港股詳情

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泡泡瑪特

159.500

-5.400-3.28%

成交量：1,237.00萬

成交額：19.82億

市值：2,138.90億

市盈率：14.51

高：163.800

開：163.800

低：158.900

收：164.800

52周最高：339.800

52周最低：140.100

股本：13.41億

香港流通股本：13.41億

量比：0.94

換手率：0.92%

股息：2.73

股息率：1.71%

每股收益(LYR):10.989

淨資產收益率：77.60%

總資產收益率：45.42%

市淨率：8.37

市盈率(LYR):14.51

市銷率: 5.02

資料載入中...

總覽公司新聞資訊公告

每日沽空追蹤 | 泡泡瑪特 02月13日沽空量成交106.04萬股，沽空比例為8.07%

泡泡瑪特2025年全品類銷量突破4億隻，聚焦港股通消費ETF華夏布局窗口

每经ETF风向标

泡泡瑪特(09992)出現大手買入2.14萬股，成交價$248.0，涉資530.72萬

阿斯达克财经

年輕的深圳，為何拓展興趣消費？

深圳商报·读创

牛熊快報 | 恒指淡倉上日錄2,252萬淨流入，可吼牛58976/熊54605；泡瑪上日終止7連升，兩手部署購20615/沽23040

港股開盤小幅受壓恒指低開0.2% 藥明生物漲2.71%

每日沽空追蹤 | 泡泡瑪特 02月11日沽空量成交157.44萬股，沽空比例為9.23%

中國銀河：泡泡瑪特的銷售預期可能提高業績可見度

異動解讀 | 空頭倉位高企引發多空激烈博弈，泡泡瑪特盤中大跌5.04%

泡泡瑪特(09992)出現大手賣出3.3萬股，成交價$258.2，涉資852.06萬

阿斯达克财经

1億隻LABUBU背後，泡泡瑪特正在把「情感補充」做成一門好生意

母婴行业观察

《大行》花旗料泡泡瑪特(09992.HK)IP多元化等突破驅動集團續增長為中國消費板塊首選股

阿斯达克财经

泡泡瑪特這門讓段永平難懂的生意，王寧本人是這樣解讀的……

聪明投资者

暴漲50%空頭死扛不退！泡泡瑪特正面臨一場史詩級「逼空」風暴？

华尔街见闻

數讀2025：49+潮玩品牌28個億級IP，行業競爭下半場誰將改寫格局？| 雷報

【券商聚焦】國聯民生證券：泡泡瑪特(9992.HK)全球化IP生態驅動業績高增長

2025年全球銷量破4億隻，爆款在手，泡泡瑪特如何「長紅」？

從MOLLY到星星人，這個河南老闆的IP「換代速度」比迪士尼還快

9個小將幹出700億！永贏基金高收益背後，是梭哈還是實力？

港股全日沽空344.4億元佔可沽空股份成交17.1%

阿斯达克财经

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11:09","pubTimestamp":1770952172,"startTime":"0","endTime":"0","summary":"消息面上，近日泡泡玛特发布公告，披露2025年全年核心销售数据，全IP全品类产品全球销量突破4亿只，其中THEMONSTERS全品类产品全球销售超1亿只。泡泡玛特创始人王宁表示，2025年泡泡玛特全球员工伙伴超1万人、注册会员超1亿人、LABUBU全年销量超1亿只、全品类全IP产品销量超4亿只，业务覆盖超100个国家和地区、全球门店超700家、拥有6大供应链基地。","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=nesSN20260213111611a6f5d11b&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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10:24","pubTimestamp":1770949440,"startTime":"0","endTime":"0","summary":"[大手成交]泡泡玛特(09992)在上午10:24出现大手买入，成交量为2.14万，成交价为港币$248.0，涉资530.72万。至目前为止，股价跌1.745%，今日最高价为$254.8，而最低价为$247.8，总成交量为290.498万股，总成交金额港币$7.285亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602134451/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602134451/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0211977185.USD","LU0593848301.USD","BK1224","LU0149721374.USD","LU1023057109.AUD","LU0231483743.USD","LU0345776255.USD","LU0307460666.USD","LU0348766576.USD","SGXZ86797644.SGD","IE0034224299.USD","LU0348767384.USD","LU0359201885.HKD","PMRTY","LU0823426480.USD","LU0823426308.USD","LU0164880469.USD","LU0327786744.USD","LU0499858602.USD","LU0611395673.USD","09992","LU0345775950.USD","LU0588546209.SGD","LU2543165471.USD","SG9999002950.SGD","LU0164865239.USD","LU0871576103.HKD","LU0039217434.USD","LU0572944931.SGD","SGXZ62798434.SGD","LU1770036033.HKD","LU1481107354.HKD","LU0531971595.HKD","SG9999001069.SGD","LU0359201612.USD","LU0359202008.SGD","LU0499858438.