Bloks (00325) rose more than 9% in early trading, with the stock up 9.37% as of press time at HK$67.70, with a turnover of HK$69.8279 million.

The company has recently entered a密集 new product launch period, releasing multiple new items including the Legend Edition - Neon Genesis Evangelion - Mark.06 and Kamen Rider Kabuto. Additionally, the company previously confirmed its participation in the WF2026 Shanghai Exhibition held from October 3 to 4, where several heavyweight new products will make their debut.

China Post Securities previously noted that with the ramp-up of building block vehicles and the advancement of overseas markets, operations are expected to accelerate in the second half of the year, and the full-year revenue growth target of over 30% is expected to be achieved.

Recently, Goldman Sachs released a research report stating that the performance of Chinese IP retailers and toy companies it covers was mixed for the first half and second quarter of 2026. Miniso (09896) saw softer profitability, while Bloks (00325) posted stronger-than-expected sales. The firm assigned a "Neutral" rating to Bloks with a target price of HK$72.4, and a "Buy" rating to Miniso's H-shares with a target price of HK$29.3. The bank expects demand for Chinese IP/toys to remain resilient in the second half, but growth will slow due to a higher base, with overseas trends becoming more divergent.