零售行业华南&华东潮玩调研:赛道景气度走高 龙头优势凸显

中金公司
Jun 17, 2025

行业动态行业近况我们近期组织了沪广深三地潮玩公司调研,期间拜访交流了泡泡玛特、百联股份、KK集团、杰森动漫、森宝积木等行业龙头及其标志性卖场/门店。评论1、潮玩消费加速成长,景气度持续走高。我们观察到核心商业区潮玩商业集群已逐步形成,如深圳会展中心次元小镇、广州北京路步行街、上海静安大悦城,而上海南京路步行街更是汇集众多品牌旗舰店,整体聚客效应明显,如百联ZX创趣场开业2 年以来截至24 年末合计...

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