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华少华

华少华

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12-06

这玩意多的是还要抢？

大学生炒Labubu，日入两万

10-16

$Faraday Future(FFIE)$ 又要到一块？

10-02

$Faraday Future(FFIE)$ 确定不再拉了吗

10-02

$房多多(DUO)$ 盘前高位没走

09-30

$房多多(DUO)$ 怎么操作

09-19

没有涨工资愤然离职

抱歉，原内容已删除

09-10

$开心汽车(KXIN)$ 会退市吗？纳斯达克发文了没？

08-21

$Faraday Future(FFIE)$ 由多转空

08-21

$Faraday Future(FFIE)$ 由多转空

08-21

$Faraday Future(FFIE)$ 卖空池都没股票了

08-20

$Faraday Future(FFIE)$ 这个星期又回一块以下？

08-20

$Faraday Future(FFIE)$ 为什么有的股票要退市，就像贾这样玩无限循环不就好了，永不退市

08-16

合股后拉爆空军

08-14

$Faraday Future(FFIE)$ 又差不多到了上车的时候了

08-13

$Faraday Future(FFIE)$ 这是奔毛票去了吗

08-02

$Faraday Future(FFIE)$ 有没有可能合股之后猛涨几波，拉跨空头！

07-16

$Faraday Future(FFIE)$

07-11

$Faraday Future(FFIE)$ 好多买几十美金的跑来酸的一笔！

07-11

$Faraday Future(FFIE)$

07-03

$Eshallgo Inc(EHGO)$ 垃圾股也能上市！

去老虎APP查看更多动态

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tmlText":"这玩意多的是还要抢？","listText":"这玩意多的是还要抢？","text":"这玩意多的是还要抢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378715249963320","repostId":"2489282063","repostType":2,"repost":{"id":"2489282063","kind":"news","pubTimestamp":1733493722,"share":"https://www.laohu8.com/m/news/2489282063?lang=&edition=full","pubTime":"2024-12-06 22:02","market":"hk","language":"zh","title":"大学生炒Labubu，日入两万","url":"https://stock-news.laohu8.com/highlight/detail?id=2489282063","media":"盐财经","summary":"以下文章来源于盐财经，作者乔悦","content":"<html><head></head><body><p style=\"text-align: justify;\">“忙活一天，实习工资只有150元，还没有动动手指抢货的利润多。”张政告诉盐财经记者，没想到自己能靠“炒”潮玩，一天净赚2万多。</p><p style=\"text-align: justify;\"> 作为一名“985院校”的学生，张政偶然接触到泡泡玛特。刚开始抢购倒卖时，他赚的不过是几十块钱的奶茶钱。然而，随着抢到的货越来越多、越来越稀有，潮玩出售的金额也就越来越高。</p><p style=\"text-align: justify;\">其中，售价最高的一件藏品的利润竟高达2000元，这让张政开始尝到当“黄牛”的甜头。</p><p style=\"text-align: justify;\">后来，张政把这一经历发到网上，有人痛斥他钻空子、不道德，看不起黄牛，但也有人难挡高额利润的诱惑。他们拿出自己的潮玩订单截图询问能否出手，不过得到的回复几乎都是否定的，因为他们买的都不是大热IP。</p><p style=\"text-align: justify;\">那么，现在市面上风头最盛的潮玩IP是谁呢？毫无疑问，要数泡泡玛特一款尖牙、尖耳朵、看起来很淘气的潮玩——Labubu。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adef0415c9d0b3a83f57efbe19ca84b9\" alt=\"泡泡玛特Labubu\" title=\"泡泡玛特Labubu\" tg-width=\"1080\" tg-height=\"1092\"/><span>泡泡玛特Labubu</span></p><p style=\"text-align: justify;\">Labubu搪胶系列的所有娃娃，目前都是“一只难求”。