智通财经APP获悉,泡泡玛特(09992)盘中涨超7%,高见117港元创新高。截至发稿,涨5.7%,报114.9港元,成交额4.4亿港元。
消息面上,《哪咤2》带火院线的同时,也带火了与电影IP相关的文创产品。据悉,《哪咤2》周边商品的销售额已经超过了3亿元,打破了《流浪地球2》保持两年的纪录,成为淘系史上最吸金的国产影视IP。泡泡玛特已于1月30日在天猫官方旗舰店发售《哪咤之魔童闹海》天生羁绊系列手办盲盒。花旗认为,泡泡玛特与《哪咤2》的合作及授权产品的成功推出,亦可能为公司带来上行潜力。
花旗研报指出 ,预计Labubu作为顶级IP的热潮将在全年持续,其他标志性IP(如Molly、SKULLPANDA、Crybaby、Dimoo、Hirono)亦将持续增长,因公司通过类别扩展以及新产品推出,来延长IP的生命周期。德银此前指出,该行的渠道调查显示,继Labubu或The Monsters之后,CryBaby正成为下一个爆款IP,在该行到访的泡泡玛特门店中,CryBaby占据更多的货架空间,其最新推出的“Crying for love”系列亦已广泛售罄。
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