泡泡玛特（09992）早盘高开，截至发稿，股价上涨7.85%，现报195港元，成交额9.516亿港元。 泡泡玛特发布公告称，于2026年1月19日，公司斥资2.51亿港元回购140万股股份，每股回购价177.7- 181.2港元。摩根士丹利称，泡泡玛特自2024年初以来首次回购股份，预计能够吸引更多投资者的关 注，特别是那些等待股价催化剂的投资者。目前泡泡玛特增长强劲，驱动因素清晰，长期逻辑明确。预 计泡泡玛特2025年净利润达126亿元人民币，且在去年末有200亿元的净现金，表明公司拥有充足的财务 资源给股东带来更多回报。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 泡泡玛特发布公告称，于2026年1月19日，公司斥资2.51亿港元回购140万股股份，每股回购价177.7- 181.2港元。摩根士丹利称，泡泡玛特自2024年初以来首次回购股份，预计能够吸引更多投资者的关 注，特别是那些等待股价催化剂的投资者。目前泡泡玛特增长强劲，驱动因素清晰，长期逻辑明确。预 计泡泡玛特2025年净利润达126亿元人民币，且在去年末有2 ...

行情图 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 1月20日消息，泡泡玛特盘初拉升一度涨超8%，现报194.5港元。泡泡玛特股价自2025年8月下旬触及 339.8港元高点后，便开启持续下行走势。 | 09992 泡泡玛特 | | | | --- | --- | --- | | 194.500↑+13.700 +7.58% | | 交易中 01/20 09:35 | | * | | ● 快捷交易 | | 最高价 195.700 | 开盘价 190.200 | 成交量 599.18万 | | 最低价 190.200 | 昨收价 180.800 | 成交额 11.6亿 | | 平均价 193.583 | 市德率TTM 35.10 | 总市值 2609.3亿元 | | 振 幅 3.04% | 市盈率(静) 77.31 | 总股本 13.42亿 | | 换手率 0.45% | 市净率 16.775 | 流通值 2609.3亿 | | 52周最高 339.800 | 委 比 -40.81% | 流通股 13.42亿 | | 52周最低 90.112 | 量 比 21.83 | 每 手 200股 ...

Core Viewpoint - Pop Mart (09992) has initiated a share buyback program, signaling strong growth and financial health, which may attract more investors [1] Group 1: Share Buyback Announcement - Pop Mart announced a share buyback of 1.4 million shares at a cost of HKD 251 million, with prices ranging from HKD 177.7 to HKD 181.2 per share [1] - This marks the company's first share repurchase since early 2024, indicating a strategic move to enhance shareholder value [1] Group 2: Financial Performance and Projections - Morgan Stanley projects that Pop Mart will achieve a net profit of RMB 12.6 billion by 2025, reflecting strong growth drivers and a clear long-term strategy [1] - As of the end of last year, Pop Mart had RMB 20 billion in net cash, demonstrating ample financial resources to provide returns to shareholders [1]

Core Viewpoint - Pop Mart (9992.HK) has initiated a share buyback program, signaling strong growth and financial health, which may attract more investors [1] Group 1: Share Buyback Announcement - On January 20, Pop Mart announced a buyback of 1.4 million shares at a cost of HKD 251 million, with prices ranging from HKD 177.7 to HKD 181.2 per share [1] - This marks the first share buyback since early 2024, indicating a strategic move to enhance shareholder value [1] Group 2: Financial Performance and Projections - Morgan Stanley projects that Pop Mart's net profit will reach RMB 12.6 billion by 2025, reflecting strong growth drivers and a clear long-term strategy [1] - As of the end of last year, Pop Mart had RMB 20 billion in net cash, demonstrating ample financial resources to provide returns to shareholders [1]

消息面上，泡泡玛特发布公告称，于2026年1月19日，公司斥资2.51亿港元回购140万股股份，每股回购 价177.7-181.2港元。摩根士丹利称，泡泡玛特自2024年初以来首次回购股份，预计能够吸引更多投资者 的关注，特别是那些等待股价催化剂的投资者。目前泡泡玛特增长强劲，驱动因素清晰，长期逻辑明 确。预计泡泡玛特2025年净利润达126亿元人民币，且在去年末有200亿元的净现金，表明公司拥有充足 的财务资源给股东带来更多回报。 泡泡玛特(09992)高开逾5%，截至发稿，涨5.2%，报190.2港元，成交额1.44亿港元。 ...

