$BLOKS(00325.HK) rose by 9 points today, with volume expanding to more than double the average.
The driver is very specific: At Bilibili World 2026, nearly 20 new Disney IP products were unveiled at once, expanding the building toy IP matrix from Ultraman and Transformers further into Disney.
In this round of new consumer sentiment recovery, companies with solid product rhythms will diverge further from those purely relying on valuation repair. The breadth of IP licensing directly determines shelf space; if the Disney line expands, the SKU structure in the next earnings report will be more worth watching than the price increase.
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