中金发表研究报告,认为中国潮玩产业欣欣向荣,“悦己经济”势不可挡,整体步入升维发展期。该行认为,无论是名创优品(09896.HK)的IP孵化与乐园布局,还是东莞潮玩产业链的OBM转型,都是与需求端为精神满足付费的共鸣,中国潮玩行业正迎来从制造为本到内容升维的新时代。该行表示,看好中国潮玩+IP产业增长空间,推荐泡泡玛特(09992.HK)、名创优品、阅文集团(00772.HK)及大麦娱乐(...
Source Link中金发表研究报告,认为中国潮玩产业欣欣向荣,“悦己经济”势不可挡,整体步入升维发展期。该行认为,无论是名创优品(09896.HK)的IP孵化与乐园布局,还是东莞潮玩产业链的OBM转型,都是与需求端为精神满足付费的共鸣,中国潮玩行业正迎来从制造为本到内容升维的新时代。该行表示,看好中国潮玩+IP产业增长空间,推荐泡泡玛特(09992.HK)、名创优品、阅文集团(00772.HK)及大麦娱乐(...
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