本文源自：金融界AI电报 摩根士丹利称，泡泡玛特自2024年初以来首次回购股份，预计能够吸引更多投资者的关注，特别是那些 等待股价催化剂的投资者。分析师Dustin Wei等在报告中指出，目前泡泡玛特增长强劲，驱动因素清 晰，长期逻辑明确；预计泡泡玛特2025年净利润达126亿元人民币，且在去年末有200亿元的净现金，表 明公司拥有充足的财务资源给股东带来更多回报；和以往一样，公司未对回购设定目标规模和时间表， 而是根据市场情况评估。 ...

Group 1 - AIA Group Limited (81299) and Anta Sports Products Limited (82020) have the highest short-selling ratios at 100.00% [1][2] - Sun Hung Kai Properties Limited (80016) has a short-selling ratio of 87.50% [1][2] - Xiaomi Corporation (01810) leads in short-selling amount with 1.712 billion [1][2] - Alibaba Group Holding Limited (09988) follows with a short-selling amount of 1.246 billion [1][2] - Pop Mart International Limited (09992) has a short-selling amount of 761 million [1][2] Group 2 - The top three stocks by short-selling ratio are AIA Group Limited (81299), Anta Sports Products Limited (82020), and Sun Hung Kai Properties Limited (80016) [2] - The top three stocks by short-selling amount are Xiaomi Corporation (01810), Alibaba Group Holding Limited (09988), and Pop Mart International Limited (09992) [2] - The top three stocks by deviation value are Zoomlion Heavy Industry Science and Technology Co., Ltd. (01157) at 35.63%, Hangzhou Tigermed Consulting Co., Ltd. (03759) at 33.65%, and AIA Group Limited (81299) at 32.22% [1][2]

Group 1 - SK Hynix announced a record performance bonus of over 1.36 million KRW (approximately 640,000 RMB) per employee, benefiting from the AI boom, with stock prices increasing by 275% in 2025 [1] - The company has sold out all chip production capacity for 2026, indicating strong demand [1] Group 2 - Bubble Mart announced a share buyback plan, investing 251 million HKD to repurchase 1.4 million shares at prices ranging from 177.7 to 181.2 HKD per share [11] - Tencent and Taobao have invested in Zhijia Power Technology, a smart driving technology developer, indicating growing interest in AI and smart driving sectors [9] Group 3 - Tea Yan Yue Se is expanding its workforce in major cities, leading to speculation about market expansion, although the company clarified that this is part of regular personnel reserves [2][3] - The company currently operates 758 stores across four provinces and is known for its cautious expansion strategy [2] Group 4 - Vanke has been ordered to pay over 1.089 billion RMB due to enforcement actions, highlighting potential financial challenges [4] - The company is facing scrutiny as it navigates legal and financial obligations [4] Group 5 - The price of gold and silver has risen, with new investment copper bars being introduced in Shenzhen, although concerns about copper's investment viability were raised [2] - The market is reacting to rising commodity prices, which may influence consumer behavior and investment strategies [2]

