海通国际发表报告指,泡泡玛特(09992.HK) 于4月22日发布首季业绩预告,收入按年增长165%至170%,表现远超预期。展望未来,公司品牌向上战略打破单店天花板,IP全球认可度持续提升;海外业务空间大,增速快,利润率高,确保公司增长持续性;注重公司经营健康度,组织架构升级为全球加速扩张奠定基石。对于关税影响,该行认为基于泡泡玛特的品牌效应、高毛利率以及部分供应链外移,关税影响相较其他消费品牌...
Source Link海通国际发表报告指,泡泡玛特(09992.HK) 于4月22日发布首季业绩预告,收入按年增长165%至170%,表现远超预期。展望未来,公司品牌向上战略打破单店天花板,IP全球认可度持续提升;海外业务空间大,增速快,利润率高,确保公司增长持续性;注重公司经营健康度,组织架构升级为全球加速扩张奠定基石。对于关税影响,该行认为基于泡泡玛特的品牌效应、高毛利率以及部分供应链外移,关税影响相较其他消费品牌...
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