金吾财讯 | 布鲁可(00325)午后股价涨幅扩大，截至发稿，报69.80港元，涨幅11.24%，成交额1.47亿港元。
消息面上，光大证券研究认为，布鲁可聚焦“全球化、全价位、全人群”三全战略，资源向积木车、16+成人线、海外市场倾斜。考虑新IP&新品类&海外均需前期投入，下修26-27年经调整净利润至8.15/10.18亿元(较上次预测-44%/-45%)，新增28年经调整净利润预测12.26亿元。考虑公司为拼搭角色类玩具龙头企业，投入期过后有望随用户消费偏好改变迎来新一轮产品周期，维持“增持”评级。
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