ReleasesLEGO Announces First Dragon Ball Set at $180
LEGO launches its first official Dragon Ball set, featuring Shenron and Kid Goku in a 1,764-piece build priced at $180.
Building blocksLEGODragon Ball
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Building sets and minifigures.
Summaries are AI-generated
IndustryLEGO Accused of Stealing Tech for Smart Sets
Israeli firm May Patents is suing LEGO in the U.S. for allegedly infringing three patents with its SMART Play system. The dispute centers on the SMART Brick and SMART Charger, which are already used in Star Wars and Pokémon sets.
RegulationBuilding blocksLEGO
CapitalBandai Namco Q1 2027 Earnings: Gunpla, Dragon Ball, and One Piece Drive Toy Business Profit Surge
Bandai Namco announced its Q1 2027 earnings on August 6, 2026, with net sales of 328.4 billion yen (+9.3% YoY) and operating profit of 69.2 billion yen (+33.3% YoY), marking a record high. The Toy & Hobby business saw net sales of 192.7 billion yen (+31.3% YoY) and segment profit of 53.9 billion yen (+89.1% YoY), driven by Gunpla, Dragon Ball, One Piece, trading cards, and capsule toys.
Figures/GKBuilding blocksCards/TCG
EventsIBTE Indonesia 2027 Set for August, Covering Building Blocks and Blind Boxes
The IBTE Indonesia International Toy and Art Toy Exhibition will be held from August 18 to 21, 2027, in Jakarta, covering 20,000 square meters with over 1,000 booths and expecting 40,000 international buyers. The event features categories like building blocks, blind boxes, figures, and anime merch, aiming to provide a B2B platform for Chinese companies to enter the Southeast Asian market.
Global expansionBuilding blocksBlind box
OpinionLEGO launches 2026 'Play On' project and appoints Jackson Yee as brand ambassador
LEGO Group launched the 2026 'Play On' brand project and appointed Jackson Yee as brand ambassador to attract adult consumers. The Q1 2026 report shows a 21% revenue increase, and LEGO plans to expand its adult-focused product lineup.
Building blocksLEGO
IndustryBlokees H1 2026 Results: Low-Price Strategy Drives New Users but Margins Under Pressure
Blokees' H1 2026 revenue reached 1.7757 billion yuan, up 32.7%, but gross margin fell to 44.3%. The 9.9 yuan product accounted for nearly half of sales, while overseas revenue surged 228.5% to 365.9 million yuan.
Building blocksGlobal expansionBlokees
EventsMegaHouse Unveils Playable Bottle‑Cap Block ‘Isson Block’ at Tokyo Toy Show
MegaHouse, a subsidiary of Bandai Namco Group, unveiled the ‘Isson Block’ – a water bottle whose cap functions as a 3 cm building‑block – at the Tokyo Toy Show 2026 held from August 27‑30. The product, priced at ¥100 (tax included) and containing 290 ml of natural water, will be sold exclusively on the public days, August 29‑30, at the MegaHouse booth. By turning disposable caps into reusable play pieces and using recycled PET bottles, the launch underscores MegaHouse’s commitment to sustainable toy design.
Shows/Pop-upsBuilding blocks
IndustryCITIC Securities: Blokees Brick Vehicles Target Mattel and Tomy with Affordable IP Strategy
A CITIC Securities report notes that Blokees will focus on brick vehicle exports in 2026, featuring affordable Marvel, Star Wars, and Transformers IP, and has entered Walmart, Amazon, and Target.
Building blocksBlokeesMarvel
IndustryBlokees stock drops over 70% in a year as multiple banks cut ratings
Blokees Group's stock has fallen from a historical high in June 2025, with a maximum drop of 74.51%. Despite solid fundamentals, the valuation is undergoing continuous repair due to slower new product launches, unlocking of restricted shares, and banks cutting target prices. The company is boosting confidence through share buybacks funded by its own cash reserves.
Building blocksBlokeesResale
Industry52TOYS Unveils 2026 Product Roadmap with Over 1,000 New Products and 100+ IPs
At the 2026 Partner Conference, 52TOYS announced a roadmap featuring over 1,000 new products and 100+ IPs across seven major categories. The company plans collaborations tied to milestones like Pixar's 40th anniversary and Zootopia's 10th anniversary, while strengthening original IP development.
