盲盒经济,市场前景怎样?

虎嗅
28 May

今年盲盒赛道的热度很高:布鲁可上市,卡游提交上市申请、泡泡玛特的一季度业绩很好,股价再创新高。我们小圈子也讨论了很多,简单地整理一下,汇总成文:一、如何理解盲盒?一些机构研报是把三家公司分别定义的:布鲁可是拼搭角色类玩具的国内龙头企业,全球第三;卡游是国内唯一的卡牌龙头;泡泡玛特是全球最大的潮玩运营商。如果抛开推票的需求,其实大可不必如此,太多的概念反而会掩盖本质。我们的观点很简单:布鲁可、卡游、...

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