Group 1 - The People's Bank of China will announce the one-year and five-year Loan Prime Rates (LPR) on January 20 [2] - The National Development and Reform Commission will hold a press conference on January 20 to discuss the implementation of the central economic work conference and the "14th Five-Year Plan" [2] - The central bank has released the "Management Measures for the Identification of Beneficial Owners of Financial Institutions," effective from January 20, 2026 [2] Group 2 - The U.S. stock market will be closed on January 19 for Martin Luther King Jr. Day and will resume normal trading on January 20 [3] - On January 19, U.S. stock index futures fell, with the S&P 500 down 0.88%, Dow Jones down 0.80%, and Nasdaq 100 down 1.11% [4] Group 3 - The ICE U.S. Dollar Index fell by 0.33% to 99.065 points, while COMEX gold futures rose by 1.77% to $4,676.70 per ounce [5] - The onshore RMB closed at 6.9640 against the U.S. dollar, appreciating by 80 basis points from the previous trading day [5] Group 4 - The Hang Seng Index rose by 0.20% to 26,640 points, and the Hang Seng Tech Index increased by 0.23% to 5,768 points [6] - European stock indices closed lower, with Germany's DAX down 1.34%, France's CAC40 down 1.78%, and the UK's FTSE 100 down 0.39% [6] Group 5 - China's GDP is projected to exceed 140 trillion yuan in 2025, with a year-on-year growth rate of 5% [7] - The industrial added value for the year increased by 5.9%, while the service sector's added value grew by 5.4% [8] Group 6 - The U.S. plans to impose a 10% tariff on goods from eight European countries starting February 1, with the rate increasing to 25% by June 1 [9] - The Chinese Ministry of Foreign Affairs has reiterated its stance on the Greenland issue in response to U.S. tariffs [10] Group 7 - The Supreme People's Procuratorate of China has emphasized the need to maintain economic and financial security and to punish serious economic crimes [11] - A satellite internet low-orbit launch of 19 satellites was successfully completed on January 19 [11] Group 8 - Tesla will restart the development of its Dojo 3 supercomputer project, indicating a commitment to AI technology [17] - Ford is reportedly in talks with BYD for battery procurement for hybrid vehicles, reflecting traditional automakers' engagement with China's EV supply chain [18] Group 9 - Vanke has been executed for approximately 1.09 billion yuan, raising concerns about risks in the real estate sector [19][20] - Porsche's sales in China for 2025 are projected to decline by 26.28%, with the company focusing on maintaining a healthy supply-demand relationship [21] Group 10 - ByteDance's AI platform "Kouzi" has announced a 2.0 brand upgrade, integrating new capabilities to enhance user experience [22] - Honor has launched a limited edition smartphone in collaboration with Pop Mart, showcasing cross-industry innovation [24]

Group 1 - The People's Bank of China will announce the one-year and five-year Loan Prime Rate (LPR) on January 20 [2] - The National Bureau of Statistics reported that China's GDP for 2025 is projected to reach 140,187.9 billion yuan, with a year-on-year growth of 5% [8] - The total retail sales of consumer goods in 2025 are expected to be 501,202 billion yuan, reflecting a year-on-year increase of 3.7% [8] Group 2 - The U.S. stock market will be closed on January 19 for Martin Luther King Jr. Day and will resume normal trading on January 20 [3] - The S&P 500 futures fell by 0.88%, while the Dow futures dropped by 0.80% and the Nasdaq 100 futures decreased by 1.11% on January 19 [4] - The ICE U.S. Dollar Index decreased by 0.33%, closing at 99.065 points [5] Group 3 - The Hang Seng Index rose by 0.20% to close at 26,640 points, while the Hang Seng Tech Index increased by 0.23% to 5,768 points [6] - European stock indices closed lower, with Germany's DAX down 1.34%, France's CAC40 down 1.78%, and the UK's FTSE 100 down 0.39% [6] Group 4 - Tesla announced the restart of its Dojo 3 supercomputer project, indicating a commitment to AI technology development [17] - Ford is reportedly in talks with BYD for a battery supply partnership for its hybrid models, reflecting traditional automakers' efforts to engage with China's EV supply chain [18][19] - Vanke has been executed for approximately 1.09 billion yuan, highlighting financial pressures in the real estate sector [20][21] Group 5 - Porsche's sales in China for 2025 are projected to be 41,900 units, a decline of 26.28% year-on-year, attributed to market challenges [22] - ByteDance announced a 2.0 brand upgrade for its AI platform "Kouzi," integrating new features to enhance user experience [22] - Honor launched a limited edition smartphone in collaboration with Pop Mart, showcasing cross-industry innovation [23]