Workflow
mini LABUBU
icon
Search documents
300亿很轻松、本周发mini LABUBU,泡泡玛特业绩会的7个亮点
Feng Huang Wang· 2025-08-20 06:20
Core Viewpoint - The company aims for significant revenue growth, projecting a target of 300 billion yuan for the current year, following a strong performance in the first half of 2025 with revenue of 138.8 billion yuan, a 204.4% year-on-year increase, and a net profit of 47.1 billion yuan, up 362.8% [1][3]. Group 1: Financial Performance - The company reported a revenue of 138.8 billion yuan for the first half of 2025, marking a 204.4% increase year-on-year [1]. - Adjusted net profit reached 47.1 billion yuan, reflecting a 362.8% growth compared to the previous year [1]. - The CEO expressed confidence in achieving a minimum of 300 billion yuan in revenue for the year, emphasizing the importance of healthy growth metrics [3]. Group 2: Product Development - A new product, mini LABUBU, is set to launch this week, which is expected to be a highly popular item [2][3]. - The company has increased its plush toy production capacity by ten times year-on-year, with an output exceeding 30 million units in August [4]. Group 3: Market Expansion - The company plans to enter emerging markets such as the Middle East, South Asia, and Central and South America, with a flagship store opening in Doha, Qatar [5]. - Continued expansion in key cities like Paris, Sydney, Milan, and New York is also part of the strategy [5]. Group 4: Customer Engagement - Despite a significant increase in brand popularity, the company has maintained a conservative approach to opening new stores, with a net increase of fewer than 10 stores expected this year [7]. - The company reported that its theme park, POPLAND, has seen higher visitor numbers and revenue compared to the previous year, despite undergoing renovations [6]. Group 5: Brand Strategy - The CEO highlighted the importance of LABUBU as a long-term IP, suggesting that its value extends beyond immediate popularity [8]. - The company is cautious in its approach to IP development, ensuring that it does not over-exploit the LABUBU brand [8].