Which company is the strongest in China's new consumer market? Citibank strongly recommends POP MART and MINISO, as the IP derivative product market is about to explode!
Citigroup stated that in 2022, retail sales of IP derivatives in China reached 71.5 billion yuan, and it is expected to exceed 100 billion yuan by 2027, with a compound annual growth rate of over 20%. POP MART and MINISO will stand out in the competitive market due to their IP incubation and commercialization capabilities.
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The market may continue its short-term rotation pattern, Siasun Robot&Automation and AI computing power are warming up, and the RISC-V Concept is gaining short-term attention.
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① How to enhance brand uniqueness, expand product lines, and increase user loyalty will be the core challenges for Top Toy's future development. ② For investors, the growth potential of the trendy toy market, the consumption trends of Generation Z, and brand competitiveness will be the key evaluation factors.
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