泡泡玛特2025年三季度海外收益同比增长365%

Core Insights - Pop Mart announced a significant revenue growth for Q3 2025, with overall revenue increasing by 245%-250% year-on-year, driven by strong performance in both domestic and international markets [2] Revenue Performance - Domestic revenue in China grew by 185%-190% year-on-year, while overseas revenue surged by 365%-370% [2] - Offline channels, including retail stores and robot stores, saw a year-on-year increase of 130%-135%, whereas online channels, including Pop Mart's box machines and flagship stores on platforms like Tmall and Douyin, experienced a growth of 300%-305% [2] International Market Growth - The Asia-Pacific market reported a revenue increase of 170%-175% year-on-year, while the Americas market saw an extraordinary growth of 1265%-1270% [2] - Europe and other regions experienced a revenue growth of 735%-740% year-on-year [2] IP Performance - The IP LABUBU under Pop Mart achieved explosive growth, with revenue from THE MONSTERS reaching 4.81 billion yuan, accounting for 34.7% of total revenue, compared to 626 million yuan in the same period last year, marking a year-on-year increase of approximately 668.4% [2] Anniversary and Events - This year marks the tenth anniversary of LABUBU, and Pop Mart is hosting a year-long global tour exhibition for THE MONSTERS, with the first stop in Shanghai [3] - Apple CEO Tim Cook attended the Shanghai exhibition alongside Pop Mart's founder Wang Ning and artist Long Jiasheng, showcasing original manuscripts and diverse products from the LABUBU series [3] - The exhibition will continue to various cities, including Beijing, Taipei, Hong Kong, Tokyo, Paris, and New York [3] Product Development - LABUBU, inspired by Nordic mythology, has launched several products over the years, including the "THE MONSTERS Forest Concert Series" in collaboration with Long Jiasheng in April 2019 [3] - In 2025, the third generation of LABUBU's plush keychains, "High Energy Ahead," was released, leading to Pop Mart's app reaching the top of the US App Store shopping chart for the first time [3]