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港股
詳情
本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務
泡泡瑪特
162.600
-0.600
-0.37%
手動刷新
成交量:
1,210.75萬
成交額:
19.55億
市值:
2,183.63億
市盈率:
64.37
高:
166.200
開:
158.800
低:
156.700
收:
163.200
資料載入中...
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公司
新聞
公告
港股恒生指數收漲95點至23578點 泡泡瑪特股價再漲9%
观点网
·
03-27
香港恒生指數收漲0.41% 泡泡瑪特漲逾9%
人民财讯
·
03-27
港股收評:恒生指數收漲0.41% 藥品股表現強勢
美港电讯
·
03-27
泡泡瑪特全年淨利潤同比增189%,超預期
群益证券
·
03-27
130億收入的泡泡瑪特,4個IP收入破10億,13個IP破億,THE MONSTERS達30億
蓝鲸财经
·
03-27
泡泡瑪特去年營收翻番,東南亞增速最快,管理層披露未來海外市場怎麼做
第一财经
·
03-27
泡泡瑪特業績會:2025年劍指200億目標 海外業務爆發式增長
亿邦动力
·
03-27
泡泡瑪特王寧:像抖音一樣運營IP ,不會為了AI而AI
新浪科技
·
03-27
大摩:升泡泡瑪特(09992)目標價至164港元 評級“增持”
智通财经
·
03-27
泡泡瑪特業績會:有信心今年業績破200億,更加在意“店體驗”
IPO早知道
·
03-27
里昂:升泡泡瑪特(09992)目標價至170港元 維持“跑贏大市”評級
智通财经
·
03-27
泡泡瑪特王寧:90%的媒體都説泡沫破了 但我們用業績證明了自己
21世纪经济报道
·
03-27
滙豐:泡泡瑪特IP勢頭強勁 上調目標價35%至172港元
美港电讯
·
03-27
泡泡瑪特:銷售增長超預期 目標價上調
和讯网
·
03-27
《半日速報》恒指升246點; 恒生科技指數升74點 新奧能源升逾8% 中銀香港、三生製藥、泡泡瑪特、中國龍工、盛業創新高
阿斯达克财经
·
03-27
港股午評:恒生指數漲1.05% 恒生科技指數漲1.34%
美港电讯
·
03-27
花旗:升泡泡瑪特目標價至162港元 評級“買入”
新浪港股
·
03-27
午評:港股恒指漲1.05% 恒生科指漲1.34% 泡泡瑪特漲超10%
新浪港股
·
03-27
野村:上調泡泡瑪特目標價至163港元 維持“買入”評級
新浪港股
·
03-27
從泡泡瑪特財報看“穀子經濟” 何為Z世代的消費新密碼?
第一财经
·
03-27
更多
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泡泡瑪特股價再漲9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2522347659","media":"观点网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522347659?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 16:29","pubTimestamp":1743064140,"startTime":"0","endTime":"0","summary":"观点网讯:3月27日,港股恒生指数收涨95点至23578点,成交额达2396.4亿港元。消息面上,美国总统特朗普宣布对非美产汽车加征25%关税,并暗示放宽TikTok收购相关对华关税,市场情绪波动致恒指盘中振幅达493点。泡泡玛特延续强势,股价再涨9%至153.6港元,盘中创160港元历史新高。中银香港绩后涨超5%创新高,小米集团单日成交额达188亿港元但股价跌4%,蔚来汽车下挫5%。芯片板块表现亮眼,中芯国际、华虹半导体分别上涨6%和5%。商汤科技因业绩不及预期跌近7%,恒大汽车重挫30%至0.146港元。免责声明:本文内容与数据由观点根据公开信息整理,不构成投资建议,使用前请核实。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032717004594c2a768&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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泡泡瑪特漲逾9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2522349160","media":"人民财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522349160?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 16:24","pubTimestamp":1743063848,"startTime":"0","endTime":"0","summary":"人民财讯3月27日电,香港恒生指数收涨0.41%,恒生科技指数涨0.29%。泡泡玛特涨超9%,海底捞涨超6%,蜜雪集团涨约5%;恒大汽车跌超29%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202503273358007831.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["09992","LU0348767384.USD","BK1224","SG9999002950.SGD","MCHmain","513600","LU0348766576.USD","HSI","02833","LU0823426308.USD","HHImain","LU0823426480.USD"],"gpt_icon":0},{"id":"2522194346","title":"港股收評:恒生指數收漲0.41% 藥品股表現強勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2522194346","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522194346?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 16:17","pubTimestamp":1743063448,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["LU0456827905.SGD","HHImain","MCHmain","02688","LU0499858602.USD","SGXZ49509284.SGD","LU2097828714.EUR","LU0417516902.SGD","09992","09995","00981","XIACY","MHImain","LU1282648689.USD","LU1880383440.USD","LU0700851271.USD","HSI","159715","80020","81810","HXXD.SI","HSImain","02899","01347","688331","LU2226246903.HKD","159813","601899","BK1544","HSTECH","LU0345780281.USD","BK1221","159562","BK1574","08496","HSCEI","01801","07226","LU2048586759.USD","01810","688981","SG9999006597.SGD","00020","02833","09866","06862","513600","LU1997245177.USD","YANG","03692"],"gpt_icon":0},{"id":"2522341589","title":"泡泡瑪特全年淨利潤同比增189%,超預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2522341589","media":"群益证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522341589?