3月26日，泡泡玛特（09992.HK）发布2024年全年业绩后，股价盘中大涨6.30%，引发市场关注。截至发稿时，公司股价报134.9港元。
财报显示，2024年泡泡玛特实现营收130.4亿元人民币，同比增长106.9%；经调整净利润34.0亿元，同比增长185.9%。公司拟派末期股息每股81.46分人民币。值得注意的是，泡泡玛特海外及港澳台业务表现亮眼，收入达50.7亿元，同比大增375.2%，占总收入的38.9%。
从IP表现来看，THE MONSTERS系列收入30.41亿元，同比增长726.6%；MOLLY收入20.93亿元，增长105.2%；SKULLPANDA收入13.08亿元，增长27.7%；CRYBABY收入11.65亿元，增长1537.2%。公司2024年在中国内地净增38家线下门店，达到401家；机器人商店数量增至2300间。多个分析师对泡泡玛特前景持乐观态度，美银证券给予"买入"评级，目标价150港元，预计2023至2026年间收入及净利润年均复合增长率将分别达到56%及84%。
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