IP/CollabBlind boxFigures/GK
Events38th Shenzhen Toy Fair & Art Toy Fair Opens on April 9 with AI Smart Toy Zone
The 38th Shenzhen Toy Fair & Art Toy Fair will be held from April 9 to 11 at the Shenzhen World Exhibition & Convention Center, with overseas buyer pre-registrations up 137.5% year-on-year. The fair features a dedicated AI Smart Toy Zone and expands the art toy exhibition area.
AnalysisBuilding blocksVinyl plush
Industry52TOYS Announces 2026 Product Plans: Over 1,000 New Items Across 100+ IPs
At a partner conference in Beijing, founder Chen Wei revealed 2026 plans to launch over 1,000 new items across 100+ IPs and seven categories. In 2024, the company reported 630 million yuan in revenue and a 39.9% gross margin, with IP licensing costs of about 45.755 million yuan.
Figures/GKBuilding blocksBlind box
ReleasesLEGO® Galloping Horses and Firecrackers Debut at CIIE, 8th Consecutive Year of Chinese New Year Sets
LEGO Group debuts two Chinese New Year sets at the 8th CIIE: LEGO® Galloping Horses and LEGO® Firecrackers. The Horse Year-themed set features moving horses and a zodiac figure, while the Firecrackers set recreates festive scenes with switchable displays.
Building blocksLEGOLimited
EventsLEGO Launches Five New Products and Shanghai LEGOLAND Concept Model at CIIE
LEGO Group showcased a Shanghai LEGOLAND concept model and five new products at the 8th CIIE, including the 'Galloping Horse' and 'Firecrackers'. These items will be available in China from December 23.
Building blocksLEGO
EventsLEGO Group Unveils Five New Products: 'Horse Galloping to Success', Firecrackers, and More
LEGO Group unveiled five new products at the 8th CIIE, including the LEGO® Horse Galloping to Success, Firecrackers, God of Wealth, Phantom Ninja 15th Anniversary, and Tulip Bouquet. These items will be available in China starting December 23.
Building blocksLEGO
IndustryMiniso Bets Big on Designer Toys: Tailored E-commerce and Offline Pop-ups
Miniso is strengthening its IP operations with tailored e-commerce strategies and offline pop-ups like the Harry Potter theme. The company plans to spin off its toy brand TOP TOY for a Hong Kong listing and has shifted its focus to IP-based products.
RetailIP/CollabBlind box
IndustryTOP TOY Files for Hong Kong IPO, Secures 400 Million RMB Funding to Acquire Multiple Toy Companies
TOP TOY submitted a prospectus to the Hong Kong Stock Exchange on September 26, 2025, to go public. In the first half of 2025, the company reported revenue of 1.36 billion RMB, gross profit of 441 million RMB, and profit of 180 million RMB. As of June 30, 2025, it operated 293 stores with over 10 million members. In July 2025, it completed an A-round financing of approximately 427 million RMB, valuing the company at 9 billion RMB.
RetailBlind boxFigures/GK
ReleasesMegaHouse releases Freshness Guaranteed!! Disassembly Puzzle Set – Bluefin Tuna & King Salmon for ¥4,378 (mid‑September 2025)
MegaHouse will launch the Freshness Guaranteed!! Disassembly Puzzle Set featuring a Bluefin Tuna and a King Salmon in mid‑September 2025, priced at ¥4,378 (tax included). The set includes 33 parts for each fish, eight sushi pieces, a display ice case, stickers and a plate sheet, allowing users to assemble the fish, create mini sushi and showcase the models in a market‑fresh presentation. New clear parts and glossy paint give the fish a vivid, fresh look.
Building blocks
EventsMegaHouse to showcase new toys and host interactive events at Tokyo Toy Show 2025 (Aug 28‑31)
MegaHouse announced it will exhibit at the Tokyo Toy Show 2025 from August 28‑31 at Tokyo Big Sight, presenting its latest toys and figures. The booth will feature award‑winning items such as ‘Butaminton’, ‘American Battle Dome’, and ‘Rubik’s Cube Pixel’, and public‑day events including a Butaminton tournament, an American Battle Dome competition and a Rubik’s Cube challenge, with prizes for winners.
Figures/GKArt toysBuilding blocks
IndustryBlokees: High Growth Behind IP Dependence and Channel Expansion Concerns
Blokees achieved 10 billion yuan in revenue in just two and a half years, but relies heavily on Ultraman. New IPs like Pokémon underperformed. The company expanded via low-price products and all channels, causing declining gross margins and lower channel efficiency, facing transition pains.
