金吾财讯 | 天风证券发研报指，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。该行表示，布鲁可(00325)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》天生羁绊系列手办盲盒)。该行预计或带动布鲁可英雄无限系列哪咤相关产品销售，有望增厚收入业绩。该行续指，公司IP丰富度较高，有望借力哪咤2火爆实现自有IP成长；此外，全球化打开成长空间。该行预计公司2024-26年调后利润分别为6.2/9.6/14.8亿元，PE分别为35X/23X/15X。维持“买入”评级。
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