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　　泡泡玛特（09992）盘中涨超5%，高见114.30港元，续创新高。截至发稿，股价上涨4.51%，现报113.50港元，成交额4.20亿港元。

　　华泰证券发布研报称，在哪咤2联名新品热销及搪胶毛绒等品类放量的持续驱动下，泡泡玛特开年以来境内外业务均增长强劲，25年在新品类拓宽、海外拓店加速下持续高景气成长可期；作为壁垒深厚的新消费绩优龙头，有望受益于本轮港股消费情绪向好及估值修复，该行看好公司多元化变现及广阔出海前景。

　　该行认为，情绪价值消费是国内未来长期消费主线之一，泡泡玛特凭借丰富的自主IP矩阵，能够不断拓宽粉丝消费场景，多元化变现路径日渐清晰，且在国内跑通新品类模型后进行出海复刻的可行性强。1月以来珠宝新品牌POPOP已有3家快闪店开业，多款热门品售罄。积木、卡牌、甜品及多元家居时尚日用品均在快速推进，该行看好公司持续拓宽成长空间的前景。

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