耐用消费产业行业研究:METAAL眼镜新品加速利好产业链 沪七条落地利好内需消费

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Mar 01

投资逻辑潮玩:泡泡玛特创意总部落地洛杉矶卡尔弗城,“全球本土化”进程加速;新IP、新形象、新联名频繁发布,产品多样化驱动收入增长路径清晰。布鲁可将于3 月4 日发布奥特曼星辰版第一弹英雄之路,此前2 月5 日发布群星版S 第一弹英雄序章。2026 年为“奥特曼60 周年”,版权方圆谷25Q2-Q4 收入同比+58.2%,归母净利润同比+109.2%。奥特曼作为布鲁可的核心IP,在周年营销&全新素体...

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