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09992 泡泡玛特
提前休市 12-24 12:08:24
200.200
-0.200
-0.10%
最高
202.800
最低
199.300
成交量
282.83万
今开
200.400
昨收
200.400
日振幅
1.75%
总市值
2,689亿
流通市值
2,689亿
总股本
13.43亿
成交额
5.68亿
换手率
0.21%
流通股本
13.43亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
一边是新星IP的跨界狂欢,一边是顶流退潮后的增长压力:星星人能否接棒泡泡玛特的LABUBU?
每经网 · 19分钟前
一边是新星IP的跨界狂欢,一边是顶流退潮后的增长压力:星星人能否接棒泡泡玛特的LABUBU?
招商证券:维持泡泡玛特(09992)“强烈推荐”评级 海外本地化运营持续推进
智通财经 · 09:39
招商证券:维持泡泡玛特(09992)“强烈推荐”评级 海外本地化运营持续推进
雷军看好的铜师傅冲击上市:年入超5亿,却难成中年男版泡泡玛特?
ITBEAR科技资讯 · 12-23 18:43
雷军看好的铜师傅冲击上市:年入超5亿,却难成中年男版泡泡玛特?
12月23日港股家庭电器及用品行业沽空数据盘点,泡泡玛特、创科实业、海尔智家沽空金额位居行业前三
证券之星APP · 12-23 18:05
12月23日港股家庭电器及用品行业沽空数据盘点,泡泡玛特、创科实业、海尔智家沽空金额位居行业前三
泡泡玛特菲律宾首店正式开业 探索新兴市场潮玩文化价值
财闻 · 12-23 13:12
泡泡玛特菲律宾首店正式开业 探索新兴市场潮玩文化价值
泡泡玛特迎奢侈品高管 启动全球化与品牌升级
DoNews · 12-23 10:31
泡泡玛特迎奢侈品高管 启动全球化与品牌升级
泡泡玛特的“成人礼”
伯虎财经 · 12-22 22:06
泡泡玛特的“成人礼”
不用替泡泡玛特操心
远川研究所 · 12-22 21:11
不用替泡泡玛特操心
百亿食玩赛道:拥挤的快车,只剩下站票
钛媒体 · 12-22 17:09
百亿食玩赛道:拥挤的快车,只剩下站票
每日卖空追踪 | 泡泡玛特 12月22日卖空量成交92.3万股,卖空比例为7.89%
市场透视 · 12-22 16:30
每日卖空追踪 | 泡泡玛特 12月22日卖空量成交92.3万股,卖空比例为7.89%
港股异动 | 泡泡玛特(09992)尾盘涨近5% 喜茶与公司旗下人气IP星星人联名活动登陆喜茶全球门店
智通财经 · 12-22 14:56
港股异动 | 泡泡玛特(09992)尾盘涨近5% 喜茶与公司旗下人气IP星星人联名活动登陆喜茶全球门店
异动解读 | 泡泡玛特盘中大涨5.03%,Crybaby特展与喜茶联名活动提振股价
异动解读 · 12-22 14:52
异动解读 | 泡泡玛特盘中大涨5.03%,Crybaby特展与喜茶联名活动提振股价
喜茶与泡泡玛特星星人联名上线,推出定制款形象及系列活动
市场资讯 · 12-22 12:32
喜茶与泡泡玛特星星人联名上线,推出定制款形象及系列活动
新消费概念普遍活跃 近期密集政策提振消费 机构称关注新消费结构性机会
智通财经 · 12-22 11:51
新消费概念普遍活跃 近期密集政策提振消费 机构称关注新消费结构性机会
【券商聚焦】海通国际:餐饮潮玩及家电行业周报 关注泡泡玛特等标的
金吾财讯 · 12-22 11:02
【券商聚焦】海通国际:餐饮潮玩及家电行业周报 关注泡泡玛特等标的
从得力到晨光,文具巨头也要再造泡泡玛特?
母婴行业观察 · 12-22 10:53
从得力到晨光,文具巨头也要再造泡泡玛特?