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 16:14","pubTimestamp":1743063298,"startTime":"0","endTime":"0","summary":"结论与建议:业绩概要:公告全年实现营收130.4亿,同比增107%,录得归母净利润31.3亿,同比增189%,业绩超预期。全年来看,艺术家IP合计实现收入111.2亿,同比增130.6%;授权IP收入16亿,同比增54%。毛利率大幅上升,规模化降低费率。2024年公司毛利率同比上升5.47pcts至66.79%,受益海外收入占比增加和供应链成本控制,此外外采商品减少亦有影响。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250327163055a443ae4e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250327163055a443ae4e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["09992"],"gpt_icon":1},{"id":"2522934695","title":"130億收入的泡泡瑪特,4個IP收入破10億,13個IP破億,THE MONSTERS達30億","url":"https://stock-news.laohu8.com/highlight/detail?id=2522934695","media":"蓝鲸财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522934695?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 16:02","pubTimestamp":1743062563,"startTime":"0","endTime":"0","summary":"3月26日,泡泡玛特发布2024全年财报。财报显示,2024年泡泡玛特实现营收130.4亿元,同比增长106.9%,经调整净利润34.0亿元,同比增长185.9%。根据泡泡玛特财报介绍,2024年,泡泡玛特来自中国内地收入达到79.7亿元,占总收入比例61.1%。其中,来自线下渠道收入达到45.26亿元,占总收入比达34.7%,来自线上收入达26.98亿元,占总收比达20.7%。截至2024年12月31日,机器人商店数量净增了110间,达到2300间。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/254023","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU1487256676.USD","LU0348766576.USD","09992","LU0823426308.USD","IP","LU0348767384.USD","LU1481599808.USD","BK1224","LU1481600234.SGD","BK4585","BK4588","LU0823426480.USD","LU2463526074.USD","BK4136","SG9999002950.SGD"],"gpt_icon":1},{"id":"2522343911","title":"泡泡瑪特去年營收翻番,東南亞增速最快,管理層披露未來海外市場怎麼做","url":"https://stock-news.laohu8.com/highlight/detail?id=2522343911","media":"第一财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522343911?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 15:37","pubTimestamp":1743061048,"startTime":"0","endTime":"0","summary":"3月26日,泡泡玛特(09992.HK)发布的2024年财报显示,2024年泡泡玛特实现营收130.4亿元(人民币,下同),同比增长106.9%,经调整净利润34.0亿元,同比增长185.9%。2024年泡泡玛特的业绩亮点主要为海外市场的快速拓展。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202503273357963942.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202503273357963942.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["09992"],"gpt_icon":0},{"id":"2522483373","title":"泡泡瑪特業績會:2025年劍指200億目標 海外業務爆發式增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2522483373","media":"亿邦动力","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522483373?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 15:18","pubTimestamp":1743059880,"startTime":"0","endTime":"0","summary":"3月26日,潮玩巨头泡泡玛特在北京城市乐园召开2024年度业绩发布会。财报显示,公司全年实现营收130.4亿元,同比增长106.9%;经调整净利润34亿元,同比增长185.9%。亮眼业绩刺激下,公司股价当日大涨10.87%,盘中涨幅一度达16%。海外业务爆发式增长 四大区域战略成效显著2024年,泡泡玛特国际化战略取得突破性进展。海外及港澳台业务收入达50.7亿元,同比增长375.2%,占总营收比重提升至38.9%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032715191794c28635&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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3月27日下午消息,昨日,泡泡玛特国际集团发布2024全年财报。财报显示,2024年泡泡玛特实现营收130.4亿元,同比增长106.9%,经调整净利润34.0亿元,同比增长185.9%。中国内地营收79.7亿元,同比增长52.3%;海外及港澳台业务营收50.7亿元,同比增长375.2%,收入占比达38.9%。 在媒体沟通会上,泡泡玛特董事长兼CEO王宁谈及过去一年海外业务取得了爆发式的增长,“我们预计今年海外还会有比较快速的增长,(占比)大概率会超过50%。”","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/tech/it/2025-03-27/doc-inerapwk5129554.