金吾财讯 | 潮玩概念继续走强，布鲁可(00325)涨3.69%，名创优品(09896)涨2.99%，泡泡玛特(09992)涨1.35%。
华泰证券研报指，近年来潮玩国货持续创新，盲盒、积木人、集换式卡牌等新兴品类快速崛起，驱动行业高景气成长，国内头部品牌在产品品质、设计审美、性价比等方面均突飞猛进，具备全球竞争力，逐渐从性价比出海迈向输出新品类。市场担心国货出海的文化壁垒及IP热度可持续性，该行认为潮玩龙头正实现从产品力到综合IP运营能力及粉丝生态构建的进化，能够有效适应全球潮玩市场“人、货、场”新格局，中长期拓展空间广阔。该行认为无论是通过挖掘全球原创IP艺术家，还是以知名版权IP“借船出海”，都有广阔发展空间，看好龙头企业凭借IP运营根基及全价值链深厚布局，持续抢占海外市场份额。
中金研报称，零售业所公布的业绩显示，行业表现进一步分化。其中，市场情绪消费需求旺盛、优质新品类供给承接，潮玩赛道势能提升，去年下半年以至今年首季，龙头企业在国内及海外业务均进一步提速增长。展望今年，该行将重点放在潮玩等景气赛道龙头，及估值筑底、积极推动改变的龙头布局机会。
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