LABUBU爆火出圈！与泡泡玛特合作有无业务合作？多家A股公司密集回应

澎湃新闻06-13

随着泡泡玛特国际集团有限公司（下称“泡泡玛特”，09992.HK）旗下产品LABUBU的持续爆火出圈，A股上市公司密集回应与泡泡玛特合作情况。近期，“一BU难求”的“二次元”风刮进资本市场。一方面，泡泡玛特股价不断水涨船高，另一方面，机构也频频唱多泡泡玛特股价。值得一提的是，落实到投资者层面，不少股民对于A股上市公司与泡泡玛特的合作情况出现集中关注，例如是否有合作、合作内容如何等，且不乏“催合作”...

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Is there any business cooperation with Pop Mart? Many A-share companies responded intensively","themeId":"3fabcbc00c2a7ae24bd6614b40a10899","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09992":1},"content_text":"随着泡泡玛特国际集团有限公司（下称“泡泡玛特”，09992.HK）旗下产品LABUBU的持续爆火出圈，A股上市公司密集回应与泡泡玛特合作情况。近期，“一BU难求”的“二次元”风刮进资本市场。一方面，泡泡玛特股价不断水涨船高，另一方面，机构也频频唱多泡泡玛特股价。值得一提的是，落实到投资者层面，不少股民对于A股上市公司与泡泡玛特的合作情况出现集中关注，例如是否有合作、合作内容如何等，且不乏“催合作”的情况出现。澎湃新闻记者梳理显示，截至6月13日记者发稿，“上证e互动”平台显示，6月以来有关泡泡玛特的互动问答有46条，其中有10家沪市上市公司董秘进行了回应。而深交所互动平台“互动易”显示，最近一周（6月6日至6月13日）与泡泡玛特相关的问答便多达180条。其中，自6月11日LABUBU被拍出超百万元天价后的2天内，问答就有168条，有27家深市上市公司的董秘进行了回应，其中多家上市公司进行了集中回答。整体来看，多家上市公司对于是否与泡泡玛特有合作均进行了否认，如新赛股份（600540）、国芳集团(601086)、伊之密(300415)、和顺科技(301237)、奥飞娱乐(002292)、森马服饰(002563)、环球印务(002799)、星辉娱乐(300043)等。此外，苏州龙杰(603332)表示，公司的销售客户里没有泡泡玛特。博瑞传播(600880)则指出，虽然公司参与的杭州干杯创业投资合伙企业（有限合伙）（简称“干杯基金”）与北京泡泡玛特文化创意有限公司均投资了“年年有余（浙江）文化科技有限公司”，但该事项对本公司没有直接影响。而对于投资者的“催合作”，首旅酒店（600258）、云天励飞(688343)、晨光股份(603899)、新乳业(002946)等公司的董秘进行了答复。例如，首旅酒店董秘在回答“贵公司酒店经营场所是否会与泡泡玛特合作开发出新的客服体验场景，更多地吸引客户资源”的问题时答道，“感谢您的建议，我们会将您的建议转报专业部门。”云天励飞(688343)在回答“公司能否联合泡泡玛特推出AI玩具？AI版做个LABUBU”的问题是答复，“您的建议已收悉，感谢您的关注。”新乳业(002946)在回答“公司有无计划推出IP联盟，比如泡泡玛特等企业？”问题时答复，“公司密切关注消费趋势的变化和销售能力的增强，未来公司将继续加强产品创新，为消费者提供更加便利、符合消费趋势、并能提供情绪价值的产品及服务。”此外，青木科技(301110)、众信旅游(002707)回答了当前与泡泡玛特的合作情况，哈尔斯(002615)则回答了此前与泡泡玛特的合作情况。青木科技(301110)表示，公司仅是泡泡玛特天猫旗舰店代运营服务商，不是线上独家代理商。公司目前没有培育自己IP的规划，由于二级市场受到宏观经济环境、行业政策调整、市场整体情绪、短期资金流动等多重复杂因素的综合影响，股价走势存在一定波动，公司提示广大投资者注意投资风险。众信旅游(002707)指出，公司为泡泡玛特城市乐园官方授权的票务代理商之一。哈尔斯(002615)则在回答“泡泡玛特和公司之前的合作中，有没有涉及拉布布（LABUBU）IP”的问题时答道，“两家公司的过往合作已终止，且前期合作的范围不包括您所问的IP。”今年以来，随着Labubu的持续热销，泡泡玛特股价持续攀升。受益于股价的上涨，6月9日，泡泡玛特创始人王宁成为河南新首富。6月10日，在永乐2025春季拍卖会上，一款初代藏品级薄荷色的LABUBU最终以108万元的价格拍卖成交。Wind数据显示，截至6月13日收盘，泡泡玛特股价继续走高，收报272.6港元/股，涨2.17%。近5个交易日，泡泡玛特股价已涨超11%；近3个月涨幅超过122%；年初至今，泡泡玛特估计涨幅更是超过200%，达到了205.32%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2543682856","isCrawlerRequest":true}