泡泡玛特(09992)今日盘中大涨7.56%,引发市场广泛关注。该公司股价走势强劲,主要受到近期业绩表现超预期及海外业务快速增长的推动。
据报道,泡泡玛特在2024年实现营收130.4亿元,同比增长106.9%;实现经调整净利润34亿元,同比增长185.9%。公司业绩大幅超出市场预期,尤其是海外市场表现亮眼,收入同比增长375.2%,占总收入的比重从2023年的16.9%提升至38.9%。
分析师看好泡泡玛特的增长前景。有券商给予该股"买入"评级,目标价168港元,较当前股价仍有较大上涨空间。市场普遍认为,泡泡玛特在IP运营和产品创新方面具有优势,加上海外扩张战略的推进,有望持续推动公司业绩增长。不过,投资者也需关注高基数下增长放缓的风险。
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