《大行》野村升泡泡玛特(09992.HK)目标价至204元 上调销售额及盈利预测

阿斯达克财经
Apr 24, 2025

野村发表研报指,泡泡玛特(09992.HK) 2025年第一季业绩再次大幅超出预期,所有市场销售增长都加快,带动整体收入按年增长165%至170%,增速比去年下半年143%更快,显著高于公司增长超过100%的指引。野村指出,泡泡玛特拥有健全的IP生态系统,随着产品种类扩张,将为销售高速增长带来可见性,除频繁推出新产品外,公司亦不断与知名第三方IP合作,成功扩大客群,全球化布局也令品牌知名度提升。...

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