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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.
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Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
Brokerage Morning Meeting Highlights: DeepSeek continues to catalyze, focus on core Industry Chain investment opportunities.
In today's Brokerage morning meeting, China Securities Co.,Ltd. proposed that DeepSeek continues to catalyze, focusing on core Industry Chain investment opportunities; Tianfeng stated that after the good start, attention should be paid to three major investment directions; GTJA believes that the current photovoltaic Sector is already at an expected bottom position.
The more successful Nezha becomes, the more POP MART benefits; Morgan Stanley: the IP flywheel has already started rolling!
"Nezha 2" and POP MART's co-branded series of Blind Boxes and plush toys have achieved great success. Morgan Stanley believes that the IP-product flywheel effect and the Global expansion strategy will make POP MART one of the preferred partners among major Global IP owners.