商贸零售:积木潮玩:布鲁可-积木新势力 玩趣拓征程

天风证券股份有...
05 Mar

玩具市场长坡厚雪,国产积木异军突起:2019-2023 年,全球玩具市场规模持续扩大,根据弗若斯特沙利文数据,预计到2028 年都保持增长态势,中国市场增速更快。角色类玩具是最大细分市场且增长迅速,拼搭类玩具增速远超非拼搭类,其中拼搭角色类玩具细分市场前景尤为广阔。与盲盒、卡牌相比,积木商业模式稳定、受众广。在竞争格局方面,全球和中国拼搭角色类玩具市场集中度较高,布鲁可分别位居全球第三和中国第一。...

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