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OpinionPokémon TCG Announces New Team Battle Format “Pokémon Team Masters”

On September 28, the Pokémon Trading Card Game announced a new team battle format called “Pokémon Team Masters,” with the inaugural event scheduled for January 23‑24, 2027 in Seoul, and the top teams earning spots at the 2027 World Championships. Duel Masters also unveiled a new 7‑cost card “Super Romakilkasuku, Connection of Trump” for the October 17 “Trump Immortal!! Duel King FOREVER 2026” set, while Weiss Schwarz’s “anemoi” set with first‑edition autograph cards releases on October 2, and the nationwide “TRADING CARD ALIVE” tournament drew about 1,800 participants.

Bing News: Pokemon TCG · Original ↗ ·
Cards/TCGPokémon

OpinionDoes a 100,000‑yen trading card really equal that price? An analysis of its true value

This second installment of a four‑part series on the trading‑card market examines what a “100,000‑yen card” actually costs. It explains the gap between retail price, shop buy‑back price, online listings and real transaction prices, and stresses that condition, grading and liquidity must be considered when evaluating a card’s asset value.

Bing News: trading card market · Original ↗ ·
Cards/TCGResale

OpinionPOP MART partners with Sony to bring LABUBU to the big screen

POP MART is partnering with Sony to bring LABUBU from blind boxes to the big screen. The company is building a cross-format IP ecosystem by opening POP Bakery, expanding collaborations, and adding digital experiences, while using data and artist collaboration to drive growth.

Bing News: Pop Mart · Original ↗ ·
Blind boxPOP MARTLABUBU

OpinionKUMOLL: How Anime Malls Overcome Low Conversion Rates

Opened in October 2024, KUMOLL attracted attention with its first KUMOLL Anime Carnival but faces low conversion rates. The article explores how such malls can escape traffic traps and find suitable paths, offering a reference for urban commercial upgrades.

Bing News: 谷子 周边 二次元 · Original ↗ ·
MerchRetail

OpinionPOP MART's Strong Earnings but Volatile Stock Price: Market Anxiety Amid the Labubu Craze

POP MART reported strong 2025 revenue and profit growth, with the LABUBU series contributing nearly 40% of total revenue. Despite the solid performance, the stock price has fluctuated violently due to cooling secondary market prices, stretched valuations, and concerns about the sustainability of the trend. The company is expanding overseas stores and cultivating other IPs to reduce reliance on a single hit character.

Bing News: LABUBU · Original ↗ ·
ResalePOP MARTLABUBU

OpinionOriginal IPs Breakthrough: From Billion-Yuan Market to Homogenization

China's designer toy market is projected to exceed 100 billion yuan in 2026, with brands like POP MART and TOP TOY increasing original IP investment. The industry faces homogenization in categories like vinyl plush, requiring brands to balance industrialization with continuous innovation.

Bing News: 潮玩 品牌 · Original ↗ ·
Blind boxFigures/GKVinyl plush

OpinionZsiga 'Life Show' MINI Figures: 89 Yuan Blind Box Validates BJD Mass-Market Path

Zsiga's 'Life Show' MINI figures are released at 89 yuan, selling out quickly with high social media engagement. The analysis suggests this price drop from 399 yuan validates the mass-market potential of high-interaction categories, potentially becoming a major category after plush toys.

Bing News: 盲盒 新品 · Original ↗ ·
BJD/Cotton dollsBlind boxPOP MART

OpinionInvestment Logic Behind the LABUBU Craze

LABUBU's global popularity boosted POP MART's 2026 first-half revenue by 23.8%, with its THE MONSTERS series contributing 26% of total revenue. The article dissects the supply chain from IP development to manufacturing, logistics, and e-commerce, confirming business relationships with three listed companies: POP MART, Ecmoho, and Aoki Technology, while warning investors to distinguish between online rumors and actual performance impact.

Bing News: LABUBU · Original ↗ ·
Blind boxPOP MARTLABUBU

OpinionMiniso FRIENDS Store Outperforms POP MART in Harbin

Miniso founder Ye Guofu stated that the store's daily sales have exceeded POP MART's, which is just 10 meters away. Miniso is transforming into a toy retailer through large-format stores and affordable IP products, directly competing with POP MART.

Bing News: 泡泡玛特 业绩 · Original ↗ ·
Blind boxPOP MARTAnalysis

OpinionNeeDoh Craze: The New Stress-Relief Obsession After LABUBU

NeeDoh squishies became a hard-to-find hit in 2026, driven by their stress-relief appeal and social media. However, a class action lawsuit alleges they can rupture and cause burns when exposed to heat, and counterfeit products are also spreading.

Bing News: LABUBU · Original ↗ ·
MerchBlind boxSecret

OpinionTaobao Releases 2026 Toy New Opportunities Report: Five Sectors Drive New Growth

Taobao released the '2026 Taotian Toy New Opportunities' report, indicating the domestic market exceeds 250 billion yuan. With 36 million post-00s consumers and a 25% penetration rate, the report segments the market into three circles and highlights five key growth sectors: gaming peripherals, 'Three Kinds' clothing, celebrity merch, models, and trading cards.

Bing News: 潮玩 研报 评级 · Original ↗ ·
Blind boxMerchFigures/GK

OpinionTaobao Releases 2026 Designer Toys New Opportunities Report: Gen Z Leads, Five Sectors Drive Growth

Taobao released the '2026 Taotian Designer Toys New Opportunities' report, indicating the domestic market exceeds 250 billion yuan with over 36 million Gen Z users. The report divides the market into three circles and analyzes five growth sectors: game esports peripherals, 'Three Pits' clothing, celebrity peripherals, models, and trading cards.

Bing News: 潮玩 研报 评级 · Original ↗ ·
Blind boxMerchFigures/GK

OpinionArt Toy Industry Analysis: Triple Resonance of Demand, Supply, and Policy Drives Market Expansion

Art toys are shifting from functional to emotional consumption, with China becoming the largest and fastest-growing market. Vinyl plush and figures are core growth segments, with POP MART leading and Blokees and Kayou following. Policy support for IP economy drives industry expansion into high-value forms.

Bing News: 潮玩 研报 评级 · Original ↗ ·
Blind boxFigures/GKVinyl plush

OpinionMiniso's 'Member-Only' Policy: The Truth Behind Fast-Moving Brands Betting on Designer Toys

Miniso faced criticism for forcing membership to buy daily goods, with its TOP TOY purchase limits reflecting the market's popularity. The article notes that fast-moving brands like KFC, McDonald's, and Luckin are collectively 'toy-ifying' to sell emotions, but face thin profits from licensed IPs, high costs for self-owned IPs, and compliance pressure from new national standards.

Bing News: 潮玩 品牌 · Original ↗ ·
TOP TOYBlind boxIP/Collab

OpinionThe 'Goods' Economy: Opportunities and Challenges

'Goods' refers to merchandise themed around anime and games, with a market size of 168.9 billion yuan in 2024. The rise of domestic IPs drives market development, but challenges like unstable supply chains and short-sighted IP operations persist.

Bing News: 谷子 周边 二次元 · Original ↗ ·
Merch

OpinionIran War Triggers Raw Material Price Hikes, Japanese Anime Merch Company Announces Price Adjustment

Due to the US-Iran conflict and the situation in the Strait of Hormuz, soaring crude oil prices have driven up plastic raw material costs. A Japanese anime merch company announced it will raise product prices. Some domestic merchants have delisted acrylic products or stopped production, and industry insiders worry this will affect summer convention preparation and participation.

Bing News: 谷子 周边 二次元 · Original ↗ ·
MerchAnalysis
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