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610945848","title":"年輕的深圳，為何拓展興趣消費？","url":"https://stock-news.laohu8.com/highlight/detail?id=2610945848","media":"深圳商报·读创","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610945848?lang=zh_tw&edition=fundamental","pubTime":"2026-02-12 16:44","pubTimestamp":1770885876,"startTime":"0","endTime":"0","summary":"深圳商报·读创客户端首席记者陈小慧无论是爆火的“Labubu”，还是泡泡玛特去年的股价连续创新高，亦或是马年春节即将到来爆火的“哭哭马”和“马彪彪”，为快乐和情绪价值“买单”，已经成为当代年轻人的消费观念。而这样的消费趋势，也成为各地扩大内需的重要抓手。","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":"http://finance.eastmoney.com/a/202602123649211517.html","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":"stock_eastmoney","symbols":["PMRTY","LU0359201612.USD","LU0348767384.USD","SGXZ86797644.SGD","LU1023057109.AUD","LU0149721374.USD","LU0531971595.HKD","LU0871576103.HKD","BK1224","LU0593848301.USD","LU0345775950.USD","LU0359202008.SGD","LU0345776255.USD","09992","LU0499858438.USD","LU0359201885.HKD","LU0611395673.USD","LU0588546209.SGD","SGXZ62798434.SGD","LU0164880469.USD","LU0039217434.USD","LU0231483743.USD","LU0164865239.USD","LU0572944931.SGD","LU0211977185.USD","LU0499858602.USD","IE0034224299.USD","LU0307460666.USD","LU0823426308.USD","SG9999002950.SGD","LU1770036033.HKD","LU1481107354.HKD","LU0348766576.USD","LU2543165471.USD","LU0327786744.USD","LU0823426480.USD","SG9999001069.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1116106874","title":"牛熊快報 | 恒指淡倉上日錄2,252萬淨流入，可吼牛58976/熊54605；泡瑪上日終止7連升，兩手部署購20615/沽23040","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106874","media":"老虎資訊","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1116106874?lang=zh_tw&edition=fundamental","pubTime":"2026-02-12 09:56","pubTimestamp":1770861395,"startTime":"0","endTime":"0","summary":"恒指牛證上日流出2200萬元，騰訊熊證上日流出310萬元，泡瑪熊證流出210萬元。","market":"hk","thumbnail":"https://static.tigerbbs.com/144fcf63ccaceb7d59c371695c704fb3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/144fcf63ccaceb7d59c371695c704fb3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dda90663e06bbcdfd3449381d08f57d2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09992","01810","09999","01211","HSI","HSCEI","00700","02628","HSTECH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610996377","title":"港股開盤小幅受壓 恒指低開0.2% 藥明生物漲2.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610996377","media":"金吾资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610996377?lang=zh_tw&edition=fundamental","pubTime":"2026-02-12 09:29","pubTimestamp":1770859758,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股开盘小幅受压，恒指低开0.2%，国企指数低开0.19%，恒生科技指数跌0.47%。东风集团股份高开1.43%，公司宣布，合并先决条件悉数达成。待合并先决条件及所有合并生效条件获达成后，东风集团股份将向联交所申请自愿撤销H股在联交所的上市地位。东风集团股份将持有的岚图股份分派予现有股东，并将申请岚图H股以介绍上市。内地股市昨日个别发展，沪综指低开高走，收市上升0.1%，沪深两市成交额进一步缩减。