华泰证券研报称,潮玩出海正从少数龙头探索转向全产业加速布局。东南亚与欧美市场快速打开局面,得益于国货在设计、IP运营及供应链的进步。报告认为,中国有望诞生世界级玩具品牌,龙头公司全球业务成长前景可期。
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