异动解读 | 泡泡玛特盘中大涨5.03%,业绩预期及持续买入推动股价上扬

异动解读
09 Apr

4月9日周三,泡泡玛特股价表现强劲,盘中大涨5.03%,引发市场关注。分析认为,公司业绩预期向好以及资金持续买入是推动股价上涨的主要因素。

根据华兴证券最新研报,泡泡玛特2024年业绩强劲,收入同比增长107%、调整后净利润同比增长172%。管理层预计2025年收入同比增长50%、利润率进一步提升。研报指出,公司年初至今国内及海外市场均维持强劲销售势头,新项目亦在按部就班推进。这些积极因素提振了投资者信心。

资金面上,南向资金连续7个交易日增持泡泡玛特股票。4月8日单日净买入64.30万股,截至当日收盘,港股通共持有泡泡玛特20507.30万股,占流通股15.27%。持续的资金流入为股价上涨提供了有力支撑。

此外,市场对泡泡玛特的长期发展前景保持乐观。公司正从单一的潮玩零售商向全球化的IP运营公司转型。近期发布的《因为独特:泡泡玛特创始人王宁从杂货铺到IP世界的跋涉》一书中,详细介绍了公司的发展历程和未来战略,进一步增强了投资者对公司长期成长性的信心。

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