中金发表研究报告指,布鲁可(00325.HK) 已进入海外业务增长提速期,基于产品力与玩法创造力,看好短期海外市场及积木车产品销售放量的增长趋势。受惠于网点拓展与单产提升,今年上半年海外收入占比已超两成;成人向产品占比由2024年的11%提升至今年上半年的25%;积木车今年上半年收入占比达10.4%。中金指,布鲁可业务出海及产品品类价格延展带来新增长点,并有助降低单一市场与品类波动对业绩的影响。...
Source Link中金发表研究报告指,布鲁可(00325.HK) 已进入海外业务增长提速期,基于产品力与玩法创造力,看好短期海外市场及积木车产品销售放量的增长趋势。受惠于网点拓展与单产提升,今年上半年海外收入占比已超两成;成人向产品占比由2024年的11%提升至今年上半年的25%;积木车今年上半年收入占比达10.4%。中金指,布鲁可业务出海及产品品类价格延展带来新增长点,并有助降低单一市场与品类波动对业绩的影响。...
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