从中华交易服务港股通精选100指数持仓样本的行业来看，金融占比27.65%、可选消费占比26.49%、通 信服务占比14.67%、信息技术占比9.33%、医药卫生占比5.67%、房地产占比5.39%、公用事业占比 3.72%、工业占比3.30%、主要消费占比3.15%、原材料占比0.63%。 跟踪中华港股通精选100的公募基金包括：华安CES港股通精选100ETF联接A、华安CES港股通精选 100ETF联接C、华安CES港股通精选100ETF。 本文源自：金融界 作者：行情君 金融界8月22日消息，上证指数高开高走，中华交易服务港股通精选100指数 (中华港股通精选100， CES100)上涨1.17%，报5617.05点，成交额1028.52亿元。 数据统计显示，中华交易服务港股通精选100指数近一个月上涨2.51%，近三个月上涨8.23%，年至今上 涨30.83%。 据了解，中华交易服务(沪深港)互联互通指数系列由中华证券交易服务有限公司(中华交易服务)委托中 证指数有限公司(中证指数)进行编制，指数编制方案由中证指数以及中华交易服务共同确定。中华交易 服务(沪深港)互联互通指数系列为证券价格指数，包括 ...

中新社香港8月22日电 (记者 戴小橦)8月18日至8月22日当周，港股三大指数延续震荡格局。截至22日收 盘，恒生指数全周累涨0.27%，报收25339.14点；恒生科技指数累涨1.89%，报收5647.68点；国企指数 累涨0.45%，报收9079.93点。 恒生指数公司22日发布季检结果显示，恒生指数纳入中国电信、京东物流和泡泡玛特，成分股增至88 只；恒生科技指数成分股无变动，成分股数目维持30只。 值得注意的是，新晋恒指成分股泡泡玛特19日发布2025年上半年业绩显示，期内泡泡玛特营收138.8亿 元(人民币，下同)，同比增长204.4%，经调整净利润47.1亿元，同比增长362.8%。 从22日板块表现来看，科网股多股上行：商汤涨5.75%，快手涨4.39%，小米集团涨2.34%，阿里巴巴涨 1.99%，腾讯控股涨1.18%，美团涨1.11%，京东集团涨0.25%。半导体股普涨：华虹半导体涨17.85%， 晶门半导体涨10.64%，中芯国际涨10.06%，贝克微涨9.15%，英诺赛科涨7.09%，上海复旦涨6.36%。 (完) 华泰证券表示，看好泡泡玛特作为潮玩IP一站式平台的拓品类、拓IP成长动 ...

Group 1 - The core point of the article is that Pop Mart International Group Limited has been included in the Hang Seng Index, marking its first inclusion after being a potential candidate multiple times [1] - As of August 22, Pop Mart's stock price was HKD 320.4, with a total market capitalization exceeding HKD 430 billion [1] - Along with Pop Mart, China Telecom Corporation Limited-H shares and JD Logistics Co., Ltd. were also added to the index, increasing the number of constituent stocks from 85 to 88 [1] Group 2 - The changes to the Hang Seng Index will take effect on September 8, 2025 [1] - The Hang Seng Index serves as a significant indicator for assessing the performance of the Hong Kong stock market [1] - In the first half of 2025, the Hang Seng Index has seen a cumulative increase of over 20% [1]

Core Viewpoint - Beijing Pop Mart Cultural and Creative Co., Ltd. has expanded its business scope to include retail of daily household appliances, home appliances, daily necessities, and paper products [1][2]. Company Information - Beijing Pop Mart Cultural and Creative Co., Ltd. was established on October 20, 2010, with a registered capital of 200 million RMB [2][3]. - The company is wholly owned by POP MART (HONG KONG) HOLDING LIMITED [2]. Business Expansion - The recent change in business scope allows the company to engage in the retail of daily household appliances, home appliances, daily necessities, and paper products [1][3]. - The company is actively recruiting talent in the small appliance sector, with salaries ranging from 12,000 to 45,000 RMB, indicating a significant investment in this area [3]. Recruitment and Talent Acquisition - Job postings for positions related to refrigerators and small appliances have generated considerable public interest, with specific experience requirements for products like coffee machines and electric kettles [3]. - The recruitment efforts suggest that the company is pursuing A+ level investment projects in the small appliance sector [3].

8月22日，恒生指数有限公司宣布指数检讨结果，恒生指数成份股数目将由85只增加至88只，调入中国 电信股份有限公司、京东物流股份有限公司、泡泡玛特国际集团有限公司。 ...

