美泰

产品理念的时代分化
芭比娃娃：完美主义的黄昏
芭比娃娃诞生于1959年，承载着二十世纪后半叶的美国价值观。它以"完美女性"的形象出现，传递着标准的美貌、理想的身材、崇高的职业理想和自由消费的权利1。芭比所设定的生活方式——豪...

深度分析传统玩具与新兴潮玩的商业逻辑差异，探讨消费文化变迁对股价表现的影响 2025年7月 • 商业分析报告$泡泡玛特(09992)$ $美泰(MAT)$
核心发现
泡泡玛特的胜利
2024年股价飙升近200%
海外收入增长375.2%
会员复购率达49.4%
Labubu系列收入增长726.6%
美泰的困境...

$美泰(MAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001523711-25-000079  Size: 5 KB 网页链接

$美泰(MAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001523711-25-000085  Size: 5 KB 网页链接

$美泰(MAT)$ 144 Report of proposed sale of securities Accession Number: 0001959173-25-004685  Act: 33  Size: 4 KB 网页链接

$美泰(MAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001523711-25-000090  Size: 8 KB 网页链接

$美泰(MAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001523711-25-000069  Size: 6 KB 网页链接

$美泰(MAT)$ SD Specialized disclosure report Accession Number: 0001193125-25-132093  Act: 34  Size: 237 KB 网页链接

$美泰(MAT)$ 8-K Current report, items 5.03, 5.07, and 9.01 Accession Number: 0001193125-25-132211  Act: 34  Size: 177 KB 网页链接

$美泰(MAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001523711-25-000080  Size: 5 KB 网页链接

$美泰(MAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001523711-25-000082  Size: 5 KB 网页链接

$美泰(MAT)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0001628280-25-036429  Act: 34  Size: 8 MB 网页链接

$美泰(MAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001523711-25-000067  Size: 6 KB 网页链接

$美泰(MAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001523711-25-000091  Size: 8 KB 网页链接

$美泰(MAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001523711-25-000081  Size: 8 KB 网页链接

$美泰(MAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001523711-25-000068  Size: 6 KB 网页链接

$美泰(MAT)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0001628280-25-035714  Act: 34  Size: 845 KB 网页链接

$美泰(MAT)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0001172661-25-003526  Act: 34  Size: 7 KB 网页链接

$美泰(MAT)$ 11-K Annual report of employee stock purchase, savings and similar plans Accession Number: 0001628280-25-032159  Act: 34  Size: 216 KB 网页链接

$美泰(MAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001523711-25-000084  Size: 8 KB 网页链接