HSPOMRT@EC2607A.C (24834) News

Global Equities Roundup: Market Talk

WSJJul 9 13:05

From 'Scarcity' to 'Slowdown'? Bearish Deutsche Bank: Pop Mart’s IP Cycle Has Peaked, Facing Heightened Risk of Decline in the Second Half

Deutsche Bank has issued a warning that Pop Mart's era of high growth may have reached an inflection point.

wallstreetcnJul 9 09:48

Pop Mart Grants Over 100,000 Share Awards to Staff and Key Partner

TipRanksJul 8 19:07

Lei Yang CFA Reiterates Buy on Pop Mart, Citing Resilient Earnings, New IP Momentum and Global Expansion Upside Despite Modest Forecast Cuts

TipRanksJul 6 18:05

Short Sellers Keep Betting Against Pop Mart — Even Though It's Been a Losing Trade

CNBCJun 30 13:41

Chinese Consumer Stocks With Specific Catalysts Could Outperform Peers -- Market Talk

WSJJun 29 13:04

Major Broker: Pop Mart (09992.HK) Weakens Amid Market Rally; Deutsche Bank Cites Early Feedback on 'Labubu 4.0' Indicating Risk of Demand Fatigue

Pop Mart (09992.HK) opened flat today, dipping to a low of HK$153. It is currently trading at HK$157.60, down 0.57%, with 8.1947 million shares traded, amounting to HK$1.282 billion in turnover. Deutsche Bank, in a research report, noted that Pop Mart (09992.HK) launched its 'THE MONSTERS HAIR SALON' blind box series online and offline on June 25 and 26, respectively, priced at RMB 159 per box. Although the company has not confirmed whether this series belongs to 'Labubu 4.0,' the timing of its release indicates it is one of the company's core products for this year.

AASTOCKSJun 29 11:24

China's Weird New Economic Spark: Toy Elves and Robocops

MarketWatchJun 28 03:13

New product launch meets lukewarm reception; Pop Mart faces mounting pressure amid high base effects. Duan Yongping adjusts holdings again.

① Labubu's new plush products did not sell out immediately after launch, with some styles seeing declines of over 30% in the secondary market; ② consumer enthusiasm was high during the same period last year, and the company now faces pressure from a high base effect; ③ following previous share purchases and increases in holdings, Duan Yongping has again adjusted his position, raising his long position ratio to 6.88% and his short position ratio to 2.02%.

cls.cnJun 26 17:03

Pop Mart's flagship IP cools off: LABUBU's new regular edition drops below issue price, while the hidden edition's premium shrinks to five times

① Reporters observed on secondhand platforms such as Dewu and Xianyu that popular styles like “Rain Clears After Storm” and “Light Blue Prelude” saw their transaction prices drop below RMB 100 within half an hour of release, with the steepest decline exceeding 30%. ② Cyclical fluctuations in IP popularity represent a universal commercial pattern globally; compared to short-term hype, a large fan base and continuously evolving commercial value are key to the long-term success of an IP.

cls.cnJun 26 14:06

Pop Mart (09992.HK) has launched its fourth-generation LABUBU Retro Barber Shop series blind box charms, with the hidden edition trading at more than seven times its original price.

Pop Mart (09992.HK) officially launched the THE MONSTERS Retro Barber Shop series of vinyl plush keychain blind boxes online last night (25th), marking the fourth-generation LABUBU. Each single box is priced at HK$190, while a full set costs HK$1,140, comprising six regular designs and one hidden design, with a hidden variant probability of 1 in 72. On the mainland, the single-box price is RMB 159, and the full set is priced at RMB 954. According to Dewu, as of approximately 10 p.m. last night, the regular edition 'Velvet Afternoon' was the most popular, trading at a premium of RMB 282; followed by 'Lazy West Coast' and 'Rebel Diary,' respectively

AASTOCKSJun 26 08:54

Conversation with Xie Weishan of Junzhi Consulting: The most critical gap AI companies need to address is shifting from a technology-driven mindset to a market-oriented one.

