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泡泡玛特股价又新高!未来能否走出“单一爆款”困境?
Jin Shi Shu Ju· 2025-08-20 03:45
今年以来,泡泡玛特的股价上涨超过235%。公司创始人王宁也因此成为中国第十大富豪。 周三,泡泡玛特(9992.HK)一度涨超6%,股价逼近300港元,市值盘中突破4000亿,创历史新高。 凭借"LABUBU"这一IP,泡泡玛特在全球范围内取得了巨大成功。根据该公司8月19日发布的半年报, 其营收达到138.8亿元人民币,同比增长204.4%,经调整净利润为47.1亿元,同比增长362.8%。这一成 绩不仅突破了半年度营收百亿元大关,净利润更是超过了2024年全年。 至于后续业绩展望,泡泡玛特表示,总体而言,今年上半年的利润率约为33%,下半年利润率将有所提 升,预计今年净利润率在35%左右。 泡泡玛特创始人王宁则乐观表示,希望今年实现200亿人民币的收入,感觉今年达到300亿人民币也相当 轻松。 泡泡玛特称,知识产权是其业务的"核心",并计划继续扩大其全球业务版图。该公司在上半年大量增加 了门店数量,全球门店总数达到571家,同时拥有近2600台自动售货机。其中,美洲地区新增门店数量 最多,其次是大陆地区。 财报显示,泡泡玛特的海外市场表现强劲,亚太地区是其最大的海外市场,上半年营收同比增长 257.8%,达 ...
登顶美国应用商店购物类榜首!中国潮玩IP释放海外影响力
Yang Shi Wang· 2025-04-30 13:03
Group 1 - The core viewpoint is that Chinese潮玩 (trendy toys) brands are expanding internationally, becoming a new wave of consumer products that connect with young people globally [1][10]. - The潮玩 app has reached the top of the shopping category in the Apple App Store in the United States, continuing the trend of various Chinese shopping applications [9]. - The潮玩 industry has seen significant growth in overseas markets, with Bubble Mart reporting nearly 480% growth in Q1, making it a key driver of performance [5]. Group 2 -潮玩 products are gaining popularity in major international locations, such as Oxford Street in London and the Louvre in France, where long queues have been reported for both art and潮玩 purchases [4]. - The appeal of Chinese潮玩, particularly in the U.S., is partly attributed to the "blind box" sales model, which enhances the excitement of collecting and increases the popularity of unboxing videos [5][10]. - Despite rising prices due to tariff policies, consumer demand remains strong, with reports of overwhelming crowds in stores, indicating a robust market presence [7].