6月2日,港股泡泡玛特(09992.HK)盘中大涨5.08%,股价创近期新高。截至发稿,该股报230港元/股,成交额达8.876亿港元。
消息面上,泡泡玛特近期多个新品发售表现亮眼。5月29日晚,公司推出的"HACIPUPU史迪奇1/8可动人偶"(与热映电影《星际宝贝史迪奇》联名)上线即告售罄。此外,泡泡玛特与哪咤的联名产品也一度断货,显示公司产品持续受到消费者热捧。
与此同时,华尔街投行对泡泡玛特前景看好。摩根大通近日发布研报称,对中国IP产业的乐观前景更有信心,将泡泡玛特列为首选,并给予"增持"评级。分析师认为,公司旗下Labubu系列再度引爆全球潮玩市场,已成为当下全球最热门的潮玩IP。
浦银国际预计,泡泡玛特5-6月的销售增速有望在4月的基础上持续加速,有望推动公司2025年第二季度国内收入增长快于第一季度(同比增长95%-100%)。这一预期进一步提振了投资者信心。
值得注意的是,盘中多笔大额买单的出现也为股价上涨提供了支撑。其中,下午1:51分出现一笔69800股的大宗交易,成交价230港元,涉资1605万港元。这表明机构投资者对泡泡玛特的未来发展持积极态度。
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