金吾财讯 | 德意志银行发报指出，泡泡玛特(09992)与电影《哪咤 2》联动推出的哪咤系列玩具一经上市便迅速售罄，销售成绩斐然。与此同时，泡泡玛特旗下的 CryBaby 正崭露头角，有望成为继 Labubu 和 The Monsters 之后的又一爆款 IP。不仅如此，泡泡玛特还在积极拓展业务版图，推出珠宝品牌 Popop，进一步丰富产品类别。
基于泡泡玛特在产品市场上的出色表现，德银上调了泡泡玛特的目标价，将其提升至 114 港元，同时维持 “买入” 评级。此外，德银还对泡泡玛特今明两年的盈利预测进行了上调，预计泡泡玛特今年收入将增长 43%，纯利将提升 48%，达到 42 亿元。
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