2026 Toy Investment Boom: Capital Rationality and Industry Risks

The toy and card industry saw a concentrated wave of financing in 2026, with major players like POP MART, Blokees, and companies like Kayou and Flash Soul securing large rounds. Capital now prioritizes supply chain barriers and profitability, though IP dependency, aesthetic fatigue, and international risks remain concerns. AI-generated

Why it matters：Analyzes the market logic and industry risks behind the 2026 toy investment boom.

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