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太猛了!从底部暴涨14倍,市值超2000亿,创历史新高!股民:你看不穿我的盲盒,正如我品不懂你的茅台
雪球·2025-03-27 07:52

Group 1: Company Overview - Pop Mart's stock price surged nearly 10%, reaching a historical high with a market capitalization exceeding 200 billion HKD, marking a 14-fold increase since its bottom of 9.5 HKD on October 2022 [1][5]. - For the fiscal year 2024, Pop Mart reported revenue of 13.04 billion RMB, a year-on-year increase of 106.9%, and an adjusted net profit of 3.40 billion RMB, up 185.9% [7][8]. - The company has diversified its product categories, with significant growth in plush toys, which saw revenue increase by 1289% to 2.83 billion RMB, accounting for 21.7% of total revenue [9]. Group 2: Financial Performance - Pop Mart's gross profit for 2024 was 8.71 billion RMB, reflecting a 125.4% increase compared to the previous year [8]. - The basic earnings per share reached 2.36 RMB, a 191.4% increase from 0.81 RMB in 2023 [8]. - The company anticipates over 50% growth in 2025 compared to 2024, with expectations for overseas and Hong Kong-Macau-Taiwan business to exceed 100% growth [9]. Group 3: Market Trends - The innovative pharmaceutical sector experienced significant gains, with the Hang Seng Pharmaceutical Index rising over 5% [3][11]. - The Chinese innovative drug market is projected to exceed 1.13 trillion RMB in 2024, with potential growth to nearly 2.3 trillion RMB by 2030 [18]. - The semiconductor sector also saw a surge, driven by advancements in AI and domestic chip development, with several companies experiencing substantial stock price increases [20].