From June 23 to 25, the 17th Annual Meeting of the New Champions of the World Economic Forum (the 2026 Summer Davos in Dalian) was held in Dalian. Xie Weishan, Founder and Chairman of Junzhi Strategic Consulting, attended and participated in a thematic session. Xie stated, 'Amid the current AI boom fueling a surge in startups, signs of industry bubbles are becoming evident, and an intense market shakeout is inevitable.' He argued that many AI entrepreneurs today are overly focused on technological iteration and cost optimization, placing excessive emphasis on product performance while neglecting more fundamental aspects of market operations—namely, user acquisition and brand awareness building. 'Current capital abundance can temporarily mask underlying market weaknesses,'

Sina TechnologyJun 25 11:29

Oriental Pearl (600637.SH) and Pop Mart (09992.HK) have entered into a deep collaboration to launch the 'Pearl Toy Carnival'.

Oriental Pearl (600637.SH) held its annual brand event, 'Oriental Pearl Radiant Night,' in Shanghai yesterday (the 24th), unveiling multiple collaborations and innovation initiatives spanning the revitalization of cultural and tourism landmarks, content IP operations, digital intelligence information services, and industrial capital empowerment. Among these, the Oriental Pearl Tower has entered into a deep partnership with Pop Mart (09992.HK), officially launching the 'Pearl Toy Festival Carnival' on September 4, featuring Pop Mart’s highly popular IP characters through themed installations, limited-edition merchandise, and interactive experiences. Additionally, the Oriental Pearl Tower is collaborating with China’s leading commercial aerospace platform, SpaceTime DaoYu.

AASTOCKSJun 25 09:08

Huayuan Securities: Triple resonance of demand, supply, and policy drives the continuous expansion of the collectible toy market, fueled by the rise of emotional consumption.

In terms of growth momentum, some leading Chinese trendy toy companies have posted significantly higher compound annual revenue growth rates from 2021 to 2025 compared to overseas giants such as LEGO, Bandai Namco, and Disney, with Pop Mart and Bluey each achieving over sevenfold growth during the five-year period.

Zhitong FinanceJun 24 09:52

S&P Global Market Intelligence's latest list of the top 10 Hong Kong-listed stocks by short interest ratio

S&P Global Market Intelligence has released short interest data for Hong Kong-listed stocks as of last Friday (the 19th). The 'short interest ratio' is defined as the percentage of shares on loan relative to the total number of issued shares. The current average short interest ratio for the Hang Seng Index constituents stands at 1.31%. The table below lists the top ten Hong Kong-listed stocks with the highest short interest ratios, as provided by S&P Global Market Intelligence: Stock Name | Shares on Loan (Millions) | 7-Day Change (%) | Short Interest Ratio (%) | 7-Day Price Change (%) ZTE Corporation (00763.HK)

AASTOCKSJun 23 10:09

China's New Economic Drivers: a Sad Toy Elf and a Robot Police Force

MarketWatchJun 22 20:09

Hong Kong Market Midday Review | All three major indices declined, with the Hang Seng Tech Index down 1.35%; semiconductor stocks outperformed, with GigaDevice surging over 11% to a record high; AI large-model leaders soared, with MINIMAX up over 20% and

All three major indices declined, with the ChiNext Index falling 1.35% and staging a V-shaped intraday rebound; semiconductor stocks broadly rose, with Novosense up 16.43% and GigaDevice up 11.29%; technology and internet stocks broadly fell, with Xiaomi Group-W down 3.66%.

Futu NewsJun 22 12:13

Deutsche Bank Remains a Sell on Pop Mart International Group Limited (735)

TipRanksJun 19 10:36 · Ratings

Fund Flows | Southbound capital sold HK$6.8 billion worth of Hong Kong-listed stocks and increased positions in SMIC and Kingboard Group.

Track the latest developments of southbound capital flows.

Gelonghui FinanceJun 18 20:45

Zhixin HK Connect Active Trading | June 18

Stock Connect Active Trading | June 18, 2026

Zhitong FinanceJun 18 19:00