从某二手交易平台的数据来看，原价594元一盒的Labubu坐坐派对搪胶毛绒系列，现在均价被炒到了779.6元，热度最盛时，价格更是高达1478元；部分热门联名款的溢价幅度，甚至超过了10倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb69574e1433f3fa025326bf7847460e\" alt=\"Labubu搪胶系列娃娃溢价严重\" title=\"Labubu搪胶系列娃娃溢价严重\" tg-width=\"1080\" tg-height=\"573\"/><span>Labubu搪胶系列娃娃溢价严重</span></p><p style=\"text-align: justify;\">不仅国内如此，国外更甚，尤其在东南亚地区，泡泡玛特门店内的Labubu几乎都被抢购一空，甚至出现了大批泰国游客组团来中国抢购的热闹场景。</p><p style=\"text-align: justify;\">但奇怪的是，Labubu并非今年才推出的新款。</p><p style=\"text-align: justify;\">早在2015年，艺术家龙家升就创作了Labubu。2019年4月，泡泡玛特与龙家升推出首套THEMONSTERS森林音乐会系列产品，此后逐渐成长为泡泡玛特的核心IP。尽管那时也受到了大批消费者的喜爱，但远不如今年的讨论声量大。</p><p style=\"text-align: justify;\">发布多年的Labubu，为何突然翻红，不仅化身为东南亚顶流，而且一跃成了当下备受年轻人追捧的理财产品？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/186543deeaf1e12f859e6ff15545696c\" alt=\"\" title=\"\" tg-width=\"130\" tg-height=\"130\"/></p><p><strong>“中国土特产”成了东南亚顶流</strong></p><p style=\"text-align: justify;\">“Labubu种族灭绝了吗，怎么哪里都买不到？”有博主发现，最近这段时间，无论在线上店铺还是线下门店，都抢不到原价Labubu，如果实在想买，只能从黄牛手里高价回收。</p><p style=\"text-align: justify;\">原价499元、599元的款式，转手就能卖到近8000元。不菲的利润，让原本喜欢Labubu的粉丝也成了黄牛，一同加入炒货浪潮。</p><p style=\"text-align: justify;\">很多Labubu的粉丝，都盼着这场闹剧能尽早结束。但黄牛吴文觉得，Labubu的利润还会涨。</p><p style=\"text-align: justify;\">今年6月，吴文贷款囤积了一批Labubu马卡龙一代。尽管后续随着泡泡玛特的门店放货量有所增多，二手行情时涨时跌，但吴文仍有利可图，卖一套的利润少则200元，多则800元。他向盐财经记者预测，“年底肯定还要暴涨”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b23ff31b6fd40b977a544ea98097bfe\" alt=\"黄牛展示的Labubu囤货/图源：受访者供图\" title=\"黄牛展示的Labubu囤货/图源：受访者供图\" tg-width=\"1080\" tg-height=\"810\"/><span>黄牛展示的Labubu囤货/图源：受访者供图</span></p><p style=\"text-align: justify;\">虽然国内粉丝都在号召大家“不要从黄牛手里买”“让货都砸在黄牛手里”，但仍挡不住国外市场的供不应求。</p><p style=\"text-align: justify;\">去年9月，泡泡玛特在曼谷Central World开了泰国首店，开业当天就被排队的顾客围得水泄不通，首日营业额更是突破1000万人民币，打破国产潮玩海外门店单日销售纪录。</p><p style=\"text-align: justify;\">到了今年，Labubu的热度更是持续走高，一跃成为东南亚潮玩圈的顶梁柱。</p><p style=\"text-align: justify;\">走在曼谷街头，Labubu的身影随处可见。有人把它挂在包上，有人把它纹在身上。</p><p style=\"text-align: justify;\"><strong>甚至泰国寺庙也成了Labubu的天下。庙里摆满了Labubu，就连僧侣也参与到收集 Labubu 的行列中。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64128abdeaee27c68cedca9f4eeffca7\" alt=\"泰国寺庙里，就连僧侣也参与到收集 Labubu 的行列中\" title=\"泰国寺庙里，就连僧侣也参与到收集 Labubu 的行列中\" tg-width=\"834\" tg-height=\"852\"/><span>泰国寺庙里，就连僧侣也参与到收集 Labubu 的行列中</span></p><p style=\"text-align: justify;\">社会名流也纷纷卷入了这场抢购Labubu的浪潮。73岁的泰国长公主在青岛游玩时，怀里抱着Labubu、LV限定款包包上挂着Labubu，连随行保镖都背着Labubu痛包。</p><p style=\"text-align: justify;\">在泰国的社交平台上，不断涌现与Labubu相关的话题。粉丝们热衷于在里面分享自己与Labubu的亲密合照、展示收集的Labubu玩偶，它逐渐成为当代年轻人的社交货币和潮流文化的代表。