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泡泡玛特午后涨近4% LVMH高管加入公司董事会 大摩称有望提升Labubu吸引力
Zhi Tong Cai Jing· 2025-12-17 07:11
Core Viewpoint - Pop Mart (09992) shares rose nearly 4% in the afternoon trading session, reflecting positive market sentiment following the announcement of a new board member from LVMH, indicating a strategic move towards integrating with the international fashion scene [1] Company Developments - On December 11, Pop Mart announced the appointment of Wu Yue, President of LVMH Greater China, as a non-executive director [1] - Wu Yue has 20 years of experience at LVMH, contributing significantly to the development of luxury brand channels, membership systems, and talent frameworks in Greater China [1] Market Implications - Industry insiders suggest that Wu Yue's addition to the board serves as an endorsement for the brand, signaling Pop Mart's integration into the core of international fashion trends [1] - Morgan Stanley's research report indicates that this personnel change will significantly enhance the company's ability to leverage high-end fashion resources and increase the market appeal of its core IP, Labubu [1] - Analysts note that concerns regarding the sustainability of growth for Labubu and the company have been alleviated by Wu Yue's appointment, which signals high recognition of the IP within the fashion industry and potential for new traffic and growth scenarios through high-end memberships and fashion jewelry collaborations [1]
港股异动丨LVMH高管加入,泡泡玛特涨近3%
Ge Long Hui A P P· 2025-12-11 02:56
格隆汇12月11日|泡泡玛特(9992.HK)今日股价上涨,盘初涨近3%报195.7港元。 消息面上,公司昨晚宣布,吴越已获委任为公司非执行董事,自2025年12月10日起生效。据介绍,吴越 先生现年69岁,于1984年5月获得加拿大约克大学国际关系与人文科学学士学位,并于1989年11月获得 加拿大约克大学舒立克商学院国际商务与市场营销硕士学位。 1993年至2000年2月,吴越担任LVMH集团旗下Parfums Christian Dior品牌总经理及董事总经理,负责其 在中国的业务;2000年2月至2005年10月,担任索尼国际音乐娱乐集团亚洲区副总裁,负责其在中国的 业务;自2005年11月起,担任LVMH大中华区集团总裁,负责监督LVMH多品牌组合在中国市场的业 务。 有业内人士指出,吴越加入泡泡玛特董事会是对品牌的一次背书,这意味着泡泡玛特正融入国际时尚潮 流核心圈层。 ...