6月4日,港股潮玩龙头泡泡玛特(09992.HK)股价表现强劲,盘中一度大涨5.04%至245港元,再创历史新高。截至当日收盘,泡泡玛特股价报241.2港元,总市值突破3250亿港元。
本轮泡泡玛特股价上涨的核心驱动力来自其海外业务的快速增长。公司最新业绩快报显示,2025年一季度泡泡玛特营收同比增长165%-170%,其中海外营收增幅高达475%-480%,展现出迅猛的增长势头。尤其是旗下LABUBU系列在全球范围内持续爆火,成为公司业绩增长的重要支撑。
与此同时,多家机构对泡泡玛特给予积极评价。招商证券国际于6月4日首次给予泡泡玛特"增持"评级,目标价272港元。该机构预计公司2025年收入和净利润将分别达到250亿元和70亿元,较市场预期高出15%,主要看好公司的全球化布局和门店扩张计划。
泡泡玛特正积极推进海外市场拓展战略。公司计划未来三年在美国、英国、东南亚、澳洲及欧洲等市场新开设100家门店,持续深化全球化布局。业内分析认为,随着公司品牌影响力的不断提升和渠道网络的持续完善,泡泡玛特有望进一步巩固其在全球潮玩市场的领先地位。
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