傳泡泡瑪特(09992.HK)迷你版Labubu二手價自高峯期回落24%
《彭博》引述內地玩具交易平臺「千島」數據顯示,泡泡瑪特(09992.HK)旗下—最新14個常規款迷你版Labubu公仔盲盒,過去3天平均二手價格爲1,594元人民幣(下同),較兩週前預售時高峯期下跌24%,而有關盲盒原本零售價爲1,106元。
報道提及,Labubu收藏品在中國二手市場的溢價正在縮小,顯示投機需求減弱,收藏家對亞洲最熱門設計玩具價值的謹慎態度增加。
除了「千島」二手交易平臺,另一二手交易平臺「閒魚」數據亦顯示,50%的消費者預期迷你Labubu的價格將進一步下跌,而僅38%的人認爲稍大版本的玩具價值會下降,顯示對該玩具轉售潛力的信心減弱。
而早前推出的隱藏版Labubu 3.0二手價格亦進一步下跌,由6月時逾4,000元跌至低見752元,但仍遠高於官方零售價99元。
泡泡瑪特迴應,二手價格下跌部分是因爲產品供應增加,令消費者可通過一手渠道購買,相信長遠有更多利好公司發展的因素。
針對泡泡瑪特股價自近期高位下跌約19%,多間大行發表報告,瑞銀認爲,泡泡瑪特當前股價回調正爲預期中的短期催化劑創造買入機會;摩通稱需強調的是,搜尋熱度下跌並不等於產品生命週期終結。
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