Building blocksBlokeesUltraman
ReleasesBlokees Minions Cool Series 'Transformation Celebration' Global Debut
The first wave of Blokees Minions Cool Series 'Transformation Celebration' launched on June 1 at KKV in Shanghai, featuring six characters with interchangeable outfits and 11 points of articulation.
Building blocksBlokeesLimited
IndustryBlokees Stock Breaks HK$126 Driven by IP and Channels
Blokees' stock is up over 108% this year, with a gross margin of 52.9% in the first half of 2024. Relying on over 50 IP licenses, full-channel layout, and tech innovation, the company is transforming from a toy manufacturer to an IP ecosystem operator, though it faces IP dependency and overseas challenges.
Building blocksTransformersPokémon
IP & collabsKotobukiya Announces Anime Adaptation of “Arcanadea” for TV Asahi Network
Kotobukiya has announced that its Arcanadea model kit series, which has shipped over 300,000 units, will be adapted into an anime slated to air on TV Asahi’s network. The series, launched in December 2021 with sci‑fi/fantasy themes and designs by necömi, has attracted worldwide praise for its detailed aesthetics, and the adaptation is accompanied by a commemorative illustration and a comment from voice actress Kaede Hondo, boosting fan excitement.
Building blocksIP/CollabFigures/GK
IndustryBlokees Files Hong Kong IPO Prospectus for Main Board Listing
Blokees Group has filed a prospectus with the Hong Kong Stock Exchange for a main board listing. The company reported 877 million yuan in revenue in 2023 and accumulated losses exceeding 1.1 billion yuan from 2021 to 2023. The prospectus highlights the company's heavy reliance on licensed IPs like Ultraman and Transformers, with some licensing periods expiring soon.
Building blocksUltramanTransformers
ReleasesBlokees x Palace Museum Hall of Supreme Harmony Set Launches
Blokees and the Palace Museum launch the first high-end collectible set of the Hall of Supreme Harmony at 1:100 scale. Featuring 7600+ pieces and 0.005mm precision molds, it is limited to 10,000 units with custom plaques for the first 50 buyers.
Building blocksBlokees
IndustryBlokees, Senbo and others receive 100M yuan funding; domestic brick market analysis
Domestic brands like Blokees, Senbo, and Pinqi have received multiple rounds of funding, with Senbo securing over 100 million yuan in January. The article compares sales on JD and Taobao, noting LEGO dominates the high-end market while domestic brands still lag in price and brand recognition.
Building blocksBlokeesAnalysis
ReleasesLEGO October 2026 New Releases: Avengers: Doomsday and Pokémon
LEGO will release multiple new sets in October 2026, including the Avengers: Doomsday series and Pokémon Iconic Trainer Moments, with some sets launching on October 1 and others on October 4.
Building blocksMarvelPokémon
ReleasesLEGO Releases Dragon Ball Shenron & Goku Icons Set, Shipping November 4 for US$179.99
LEGO has officially unveiled the new LEGO Icons Dragon Ball Shenron & Goku set, slated to ship on November 4 for US$179.99. The 1,764‑piece set includes a Kid Goku minifigure and allows builders to position Goku on his cloud or interact with Shenron. LEGO Japan teased the set on September 22, and LEGO Insider members can pre‑order on November 1.
Building blocksLEGODragon Ball
ReleasesLego September 2026 New Releases: Minifigures, Brickheadz, Star Wars Advent Calendar, and Batmobile
Lego released multiple new sets in September 2026, including a 12-figure minifigure blind box, Brickheadz gremlins, a Star Wars Advent Calendar, a Santa countdown clock, a Nike Air Force 1 x Lego set, La Catrina for Day of the Dead, the Hubble Space Telescope, and the Batman Returns Batmobile, with some available for purchase or preorder.
Building blocksLEGOStar Wars
ReleasesTakara Tomy’s PLARAIL “Gotouchi Vehicle Series” – Asakusa (Tokyo Metro Ginza Line 1000) & Kyoto (Keihan 10000) sets release September 19, 2026, MSRP ¥4,180
Takara Tomy will release the first two PLARAIL “Gotouchi Vehicle Series” sets on September 19 2026 in physical stores in the Kanto and Kansai regions – “Asakusa Tokyo Metro Ginza Line 1000 & Kaminarimon” and “Kyoto Keihan 10000 & Fushimi‑Inari Shrine”, each priced at ¥4,180 (tax‑incl.). Each set includes a scenery piece, the respective train model and two region‑specific PLARAIL figures, and is sold only at designated brick‑and‑mortar shops, not online.
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