【券商聚焦】花旗予泡泡玛特“买入”评级指中国IP商品市场具有巨大的增长潜力

金吾财讯2025-03-05

金吾财讯 | 花旗发研报指，指中国的IP商品市场具有巨大的增长潜力，因为其人均消费支出与发达市场相比仍然较低。授权业务深度连接所有消费领域，为实现IP的商业价值提供广泛机会，而IP商品是其中的主要途径。该行看到，高品质IP供应、产品创新和供应链能力将推动IP消费的上行潜力。泡泡玛特(09992)和名创优品(09896)是这一领域的两个突出参与者，它们以各自的方式应对行业的快速增长并争夺市场份额。...

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【券商聚焦】花旗予泡泡玛特“买入”评级 指中国IP商品市场具有巨大的增长潜力

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【券商聚焦】花旗予泡泡玛特“买入”评级指中国IP商品市场具有巨大的增长潜力