从一线城市商圈的潮玩自动贩卖机前排起长队,到社交媒体上“晒娃”“改娃”话题频上榜单,潮玩消费已然成为Z世代的“社交货币”。 近日,知名投资人段永平斥资重仓举牌泡泡玛特一石激起千层浪。尽管资本大手笔加码头部标的,但拨开喧嚣的市场表象,潮玩行业早已告别“开店即盈利”的粗放增长时代,深度分化成为主旋律,IP资产则取代渠道规模,成为企业估值的新锚点。 根据Frost&Sullivan,中国潮玩行业...
Source Link从一线城市商圈的潮玩自动贩卖机前排起长队,到社交媒体上“晒娃”“改娃”话题频上榜单,潮玩消费已然成为Z世代的“社交货币”。 近日,知名投资人段永平斥资重仓举牌泡泡玛特一石激起千层浪。尽管资本大手笔加码头部标的,但拨开喧嚣的市场表象,潮玩行业早已告别“开店即盈利”的粗放增长时代,深度分化成为主旋律,IP资产则取代渠道规模,成为企业估值的新锚点。 根据Frost&Sullivan,中国潮玩行业...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.