建银国际发表研报指，泡泡玛特上半年经调整净利润按年升3.72倍至46.02亿元，略超过早前预告的3.5倍增幅；收入按年升2.04倍至138.76亿元，大致符合预期。该行认为，推动盈利强劲增长主因是规模效益及经营杠杆提升，而集团的业务增长是由全方位增长推动，包括核心IP、产品类别及地区市场，印证集团正朝着全球化企业目标迈进。 该行指，受惠于全球需求持续强劲，预期下半年收入增长将维持于1.14倍的强劲水平，又料2026至27年盈利年均复合增长率达28%；目标价由288港元上调至374港元，维持“跑赢大市”评级，续列为行业首选，并预期即将推出的迷你Labubu可成为近期股价催化剂。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.