周一,量子之歌盘前涨近5%,该股曾于6月6日至6月11日连续4个交易日上涨,累涨115.74%!消息面上,量子之歌于3月24日宣布对深圳熠起文化有限公司(Letsvan)达成并购投资合作,正式进军潮流玩具市场。
信达证券发研报指,Letsvan专注于全球艺术家的IP孵化、运营、版权商业化以及潮玩文化的推广与销售,已构建以“WAKUKU”、“又梨 ZIYULI”等爆款IP为核心的产品矩阵,国内市场实现线上线下全渠道覆盖,同时开启东南亚市场拓展。2025年5月17日,公司重要新品“WAKUKU 狐狐兔兔 CP”在名创优品 MINISO线下开启发售,5月20日开启线上多渠道发售,有望给公司IP业务带来增长。
国海证券亦指,此次交易标志着公司战略性地进军潮玩市场及更广泛的消费品领域,Letsvan的经营业绩自2025年4月1日起纳入公司合并财务报表。该行称,Letsvan运营着多个知名IP,其分销渠道覆盖中国及东南亚市场的线上线下平台,核心IP销售呈良好增长势头。
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