智通财经APP获悉，布鲁可(00325)早盘涨超8%，截至发稿，涨6.19%，报144.2港元，成交额6953.37万港元。
消息面上，布鲁可近期密集上新。据官方微博披露，其推出变形金刚星辰版第三弹、变形金刚群星版第七弹以及即将推出传奇版-诺亚奥特曼等。本月初，布鲁可还发布了柯南系列新品积木人。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。
开源证券研报表示，当前全球潮玩产业处于全球化IP跨区域渗透、品类加速迭代创新、渠道网络生态趋于完善、IP文化逐步穿透消费代际的历史机遇期。展望2025年，全球大IP电影续作密集上新多及本土影游IP多维度崛起，IP内容赋能下授权衍生品市场空间广阔。从品类视角看，拼搭玩具互动性特征带来独特的跨代际IP运营空间，产品强创新、用户高粘性推动赛道长坡厚雪。
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