泡泡玛特:销售增长超预期 目标价上调

和讯网
27 Mar

【3 月 27 日,大摩发布研究报告称泡泡玛特今年表现出色】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。今年首季销售按年增长逾 100%,至少 30 款受产品已售罄或少量库存,显示大量需求未满足。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...

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