西部证券：IP玩具行业景气度向上 Kidult文化崛起

智通财经网2025-06-26

西部证券发布研报称，据灼识咨询，IP玩具消费群体不断扩大，成年人成为重要购买力，Kidult(对玩具等热爱的成年人)文化崛起，预计到2029年，全球IP玩具市场规模GMV将达7717亿元，24-29年CAGR+8.0%。具体看中国IP玩具市场，2024年GMV 756亿元，在20-24年间，静态玩偶和可动玩偶是所有IP玩具细分市场中增长最快的子类目，CAGR分别+17.2%/15.4%，预计在24...

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