* 中国“盲盒玩具”生产商--泡泡玛特9992.HK周三早盘高开4.6%,报184港元,创2020年上市以来新高。
* 美国投行富瑞在报告中表示,将泡泡玛特的目标价由184港元上调至203港元,该公司第一季整体收益同比增165%-170%,高于富瑞预测的145%;中国收益同比增长95%-100%,海外收益同比增475%-480%。
富瑞并指,尽管中国大陆市场基数和渗透率较高,但泡泡玛特在该市场的百分比增速仍然接近三位数,因此将2025年中国市场的销售预测升至110亿元人民币;海外市场--尤其是非美国市场--持续强劲增长,预计2025年海外市场的销售达130亿元。
* 泡泡玛特今年迄今劲涨105.2%,同期恒生指数.HSI上扬10.1%。
* 恒生综合行业指数 - 非必需性消费.HSCICD开盘升4%。(完)
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(发稿 徐凯文;审校 张喜良)
((kaiwen.xu@thomsonreuters.com))
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