异动解读 | 泡泡玛特盘中大跌5.71%,财报营收略低于市场预期引发获利了结

异动解读
Mar 25

泡泡玛特(09992)今日盘中股价大幅下挫5.71%,引发市场关注。

消息面上,泡泡玛特于今日午间公布了2025年全年业绩。财报显示,公司2025年收益达371.2亿元人民币,同比增长184.7%;公司拥有人应占溢利为127.76亿元,同比大幅增长308.8%。尽管业绩增长势头强劲,但公司营收略低于市场预估的379.6亿元,这可能是引发股价调整的主要原因。

此外,泡泡玛特在财报中披露,其LABUBU家族IP实现营收141.6亿元,占总营收约38.1%,成为公司第一大收入来源。全球四大区域市场均实现三位数增长,其中美洲地区营收同比暴涨748.4%。市场分析认为,在业绩公布后,部分投资者选择“利好出尽”进行获利了结,导致了股价的短期波动。

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