智通财经APP获悉，泡泡玛特(09992)涨超4%，高见172.5港元，再创历史新高。截至发稿，涨4.8%，报172.4港元，成交额9.77亿港元。
消息面上，4月14日，泡泡玛特创始人、CEO王宁发布了全员信，宣布即日起启动全球组织架构全面升级，旨在进一步推进集团全球化战略目标。此次组织架构升级的核心是聚焦区域战略，泡泡玛特将在大中华区、美洲区、亚太区、欧洲区设立区域总部，以更好地适应和把握不同市场的特点和需求。
美银发布研报称，认为关税战对泡泡玛特影响有限，因公司具强大定价能力、对经济衰退的防御能力、全球生产转移且供应链多元化，以及全球化策略。招商证券指出，美国地区基础款盲盒公仔2024年定价为16.99美元，新款基础盲盒已上涨至18.99美元。考虑到客单价仍存在上升空间，叠加公司在越南有工厂布局，整体关税影响仍处于相对可控状态。
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