$POP MART(09992.HK)

昨天特意去东莞国贸店考察了一下 popmart 成功的原因有仨:

第一,现在有自己 IP。

第二,自己回购饥饿营销。

第三,满足了年轻人精神需求。

去年 10 月份关注到现在,只能眼睁睁看着一路长高,本来还想等机会入场,等了半年多才等到 4.7 号,不过 7 号没资金了没上车,前两天硬着头皮追着才上了车。

去年在 KL,新加坡,发现东南亚是主力市场,特别火热。现在出海扩张南北美市场,也越来越下沉二三线城市,利润极高,关税影响小,基本面良好,财富密码隐藏在此。😉

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