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212092938a6f100e2&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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16:30","pubTimestamp":1770798646,"startTime":"0","endTime":"0","summary":"泡泡玛特北京时间02月11日，跌5.49%，卖空量成交157.44万股，较上一交易日减少68.34%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20260211163637a49733c3&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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16:03","pubTimestamp":1770797001,"startTime":"0","endTime":"0","summary":"中国银河 国际分析师在一份报告中称， 泡泡玛特 最新的销售预期提高了其业绩可见度。这家Labubu玩偶制造商称，其去年总销量超过4亿件，分析师预计，该公司2025年净利润将猛增310%，达到人民币139亿元，这得益于供应链优化和产品组合改善。这些分析师补充说，得益于海外门店扩张，该公司全年收入可能猛增203%，达到人民币390亿元。这些中国银河国际分析师补充说，泡泡玛特正在发展成为一个全球 知识产权 平台，今年可能新开约70家门店。中国银河国际维持对该股的增持评级和391.00港元的目标价。该股下跌5.3%，至255.40港元。","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=nesSN20260211160914a6ee0120&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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| 空頭倉位高企引發多空激烈博弈，泡泡瑪特盤中大跌5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=1132833584","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1132833584?lang=zh_tw&edition=fundamental","pubTime":"2026-02-11 14:22","pubTimestamp":1770790968,"startTime":"0","endTime":"0","summary":"泡泡玛特今日盘中股价出现大幅波动，一度大跌5.04%，引起了市场的广泛关注。S3 Partners的逼空风险评分已升至最高的100分，显示出极高的市场风险。分析指出，这种极端的市场结构意味着多空博弈异常激烈。当前空头规模远大于机构多头持仓的情况并不常见，一旦市场情绪或公司基本面出现变化，可能引发剧烈的仓位调整，从而导致股价大幅波动。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["09992"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610531983","title":"泡泡瑪特(09992)出現大手賣出3.3萬股，成交價$258.2，涉資852.06萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2610531983","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610531983?lang=zh_tw&edition=fundamental","pubTime":"2026-02-11 14:10","pubTimestamp":1770790200,"startTime":"0","endTime":"0","summary":"[大手成交]泡泡玛特(09992)在下午02:10出现大手卖出，成交量为3.3万，成交价为港币$258.2，涉资852.06万。至目前为止，股价跌4.225%，今日最高价为$274.2，而最低价为$256.2，总成交量为1.184千万股，总成交金额港币$30.949亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602115940/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602115940/aamm-all-category","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":"aastocks_highlight","symbols":["LU0499858602.USD","LU0231483743.USD","LU0871576103.HKD","LU1023057109.AUD","LU0307460666.USD","LU0164880469.USD","PMRTY","LU0588546209.SGD","LU0593848301.USD","LU0611395673.USD","IE0034224299.USD","SGXZ86797644.SGD","LU0359202008.SGD","LU0164865239.USD","LU0345776255.USD","LU1770036033.HKD","LU0348766576.USD","SG9999002950.SGD","LU0572944931.SGD","LU0149721374.USD","LU0359201885.HKD","SG9999001069.SGD","LU0039217434.USD","LU0531971595.HKD","09992","LU0345775950.USD","SGXZ62798434.SGD","LU0359201612.USD","LU1481107354.HKD","LU0327786744.USD","LU0499858438.USD","LU2543165471.USD","BK1224","LU0348767384.USD","LU0823426480.USD","LU0823426308.USD","LU0211977185.