Bubble Mart's net profit of 376 million yuan in the first half of the year SKULLPANDA became a sales capacity

Our reporter Li Haoyue on August 25, Bubble Mart released the first half of the year's financial report. The financial report shows that in the first half of the year, Mart's revenue was 2.359 billion yuan (RMB, the same below), a year -on -year increase of 33.1%; the non -international financial report standards were adjusted by 376 million yuan. Among them, the new IP Skullpanda achieved revenue of 462 million yuan, an increase of 152.3%year -on -year. "It is necessary to use the product to drive the business." Wang Ning, Chairman and CEO of Bubble Mart, said at the performance telephone, "In the third quarter, the company has launched many popular new series and new IP. Very confident. At the same time, the company will still spend more energy on IP incubation, excavation of excellent artists, and innovation and development of core products. "A brokerage analyst focusing on the TMT industry in the" Securities Daily "reporter It is said that since this year, due to the repeated factors such as the epidemic, the consumer industry has been impacted, and Matt's stock price has bottomed out many times. At this time, handling such a financial report is undoubtedly a "resentment pill". In particular, the excellent performance of the SKULLPANDA series has once again highlighted the ability of Bubble Mart in product innovation, rather than relying on the previous signature IP Molly to eat old books. As of the closing of August 25, the stock price of Bubble Mart rose 6.39%on the day, and the next day was still high. High -end product revenue has exceeded the rapid IP operation and creative design of online channels in the whole year of last year. In this context, in the first half of 2022, the bubble Matt's head IP "SKULLPANDA", "Molly" and "DIMOO" performed strongly. In the first half of the year, revenue achieved 462 million yuan, 404 million yuan, and 298 million yuan, respectively. 152.3%, 98.3%, and 45.6%. Among them, the new IP series launched this year is also very popular in the market. According to the financial report, the fifth series of night cities launched in January 2022, the single -series sales revenue in the first half of the year reached 180 million yuan; the internal designer team PDC (POP Design Center) was launched. The revenue achieved 81.2 million yuan in half a year, an increase of 27.5%year -on -year; in 2021, the new IP Ono launched the first series The Other One. In the first half of 2022, the revenue was 34.93 million yuan. Special new explosion. In addition, Bubble Mart has been creating a high -end product line MEGA collection series. According to the financial report, in the first half of 2022, the high -end product line achieved a total of 193 million yuan, which has exceeded the revenue generated by last year. "Vertical segmentation, articles on the personalization and trend of young people, especially the formation of national tide culture and foreign tide brands. IP. "Zhang Shule, a senior entertainment analyst, told the Securities Daily reporter. It is worth mentioning that although the logistics is affected, Bubble Mart has achieved online sales growth through WeChat mini -programs, Tmall, JD.com and other online channels. The financial report shows that in the first half of 2022, its WeChat Mini Program achieved a revenue of 544 million yuan, an increase of 67.2%year -on -year. During the same period, Tmall's flagship store revenue was 245 million yuan, an increase of 11.8%year -on -year. Jingdong flagship store revenue was 70.2 million yuan, an increase of 50%year -on -year. The initial results of the overseas strategy "2022 China Trendy toy Market Development Report" shows that in 2015, the scale of my country's tide -playing industry has reached 6.3 billion yuan, and the market compound annual growth rate of the market composite from 2015 to 2020 was as high as 36%. It is estimated that the scale of China's entire trendy toy retail market will reach 47.8 billion yuan in 2022. As more and more players enter the game, competition is becoming more intense. Wen Zhihong, the general manager of Hehong Consulting, said to a reporter from the Securities Daily: "The blind box market cannot have only one company, and the popularity of the blind box economy will naturally develop in the direction of trendy toys. Therefore, the core is to use the product Innovation, a variety of IPs to continue to attract young customers and consumer groups. "At the performance briefing, Side, chief operating officer of Matt Mart and President of China, said," In terms of the promotion of the entire trend toy culture, we held PTA bubbles this year. The Paimat Chao Play Design Contest is the first time we have held such a competition. I hope to attract more creative artist groups through such competitions to support the emerging designers in the early stage of development. From the official competition in April At the beginning, more than 1,800 designers signed up for the competition and received more than 1,900 works. The results of the selection will be announced in October. "In addition, the company is accelerating" going to the sea "to dig a larger market. The financial report shows that Bubble Mart has accelerated the process of brand globalization this year and promotes the spread of tide -playing culture overseas. In February 2022, Bubble Mart launched the "Tide Play Journey" event at the Dubai World Expo, showing a number of IP series of IP series such as Molly and DIMOO on the spot. Overseas consumers show the charm of Chinese original wave playing IP. These activities have enhanced the influence of products overseas and directly reflected in performance.

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