智通财经APP获悉，布鲁可(00325)再涨超5%，截至发稿，涨5.66%，报89.6港元，成交额3536.92万港元。
国元证券发布研报称，拼搭类玩具可玩性和益智性强，相对非拼搭类具备更强的消费者黏性和品牌忠诚度，全球及国内市场规模快速增长，增速远超非拼搭类。细分市场中建筑类仍占据主导，拼搭角色类玩具结合拼搭体验和与角色的情感连接，作为新兴品类预计将引领市场增长。供给端优质IP的出现以及拼搭类玩具工艺的优化叠加需求端消费人群年龄段破圈以及情绪消费的兴起，
该行指出，国内拼搭角色类玩具市场规模预计将由2023年的58亿元增长至2028年的325亿元，CAGR达到41.3%。预计2025年角色类将超过建筑类成为拼搭类玩具第一大细分赛道。目前市场竞争格局较为集中，按2023年GMV计，国内拼搭角色类玩具市场前五大市场参与者份额合计达到76.9%，布鲁可市场份额30.3%居首位，海外头部厂商包括万代和乐高。
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