizes the need for caution due to potential market impacts [9] - The National Development and Reform Commission (NDRC) plans to conduct central frozen pork reserve storage to stabilize the pork market amid price fluctuations [10] - The State Council has approved the "Jiangsu Free Trade Zone Biopharmaceutical Industry Chain Open Innovation Development Plan," aiming to enhance the biopharmaceutical sector's global competitiveness [11] Group 2 - The State Administration of Foreign Exchange (SAFE) is launching pilot green foreign debt business in 16 provinces to support green finance development [12] - The China Index Academy reported that 20 distressed real estate companies have approved debt restructuring totaling over 1.2 trillion yuan [14] - China's electricity consumption reached a historic high of 1.02 trillion kilowatt-hours in July, marking an 8.6% year-on-year increase [15] Group 3 - Pop Mart's new product series has generated significant pre-sale interest, with a projected revenue of 30 billion yuan for the year, reflecting strong market demand [22] - Didi, Cao Cao Mobility, T3 Mobility, and Gaode Taxi have collectively announced a reduction in commission rates to attract more drivers and enhance service quality [23] - Zhiyuan Robotics is expected to complete its C-round financing by the end of the year, aiming to attract more international investment [24] Group 4 - Xiaopeng Motors' CEO has purchased 3.1 million shares at an average price of 80.49 HKD, signaling confidence in the company's future [26] - Sinopec plans to repurchase A-shares worth between 5 billion to 10 billion yuan, which is expected to enhance shareholder value [27] - WanTai Biologics has received approval for its nine-valent HPV vaccine, marking a new revenue growth point for the company [30]
泡泡玛特新品未出先火,售价199元二手平台上有人炒到1500元
Xin Jing Bao· 2025-08-21 05:48
Core Insights - Pop Mart is launching new product series, including the "Star People Good Dream Meteorological Bureau" and "MOKOKO Sun Summer" series, which have already generated significant pre-sale interest in the consumer market [1][6] - The pre-sale prices for the MOKOKO plush hangers on a second-hand e-commerce platform range from 799 to 1500 yuan, significantly exceeding the official price of 199 yuan, indicating a strong demand and speculative trading [1][8] Pricing and Market Response - The official price for the "Star People Good Dream Meteorological Bureau" plush blind box is set at 79 yuan, with a box of six priced at 474 yuan; however, on second-hand platforms, individual items are being resold for 125 to 200 yuan, representing a price increase of 1.5 to 2.5 times the original price [6] - A second-hand seller reported pre-orders for the MOKOKO plush hangers at 799 yuan, with multiple orders already placed, highlighting the speculative nature of the market [6] Financial Performance - Pop Mart's adjusted net profit for the first half of 2025 reached 4.71 billion yuan, marking a year-on-year increase of 362.8%, showcasing a significant enhancement in profitability comparable to luxury brands [8] - The THEMONSTERS series, which includes LABUBU, generated 4.81 billion yuan in revenue, accounting for 34.7% of total revenue, establishing it as a key IP series for the company [8] - The "Star People" IP has emerged as one of the fastest-growing brands under Pop Mart, achieving 390 million yuan in revenue in the first half of 2025 [8] International Expansion - Pop Mart's international business has shown remarkable growth, with revenue from the Americas increasing by 1142.3% and revenue from Europe and other regions growing by 729.2% [9] - The CEO of Pop Mart expressed optimism about achieving a revenue target of 20 billion yuan for the year, suggesting that reaching 30 billion yuan could be easily attainable [9]