布鲁可（00325）盘中涨超7%，本月内股价累计涨幅已超50%。截至发稿，股价上涨7.07%，现报78.80港元，成交额4.46亿港元。
布鲁可发布中期业绩，上半年实现收入17.76亿元，同比增长32.7%，归母净利润3.87亿元，同比增长30.5%；经调整净利润4.01亿元，同比增长25.1%。整体业绩增长表现优异，主要受益于IP矩阵不断多元化、全球化市场增长策略推进，以及积木车等新品类扩张顺利等因素。此外，公司拟派中期息32.47港仙，为上市以来首度派发股息。
花旗发布研报称，布鲁可上半年业绩稳健，认为将提振市场对其全年收入增长约30%目标的信心。集团自2025年下半年起的去库存措施已见成效，目前渠道库存处于更健康水平，渠道扩张已从数量转向质量，专注于升级及翻新POS，并聚焦青年向潮流玩具店及高效率门店。花旗微调盈利预测，主要反映海外收入增长加快及营运费用效率提升带动利润率改善。
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