格隆汇11月21日|泡泡玛特早盘上涨4.24%,股价迎来持续走高,最高点每股报价突破80港元,市值超过1070亿港元。截至发稿,泡泡玛特股价为79.5港元,市值达到1067.6亿港元。数据显示,泡泡玛特当前股价与年初相比涨幅近300%。2024年上半年,泡泡玛特实现营收45.6亿元,同比增长62%,经调整后净利10.2亿元,同比增长90.1%。其中,中国内地营收为32.1亿元,同比增长31.5%;港澳台及海外营收13.5亿元,同比增长259.6%。在刚过去的第三季度,泡泡玛特的整体营收同比增长120%-125%,其中中国内地营收同比增长55%-60%,港澳台及海外营收同比增长440%-445%。据统计,近90天内共有18家投行对泡泡玛特给予买入评级,近90天的目标均价为77.03港元。此外,光大证券的最新一份研报也首次给予了泡泡玛特买入评级,相关研报指出,“公司作为中国潮玩领军企业,IP运营能力逐步被验证,出海带来较高的业绩成长性,理应给予一定的估值溢价”。里昂研报显示,泡泡玛特第三季度表现远胜预期,增速较今年上半年加快。在第三季度强劲业绩后,该行对泡泡玛特IP热度及其产品种类、管线、地域扩张的成功在未来数季度延续将有更大信心。
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再创新高!泡泡玛特市值重回千亿港元
Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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