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研報掘金丨華福證券:晨光股份積極擁抱消費新趨勢,維持“買入”評級
格隆匯 06-09 15:26

華福證券研報指出,6月5日晨光文具攜手國漫頂流平台騰訊視頻,正式官宣達成戰略合作,推出三大頂流國漫IP 全新聯名產品。公司通過強IP+強功能戰略成功帶動產品價值提升,讓產品兼具實用價值(好用)、興趣價值和情緒價值(好玩),看好公司積極擁抱二次元文化、IP 加持下從實用價值向情緒價值延伸的產品、渠道、品牌力。公司核心業務穩步發展預期不變,25年強化IP戰略和國際化,積極擁抱消費新趨勢,維持“買入”評級。

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