</p><p style=\"text-align: justify;\">每当泰国店里有新款开售，即便在凌晨三点，店外也会排起长长的抢购队伍。国内售价99元的盲盒，在泰国最高被炒到700元，溢价7倍左右，可即便如此，仍然供不应求。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b43d8acd152043126460a22490be318b\" alt=\"有网友在社媒上分享泡泡玛特的泰国门店外，人们正席地而坐等候进店\" title=\"有网友在社媒上分享泡泡玛特的泰国门店外，人们正席地而坐等候进店\" tg-width=\"1080\" tg-height=\"1571\"/><span>有网友在社媒上分享泡泡玛特的泰国门店外，人们正席地而坐等候进店</span></p><p style=\"text-align: justify;\">对Labubu的泰国粉丝来说，泰国本地买不到，他们便将目光对准了中国门店。</p><p style=\"text-align: justify;\">线上，泰国粉丝涌进泡泡玛特的中国直播间，在评论区刷泰语询问购买。</p><p style=\"text-align: justify;\">线下，国内的泡泡玛特店甚至已经成了泰国旅游团的代购点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef0aa633f28ea23b4d95239c4b4b6939\" alt=\"泰国粉丝涌进泡泡玛特的中国直播间购买\" title=\"泰国粉丝涌进泡泡玛特的中国直播间购买\" tg-width=\"705\" tg-height=\"1073\"/><span>泰国粉丝涌进泡泡玛特的中国直播间购买</span></p><p style=\"text-align: justify;\">有博主发帖称，自己在国内泡泡玛特店遇到多名泰国顾客，“看了一圈发现我才是外国人”。盐财经记者也在广州一家泡泡玛特门店里看到几名东南亚顾客，但由于店内的Labubu早已销售一空，他们只能对着展柜拍照留念。</p><p style=\"text-align: justify;\">狂热的海外市场，让吴文看到了商机。如今他专注开拓东南亚客户，利润高，出货速度快，“都是到手之后几天就出完了，然后再到一批”。</p><p style=\"text-align: justify;\"><strong>过去，他的进货途径主要依靠系统外挂和线下门店自提码收集，但现在他觉得“完全没必要”，因为即便在国内二手市场加价50—100元进货，一样能在泰国高价卖出。</strong></p><p style=\"text-align: justify;\">他以马卡龙系列举例，国内批发价800元，国外能卖到1700元，“怎么说都是赚的，只要自己有销路”。</p><p style=\"text-align: justify;\"><strong>他不仅自己卖，还招收学员，199元的学费门槛仍能招来大批渴望发财的年轻人，其中不乏对Labubu全系列了如指掌的忠实粉丝。</strong></p><p style=\"text-align: justify;\"><strong>他们把Labubu视为理财产品，坐等涨价，“简直比黄金还要值钱”。</strong></p><p style=\"text-align: justify;\">谁能想到，一个早在2019年上架发售的潮玩盲盒Labubu，会在东南亚重新“翻红”。</p><p style=\"text-align: justify;\">泡泡玛特的财报显示，Labubu所在的THE MONSTERS系列收入占比在今年上半年冲上第二（13.7%），反超之前排名更高的SKULLPANDA（12.6%），仅次于“元老”MOLLY（17.2%）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c86b628e3d3df29ca1895dc7bf36609\" alt=\"泡泡玛特的财报显示，Labubu所在的THE MONSTERS系列收入占比在今年上半年冲上第二（13.7%）\" title=\"泡泡玛特的财报显示，Labubu所在的THE MONSTERS系列收入占比在今年上半年冲上第二（13.7%）\" tg-width=\"640\" tg-height=\"417\"/><span>泡泡玛特的财报显示，Labubu所在的THE MONSTERS系列收入占比在今年上半年冲上第二（13.7%）</span></p><p style=\"text-align: justify;\">泡泡玛特在东南亚地区的营收也实现了高速增长，其中，东南亚市场营收占比已超东亚市场，成为泡泡玛特目前最赚钱的海外市场。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3226fca6204457376e3b1f277e52d2c0\" alt=\"\" title=\"\" tg-width=\"130\" tg-height=\"130\"/></p><p><strong>名人效应+本土化运营</strong></p><p style=\"text-align: justify;\">早在2018年，泡泡玛特就进军东南亚市场，目前在泰国已经开设了六家线下门店。