泡泡玛特①：89%收入来自“自有IP”，LABUBU之后，爆款为什么还能接力？｜EP43

from 投研随身听 · host 慢研播客

到了2026年上半年，泡泡玛特89%的收入来自业务口径下的“自有IP”。但这个分类既包括完整拥有的角色，也包括艺术家保留版权、公司取得独家商品开发权的角色。本期从王宁早期“格子街”两个月就被十几家模仿的经历讲起，通过MOLLY先签约、再验证、最后取得所有权的过程，拆解8244万累计注册会员和自营渠道如何缩短新IP的商业验证时间，以及毛绒占收入57.2%以后，同一个角色如何跨品类进入更多消费场景。信息截止：2026-08-26。本节目不构成投资建议。

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泡泡玛特①：89%收入来自“自有IP”，LABUBU之后，爆款为什么还能接力？｜EP43

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