智通财经APP获悉，名创优品(09896)涨超5%，截至发稿，涨5.12%，报45.15港元，成交额2.13亿港元。
消息面上，电影《哪咤之魔童闹海》爆火带动其周边产品从盲盒到“谷子”脱销。银河证券研报指出，“谷子经济”景气度高，高质量IP是关键。IP打造是“谷子”和潮玩消费的核心，在吸引粉丝和多业态融合的过程中，IP的影响力都发挥着举足轻重的作用。作为产品积累用户和破圈的关键，高质量的IP更能吸引消费者并延长产品生命周期。因此在当前市场关注度高、需求旺盛的大环境下，高质量IP产品高景气度有望保持。
据名创优品此前透露，公司已经与全球超过150个知名IP开展合作，推动了超过8亿件IP产品的销量。在二次元的IP储备方面，预计2025年每月推出自研开发的谷子类周边产品，通过约稿、二创等方式打造具有差异化的创意产品，并联动万代推出更多正版日谷周边。中金此前指出，每年4季度是公司海外业务旺季，4Q24公司哈利波特IP产品首次全球同步上新，相关产品在全球多地实现热销，该行看好公司4Q24的收入成长性和盈利能力。
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