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610660249","title":"1億隻LABUBU背後，泡泡瑪特正在把「情感補充」做成一門好生意","url":"https://stock-news.laohu8.com/highlight/detail?id=2610660249","media":"母婴行业观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610660249?lang=zh_tw&edition=fundamental","pubTime":"2026-02-11 12:18","pubTimestamp":1770783480,"startTime":"0","endTime":"0","summary":"全场都在关注泡泡玛特过去一年耀眼的成绩时，创始人王宁将话题引向了一个更宏大的方向——AI时代与泡泡玛特。这也悄然揭示了泡泡玛特在面对时代巨浪时的底层逻辑与独特站位。他明确泡泡玛特有意愿也有能力去承接后者。这也构成了泡泡玛特在AI时代最天然的护城河，即实体所带来的真实感与稀缺性。泡泡玛特的未来，关键在于其IP生命力的延续与升维。由此，在人工智能定义的时代，泡泡玛特扮演着一个温暖而关键的角色。","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=nesSN20260211122445a49652f5&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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為中國消費板塊首選股","url":"https://stock-news.laohu8.com/highlight/detail?id=2610602606","media":"阿斯达克财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610602606?lang=zh_tw&edition=fundamental","pubTime":"2026-02-11 12:08","pubTimestamp":1770782880,"startTime":"0","endTime":"0","summary":"花旗发表研报指，预测泡泡玛特以IP为核心的多元化策略，可增强其抵御IP周期性风险的能力，重振新需求。展望2026年，花旗预测集团在IP多元化、产品创新及广泛领域变现能力的突破将驱动增长。此外，投资者对泡泡玛特增长可持续性的讨论焦点集中在美国市场。花旗予泡泡玛特“买入”评级。与国内同行相比，花旗亦相信泡泡玛特凭借其领先地位应享有溢价。)相关内容《大行》大摩料泡泡玛特3月至4月或仍有上涨空间 评级“增持”AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250902133530982_s.jpeg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250902133530982_s.jpeg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1502635/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1502635/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0211977185.USD","LU0593848301.USD","BK1224","LU0149721374.USD","LU1023057109.AUD","LU0231483743.USD","LU0345776255.USD","LU0307460666.USD","LU0348766576.USD","SGXZ86797644.SGD","IE0034224299.USD","LU0348767384.USD","LU0359201885.HKD","PMRTY","LU0823426480.USD","LU0823426308.USD","LU0164880469.USD","LU0327786744.USD","LU0499858602.USD","LU0611395673.USD","09992","LU0345775950.USD","LU0588546209.SGD","LU2543165471.USD","SG9999002950.SGD","LU0164865239.USD","LU0871576103.HKD","LU0039217434.USD","LU0572944931.SGD","SGXZ62798434.SGD","LU1770036033.HKD","LU1481107354.HKD","LU0531971595.HKD","SG9999001069.SGD","LU0359201612.USD","LU0359202008.SGD","LU0499858438.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610607898","title":"泡泡瑪特這門讓段永平難懂的生意，王寧本人是這樣解讀的……","url":"https://stock-news.laohu8.com/highlight/detail?id=2610607898","media":"聪明投资者","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610607898?lang=zh_tw&edition=fundamental","pubTime":"2026-02-11 11:32","pubTimestamp":1770780766,"startTime":"0","endTime":"0","summary":"1月中旬，泡泡玛特股价经历深度回调之际，段永平在雪球网友的问答中，再度谈及了自己对泡泡玛特的看法。但随着2022年泡泡玛特的股价持续大跌，张坤在2022年四季度清仓。我们统计了泡泡玛特上市至今，持有时间最长的基金经理。富国的周文波自2023年三季度买入泡泡玛特后重仓至今，期间泡泡玛特股价上涨977.5%。这门让段永平看不懂的生意，一起来看看创始人王宁是如何解读的……","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=nesSN20260211124643a6ed52fb&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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Partners数据显示空头并未撤退，空头占自由流通股比例反而从2%激增至16%，逼空风险评分达满分100。