Group 1 - The 2025 Taiwan Tourism Expo Autumn Exhibition features popular mainland潮玩 (trendy toys) IPs, attracting significant attention from attendees [1][3][6] - The theme "Travel with潮玩" is highlighted, with the popular IP "星星人" (Star Person) as the main visual, creating multiple immersive exhibition areas [1][3][6] - The event runs from August 22 to 25, organized by the Cross-Strait Tourism Exchange Association Taipei Office in collaboration with Pop Mart [1][3] Group 2 - The exhibition showcases a growing trend among young people in both Taiwan and mainland China, who engage in activities like unboxing blind boxes and collecting潮玩 IPs [3][6] - Attendees express strong emotional connections to潮玩, viewing them not just as collectibles but as items that enhance their daily lives and provide comfort [3][4] - The event aims to deepen the emotional connection between young people and潮玩 IPs, enriching their spiritual world and promoting the beauty of life [6]

Investment Rating - The investment rating for the company is "Outperform the Market" [6][4][20] Core Views - The company has demonstrated strong growth with a revenue increase of 204% and a profit increase of 397% in the first half of 2025, driven by the success of its IP, particularly "THE MONSTERS" [1][9] - The company is expected to continue its robust growth trajectory, with projected net profits for 2025-2027 of 98.7 billion, 128.6 billion, and 154.0 billion respectively, reflecting year-on-year growth rates of 215.7%, 30.3%, and 19.8% [4][16] - The company's overseas expansion is significant, with plans to open over 60 new stores in the second half of 2025, contributing to a substantial increase in international revenue [3][15] Summary by Sections Financial Performance - In the first half of 2025, the company reported revenues of 138.8 billion, with a year-on-year growth of 204.4%. Domestic and overseas revenues were 82.8 billion and 55.9 billion, respectively, reflecting growth rates of 135.2% and 439.6% [1][9] - The gross profit margin for the first half of 2025 was 70.3%, an increase of 6.3 percentage points year-on-year, attributed to the rising contribution from high-margin regions like the Americas [11][3] IP Development - The company has seen a continuous rise in IP popularity, with 13 IPs generating over 1 billion in revenue in the first half of 2025. Notable IPs include "THE MONSTERS," which generated 48.1 billion, and "MOLLY," which generated 13.6 billion, with respective growth rates of 668.0% and 73.5% [2][13] - New IPs like "星星人" are emerging rapidly, contributing 3.3 billion in revenue in the same period [2][13] Product Categories - The plush toy category has shown exceptional performance, with revenues of 51.8 billion in the first half of 2025, marking a year-on-year growth of 94.8%. The company plans to enhance production capacity to meet demand [3][15] - The company has hosted successful events and exhibitions, such as "THE MONSTERS" themed exhibitions, which have further increased IP engagement and visibility [3][15] Future Outlook - The company is expected to maintain a strong growth trajectory, with projected revenues of 29.9 billion, 40.9 billion, and 50.7 billion for 2025-2027, reflecting growth rates of 129.3%, 36.8%, and 24.0% respectively [19][4] - The company’s operational efficiency is improving, with a projected sales expense ratio of 20%-21% and a management expense ratio of 5%-6% over the next three years [18][19]

. QD 77 0-0 0.0 A t n w 1.4 n al 30 100 N 7019 (0) 3 088 (0.0) 07 . 4 no etti 0 6.07 W BESC 01 = 16 P 0.0 C 0.0 t 0.0) C 01 46 48 P le 同时，泡泡玛特还官宣了THE MONSTERS 心底密码系列-字母挂件盲盒新品，产品分为A/B两端，各含 14个常规款，1个隐藏款，常规款概率是1：14，隐藏款概率为1：168。该系列单个盲盒售价为59元，整 套售价为826元。线上发售时间为8月28日22：00，线下发售时间为8月29日。（闫妍） 新浪科技讯 8月22日晚间消息，泡泡玛特正式官宣mini版LABUBU新品，产品分为A/B两端，各含14个 常规款，1个隐藏款，常规款概率为1：14，隐藏款概率为1：168。单个盲盒售价为79元，整套售价为 1106元。新品线上发售时间为8月28日22：00，线下发售时间为8月29日。 责任编辑：何俊熹 ...

凤凰网科技讯 8月22日，恒生指数公司发布季检结果公布，泡泡玛特将被纳入香港恒生指数成份股，9 月8日（星期一）生效。此外，中国电信（601728）H股、京东物流也被纳入成份股指数。成分股增至 88只。 ...

新华社台北8月22日电（记者周文其、齐湘辉）海峡两岸旅游交流协会台北办事处（简称"海旅会台 北办"）携手潮玩品牌泡泡玛特22日亮相2025台湾旅游展秋季展，推出"跟着潮玩去旅行"主题展区，打 造多个IP展区，为台湾民众带来沉浸式体验。 2025台湾旅游展秋季展于8月22日至25日在台北举行。本次泡泡玛特主题展区共设8个展位，以泡泡 玛特旗下的"星星人"为主视觉，集中展示多款颇受欢迎的潮玩商品。记者在现场看到，展区人头攒动， 不少民众驻足拍摄这些造型别致、设计精巧的展品。 来自台北的邱小姐在"星星人"展台前停留许久。她接受记者采访时说，她和朋友都特别喜欢泡泡玛 特，自己"入坑"一年多了，已经买了十几个产品。这些产品的设计很有特点，玩偶挂在背包上看着就很 开心，希望有一天能去北京的泡泡玛特城市乐园游玩。 截至目前，泡泡玛特在台湾有超过10家线下门店，面积超700平方米的泡泡玛特台北旗舰店已成为 当地年轻人热门聚集地之一。 "泡泡玛特城市乐园已成为消费者线下沉浸式感受IP魅力的重要场所，作为台湾旅游展秋季展的'老 朋友'，我们希望借助这样丰富的交流形式，与台湾年轻人一起领略潮玩的魅力。"陈晓芸说。 海旅会台北办表示 ...