泡泡玛特早盘涨超5% 中金给予“跑赢行业”评级

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28 Apr
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  泡泡玛特(09992)早盘上涨5.28%,现报181.40港元,成交额6.35亿港元。

  据七麦数据显示,4月25日,泡泡玛特官方应用登顶美国App STORE购物榜,这也是该官方应用在购物榜的首次登顶,同时泡泡玛特App还在一日之内跃升了114个位次,迅速成为了免费总榜的第四名。截至发稿,泡泡玛特在购物榜排名第六。据了解,此次泡泡玛特官方应用登顶与泡泡玛特近期上市的新品密切相关,4月24日,泡泡玛特旗下人气IP LABUBU在全球发售第三代搪胶毛绒产品“前方高能”系列,产品发售在全球引发抢购风潮,带动泡泡玛特APP首次登顶。

  近日,中金发布研报称,考虑到泡泡玛特(09992)重点IP优质新品储备丰富、北美市场热度持续走高,故分别上调2025及2026财年经调整净利润预测10%及8%,至分别64亿及79.2亿元人民币,同时上调目标价29%至220港元,相当于预测今明两年经调整市盈率分别44倍及35倍,给予“跑赢行业”评级。

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