港股泡泡玛特（09992）今日盘中大涨5.05%，股价创下历史新高，总市值逼近2200亿港元。这一强劲表现主要得益于公司近期发布的2024年财报超出市场预期，以及海外业务的爆发式增长。
根据泡泡玛特披露的2024年业绩报告，公司全年营收突破130亿元，其中海外收入占比近40%，净利润同比激增188.8%。值得注意的是，公司毛利率提升至66.8%，创下历史新高。交银国际指出，泡泡玛特去年财务表现超预期，收入同比增长106.9%，净利润率达25.4%。
海外市场成为泡泡玛特新的增长引擎。东兴证券研报显示，公司海外业务呈现爆发式增长，尤其是东南亚和北美市场表现强劲，分别实现了6倍和5倍的增长。分析师认为，随着公司在欧美市场的持续拓展，海外业务有望保持高速增长。此外，南向资金持续增持泡泡玛特股票，也为股价上涨提供了支撑。市场普遍看好公司未来发展前景，预计公司将继续受益于品牌影响力扩大和全球化战略的推进。
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