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泡泡玛特

184.500

-10.600-5.43%

成交量：2,168.78万

成交额：40.70亿

市值：2,477.84亿

市盈率：72.95

高：195.800

开：194.500

低：182.900

收：195.100

数据加载中...

总览公司新闻公告

中国还会诞生3-10个“泡泡玛特”

【财经分析】Labubu新品开售或成为二季度业绩增长动力

太火爆！拉布布3.0系列开售被抢空，有的门店大排长龙！联名款原价599元被炒至1.4万元，什么情况？

每日经济新闻

泡泡玛特靠它赚了30亿、黄牛加价翻倍卖，入坑LABUBU的人越来越多

21世纪经济报道

“小孩收割机” 要IPO了：卖卡牌年赚 44 亿，比泡泡玛特还暴利

奥斯卡影后也爱LABUBU？泡泡玛特勇闯欧美

中国新闻周刊

广交会观察：从泡泡玛特爆火看中国潮玩经济“破圈”崛起

中国新闻网

泡泡玛特Q1海外收益大增475% AI机器人公司玄源科技完成Pre-A轮融资｜品牌全球化周报

南向资金今日大幅净卖出70.19亿元。港股通（沪）方面，腾讯控股、阿里巴巴-W分别获净卖出9.12亿港元、7.22亿港元

异动解读 | 泡泡玛特股价盘中大跌5%，或因获利回吐压力及增长可持续性担忧

泡泡玛特予“跑赢行业”评级，升目标价至220港元

【券商聚焦】方正证券维持泡泡玛特(09992)“推荐”评级指其运营效率提升费用率有望优化

海通国际：升泡泡玛特目标价至198.1港元维持“跑赢大市”评级

2元一包的卡牌，比泡泡玛特还赚钱

财经天下WEEKLY

中金：予泡泡玛特“跑赢行业”评级升目标价至220港元

泡泡玛特：25 至 27 年业绩预增，评级上调

中金：予泡泡玛特(09992)“跑赢行业”评级升目标价至220港元

《大行》海通国际升泡泡玛特(09992.HK)目标价至198.1元维持“跑赢大市”评级

阿斯达克财经

泡泡玛特：一季收入增长超预期上调目标价

泡泡玛特25Q1点评：一季度营收同比大涨超165%，海外营收同增近5倍

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10:00","pubTimestamp":1745719258,"startTime":"0","endTime":"0","summary":"“我们国内的体量，可以再跑出3-10家上市公司，包括卡牌、盲盒、积木、谷子等领域，是非常有机会的”。今年淘宝天猫玩具潮玩峰会上，淘宝天猫玩具潮玩负责人蕴皆给出了一个判断。泡泡玛特的成功，让更多人重新认识了潮玩，也让市场达成了一个价值共识：中国玩具有实力诞生能上市的品牌、有世界影响力的品牌。而在泡泡玛特掀起的浪尖之下，市场热浪滚滚。2024年，中国玩具出口额在398.7亿美元，同比下滑1.7%，但自主品牌出口额占比提升到65%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/256011","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0823426480.USD","LU2543165471.USD","SG9999002950.SGD","LU0348767384.USD","LU0348766576.USD","BK1224","09992","LU0823426308.USD"],"gpt_icon":1},{"id":"2530105949","title":"【财经分析】Labubu新品开售 或成为二季度业绩增长动力","url":"https://stock-news.laohu8.com/highlight/detail?id=2530105949","media":"新华财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530105949?lang=zh_cn&edition=fundamental","pubTime":"2025-04-27 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MOLLY则以20.9亿元位列IP榜第二。与传统印象中主打可爱、治愈的玩偶不同，拥有 9 颗牙齿和尖锐耳朵的LABUBU最大的特点是“搞怪”“丑萌”。LABUBU的风刮遍全球之后，又吹回了中国市场。以去年发售的LABUBU与Vans联名款为例，发售价为599元的潮玩在二手市场上已经涨价到14839元。黄牛肆虐的同时，LABUBU的真假已经难以分辨。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042619155697463baf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:31","pubTimestamp":1745587885,"startTime":"0","endTime":"0","summary":"但中国潮玩出海叙事更值得关注的B面是：以LABUBU为代表的泡泡玛特IP正在悄悄席卷欧美。今年2月，天后级女歌手蕾哈娜在洛杉矶机场被拍到拥有一只粉色LABUBU“包搭子”，被网友戏称是“LABUBU闯美成功”。除了LABUBU这样的国际女明星，泡泡玛特知名IP如MOLLY、SKULLPANDA、Hirono小野，还有美式风格的Peach Riot等都成了举足轻重的存在。LABUBU无疑是2024年度的最畅销“唱片”。之后，荷兰、意大利、西班牙等国也陆续加入泡泡玛特的欧洲版图。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250426025727a4672d7b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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20:07","pubTimestamp":1745582867,"startTime":"0","endTime":"0","summary":"2025年第一季度，其海外收益同比增长近500%。