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Hong Kong stock Concept tracking | AI light industry integration under product power performance is worth looking forward to. The toy Industry Chain has taken the lead in realizing revenue manifestation (with related Concept stocks attached).
AI toys are becoming popular, and it is expected that by 2033, the Global AI toy market will reach 60 billion US dollars.
Guosen: Remain Bullish on AI applications and highly prosperous IPs, paying attention to reversal opportunities in the gaming, film, and advertising Sectors.
DeepSeek will open source five major code libraries.
Major ratings | Citigroup: Raises POP MART's Target Price to 120 HKD and raises earnings forecasts for 2024 to 2026.
Citibank released a report stating that POP MART has demonstrated strong capabilities in operating IP and overseas expansion, and will continue to support the company's steady growth momentum this year. It is expected that the trend of Labubu as a top IP will continue throughout the year, and other iconic IPs (such as Molly, SKULLPANDA, Crybaby, Dimoo, Hirono) will also continue to grow, as the company extends the life cycle of the IP through category expansion and the introduction of new products. Citibank further noted that POP MART's collaboration with "Ne Zha 2" and the successful launch of licensed products may also provide upswing potential for the company.
【Brokerage Focus】BOCOM INTL 2025 Consumer Trend Analysis: Consumer structure further optimized and upgraded.
Jinwu Finance | BOCOM INTL released the 2025 Consumer Trend Analysis. From the beginning of 2025 to now, the consumer market has exhibited new trends different from previous years, with further optimization and upgrading of the consumption structure. 1) The popularity of Sports consumption is rising, especially noticeable in lower-tier markets. Consumers' focus on sports and health continues to increase, and this trend is particularly evident in lower-tier markets. Over 70% of stores located in lower-tier cities, such as 361 DEGREES, achieved double-digit year-on-year sales growth during the Spring Festival, indicating that Sports consumption is rapidly penetrating into lower-tier cities. 2) The combination of traditional culture and modern consumption presents an opportunity for Chinese IP to go Global. Traditional cultural elements...
The "Legoization" -- POP MART's "bigger" narrative.
POP MART employs methods identical to LEGO in creating trendy IP toys: by incubating and managing IP through internal design and external licensing, while collaborating with globally renowned IPs to develop themed products, successfully attracting a global fanbase. Inspired by LEGO, HSBC expects that from 2024 to 2026, POP MART's revenue compound annual growth rate will be 30%, with 70% of the growth coming from overseas markets.
After Leaping 35% Pop Mart International Group Limited (HKG:9992) Shares Are Not Flying Under The Radar
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