19 On February 28th, the opening of POP MART (09992, HK) suddenly collapsed, and it once plunged more than 16%. Earlier, Xinhua News Agency said that the regulatory authorities should further standardize the blind box business model to avoid abnormal development. In addition, POP MART was exposed to secondary sales. At the close, the decline of POP MART narrowed to 9. 19% to HK$ 77.65, the turnover was HK$13.84 million, and the market value evaporated by about HK$1500 million.
POP MART was dismantled and resold.
According to the China Fund reported on the 28th, 12 On February 23rd, a netizen of Tik Tok posted a video saying that he bought an unopened blind box at POP MART Jinan Vientiane City Store, questioning the secondary sales of the clerk. There is yellow glue at the seal of the box, and the label inside even has a bent crease, which obviously shows signs of being unsealed.
In the early morning of the 24th, the netizen said that he had received a response from POP MART, confirming that the situation was true. The store staff admitted: "We found that it was stained with glue after reading it, because it was yellow." In response, POP MART responded that five employees involved have been dismissed, and all employees involved have been dismissed and will never be hired. Next, we will improve the service process of stores, conduct inspections and strengthen supervision.
However, once this matter was fermented, it attracted the attention and spit of many netizens. Many netizens in Beijing and Shanghai said that they had encountered secondary sales.
It is understood that a set of blind boxes generally consists of 12 "ordinary money" and 1 "hidden money", and the probability of obtaining the latter is very low. On the second-hand trading platforms such as idle fish, the prices of "hidden money" and "hot money" are even ten times higher than the original price, which leads to the profit-making behavior of shop assistants who practice favoritism and malpractice.
It should be emphasized that before this, POP MART's Hong Kong stock listing was the highlight of the company. 65438+February 1 1, POP MART was listed in Hong Kong stocks. After the opening, it quickly rose to HK$ 77 per share, which was 100% higher than the subscription price of HK$ 38.5 per share. The market value of the company is below 1000 billion Hong Kong dollars. As of February 28th, 65438, the total market value of POP MART still exceeded120 billion Hong Kong dollars. The 33-year-old founder Wang Ning and his wife hold nearly 49.8% of the shares, and their net assets exceed HK$ 50 billion.
In fact, POP MART's Hong Kong stock listing is the second time. As early as February 20 17, it landed on the new third board. Two years after listing, its listing was terminated in April of 20 19, and then restarted.
According to the company's prospectus, POP MART was established on 20 10, focusing on the IP integrated operation service field integrating trendy commodity retail, artist brokerage, new media entertainment platform and large-scale exhibition. From 20 17 to 20 19, the income of POP MART increased from1580,000 yuan to16.83 million yuan, and the income growth rates in the last two years were 225% and 227% respectively. In addition, its net profit was 6.5438+0.56 million yuan, 99.52 million yuan and 4.565438+0 billion yuan respectively, with a net profit of 289 times and a gross profit margin of 64%.
Xinhua News Agency commented on "blind box fever": Addiction and gambling psychology are also breeding abnormal consumption.
According to Xinhua News Agency (65438+February 25th), Xinhua News Agency issued a document to evaluate the blind box economy, saying that the blind box is to put different styles of dolls in the box, and consumers draw lottery by luck, sometimes drawing repeated fixed money, and sometimes drawing favorite money or hidden money. This randomized experience made many young people feel fresh and exciting and chose "into the pit".
Tmall's "Post-95 Players' Hand-made List" released on 20 19 shows that hand-made shoes and e-sports have become one of the hottest hobbies after 95. In the past year, about 200,000 consumers spent more than 20,000 yuan on buying blind boxes on well-known domestic e-commerce platforms. According to the data of Toubao Research Institute, which tracks the trend of toy market, the market value of domestic blind box market has exceeded 2.5 billion yuan, and the compound annual growth rate from 20 14 to 20 18 has reached 15.6%.
Blind box has not only become an economic phenomenon, but also reflects the psychological and living conditions of young people in China, especially those born after 1995.
Wei, an associate professor at the School of Psychology of South China Normal University, told reporters that it often takes a long time for students and office workers to write a paper and do a project. The instantaneous performance of the blind box makes consumers satisfied for a while. "In the era of material abundance, young people pay more attention to the emotional value brought by things than the practical value."
The price of a blind box ranges from RMB 49 yuan to 79 yuan, and there are also hundreds of yuan. Many players said that it is worthwhile to spend tens of dollars for a little happiness.
Blind box is not only a toy, but also a medium that can meet the needs of belonging and love. Especially for young people facing social phobia, the blind box not only gives them spiritual sustenance, but also gives them the opportunity to make friends.
Behind the surprise and expectation, the addiction and gambling psychology brought by the "blind box fever" are also breeding abnormal consumption. Many blind box lovers spend a lot of money every month. As the saying goes, "once you enter a blind box, it is as deep as the sea, and your wallet is a passerby."
Experts suggest that parents and teachers should guide minors to form a good consumption concept and avoid falling into the consumption trap. At the same time, the regulatory authorities should further standardize the blind box business model to avoid its abnormal development and bring negative impact on the growth of society and teenagers.