港股泡泡玛特（09992）今日盘中大涨5.05%，股价续创历史新高，总市值逼近2200亿港元。这波涨势主要受到公司近期公布的2024年财报超预期表现以及海外市场强劲增长的推动。
根据泡泡玛特发布的2024年财报，公司全年营收突破130亿元，其中海外收入占比接近40%，净利润同比激增188.8%。值得注意的是，公司毛利率攀升至66.8%，较2023年提升5.5个百分点，创下历史新高。海外市场表现尤为亮眼，东南亚和北美市场收入分别实现6倍和5倍的增长。
多家券商对泡泡玛特的业绩表示看好。交银国际认为公司财务表现超预期，东兴证券则指出公司海外线上业务呈现爆发式增长。此外，南向资金持续加仓泡泡玛特，显示机构投资者对公司前景充满信心。分析师预计，随着公司在欧美市场的持续拓展，海外业务有望继续保持高速增长，这也将成为推动公司股价上涨的重要因素。
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