中金发表报告指,泡泡玛特(09992.HK) 公布2026年第一季业务状况,预计整体收入按年增75%至80%,中国收入按年增100%至105%,测算海外收入按年增约40%,略超市场预期,主因优质新品带动及产能释放,中国市场延续高质量增长,北美淡季期间亦有超预期的表现。考虑到公司持续调整经营节奏,该行下调2026及27年经调整净利润预测14%、13%,至各133亿及155亿元人民币,当前股价对应...
Source Link中金发表报告指,泡泡玛特(09992.HK) 公布2026年第一季业务状况,预计整体收入按年增75%至80%,中国收入按年增100%至105%,测算海外收入按年增约40%,略超市场预期,主因优质新品带动及产能释放,中国市场延续高质量增长,北美淡季期间亦有超预期的表现。考虑到公司持续调整经营节奏,该行下调2026及27年经调整净利润预测14%、13%,至各133亿及155亿元人民币,当前股价对应...
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