港股詳情

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泡泡瑪特

245.800

-4.600-1.84%

成交量：1,127.40萬

成交額：27.81億

市值：3,301.09億

市盈率：95.47

高：251.600

開：248.000

低：243.800

收：250.400

資料載入中...

總覽公司新聞公告

與LABUBU聯名也賣不動號稱“貴族”冰淇淋，歌帝梵如何“自救”？

每日经济新闻

北水動向 | 北水淨入18.55億港元，買中國軟件國際、國泰君安國際，沽泡泡瑪特、騰訊

【海通國際：泡泡瑪特(09992.HK)高增長趨勢持續升目標價至316.7港元】智通財經APP獲悉，海通國際發佈研報稱

增長曲線愈發陡峭！大摩看好泡泡瑪特：短期獲利了結後會再迎新高

华尔街见闻

大行評級｜海通國際：上調泡泡瑪特目標價至316.7港元業績可持續性有較高保障

泡泡瑪特升目標價至330港元，評級“跑贏行業”

韓國股民加速配置中國資產：對港A股市累計交易額超過54億美元，僅次於美國！最愛小米，追捧比亞迪寧德時代及泡泡瑪特

韓國股民加速配置中國資產：最愛小米，追捧比亞迪寧德時代及泡泡瑪特

研報掘金｜華泰證券：上調泡泡瑪特目標價至348港元維持“買入”評級

晨星：泡泡瑪特股票估值過高儘管盈利指引強勁上調公司合理價值預估至202港元

泡泡瑪特(09992)出現大手賣出2.88萬股，成交價$244.0，涉資702.72萬

阿斯达克财经

《大行》華泰證券升泡泡瑪特(9992.HK)目標價至348元維持“買入”評級

阿斯达克财经

閲文集團，重走LABUBU“老路”

港股新消費概念股延續頹勢，泡泡瑪特、蜜雪集團均跌超3%

老虎资讯综合

研報掘金｜中金：上調泡泡瑪特目標價至330港元看好中長期成長空間

【特約大V】岑智勇：恒指創近期高現射擊之星

織密文創出海知識產權保護網

半年業績“爆了” 歡呼與悲觀籠罩泡泡瑪特

【國金可選消費 | 輕工】泡泡瑪特點評：25H1業績表現靚麗，全球化、IP矩陣成長之路星辰大海

国金可选消费赵...

