布鲁可(00325)升逾3% 近日携多款知名IP登陆拉美 机构料其规模效应有望进一步提升净利率

金吾财讯
Jun 04, 2025

金吾财讯 | 布鲁可(00325)午后股价维持高位,截至发稿,涨3.52%,报170.6港元,成交额1.43亿港元。

消息面上,5月30日,拉美最具影响力的流行文化展会之一——CCXP México2025在墨西哥开幕。布鲁可携新世纪福音战士、初音未来等多个全球知名IP的多款经典产品首次参展。公司表示,此次亮相标志着继智利、秘鲁、巴拿马,巴西之后,布鲁可在拉美市场又进一城,是布鲁可全球化战略布局上的又一里程碑。

6月1日,在2025小黄人香蕉节的上海旗舰站,布鲁可进行布鲁可积木人小黄人萌酷版第一弹《萌变庆典》的全球首发,并同步开启销售。

中邮证券此前指出,布鲁可作为国内拼搭角色类玩具行业龙头,兼具传统和创新的特性。短期来看,公司已签约近50个IP并陆续开发推出,未来其他授权IP有望复刻奥特曼IP爆发式增长路径,大型IP矩阵带来的规模效应有望进一步提升净利率。

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