分析师称这是罕见的“极度拥挤单边押注”，尽管公司通过回购提振信心，但空头仍押注公司海外增长放缓预期在死扛，市场正面临剧烈的逼空风险博弈。","market":"sg","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://wallstreetcn.com/articles/3765467","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":null,"symbols":["PMRTY","LU0593848301.USD","LU0499858602.USD","BK1224","LU0359202008.SGD","LU0164880469.USD","LU0348767384.USD","LU1023057109.AUD","SGXZ86797644.SGD","LU0359201612.USD","LU0531971595.HKD","LU0588546209.SGD","LU0823426480.USD","LU0611395673.USD","LU0499858438.USD","LU0164865239.USD","SGXZ62798434.SGD","LU0231483743.USD","LU1770036033.HKD","LU0348766576.USD","LU0359201885.HKD","LU1481107354.HKD","09992","LU0345775950.USD","LU0327786744.USD","LU0572944931.SGD","LU0823426308.USD","LU0039217434.USD","LU0345776255.USD","LU2543165471.USD","SG9999001069.SGD","LU0307460666.USD","IE0034224299.USD","LU0149721374.USD","LU0871576103.HKD","SG9999002950.SGD","LU0211977185.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2610607108","title":"數讀2025：49+潮玩品牌28個億級IP，行業競爭下半場誰將改寫格局？| 雷報","url":"https://stock-news.laohu8.com/highlight/detail?id=2610607108","media":"雷报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610607108?lang=zh_tw&edition=fundamental","pubTime":"2026-02-11 11:03","pubTimestamp":1770779017,"startTime":"0","endTime":"0","summary":"本期推文，雷报将继续从数据和热点事件出发，对2025年国内潮玩行业的整体格局展开全面分析。招股书显示，其2025年上半年营收13.6亿元，净利润达1.8亿元，已成为中国规模最大、增速最快的“潮玩集合品牌”。早在2024年7月，tnt潮玩的单月营收便突破1亿元大关，旗下DORA、Baby Zoraa两大IP的全年销售额均突破3亿元。","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=nesSN202602111311039540b054&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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10:21","pubTimestamp":1770776513,"startTime":"0","endTime":"0","summary":"金吾财讯|国联民生证券发布研报指，泡泡玛特正从潮玩公司转型为全球化IP全产业链集团，核心IP Labubu通过家族化策略及分层供给实现健康增长，2025年全球营收达30亿元。公司已建立工业化IP孵化体系，新IP星星人2025年上半年营收3.9亿元，形成互补矩阵。预计2026年总收入510亿元，经调整净利润180亿元，目标PE 23倍对应市值4140亿元。风险包括IP生命周期、海外拓展及新业务盈利不确定性。","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=nesSN20260211103715a6ecdef1&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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21:30","pubTimestamp":1770730208,"startTime":"0","endTime":"0","summary":"2025年，泡泡玛特集团全IP全品类产品全球销量突破4亿只，其中，THE MONSTERS全品类产品全球销售超1亿只。2025年，泡泡玛特的营收持续增长。其财报显示，2025年上半年泡泡玛特实现营收138.8亿元，同比增长204.4%；经调整净利润为47.1亿元，同比增长362.8%。其上半年营收及净利润均已经超过2024年全年水平。2025年第三季度，泡泡玛特营收同比增长245%—250%，其中，中国收益同比增长185%—190%。爆款在手，泡泡玛特该如何通过运营延长IP的生命周期，维持住当前的热度？","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=nesSN2026021022121295409cce&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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20:35","pubTimestamp":1770726935,"startTime":"0","endTime":"0","summary":"其中，MOLLY甚至可以称得上是泡泡玛特上市的最大功臣，在2022年之前，泡泡玛特的大部分收益都来自这个大眼撅嘴女孩，以至于当时的泡泡玛特一度被称作是患上了“MOLLY依赖症”。2022年，SKULLPANDA收入首次超过了MOLLY，MOLLY不再是泡泡玛特最赚钱的IP。