智通财经APP获悉，布鲁可(00325)涨超8%，截至发稿，涨8.3%，报121.4港元，成交额1.35亿港元。
中泰证券表示，3月发布的《提振消费专项行动方案》指出：支持开发原创知识产权（IP）品牌，促进动漫、游戏、电竞及其周边衍生品等消费。该行持续看好潮玩的增量需求，同时传统文具存在IP化升级空间，带来情绪需求量及单价提升。该行指出，拼搭积木增量市场有望获得更强的客户基础预期，公司IP及产品矩阵扩充，客群拓宽中，H2新品节奏加速高增可期。
光大证券研报则指出，中国拼搭玩具行业市场空间广阔，布鲁可已成功转型切入该赛道，凭借优质IP、强大的产品力、渠道网络优势形成一定的品牌力。公司深度绑定奥特曼、变形金刚等头部IP，后续新IP开发及品类拓展推动增长。
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