中银国际研究报告指，尽管地缘政治局势紧张及关税风险加剧，认为中国进一步巩固其作为全球商品领导者的主导地位。除了单纯制造外，中国设计的产品在国内和海外市场上都更为成功，中国的IP甚至变得非常受欢迎。因此，该行对中国的消费品公司持更乐观的态度，允其是专注于玩具和休闲产品的零售商，并认为海外市场可能会成为长期催化剂，料投资者逐步意识这一点，将有助支持估值。
该行首予名创优品(09896.HK) 及布鲁可(00325.HK) “买入”评级，目标价分别为51.6元及174.1元；泡泡玛特(9992.HK)目标价192.1港元，评级亦为“买入”。(ss/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-21 12:25。)
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