据财报显示，2022年上半年，SKULLPANDA、MOLLY分别实现收入4.62亿元、4.04亿元，同比分别增长了152.3%、98.3%。从MOLLY到LABUBU再到现在的星星人，泡泡玛特早已形成了工业化造星的能力。","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=nesSN20260210205535a6eaa407&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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18:01","pubTimestamp":1770717660,"startTime":"0","endTime":"0","summary":"Choice数据显示，2025年初永赢基金管理资产合计5283亿，短短一年增长至6524亿，增长23.5%。九个小将干出700亿规模，“智选”系列的含金量高吗？2025年永赢基金资产管理规模扩大1241亿，“智选”系列产品贡献显著。700亿舵手高楠，其管理的这两只基金值得关注永赢基金的投研团队目前拥有48名基金经理，从业超5年的仅12人，占比不足1/4。近两个报告期，其换手率均维持在800%左右的高位。目前合并规模为497亿，由他和余国豪共同管理。","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=nesSN20260210183936a4933b36&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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17:00","pubTimestamp":1770714000,"startTime":"0","endTime":"0","summary":"港股全日沽空金额达344.4亿元，占可沽空股份成交2,012.2亿元之17.1%。上日为16.7%。5大沽空金额股票：南方恒生科技(03033.HK) 沽空比率47.3%，沽空金额20.9亿。阿里巴巴－Ｗ(09988.HK) 沽空比率20%，沽空金额18.8亿。美团－Ｗ(03690.HK) 沽空比率26.1%，沽空金额17.3亿。腾讯控股(00700.HK) 沽空比率9.3%，沽空金额15亿。泡泡玛特(09992.HK) 沽空比率22%，沽空金额13.2亿。(港股报价延迟最少十五分钟。沽空资料截至 2026-02-10 16:25。)AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190214162026860_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190214162026860_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1502392/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1502392/latest-news/AAFN","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":"aastocks_highlight","symbols":["SG9999001846.SGD","LU0348766576.USD","LU1152091754.HKD","LU0029875118.USD","LU0320764755.SGD","LU0449509016.USD","LU2237443465.HKD","LU1323998911.USD","BK1501","LU1733274473.HKD","LU0417516902.SGD","SG9999001069.SGD","LU1974910355.USD","BK1609","LU0541502299.USD","LU1044874839.SGD","LU0611395673.USD","LU1733274390.USD","LU1868837565.USD","LU0359201885.HKD","LU0477156797.USD","LU0326950275.SGD","LU0541501648.USD","LU0269904917.USD","LU1770036033.HKD","LU0127658192.USD","LU0210526637.USD","LU0819123356.HKD","LU0192582467.USD","LU0823041008.USD","LU0417516571.SGD","LU1064130708.USD","LU2251237488.HKD","BK1224","BK1575","SG9999000418.SGD","LU0886674414.USD","LU2152927971.USD","LU0608807946.USD","LU0211331839.USD","IE0032834883.USD","LU2488822045.USD","LU0143863198.USD","LU0509642566.USD","LU1226287792.SGD","IE0003795394.USD","HK0000914660.USD","LU0259732245.USD","LU0128522744.USD","SGXZ86797644.SGD","IE00BPRC5H50.USD","LU0052750758.USD","BK1516","LU1251922891.USD","LU0823397103.USD","LU0261947096.USD","HK0000306701.USD","LU1226287529.USD","LU1282648689.USD","IE00B0169L03.USD","LU0588546209.SGD","LU0823413587.USD","LU0441854154.USD","LU0630378429.USD","LU0865486749.SGD","LU0607220059.USD","IE00B543WZ88.USD","LU3063872942.SGD","LU2097828714.EUR","LU0633140560.USD","IE0003851619.USD","LU0823038988.USD","LU1993786604.SGD","LU1769817096.USD","LU0345775950.USD","