在Labubu爆火之前，泡泡玛特为东南亚推出的本土IP CRYBABY（哭娃）也取得了不错的销售成绩。</p><p style=\"text-align: justify;\">在2024年上半年财报的IP收入中，CRYBABY（哭娃）首次以单个IP的形式出现，成为营收贡献TOP 5之一。然而，其整体话题度和曝光量仍然不及Labubu。</p><p style=\"text-align: justify;\"><strong>在泡泡玛特众多IP系列中，为何偏偏是一只小小的怪兽玩偶Labubu突然在东南亚爆火呢？</strong></p><p style=\"text-align: justify;\"><strong>这离不开泰国顶流明星Lisa的带动。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/153f07527701470f3f698f67c532f3e9\" alt=\"泰国顶流明星Lisa与Labubu\" title=\"泰国顶流明星Lisa与Labubu\" tg-width=\"1080\" tg-height=\"1279\"/><span>泰国顶流明星Lisa与Labubu</span></p><p style=\"text-align: justify;\">2024年4月，韩国人气女团BLACKPINK的成员Lisa（出生于泰国）连续三天在INS晒出自己的Labubu快拍，图中的Lisa面带微笑，高举Labubu马卡龙盲盒，透露自己正在泡泡玛特门店大举扫货。</p><p style=\"text-align: justify;\">一个看似不经意的举动，却引发了潮玩界的大地震。平时卖1000元左右的Labubu马卡龙盲盒，突然上涨到1500元以上。</p><p style=\"text-align: justify;\">有人怀疑这是泡泡玛特在泰国布局的营销策略，但据社交媒体市场研究平台Hopper HQ去年发布的Instagram富豪榜，Lisa单条推文的推广费用高达57.5万美元（约合人民币400万元）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3875fbe1ffe206f666158c6b87e1c008\" alt=\"在Hopper HQ去年发布的Instagram富豪榜上，Lisa单条推文的推广费用达57.5万美元\" title=\"在Hopper HQ去年发布的Instagram富豪榜上，Lisa单条推文的推广费用达57.5万美元\" tg-width=\"642\" tg-height=\"109\"/><span>在Hopper HQ去年发布的Instagram富豪榜上，Lisa单条推文的推广费用达57.5万美元</span></p><p style=\"text-align: justify;\"><strong>如果仅仅只是普通的品牌广告合作，投放这么多条，对泡泡玛特来说显然是不划算的，所以这更大程度上是Lisa出于真心喜爱而自发进行的“自来水”行为。</strong></p><p style=\"text-align: justify;\">市场热度也吸引了官方的重视。</p><p style=\"text-align: justify;\">今年7月1日，在曼谷素万那普机场，一个Labubu人偶身穿泰国传统服饰，与高举应援横幅的100多名泰国粉丝挥手互动，堪比顶流明星接机现场。更有粉丝表示，自己是特意提前好几个小时到机场等候的。</p><p style=\"text-align: justify;\"><strong>当天，泰国官方为Labubu举办了欢迎仪式，泰国旅游与体育部部长和一众高级官员亲自到机场参加，并授予它“神奇泰国体验官”的称号。</strong></p><p style=\"text-align: justify;\"><strong>而今年恰好是中泰互免签证的首年，在泡泡玛特海外副总裁文德一看来，Labubu的大火得益于进入泰国的时间节点，如果早两三年进入泰国可能不会刮起如此风潮。</strong></p><p style=\"text-align: justify;\">通常来说，由顶流明星所引发的“名人效应”往往昙花一现，难以长久，不禁人们不免开始怀疑，Labubu还能火多久？然而“偶然”爆火的背后，还有行业布局和营销策略下的“必然”。毕竟Lisa也曾在Ins展示了其他潮玩，火热情景却没有出现。</p><p style=\"text-align: justify;\">尽管泡泡玛特的原生IP在国内已有一定知名度，但在海外不一定“吃香”。所以，此前泡泡玛特一直强调“入乡随俗”，比如在日本推出过招财猫手办，在加拿大推出过枫叶款手办，在欧洲玩家中接受度不高的带有骷髅元素的tycoco，却在有亡灵节文化的墨西哥颇受欢迎。</p><p style=\"text-align: justify;\">当Labubu进入泰国市场后，很多玩家争相购买“泰国校服款”玩偶衣服，给自己手上的Labubu换装，更有人会给它的嘴缝上贴满钻石的牙套，因为在泰国人的审美里，牙套是一种很可爱的元素。