国金可选消费赵中平丨泡泡玛特点评:1Q业绩超预期,欧美爆发、品类持续破圈、成长势能向上

国金证券研究所
24 Apr

金选·核心观点作者:赵中平、尹新悦、张杨桓业绩简评4月22日公司披露25Q1业务情况,25Q1收入同比+165%~170%(24Q1同比+40%~45%),其中中国收入同比+95%~100%(24Q1同比+20%~25%),海外收入同比+475%~480%(24Q1同比+245%~250%),Q1业绩超出预期。经营分析国内市场表现靓丽,验证"质效双升"战略成效。中国收入同比+95%~100%,预计...

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