泡泡瑪特，大跌！

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15:54","pubTimestamp":1752738881,"startTime":"0","endTime":"0","summary":"摩根士丹利认为，泡泡玛特上半年初步销售额和利润分别高出其预估8%和20%，大中华区和亚太地区是超预期的关键市场。大摩将目标价从302港元上调至365港元。虽然预期短期内可能面临获利了结压力，但认为调整后将为长期投资者提供良机，仍具\"引人注目的上涨空间\"。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3751298","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3751298","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":null,"symbols":["LU2023251221.USD","LU2271345857.HKD","BK4585","LU0345775950.USD","LU0314104364.USD","LU0912757837.SGD","09992","LU1668664300.SGD","LU0106831901.USD","LU0234570918.USD","LU0225283273.USD","LU1989772840.SGD","LU0348766576.USD","LU2543165471.USD","BK4534","LU1162221912.USD","BK4581","LU1732800096.USD","LU0006306889.USD","LU0499858602.USD","SG9999002950.SGD","LU2089283258.USD","LU0231483743.USD","SGXZ62798434.SGD","IE00BKVL7J92.USD","SGXZ86797644.SGD","LU2028103732.USD","LU0327786744.USD","LU1074936037.SGD","LU2357305700.SGD","LU0106261372.USD","LU0267386448.USD","LU0611395673.USD","LU0795875086.SGD","BK4588","LU2089284900.SGD","LU0499858438.USD","LU1548497426.USD","LU2133065610.SGD","LU1770036033.HKD","LU0307460666.USD","LU0345776255.USD","LU0823426480.USD","LU0211977185.USD","LU2347655156.SGD","LU1720051108.HKD","SG9999001069.SGD","LU0348767384.USD","LU1989772923.USD","LU0320765646.SGD"],"gpt_icon":1},{"id":"2552053441","title":"大行評級｜海通國際：上調泡泡瑪特目標價至316.7港元 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14:20","pubTimestamp":1752733257,"startTime":"0","endTime":"0","summary":null,"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.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["ZBmain","LU1169589451.USD","LU1481599808.USD","LU1481600234.SGD","LU2463526074.USD","LU0231483743.USD","SG9999001069.SGD","LU0348766576.USD","LU1169590202.USD","LU0327786744.USD","BK4588","LU0823426308.USD","LU1487256676.USD","SGXZ62798434.SGD","LU0345776255.USD","LU0211977185.USD","IE00B3T34201.USD","LU0345775950.USD","09992","UBmain","LU0823426480.USD","TNmain","LU0588546209.SGD","LU0499858602.USD","ZFmain","ZNmain","LU0499858438.USD","SG9999002950.SGD","BK4585","BK4136","IP","IE0034224299.USD","LU0348767384.USD","LU0611395673.USD","LU0307460666.USD","ZTmain","LU1770036033.HKD","BK1224","LU2543165471.USD","LU0572944931.SGD","SGXZ86797644.SGD"],"gpt_icon":0},{"id":"2552116109","title":"泡泡瑪特升目標價至330港元，評級“跑贏行業”","url":"https://stock-news.laohu8.com/highlight/detail?id=2552116109","media":"中金公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552116109?lang=zh_tw&edition=fundamental","pubTime":"2025-07-17 14:16","pubTimestamp":1752733013,"startTime":"0","endTime":"0","summary":"中金预测2025年和2026年的经调整净利润将分别达到97.3亿元和123.5亿元，较此前预测显著增长30%。","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=nesSN20250717143110a4505284&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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14:09","pubTimestamp":1752732565,"startTime":"0","endTime":"0","summary":"格隆汇7月17日｜韩国投资者正加速配置中国资产。据韩国预托结算院(KSD)数据显示，截至7月15日，今年以来韩国投资者对港A股市累计交易额超过54亿美元，中国仅次美国市场为韩国股民第二大海外投资目的地，并追捧宁德时代及泡泡玛特等。韩国股民最爱小米集团，买入金价约1.7亿美元，比亚迪及宁德时代分别吸金9310万美元及6089万美元，受惠Labubu火热，泡泡玛特亦受追捧，净买入额逾3494万美元。A股方面，投资者捧华夏中证机器人ETF，成为重点增持股份。分析指出，韩国资金明显偏好科技增长与新兴产业公司，加速布局港股市场，背后既有中国市场表现推动，也受到韩国市场走势影响，今年首5个月表现较弱。","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=nesSN2025071714151497a95e1a&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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儘管盈利指引強勁 上調公司合理價值預估至202港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552722177","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552722177?lang=zh_tw&edition=fundamental","pubTime":"2025-07-17 11:34","pubTimestamp":1752723252,"startTime":"0","endTime":"0","summary":"晨星报告称，泡泡玛特的股票估值过高，市场可能忽略了与其IP相关的较高业务风险。该公司预计其上半年收入将同比增长至少200%，这大大超出了Zhang的预期。泡泡玛特的旗舰IP如“精灵天团”、Molly和“哭娃”已获得全球认可，其新的毛绒玩具系列“拉布布”3.0和哭娃“豹豹猫猫”售罄就是明证。晨星将泡泡玛特的合理价值预估从164港元上调至202港元，因其预计上半年海外收入将同比增长480%，但仍认为该公司股票估值过高。本文源自：金融界","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=nesSN20250717113820a4500a75&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, 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輕工】泡泡瑪特點評：25H1業績表現靚麗，全球化、IP矩陣成長之路星辰大海","url":"https://stock-news.laohu8.com/highlight/detail?id=2552205601","media":"国金可选消费赵...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552205601?lang=zh_tw&edition=fundamental","pubTime":"2025-07-16 20:35","pubTimestamp":1752669329,"startTime":"0","endTime":"0","summary":"业绩简评7月15日，泡泡玛特发布正面盈利预告，1H25收入同比增速不少于200%，经我们测算收入不低于136.74亿元；1H25净利润同比增速不少于350%，经我们测算净利润不低于43.38亿元，收入、业绩超市场预期。经营分析IP全球化战略成效显著，盈利能力持续增强。根据久谦数据库，25Q2泡泡线上销量持续突破。公司角度，泡泡玛特全产业链运营优势突出，25Q2GMV同比+194% ，6月GMV3.9亿元，同比+164%,体量&增速绝对领先，M5+M6同比+169%，H1同比+211%。","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=nesSN20250716213658a44ee1e0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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