异动解读 | 铜师傅盘中大涨近12%,与《凡人修仙传》合作周边热卖成催化剂

异动解读
May 28

铜师傅(00664)今日盘中大幅上涨11.94%,引起了市场的高度关注。

消息面上,此次股价异动与公司最新的业务动态密切相关。据悉,铜师傅与热门国产动画《凡人修仙传》合作的系列周边产品上市销售,开售仅3小时销售额便突破2200万元,销售表现异常火爆。根据2025年度动漫市场分析报告,《凡人修仙传》以全年累计26.14亿次的播放量位居国产动画榜首,是当年最具影响力的作品之一,其强大的IP效应为合作产品带来了巨大的市场关注度和消费潜力。

此外,券商研报也给予了公司积极评价。方正证券此前发布研报指出,铜师傅凭借其原创设计及古法工艺形成的壁垒,产品正从高价收藏向亲民消费延伸,同时加速线下渠道布局,并效仿小米构建“铜粉”用户社群以增强用户粘性。公司还基于其工艺体系拓展产品材料边界,通过细分子品牌布局黄金、银质及塑料文创产品,打开了远期成长空间。此次与顶级动漫IP的成功合作,进一步验证了公司破圈触达更广泛消费群体的能力,增强了投资者对其未来发展的信心。

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