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港股異動 | 泡泡瑪特早盤大漲逾7%創歷史新高
uSMART盈立智投 12-21 09:57

uSMART盈立智投12月21日消息,潮玩第一股泡泡瑪特早盤再度拉昇,盤中漲幅逾7%。上市7個交易日,泡泡瑪特已較招股價上漲110%。

近日,Mob研究院發佈《2020盲盒經濟洞察報告》認爲,盲盒已經成爲潮流玩具中受面最廣、熱度最高的品類,盲盒行業將蓬勃發展。在未來5年,盲盒行業會迎來高速增長期,預計在2024年盲盒行業市場規模將翻兩倍達到300億元。

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2019年潮流玩具行業競爭格局(圖源Mob研究院)

盲盒行業競爭十分激烈,市場格局還沒有穩定下來。除了泡泡瑪特外,還有52Toys、IP小站、IPSTAR潮玩星球等品牌也獲得了資本市場的青睞,在市場中佔據一席之地。Mob研究院的數據顯示,在2017年-2019年期間,泡泡瑪特的市場規模爲17.6億元,複合年增長率高達226.3%。儘管泡泡瑪特的市場份額暫時領先,但也僅佔比8.5%。

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盲盒消費人羣佔比(圖源Mob研究院)

在受衆方面,一線城市女白領和Z世代大學生是盲盒消費的主力。女性消費者佔盲盒消費人羣的62.6%。從職業分類來看,職業白領佔比49.7%,在讀學生佔比28.6%,從年齡來看,18歲-24歲人羣佔比最高,達37.6%,25歲-34歲人羣佔比達37.3%。從城市分佈來看,新一線城市人羣更鐘愛盲盒消費,佔比達24.9%,一線城市人羣佔比23.3%。

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