国潮出海新势力论坛25日在第137届中国进出口商品交易会(广交会)上举行。今年春节档期间，电影《哪咤之魔童闹海》登顶中国票房榜第一名，泡泡玛特与版权方联名出品的《哪咤之魔童闹海》天生羁绊系列手办热度也持续攀升。近日，位于广东东莞市中心城区的潮玩雕像。微石文化科技有限公司总经理熊毛表示，“美”是中国文化出海的核心竞争力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042520082394e27273&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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年第一季度海外收益同比增长 475%-480%；AI 陪伴机器人 X-ORIGIN-AI 完成近亿元 Pre-A 轮融资；传音控股2024年净利润55.48亿元，占领超40%非洲市场；王老吉将进入马来西亚市场；新款小鹏 X9 在香港发布，售价35.98 万元起；比亚迪计划最早于2026年在日本推出轻型电动车；上汽集团未来三年将推出17款全新海外车型。2024年比亚迪实现营业收入7,771亿元，同比增长29%，净利润402.54亿元，同比增长34%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042518163894e25098&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 泡泡玛特股价盘中大跌5%，或因获利回吐压力及增长可持续性担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1147808611","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147808611?lang=zh_cn&edition=fundamental","pubTime":"2025-04-25 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14:55","pubTimestamp":1745564100,"startTime":"0","endTime":"0","summary":"比泡泡玛特还会赚钱的玩具公司出现了。2024年，卡游不光营收首次突破百亿大关，综合毛利率还高达67.3%，超过了泡泡玛特。谁也没想到依靠售价2元一包的小小卡牌，浙江衢州大佬李奇斌会赚得盆满钵满。依靠售价2元一包的小小卡牌，卡游成了“IP印钞机”。2024年卡游的集换式卡牌产品整体获得58.44亿元的毛利，毛利率高达71.3%。这意味着，均价1.7元的一包卡牌中，卡游就可以赚到1.2元。多重因素下，2023年卡游营收只有22.62亿元，同比下滑45.24%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250425212351a6c81b61&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:29","pubTimestamp":1745555340,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　中金发布研报称，考虑到泡泡玛特（09992）重点IP优质新品储备丰富、北美市场热度持续走高，故分别上调2025及2026财年经调整净利润预测10%及8%，至分别64亿及79.2亿元人民币，同时上调目标价29%至220港元，相当于预测今明两年经调整市盈率分别44倍及35倍，给予“跑赢行业”评级。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：史丽君","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/tob/2025-04-25/doc-ineuizxx2695824.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["09992"],"gpt_icon":0},{"id":"2530947068","title":"泡泡玛特：25 至 27 年业绩预增，评级上调","url":"https://stock-news.laohu8.com/highlight/detail?id=2530947068","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530947068?lang=zh_cn&edition=fundamental","pubTime":"2025-04-25 11:33","pubTimestamp":1745552025,"startTime":"0","endTime":"0","summary":"4 月 22 日泡泡玛特发布首季业绩预告，收入同比增长 165%至 170%。参考公司首季业绩预告，海通国际预计 2025 至 2027 年收入分别达 242 亿、335 亿及 423 亿元，同比各增长 86%、38%与 26%；经调净利各为 70.1 亿、99.1 亿及 128.3 亿元，同比各增长 106%、41%及 29%；经调净利率各为 28.9%、29.6%及 30.3%。鉴于公司 2025 至 2027 年预计 35%的经调净利年均复合增长率，该行给予公司 2025 年 35 倍市盈率估值，上调目标价 25%至 198.1 港元，维持“跑赢大市”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042512252497447e78&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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