泡泡玛特高管：正在探索中东、中欧及中南美等新兴市场。 本文源自：金融界AI电报 ...

Core Viewpoint - Pop Mart's stock surged over 4%, reaching an all-time high, driven by optimistic growth projections from its founder Wang Ning, who now anticipates achieving 30 billion this year, up from the previous year's 10 billion [1] Group 1 - Pop Mart's founder Wang Ning expressed confidence in achieving a 50% overall growth this year [1] - Last year's revenue was 10 billion, with a target of 20 billion initially set for this year, which has now been revised to 30 billion [1]

每经AI快讯，8月20日，泡泡玛特快速拉升，现涨超4%。 ...

智通财经获悉，8月20日，泡泡玛特(09992)召开2025中期业绩发布会，创始人王宁在会上表示，集团取 得了有史以来最好的业绩，预计全年营收不低于300亿元，相比数据自己更关注集团增长的健康度，更 关注大数据增长背后的小数字。8月19日，泡泡玛特发布2025年半年报，财报显示，上半年泡泡玛特营 收138.8亿元，同比增长204.4%，经调整净利润47.1亿元，同比增长362.8%。 ...

"我们是希望尽量不增加门店，但是希望把每个门店能够做好。"他说。 责任编辑：李昂 8月20日，泡泡玛特2025年中期业绩发布会在香港举行。 泡泡玛特创始人王宁表示，大家都认为上半年泡泡玛特在持续扩圈，品牌势能也非常强。但是他指出， 泡泡玛特并没有激进开店，上半年国内的门店没有太多增加。同时，他预计，今年国内的门店净增长估 计不超过十家。 ...

Group 1 - The core viewpoint is that despite the popularity of LABUBU, its sales revenue only accounts for about 35% of the total, indicating challenges in production capacity for the second half of the year [1] - The current monthly production capacity is over ten times that of the same period last year, highlighting significant growth in production capabilities [1] - The company emphasizes that lean production automation is key to enhancing production capacity from a technical perspective [1] Group 2 - The stock of Pop Mart experienced a nearly 4% increase during trading, recovering from a previous drop of over 4% [1]

Group 1 - The core viewpoint is that despite the popularity of LABUBU, its sales revenue only accounts for about 35% of the total, indicating challenges in production capacity for the second half of the year [1] - The current monthly production capacity is over ten times that of the same period last year, showcasing significant growth in production capabilities [1] - The company emphasizes that lean production automation is key to enhancing production capacity from a technical perspective [1] Group 2 - The stock of Pop Mart experienced fluctuations, initially dropping over 4% before rising nearly 4% during trading [1]

Core Insights - Bubble Mart reported a significant increase in revenue and profit for the first half of 2025, with revenue reaching 13.88 billion yuan, a year-on-year growth of 204.4%, and adjusted net profit of 4.71 billion yuan, up 362.8% [1] - The company's gross margin improved to 70.3%, an increase of 6.3 percentage points compared to the previous year, marking multiple historical highs in various metrics [1] Group 1 - The production capacity for plush products reached 30 million units in August, which is ten times the capacity of the same period last year [1] - The company emphasizes a vertically integrated supply chain, ensuring that any directive or artistic idea is seamlessly communicated across thousands of production lines and a workforce of over 100,000 [1] - The company is focusing on lean production automation to enhance capacity and meet the growing demand from fans and consumers [1] Group 2 - The founder of Bubble Mart, Wang Ning, stated that the company aims to sell 10 million LABUBU units each month, indicating a demand that exceeds the current supply chain growth [2] - Wang Ning mentioned that production capacity is being increased monthly, with a doubling of capacity from the previous month, although strict quality control limits the extent of this increase [2]

Core Viewpoint - Pop Mart's production capacity has significantly increased, now exceeding ten times that of the same period last year, driven by lean production automation and accurate sales forecasting [1] Group 1 - Pop Mart's Vice President Yuan Junjie announced the current monthly production capacity is over ten times that of the same month last year [1] - The company attributes its production capacity enhancement to lean production automation techniques [1] - To meet the demands of fans and consumers, the company emphasizes the importance of aligning actual demand, sales forecasts, and production plans [1]

责任编辑：李昂 8月20日，泡泡玛特2025年中期业绩发布会在香港举行。 泡泡玛特创始人王宁表示，今年年初时还说非常有信心达成50%的整体增长，去年是100亿，今年希望 能够做到200亿，但是现在感觉，今年应该300亿也很轻松。（新浪科技） ...