4月14日,泡泡玛特(09992.HK)股价盘中大涨7.83%,引发市场关注。该股价上涨主要受到公司组织架构升级及零售股整体走强等利好因素推动。
据悉,泡泡玛特国际集团董事长兼CEO王宁发布全员信,宣布即日起启动全球组织架构全面升级。此次升级的核心是聚焦区域战略,在大中华区、美洲区、亚太区、欧洲区设置区域总部,以优化资源调配,提高管理和协同效率。同时,公司高级副总裁文德一将兼任集团联席COO,与司德共同负责集团全球业务的管理及运营工作。这一举措被市场解读为公司加速推进全球化战略的重要举措。
此外,零售股今日整体走势强劲,多家券商看好内需提振下的投资机遇。国信证券表示,港股新消费板块估值虽相对偏高,但有望迎来中长期布局机会,其中包括泡泡玛特在内的多家公司。华西证券也指出,高景气新零售赛道有望持续获得超预期表现,建议关注出海服务商以及产品力较强的消费出海企业。这些利好因素共同推动了泡泡玛特股价的大幅上涨。
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