布鲁可:关注自有IP发展及全球化进程

天风证券
16 Feb

近期哪咤2 票房持续新高,或带动国内谷子产业发展我们认为,哪咤2 的热销及出圈对于国内IP 谷子产业链具备积极意义,或开启发展新纪元。国产动画背后的国产IP 市场潜力有望被重新定义,谷子产业作为是新消费趋势下增量高潜市场,有望迎来积极发展。布鲁可自有IP 英雄无限系列,包含哪咤/敖丙/申公豹等系列积木人,SKU全面丰富;受益哪咤2 热度延续,周边产品供不应求(如泡泡玛特《哪咤之魔童闹海》天生羁绊...

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