海外消费行业年度投资策略:2025扩品类、卡位全球 2026深度经营、品质&心智决胜

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Nov 07, 2025

悦心:用户基础代际递增的娱乐消费有望持续繁荣。(1)IP经济:Kidult消费力持续释放,全球IP衍生品产业长坡厚雪,依托新媒介、新品类渗透,LABUBU、三丽鸥、Chiikawa等形象IP潮流文化通行全球。国内文化IP工业化能力和海外影响力上行,以东亚-东南亚-澳洲-欧美”为扩张路径,国内潮玩品牌IP/产品/渠道全面输出海外,未来仍将持续渗透中东非/南美等蓝海市场。以构建IP商业化飞轮为核心目标...

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