泡泡玛特:艺术家IP筑高竞争壁垒 海外扩张赋能长期增长

华源证券
06 Apr

新兴消费需求推动下,中国潮玩市场发展迅速。伴随新兴消费需求催化,中国玩具市场不断演绎,IP 玩具等多品类新式玩具需求正快速发展,推动中国潮玩市场规模逐步提升。从市场规模看,据观研天下微信公众号,2023 年中国潮玩市场规模达626亿元,2019-2023 年CAGR 为31.24%,呈快速增长趋势;从目标客群看,中国潮玩市场现有客群年龄主要集中在15-39 岁。伴随新生代人口逐步成长,潮玩消费...

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