公司首次覆盖报告拼搭角色玩具龙头,多IP共振快速成长,首次覆盖给予“买入”评级公司作为国内拼搭角色玩具龙头,拼搭角色类产品占收入超90%,依靠奥特曼为主的丰富IP矩阵,已经建立起覆盖全年龄段的产品矩阵,2024H1公司收入快速增长,实现营业收入10.46亿元(同比+237.6%);经调整后净利润2.92亿元,经调利润率上升至27.9%。展望公司发展,在IP矩阵扩充、全年龄段产品持续覆盖、渠道加速...
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