今年上半年，泡泡玛特实现收入45.6亿元，同比增长62%；归母净利润为9.2亿元，同比增长93.3%。天风证券指出，泡泡玛特是覆盖潮流玩具IP全产业链的综合运营平台，多元IP矩阵构筑壁垒，公司平均每年从外部吸纳约14-15个IP，自研3-4个IP，创造热门IP的持续性得到验证。Pop Mart (09992) rose more than 6%, as of the deadline, rose by 6.59%, closing at HK$50.15, with a turnover of 0.211 billion Hong Kong dollars.
According to the Wisdom Financial APP, Pop Mart (09992) rose more than 6%, as of the deadline, rose by 6.59%, closing at HK$50.15, with a turnover of 0.211 billion Hong Kong dollars.
On the news front, Morgan Stanley released a research report stating that Pop Mart is expected to achieve over 60% sales growth in the third quarter, with productivity in its overseas stores increasing in July and August compared to the previous quarter, driven by summer holiday footfall and replenishment of popular products. Furthermore, the speed of opening stores both domestically and internationally should accelerate from the third quarter onwards. The bank believes that now is a good opportunity for long-term investors to review their investment themes. The bank is confident in the company's sales performance in the third quarter, and believes that new products launched in the fourth quarter and the first quarter of next year will provide support to the stock price.
In the first half of this year, Pop Mart achieved a revenue of 4.56 billion yuan, a year-on-year growth of 62%; net income attributable to shareholders was 0.92 billion yuan, a year-on-year growth of 93.3%. Tianfeng Securities pointed out that Pop Mart is a comprehensive operating platform covering the entire industry chain of trendy toy IPs, with a diversified IP matrix building barriers. The company absorbs approximately 14-15 IPs externally and self-develops 3-4 IPs on average each year, proving the sustainability of creating popular IPs.