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1224","LU0823426308.USD","BK4136","LU2463526074.USD","SG9999002950.SGD","IP","09992","LU0348766576.USD","LU1481599808.USD","BK4588","BK4585","LU0348767384.USD","LU1487256676.USD","LU0823426480.USD","LU1481600234.SGD"],"gpt_icon":1},{"id":"2522314150","title":"大摩:升泡泡瑪特(09992)目標價至164港元 評級“增持”","url":"https://stock-news.laohu8.com/highlight/detail?id=2522314150","media":"智通财经","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522314150?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 14:31","pubTimestamp":1743057107,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,大摩发布研报称,泡泡玛特料今年销售增长逾50%,净利润率有所改善,胜于该行预期,同时公司目标今年海外销售增长约100%至100亿元人民币,相对于2023年为10亿元人民币;又认为今年首季销售同比增长逾100%,至少30款受欢迎产品已售罄或只有少量库存,意味着大量需求尚未满足。该行将泡泡玛特目标价由135港元上调至164港元,重申“增持”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1268803.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["09992"],"gpt_icon":0},{"id":"2522662314","title":"泡泡瑪特業績會:有信心今年業績破200億,更加在意“店體驗”","url":"https://stock-news.laohu8.com/highlight/detail?id=2522662314","media":"IPO早知道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522662314?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 14:31","pubTimestamp":1743057103,"startTime":"0","endTime":"0","summary":"预计2025年海外业务实现超100%增长北美市场有望突破2020年集团收入王宁指出,泡泡玛特2025年海外可以保持超过100%的增长,成为集团核心业务的推动力,并有信心海外的销售突破百亿。泡泡玛特国际业务总裁文德一进一步补充道,泡泡玛特也在追求LANDMARK,即地标性建筑以及有旅游景区的地点。泡泡玛特中国业务总裁褚音补充道。此外,王宁在本次业绩会上还分享了对泡泡玛特城市乐园最新的理解。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250327143350a6a5b3af&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:26","pubTimestamp":1743056810,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,里昂发表研报指,泡泡玛特(09992)2025财年展望大幅超出预期,同店销售增长及开设新店将为公司带来增长空间,展望未来毛利率及经营利润率可稳步提升。去年下半年的增长驱动力将在今年延续,将今明两年销售额及经调整净利润预测上调32%至42%及48%至59%,预测今年销售额及经调整净利润同比增长56%及66%,目标价从104港元上调至170港元,维持“跑赢大市”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1268801.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["09992"],"gpt_icon":0},{"id":"2522031160","title":"泡泡瑪特王寧:90%的媒體都説泡沫破了 但我們用業績證明了自己","url":"https://stock-news.laohu8.com/highlight/detail?id=2522031160","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522031160?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 14:15","pubTimestamp":1743056124,"startTime":"0","endTime":"0","summary":"【泡泡玛特王宁:90%的媒体都说泡沫破了 但我们用业绩证明了自己】3月26日,泡泡玛特创始人王宁在财报会后的媒体沟通环节,回应股价表现,“很少有公司,上来就是千亿市值。而跌下来,又能再涨回去的更少。任何企业都要经历周期,也都要经历冬天。”他表示,之前很多质疑说公司是不是泡沫,甚至90%媒体都说,泡泡玛特泡泡破了,各种不理解的、负面的、质疑的、甚至鄙视的,说是一阵风的。但公司用业绩,用不断的成长,去证明自己。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"eastmoney_highlight","url":"http://finance.eastmoney.com/news/1354,202503273357917528.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1354,202503273357917528.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"eastmoney_highlight","symbols":["LU0823426308.USD","09992","LU0348767384.USD","SG9999002950.SGD","LU0348766576.USD","BK1224","LU0823426480.USD"],"gpt_icon":1},{"id":"2522390069","title":"滙豐:泡泡瑪特IP勢頭強勁 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目標價上調","url":"https://stock-news.laohu8.com/highlight/detail?id=2522051316","media":"和讯网","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522051316?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 12:12","pubTimestamp":1743048765,"startTime":"0","endTime":"0","summary":"大摩指出,泡泡玛特预计今年销售增长超 50%,净利润率改善,优于预期,公司目标今年海外销售增长约 100%至 100 亿元,2023 年为 10 亿元。大摩称,泡泡玛特毛利率扩大表明毛绒玩具利润率显著改善,规模效益和供应链改善也起推动作用。大摩将泡泡玛特目标价由 135 港元上调至 164 港元,重申“增持”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503271325129724d080&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:25。