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21edbb4dc90d4637bc83d2e3bf8159ee\" alt=\"Labubu进入泰国市场后，很多玩家争相给自己的Labubu换装\" title=\"Labubu进入泰国市场后，很多玩家争相给自己的Labubu换装\" tg-width=\"1080\" tg-height=\"714\"/><span>Labubu进入泰国市场后，很多玩家争相给自己的Labubu换装</span></p><p style=\"text-align: justify;\">艾媒咨询CEO张毅认为，这些“本土化”努力让各国消费者更容易接受IP产品，同时这些IP在中国和海外的同款设计可以相辅相成提升影响力。</p><p style=\"text-align: justify;\">此外，泡泡玛特也注重在社交媒体和电商平台上的运营。他们会邀请当地KOL探店打卡、介绍IP和盲盒玩法。2024年上半年财报提到，海外电商团队针对不同平台、不同国家实施差异化运营，包括Shopee、Lazada等，还有品牌官网。</p><p style=\"text-align: justify;\">名人效应搭配本土化运营，使Labubu在东南亚市场脱颖而出，而这背后更能看出，年轻人的精神消费需求日益崛起，且不分国界。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5830c436c003f4b6835ca3e50c61c5e\" alt=\"\" title=\"\" tg-width=\"130\" tg-height=\"130\"/></p><p><strong>成年人的“大玩具”</strong></p><p style=\"text-align: justify;\">有中国网友发现，Labubu在泰国泡泡玛特的官方售价远超国内市场。国内99元的盲盒，在曼谷自动售卖机上标价1250泰铢（折合当时汇率253元人民币），价格高出两倍多，让不少国人望而却步，“宁愿回国排队买”。</p><p style=\"text-align: justify;\"><strong>亿欧报道，泡泡玛特系列产品在泰国的售价平均比国内高5%到10%。这一情况与大众过去对东南亚消费能力较低的认知相悖</strong>。</p><p style=\"text-align: justify;\">实际上，泡泡玛特海外电商负责人Judy此前曾对媒体透露过东南亚潮玩消费者的画像特征，年龄多集中在20—35岁，女性占比达65%，这与早期对泡泡玛特极为狂热的国内消费者状况相似。</p><p style=\"text-align: justify;\"><strong>泡泡玛特也告诉盐财经，“东南亚年轻人口占40%以上，生活状态较为年轻化，而这些年轻群体追求个性、乐于尝鲜，对于潮流文化的接受度和消费意愿更高，消费欲望也非常强烈，因此会更加愿意为精神消费类的产品买单”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd150fee86ac798b34ddcd47a94ef998\" alt=\"东南亚年轻人口占40%以上，生活状态较为年轻化，对于潮流文化的接受度和消费意愿更高\" title=\"东南亚年轻人口占40%以上，生活状态较为年轻化，对于潮流文化的接受度和消费意愿更高\" tg-width=\"1080\" tg-height=\"1966\"/><span>东南亚年轻人口占40%以上，生活状态较为年轻化，对于潮流文化的接受度和消费意愿更高</span></p><p style=\"text-align: justify;\">无论是Labubu、Jellycat，还是游戏动漫，它们都被视为现代人的精神寄托。在创作者龙家升《精灵三部曲》设定里，Labubu虽然外表透着几分邪恶，内心却勇敢无畏且天真可爱。</p><p style=\"text-align: justify;\">起初，不少人说“第一次看的时候，感觉长得很奇怪”，但不久就深陷其中，“越看越可爱”，甚至把它视为自己的孩子，走到哪里都要带在身边。</p><p style=\"text-align: justify;\">为了进一步拉近与消费者的距离，泡泡玛特还会通过打造城市乐园，让Labubu和精灵天团的成员们真正走到粉丝面前，与他们亲密互动。</p><p style=\"text-align: justify;\">今年在互联网平台现象级刷屏的ZIMOMO大首领舞蹈，就让Labubu的IP形象更加生动鲜活，并且还衍生出许多二创作品，让不了解Labubu的人也开始被它吸引，纷纷到现场打卡合照。</p><p style=\"text-align: justify;\">而线下也是泡泡玛特一直以来的重心。在实体店进入东南亚的过程当中，泡泡玛特是从人均收入较高的新加坡、马来西亚开始，逐步进入泰国、越南，最后再出海到收入相对较低的印尼与菲律宾。</p><p style=\"text-align: justify;\">这一点也在财报上体现出来——<strong>2023年上半年，泡泡玛特海外线上营收占总营收的2%，而海外线下零售业务营收同比增长392.4%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c98786a477a11d4864c2f63325d2246\" alt=\"根据泡泡玛特财报显示：2023年上半年，泡泡玛特海外线上营收占总营收的2%\" title=\"根据泡泡玛特财报显示：2023年上半年，泡泡玛特海外线上营收占总营收的2%\" tg-width=\"640\" tg-height=\"461\"/><span>根据泡泡玛特财报显示：2023年上半年，泡泡玛特海外线上营收占总营收的2%</span></p><p style=\"text-align: justify;\">泡泡玛特认为，“线下渠道始终是一个能让品牌更有包裹感的传递方式，能够通过视觉、触觉、听觉，还有服务等方式这样全面地传递品牌文化”。