智通财经APP获悉，泡泡玛特(09992)午后涨超4%，截至发稿，涨4.37%，报117港元，成交额9.32亿港元。
花旗发布研报称，中国的IP商品市场具有巨大的增长潜力，因为其人均消费支出与发达市场相比仍然较低。授权业务深度连接所有消费领域，为实现IP的商业价值提供广泛机会，而IP商品是其中的主要途径。该行看到，高品质IP供应、产品创新和供应链能力将推动IP消费的上行潜力。该行重申对泡泡玛特的“买入”评级，目标价120港元，因其具备孵育成功专有/独家IP的能力。
大摩发布研报称，预计泡泡玛特2024财年销售额将翻倍，2024财年第四季按年加速增长约135%。至于2025财年，预计泡泡玛特销售额增长47%；2025财年第一季销售额可能增长超过100%，因为数个月前推出的许多热门产品，尽管自2024财年第四季末以来补货更加积极，仍迅速售罄。该行将泡泡玛特目标价由113港元上调至135港元，重申“增持”评级。主要由于对公司2024至2026财年的经调整每股盈利预测分别上调7%、19%及21%。
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