Trendy toy companies become the darling of the capital market in 2025
In recent years, the trendy toy industry has emerged and has become a popular track in the capital market. With the rise of Generation Z consumption power and the popularization of collection culture, trendy toy companies are attracting investors' attention with an astonishing growth rate. According to the latest data, the global trendy toy market size is expected to exceed 100 billion yuan in 2025, and the proportion of the Chinese market will exceed 40%. The following are hot topics and structured data analysis of the trendy toy industry that have been hotly discussed across the Internet in the past 10 days.
1. The popularity of the trendy toy industry is soaring, and capital is accelerating its layout
According to the monitoring data of the entire network, the search volume of keywords such as "trendy toys", "blind boxes", and "collection toys" increased by 35% month-on-month in the past 10 days, and the number of social media discussions surged. Top trendy toy companies such as Pop Mart and 52TOYS frequently appear in research reports of investment institutions, becoming one of the most promising targets in 2025.
| Company Name | Stock price increase in the past 10 days | Market share (2025 forecast) |
|---|---|---|
| Pop Mart | +12.5% | 18% |
| 52TOYS | +8.3% | 9% |
| TOP TOY | +6.7% | 7% |
2. Generation Z consumption power drives the industry to explode
According to the "2025 Fashion Toy Consumption White Paper", Generation Z (born from 1995 to 2009) has become the main force of trend toy consumption, accounting for as high as 68%. This group pays more attention to emotional connection and social attributes, and is willing to pay a premium for limited edition and IP joint products. The following is the core data of the user's portrait:
| Age group | Consumption proportion | Average annual consumption amount |
|---|---|---|
| 18-24 years old | 42% | ¥2,800 |
| 25-30 years old | 26% | ¥3,500 |
| Over 31 years old | 32% | ¥4,200 |
3. IP operation becomes the core competitiveness
The IP development capabilities of trendy toy companies directly determine market performance. In the past 10 days, the IP cooperation cases discussed on the Internet include the "Arikaan Blind Box" jointly signed by Pop Mart and the Forbidden City, as well as the limited-edition mecha models of 52TOYS and "The Wandering Earth 3". Here is the value evaluation of popular IPs:
| IP name | Authorization fee (10,000 yuan) | First month sales |
|---|---|---|
| MOLLY (Pop Mart) | 5,000 | ¥120 million |
| LABUBU (52TOYS) | 3,800 | ¥98 million |
| Disney co-branded model | 6,200 | ¥150 million |
4. The secondary market is active in trading, and the scarce version has a significant premium
The collection attributes of trendy toys have given birth to a prosperous secondary market. According to data from platforms such as Xianyu and Dewu, the resale price of some limited editions can reach more than 10 times the original price. The three products with the highest trading volume in the past 10 days are as follows:
| Product Name | Issuance Price | Average price of secondary market |
|---|---|---|
| Pop Mart SKULLPANDA Night City | ¥89 | ¥1,200 |
| 52TOYS mechanical Pixiu | ¥399 | ¥3,500 |
| Bearbrick Violent Bear Co-branded | ¥1,299 | ¥15,000 |
5. Industry Challenges and Future Prospects
Although the trendy toy industry has broad prospects, it still faces challenges such as homogeneous competition and IP life cycle management. Experts point out that competition in 2025 will focus onDigital experience(such as AR trendy toys, Metaverse exhibition hall) andSupply Chain Innovation(3D printing customization). The continued increase in the capital market indicates that the trendy toy industry is upgrading from a "niche hobby" to a "mainstream consumption track".
It can be foreseen that the trendy toy market in 2025 will present a more refined operating model, richer cultural connotation, and closer capital linkage. For investors, this is both an opportunity and also requires being vigilant about the industry bubble.
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