</p><p style=\"text-align: justify;\">随着泡泡玛特部分热门款补货到位，Labubu二手整体交易价格逐渐回落。但“狂热”并未消退。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41092e20963121752d336d05f184f8e7\" alt=\"泡泡玛特部分热门款补货到位，Labubu二手整体交易价格逐渐回落\" title=\"泡泡玛特部分热门款补货到位，Labubu二手整体交易价格逐渐回落\" tg-width=\"1080\" tg-height=\"626\"/><span>泡泡玛特部分热门款补货到位，Labubu二手整体交易价格逐渐回落</span></p><p style=\"text-align: justify;\">利润的诱惑依旧驱使着黄牛们前赴后继地涌入市场，甚至有人把卖断货的Labubu直接拿到门店旁的咖啡厅兜售。</p><p style=\"text-align: justify;\">而粉丝们只能默默祈祷这场过度炒作的闹剧早日落幕，让潮玩市场回归理性与秩序。</p></body></html>","source":"lsy1663754984593","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大学生炒Labubu，日入两万</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大学生炒Labubu，日入两万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-06 22:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/1QdlbONOS49nvQVZ5NAbng><strong>盐财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“忙活一天，实习工资只有150元，还没有动动手指抢货的利润多。”张政告诉盐财经记者，没想到自己能靠“炒”潮玩，一天净赚2万多。 作为一名“985院校”的学生，张政偶然接触到泡泡玛特。刚开始抢购倒卖时，他赚的不过是几十块钱的奶茶钱。然而，随着抢到的货越来越多、越来越稀有，潮玩出售的金额也就越来越高。其中，售价最高的一件藏品的利润竟高达2000元，这让张政开始尝到当“黄牛”的甜头。后来，张政把这一经历...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1QdlbONOS49nvQVZ5NAbng\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f7235c2740786ce64b9b16cbac19e15f","relate_stocks":{"LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","BK1224":"专卖店","09992":"泡泡玛特"},"source_url":"https://mp.weixin.qq.com/s/1QdlbONOS49nvQVZ5NAbng","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2489282063","content_text":"“忙活一天，实习工资只有150元，还没有动动手指抢货的利润多。”张政告诉盐财经记者，没想到自己能靠“炒”潮玩，一天净赚2万多。 作为一名“985院校”的学生，张政偶然接触到泡泡玛特。刚开始抢购倒卖时，他赚的不过是几十块钱的奶茶钱。然而，随着抢到的货越来越多、越来越稀有，潮玩出售的金额也就越来越高。其中，售价最高的一件藏品的利润竟高达2000元，这让张政开始尝到当“黄牛”的甜头。后来，张政把这一经历发到网上，有人痛斥他钻空子、不道德，看不起黄牛，但也有人难挡高额利润的诱惑。他们拿出自己的潮玩订单截图询问能否出手，不过得到的回复几乎都是否定的，因为他们买的都不是大热IP。那么，现在市面上风头最盛的潮玩IP是谁呢？毫无疑问，要数泡泡玛特一款尖牙、尖耳朵、看起来很淘气的潮玩——Labubu。泡泡玛特LabubuLabubu搪胶系列的所有娃娃，目前都是“一只难求”。从某二手交易平台的数据来看，原价594元一盒的Labubu坐坐派对搪胶毛绒系列，现在均价被炒到了779.6元，热度最盛时，价格更是高达1478元；部分热门联名款的溢价幅度，甚至超过了10倍。Labubu搪胶系列娃娃溢价严重不仅国内如此，国外更甚，尤其在东南亚地区，泡泡玛特门店内的Labubu几乎都被抢购一空，甚至出现了大批泰国游客组团来中国抢购的热闹场景。但奇怪的是，Labubu并非今年才推出的新款。早在2015年，艺术家龙家升就创作了Labubu。2019年4月，泡泡玛特与龙家升推出首套THEMONSTERS森林音乐会系列产品，此后逐渐成长为泡泡玛特的核心IP。尽管那时也受到了大批消费者的喜爱，但远不如今年的讨论声量大。发布多年的Labubu，为何突然翻红，不仅化身为东南亚顶流，而且一跃成了当下备受年轻人追捧的理财产品？