智通财经APP获悉，布鲁可(00325)涨超6%，截至发稿，涨6.63%，报88.5港元，成交额5033.83万港元。
消息面上，天风证券认为，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。该行指出，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。
太平洋证券指出，行业端：在供需两端多重因素的共同驱动下，全球及中国拼搭角色类玩具行业增长空间广阔，2023-2028年CAGR有望分别达+29.0%、+41.3%。公司端：作为行业龙头企业之一有望分享增长红利；IP和SKU丰富且产品性价比较高，拼搭角色类玩具热门IP奥特曼带动公司收入利润增长，未来其他IP有望复刻畅销款策略实现业绩提升，收入支柱多元化有望进一步降低公司受大单品影响过大的风险。
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