LU2362540622.SGD","LU0414403682.SGD","LU0130518102.USD","SG9999002950.SGD","LU0149721374.USD","LU0210527791.USD","LU0203345920.USD","LU1734074674.USD","LU0348805143.USD","IE0032431581.USD","LU0898667661.SGD","LU0203347892.USD","LU0314109678.HKD","LU2362541273.HKD","LU0605514214.HKD","LU0823413660.USD","LU0043850808.USD","SG9999014906.USD","LU2177674079.SGD","LU0502904849.HKD","LU1226287875.USD","IE0031814852.USD","HK0000320223.HKD","LU0289960550.SGD","LU0648000940.SGD","LU0165289439.USD","LU1064131003.USD","LU1102505762.USD","IE00B8L5B284.USD","SG9999014898.SGD","LU0543330566.HKD","LU0210533765.USD","LU0593848301.USD","LU2148510915.USD","LU1794554557.SGD","HK0000352382.USD","LU0456846285.SGD","HK0000914686.HKD","LU2008162690.USD","BK1233","IE00B29SXG58.USD","LU0307460666.USD","LU1568876251.USD","LU1201861165.SGD","LU0143863784.USD","LU0823426480.USD","IE00BGV7N243.SGD","LU0501845795.SGD","LU0084288322.USD","LU1282651048.USD","LU1282649067.USD","LU2097828557.USD","LU2476274308.USD","SG9999002828.SGD","LU0797268264.HKD","IE00BZ08YT58.USD","LU2317271919.USD","IE00B031HW06.USD","LU2097828805.USD","LU1366334651.USD","LU0634319403.HKD","HBBD.SI","LU0543330483.HKD","LU0890818403.SGD","LU0862451753.SGD","LU0737861699.HKD","LU0588545490.SGD","LU1720051017.SGD","LU0516423174.USD","IE0003895053.USD","LU2265009873.SGD","IE00B97KM107.HKD","LU1226288170.HKD","LU1880398471.USD","IE00B0169N27.USD","LU0228659784.USD","LU0700851271.USD","LU1115378108.SGD","LU1883866441.USD","LU0431992006.USD","LU1880398554.USD","LU2237443549.SGD","BK1502","LU0315178854.USD","LU1785774172.SGD","00700","LU0873338254.USD","LU2087589342.USD","IE0008369823.USD","LU0011963245.USD","LU0823426308.USD","LU0831093199.SGD","LU2362541513.USD","SG9999006514.SGD","SG9999014880.SGD","LU1868838027.USD","LU0231483743.USD","LU1051768304.USD","IE00B3M56506.USD","LU1048588211.SGD","LU1008478684.HKD","IE00B031HY20.USD","LU0029874905.USD","LU0287142896.SGD","LU0130103400.USD","LU2498475776.HKD","LU1196710351.USD","LU1242518857.USD","LU1048596156.SGD","LU0862451837.USD","LU1188198961.HKD","LU1051769294.HKD","LU0633140727.USD","LU0683595622.HKD","LU0972618739.USD","LU0197773673.USD","LU2045819591.USD","LU0370786039.SGD","LU0856984785.SGD","LU0080751232.USD","LU1439102457.SGD","LU2293587155.HKD","LU1048484197.HKD","SG9999000327.SGD","LU0054450605.USD","SG9999015945.SGD","LU0140636845.USD","LU2106854487.HKD","LU1725190679.HKD","SG9999018857.SGD","LU0106252389.USD","LU1675838814.USD","HMTD.SI","LU2023250504.SGD","LU1804176565.USD","LU0762542818.HKD","LU2462611646.USD","03033","LU0196878994.USD","LU0359202008.SGD","MPNGY","HTCD.SI","LU2237443382.USD","LU0738912210.USD","BK1521","BK1615","LU0067412154.USD","LU1951186391.HKD","LU1366334578.USD","LU1807302812.USD","LU0821914370.USD","LU0708995153.HKD","IE0008368411.USD","LU1961090484.US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