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180724110920932_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180724110920932_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1428727/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0823426480.USD","HSImain","02688","02388","03143","HSTECH","LU0955623706.USD","LU1642822792.SGD","BK1613","MHImain","BK1609","BK1566","LU1044874839.SGD","BHKLY","HHImain","BK1224","MCHmain","LU0348735423.USD","82388","LU0516422952.EUR","01530","BK1507","09992","LU1051768304.USD","LU1130305938.SGD","LU1048596156.SGD","LU0738912210.USD","BK1560","BK1161","LU0516423091.SGD","LU0348767384.USD","BK1548","HSI","LU0737861699.HKD","LU0821914370.USD","BK1586","BK1572","BK1583","513600","02833","LU1044876610.USD","BK1521","BK1221","LU0516422366.SGD","03339","06069","BK1618","LU0955669360.SGD","LU0414403682.SGD","LU0651946864.USD"],"gpt_icon":1},{"id":"2522970423","title":"港股午評:恒生指數漲1.05% 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花旗发布研报称,泡泡玛特管理层预期2025年营业收入同比增逾50%至超过200亿元人民币,经营指引高于该行和市场预期,相信主要由于海外业务增长前景更为乐观。基于更好的销售前景及利润率状况,该行将泡泡玛特今明两年盈利预测上调24%及28%,目标价从120港元上调至162港元,评级“买入”。基于较低基数以及与哪咤相关产品销售强劲,泡泡玛特预测今年首季收入同比增长超过一倍。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-27/doc-ineraiqs0823666.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["09992"],"gpt_icon":0},{"id":"2522390544","title":"午評:港股恒指漲1.05% 恒生科指漲1.34% 泡泡瑪特漲超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2522390544","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522390544?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 12:00","pubTimestamp":1743048000,"startTime":"0","endTime":"0","summary":"截至午间收盘,恒生指数涨1.05%,报23729.33点,恒生科技指数涨1.34%,国企指数涨0.95%。盘面上,科网股普遍上涨,哔哩哔哩涨超4%,百度集团涨超3%,美团涨超2%、阿里巴巴、腾讯控股等涨超1%;乳制品整体上涨,蒙牛乳业涨超7%;生物医药板块强势,药明联合涨超7%。 泡泡玛特早盘表现强劲,股价涨超10%。公司毛利率提升至66.8%,较上年同期增长5.5个百分点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-03-27/doc-ineraiqn5202388.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0348767384.USD","LU0823426480.USD","MHImain","09992","HHImain","HSI","HSCEI","SG9999002950.SGD","BK4614","513600","LU0348766576.USD","BK1224","LU0823426308.USD","YANG","HSTECH","MCHmain","02833","HSImain"],"gpt_icon":1},{"id":"2522397607","title":"野村:上調泡泡瑪特目標價至163港元 維持“買入”評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2522397607","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522397607?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 11:58","pubTimestamp":1743047880,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 野村发布研报称,泡泡玛特(09992)2024年下半年销售及盈利加速增长,同时管理层给出指引远超预期,故上调目标价117.3%,由75港元升至163港元,维持“买入”评级。报告表示,由于泡泡玛特国内市场销售重新加速及海外市场持续扩张,集团下半年收入增长强劲。又因集团经营杠杆改善,以及利润率较高的海外业务收入贡献增加,泡泡玛特在2024年的经调整净利润同比增246%,使得2024年的全年经调整净利达32亿人民币,远高于机构共识预期的28亿人民币。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:史丽君","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"78e0b9b5e2b77337fdb7432517a298a0","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-27/doc-ineraiqq4046323.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["09992"],"gpt_icon":0},{"id":"2522397841","title":"從泡泡瑪特財報看“穀子經濟” 何為Z世代的消費新密碼?","url":"https://stock-news.laohu8.com/highlight/detail?id=2522397841","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522397841?lang=zh_tw&edition=fundamental","pubTime":"2025-03-27 11:40","pubTimestamp":1743046816,"startTime":"0","endTime":"0","summary":"随着泡泡玛特2024年财报炸裂登场,“谷子经济”的黄金密码也成为市场焦点。数据显示,中国“谷子经济”规模已达1689亿元,70%的消费者为95后。他们买的不是商品,而是身份认同、圈层归属和情感代偿。从独居青年的深夜收藏,到漫展上的社交狂欢,“谷子”早已成为年轻人对抗孤独的“精神止痛剂”。但盛宴背后也暗藏危机。这场由Z世代主导的消费革命,究竟是经济新引擎,还是资本泡沫?今晚《财经夜行线》邀请到银河证券研究所副所长、大消费负责人何伟解码“谷子经济”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503271140589724bb05&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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