“中国土特产”成了东南亚顶流“Labubu种族灭绝了吗，怎么哪里都买不到？”有博主发现，最近这段时间，无论在线上店铺还是线下门店，都抢不到原价Labubu，如果实在想买，只能从黄牛手里高价回收。原价499元、599元的款式，转手就能卖到近8000元。不菲的利润，让原本喜欢Labubu的粉丝也成了黄牛，一同加入炒货浪潮。很多Labubu的粉丝，都盼着这场闹剧能尽早结束。但黄牛吴文觉得，Labubu的利润还会涨。今年6月，吴文贷款囤积了一批Labubu马卡龙一代。尽管后续随着泡泡玛特的门店放货量有所增多，二手行情时涨时跌，但吴文仍有利可图，卖一套的利润少则200元，多则800元。他向盐财经记者预测，“年底肯定还要暴涨”。黄牛展示的Labubu囤货/图源：受访者供图虽然国内粉丝都在号召大家“不要从黄牛手里买”“让货都砸在黄牛手里”，但仍挡不住国外市场的供不应求。去年9月，泡泡玛特在曼谷Central World开了泰国首店，开业当天就被排队的顾客围得水泄不通，首日营业额更是突破1000万人民币，打破国产潮玩海外门店单日销售纪录。到了今年，Labubu的热度更是持续走高，一跃成为东南亚潮玩圈的顶梁柱。走在曼谷街头，Labubu的身影随处可见。有人把它挂在包上，有人把它纹在身上。甚至泰国寺庙也成了Labubu的天下。庙里摆满了Labubu，就连僧侣也参与到收集 Labubu 的行列中。泰国寺庙里，就连僧侣也参与到收集 Labubu 的行列中社会名流也纷纷卷入了这场抢购Labubu的浪潮。73岁的泰国长公主在青岛游玩时，怀里抱着Labubu、LV限定款包包上挂着Labubu，连随行保镖都背着Labubu痛包。在泰国的社交平台上，不断涌现与Labubu相关的话题。粉丝们热衷于在里面分享自己与Labubu的亲密合照、展示收集的Labubu玩偶，它逐渐成为当代年轻人的社交货币和潮流文化的代表。每当泰国店里有新款开售，即便在凌晨三点，店外也会排起长长的抢购队伍。国内售价99元的盲盒，在泰国最高被炒到700元，溢价7倍左右，可即便如此，仍然供不应求。有网友在社媒上分享泡泡玛特的泰国门店外，人们正席地而坐等候进店对Labubu的泰国粉丝来说，泰国本地买不到，他们便将目光对准了中国门店。线上，泰国粉丝涌进泡泡玛特的中国直播间，在评论区刷泰语询问购买。线下，国内的泡泡玛特店甚至已经成了泰国旅游团的代购点。泰国粉丝涌进泡泡玛特的中国直播间购买有博主发帖称，自己在国内泡泡玛特店遇到多名泰国顾客，“看了一圈发现我才是外国人”。盐财经记者也在广州一家泡泡玛特门店里看到几名东南亚顾客，但由于店内的Labubu早已销售一空，他们只能对着展柜拍照留念。狂热的海外市场，让吴文看到了商机。如今他专注开拓东南亚客户，利润高，出货速度快，“都是到手之后几天就出完了，然后再到一批”。过去，他的进货途径主要依靠系统外挂和线下门店自提码收集，但现在他觉得“完全没必要”，因为即便在国内二手市场加价50—100元进货，一样能在泰国高价卖出。他以马卡龙系列举例，国内批发价800元，国外能卖到1700元，“怎么说都是赚的，只要自己有销路”。他不仅自己卖，还招收学员，199元的学费门槛仍能招来大批渴望发财的年轻人，其中不乏对Labubu全系列了如指掌的忠实粉丝。他们把Labubu视为理财产品，坐等涨价，“简直比黄金还要值钱”。谁能想到，一个早在2019年上架发售的潮玩盲盒Labubu，会在东南亚重新“翻红”。泡泡玛特的财报显示，Labubu所在的THE MONSTERS系列收入占比在今年上半年冲上第二（13.7%），反超之前排名更高的SKULLPANDA（12.6%），仅次于“元老”MOLLY（17.2%）。泡泡玛特的财报显示，Labubu所在的THE MONSTERS系列收入占比在今年上半年冲上第二（13.7%）泡泡玛特在东南亚地区的营收也实现了高速增长，其中，东南亚市场营收占比已超东亚市场，成为泡泡玛特目前最赚钱的海外市场。名人效应+本土化运营早在2018年，泡泡玛特就进军东南亚市场，目前在泰国已经开设了六家线下门店。在Labubu爆火之前，泡泡玛特为东南亚推出的本土IP CRYBABY（哭娃）也取得了不错的销售成绩。在2024年上半年财报的IP收入中，CRYBABY（哭娃）首次以单个IP的形式出现，成为营收贡献TOP 5之一。然而，其整体话题度和曝光量仍然不及Labubu。在泡泡玛特众多IP系列中，为何偏偏是一只小小的怪兽玩偶Labubu突然在东南亚爆火呢？这离不开泰国顶流明星Lisa的带动。泰国顶流明星Lisa与Labubu2024年4月，韩国人气女团BLACKPINK的成员Lisa（出生于泰国）连续三天在INS晒出自己的Labubu快拍，图中的Lisa面带微笑，高举Labubu马卡龙盲盒，透露自己正在泡泡玛特门店大举扫货。一个看似不经意的举动，却引发了潮玩界的大地震。平时卖1000元左右的Labubu马卡龙盲盒，突然上涨到1500元以上。有人怀疑这是泡泡玛特在泰国布局的营销策略，但据社交媒体市场研究平台Hopper HQ去年发布的Instagram富豪榜，Lisa单条推文的推广费用高达57.5万美元（约合人民币400万元）。在Hopper HQ去年发布的Instagram富豪榜上，Lisa单条推文的推广费用达57.5万美元如果仅仅只是普通的品牌广告合作，投放这么多条，对泡泡玛特来说显然是不划算的，所以这更大程度上是Lisa出于真心喜爱而自发进行的“自来水”行为。市场热度也吸引了官方的重视。今年7月1日，在曼谷素万那普机场，一个Labubu人偶身穿泰国传统服饰，与高举应援横幅的100多名泰国粉丝挥手互动，堪比顶流明星接机现场。