智通财经APP获悉，布鲁可(00325)涨超8%，截至发稿，涨7.22%，报126.2港元，成交额5797.12万港元。
消息面上，“潮玩龙头”泡泡玛特今早股价大涨13%再创历史新高，其登上美国App STORE购物榜第一、总榜第四。近日，泡泡玛特旗下IP LABUBU在全球发售第三代搪胶毛绒产品“前方高能”系列，24日晚内地线上一经开售秒速售罄。另值得关注的是，卡游此前更新招股书继续推进IPO。天风证券认为，卡游上市将丰富潮玩IP新消费标的，加速形成板块效应；同时行业龙头或形成更好带动意义，提振估值及盈利预期。
东北证券此前指出，布鲁可产品定位为儿童玩具，核心IP如奥特曼、变形金刚等，其风格适用于未成年群体尤其是正处于小学阶段的男孩。虽然二者产品风格和人群定位差异较大，但均利用盲盒这一形式实现了自身的快速发展，因此布鲁可可以类比成儿童版的“泡泡玛特”。中泰证券认为，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。
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