泡泡玛特王宁谈业绩指引:今年营收300亿也很轻松,产能面临较大挑战


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]