智通财经APP获悉，泡泡玛特(09992)再涨超4%，截至发稿，在3.96%，报154.9港元，成交额22.19亿港元。
消息面上，泡泡玛特发布的中期业绩公告显示，2026年上半年，公司实现的营业收入约172亿元，同比增长约24%；归母净利润约50亿元，同比增长约10%。王宁在中期业绩电话会上表示，未来六个月，集团将启动不低于20亿元、不高于50亿元的股份回购计划，这也是其首次在业绩会上公布股份回购计划。
值得注意的是，业绩会上，管理层将2026年定位为“调整年”，聚焦健康度提升，坚持“品牌”向上。今年公司将四大区域纳入统一中台，强化总部与本地团队协同；海外门店由追求数量转向重视质量和单店效率，同时推进老店升级、海外工厂、本地仓储及物流体系建设等。西部证券认为，公司海外调整方向逐步清晰，组织、供应链和本地化能力完善后，看好其全球业务长期发展。
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