更有粉丝表示，自己是特意提前好几个小时到机场等候的。当天，泰国官方为Labubu举办了欢迎仪式，泰国旅游与体育部部长和一众高级官员亲自到机场参加，并授予它“神奇泰国体验官”的称号。而今年恰好是中泰互免签证的首年，在泡泡玛特海外副总裁文德一看来，Labubu的大火得益于进入泰国的时间节点，如果早两三年进入泰国可能不会刮起如此风潮。通常来说，由顶流明星所引发的“名人效应”往往昙花一现，难以长久，不禁人们不免开始怀疑，Labubu还能火多久？然而“偶然”爆火的背后，还有行业布局和营销策略下的“必然”。毕竟Lisa也曾在Ins展示了其他潮玩，火热情景却没有出现。尽管泡泡玛特的原生IP在国内已有一定知名度，但在海外不一定“吃香”。所以，此前泡泡玛特一直强调“入乡随俗”，比如在日本推出过招财猫手办，在加拿大推出过枫叶款手办，在欧洲玩家中接受度不高的带有骷髅元素的tycoco，却在有亡灵节文化的墨西哥颇受欢迎。当Labubu进入泰国市场后，很多玩家争相购买“泰国校服款”玩偶衣服，给自己手上的Labubu换装，更有人会给它的嘴缝上贴满钻石的牙套，因为在泰国人的审美里，牙套是一种很可爱的元素。Labubu进入泰国市场后，很多玩家争相给自己的Labubu换装艾媒咨询CEO张毅认为，这些“本土化”努力让各国消费者更容易接受IP产品，同时这些IP在中国和海外的同款设计可以相辅相成提升影响力。此外，泡泡玛特也注重在社交媒体和电商平台上的运营。他们会邀请当地KOL探店打卡、介绍IP和盲盒玩法。2024年上半年财报提到，海外电商团队针对不同平台、不同国家实施差异化运营，包括Shopee、Lazada等，还有品牌官网。名人效应搭配本土化运营，使Labubu在东南亚市场脱颖而出，而这背后更能看出，年轻人的精神消费需求日益崛起，且不分国界。成年人的“大玩具”有中国网友发现，Labubu在泰国泡泡玛特的官方售价远超国内市场。国内99元的盲盒，在曼谷自动售卖机上标价1250泰铢（折合当时汇率253元人民币），价格高出两倍多，让不少国人望而却步，“宁愿回国排队买”。亿欧报道，泡泡玛特系列产品在泰国的售价平均比国内高5%到10%。这一情况与大众过去对东南亚消费能力较低的认知相悖。实际上，泡泡玛特海外电商负责人Judy此前曾对媒体透露过东南亚潮玩消费者的画像特征，年龄多集中在20—35岁，女性占比达65%，这与早期对泡泡玛特极为狂热的国内消费者状况相似。泡泡玛特也告诉盐财经，“东南亚年轻人口占40%以上，生活状态较为年轻化，而这些年轻群体追求个性、乐于尝鲜，对于潮流文化的接受度和消费意愿更高，消费欲望也非常强烈，因此会更加愿意为精神消费类的产品买单”。东南亚年轻人口占40%以上，生活状态较为年轻化，对于潮流文化的接受度和消费意愿更高无论是Labubu、Jellycat，还是游戏动漫，它们都被视为现代人的精神寄托。在创作者龙家升《精灵三部曲》设定里，Labubu虽然外表透着几分邪恶，内心却勇敢无畏且天真可爱。起初，不少人说“第一次看的时候，感觉长得很奇怪”，但不久就深陷其中，“越看越可爱”，甚至把它视为自己的孩子，走到哪里都要带在身边。为了进一步拉近与消费者的距离，泡泡玛特还会通过打造城市乐园，让Labubu和精灵天团的成员们真正走到粉丝面前，与他们亲密互动。今年在互联网平台现象级刷屏的ZIMOMO大首领舞蹈，就让Labubu的IP形象更加生动鲜活，并且还衍生出许多二创作品，让不了解Labubu的人也开始被它吸引，纷纷到现场打卡合照。而线下也是泡泡玛特一直以来的重心。在实体店进入东南亚的过程当中，泡泡玛特是从人均收入较高的新加坡、马来西亚开始，逐步进入泰国、越南，最后再出海到收入相对较低的印尼与菲律宾。这一点也在财报上体现出来——2023年上半年，泡泡玛特海外线上营收占总营收的2%，而海外线下零售业务营收同比增长392.4%。根据泡泡玛特财报显示：2023年上半年，泡泡玛特海外线上营收占总营收的2%泡泡玛特认为，“线下渠道始终是一个能让品牌更有包裹感的传递方式，能够通过视觉、触觉、听觉，还有服务等方式这样全面地传递品牌文化”。随着泡泡玛特部分热门款补货到位，Labubu二手整体交易价格逐渐回落。但“狂热”并未消退。泡泡玛特部分热门款补货到位，Labubu二手整体交易价格逐渐回落利润的诱惑依旧驱使着黄牛们前赴后继地涌入市场，甚至有人把卖断货的Labubu直接拿到门店旁的咖啡厅兜售。而粉丝们只能默默祈祷这场过度炒作的闹剧早日落幕，让潮玩市场回归理性与秩序。","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360421537710384,"gmtCreate":1729034045279,"gmtModify":1729034046944,"author":{"id":"3567729991534713","authorId":"3567729991534713","name":"华少华","avatar":"https://static.tigerbbs.com/5706ceb29e350e7435506f875e07d47f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567729991534713","authorIdStr":"3567729991534713"},"themes":[],"htmlText":"<a 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