港股新消费概念股集体上扬,蜜雪集团、老铺黄金涨超4%
老虎资讯综合 · 12-22 09:47
港股新消费概念股集体上扬,蜜雪集团、老铺黄金涨超4%
泡泡玛特盘中异动 股价大涨3.11%报198.900港元
市场透视 · 12-22 09:37
泡泡玛特盘中异动 股价大涨3.11%报198.900港元
国金证券:小米集团-W(01810)AI+消费构筑新空间 泡泡玛特(09992)二三曲线快速发展
智通财经 · 12-22 09:36
国金证券:小米集团-W(01810)AI+消费构筑新空间 泡泡玛特(09992)二三曲线快速发展
泡泡玛特推出杂志《游乐场》:定价39.9元
蓝洞新消费 · 12-22 09:36
泡泡玛特推出杂志《游乐场》:定价39.9元
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公司概况
公司名称:
泡泡玛特
所属市场:
SEHK
上市日期:
--
主营业务:
泡泡玛特国际集团有限公司是一家主要从事潮流玩具的产品设计与开发及销售的投资控股公司。该公司拥有覆盖潮流玩具知识产权(IP)全产业链的综合运营平台,业务包括IP孵化与运营、潮流玩具与零售、主题乐园与体验和数字娱乐。该公司的产品包括盲盒、手办、球形关节娃娃(BJD)、MEGA、毛绒玩具和衍生品及其他。该公司的自主产品主要包括THE MONSTERS、MOLLY、SKULLPANDA和CRYBABY等艺术家IP以及授权IP。该公司产品销往国内外市场。
发行价格:
--
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15:08","pubTimestamp":1766560090,"startTime":"0","endTime":"0","summary":"WIND数据显示,从8月底的高峰至今,泡泡玛特的市值已蒸发超1600亿港元。一边是新星IP的跨界狂欢,一边是顶流退潮后的增长压力,泡泡玛特是否已触顶?新晋崛起的星星人,能否接棒成为下一个LABUBU?作为泡泡玛特今年增长的核心引擎,LABUBU的增速放缓引发市场担忧。大摩预计,LABUBU今年销售额将达155亿元,较2023年增长41倍,但明年增速或因消费者流失而放缓。江瀚表示,星星人的产品策略更具场景延展性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224150932a6c926e4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:39","pubTimestamp":1766540398,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,招商证券发布研报称,维持泡泡玛特“强烈推荐”评级,海外组织架构促进海外健康持续增长,“精灵天团”LABUBU/星星人等IP产品势能良好,考虑到公司全球化IP运营能力突出、公司产能灵活调度高,该行认为公司潮流风险可控,持续看好公司未来发展。该标准调整对二手交易量有不利影响。风险提示假货治理不及预期、舆论及监管风险、开店不及预期、新IP及品类拓展不及预期、公司运营风险","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1385284.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0327786744.USD","LU0499858602.USD","BK1147","09992","IE0034224299.USD","LU0348767384.USD","SGXZ86797644.SGD","LU0499858438.USD","LU0593848301.USD","LU0823426480.USD","LU0345775950.USD","LU0345776255.USD","BK1224","LU0149721374.USD","LU0164865239.USD","LU0588546209.SGD","SG9999002950.SGD","LU1023057109.AUD","LU0164880469.USD","LU0359202008.SGD","LU0823426308.USD","LU1481107354.HKD","LU1770036033.HKD","LU0039217434.USD","SGXZ62798434.SGD","LU0348766576.USD","PMRTY","LU0572944931.SGD","SG9999001069.SGD","LU0307460666.USD","LU0231483743.USD","LU0211977185.USD","BK1564","LU0531971595.HKD","LU0359201885.HKD","LU2543165471.USD","LU0871576103.HKD","LU0359201612.USD","LU0611395673.USD"],"gpt_icon":1},{"id":"2593494138","title":"雷军看好的铜师傅冲击上市:年入超5亿,却难成中年男版泡泡玛特?","url":"https://stock-news.laohu8.com/highlight/detail?id=2593494138","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593494138?lang=zh_cn&edition=full","pubTime":"2025-12-23 18:43","pubTimestamp":1766486601,"startTime":"0","endTime":"0","summary":"2022年至2024年,该品类收入分别为4.796亿元、4.88亿元及5.51亿元,占同期总收入比例分别为95.4%、96.3%及96.6%。2025年上半年,收入进一步降至0.3万元,几乎可忽略不计。雷军也看好铜师傅,称赞其是“小米体系之外最像小米的企业”。近年来,铜师傅线上线下客单价持续走低,而主要材料铜成本却持续上涨。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251223190504a6c5afe4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:05","pubTimestamp":1766484352,"startTime":"0","endTime":"0","summary":"当日家庭电器及用品行业总体跌0.27%。从沽空金额来看,泡泡玛特、创科实业、海尔智家沽空金额位居行业前三,分别为2.52亿港元、4641.01万港元、3331.85万港元。从沽空比例来看,敏华控股、JS环球生活、创科实业沽空比例位居行业前三,分别为34.24%、24.66%、23.46%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251223182946a6c5893e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:06","pubTimestamp":1766412388,"startTime":"0","endTime":"0","summary":"近日,泡泡玛特宣布,LVMH大中华区集团总裁吴越正式出任泡泡玛特非执行董事一职。与此同时,泡泡玛特在全球市场上的亮相也变得更频繁、高调。从“潮玩巨头”到“奢侈品”,泡泡玛特迎来了它的“成人礼”。不过在今年6月,泡泡玛特开始推出了一系列打击黄牛的举措,包括提高产能、用户限购、禁止代排代取等。当潮玩的热闹退去,真正的价值沉淀才刚刚开始,这正是属于泡泡玛特自己的“成人礼”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222232537a46b0c7a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:11","pubTimestamp":1766409060,"startTime":"0","endTime":"0","summary":"今年8月泡泡玛特发财报,半年时间赚了去年一整年的钱,创始人王宁喜不自胜[1]:本来希望能做到200亿,但感觉今年应该300亿也很轻松。半年报发完,泡泡玛特市值突破4500亿历史新高,接着急转直下。 期间泡泡玛特的关键变化是激进扩产,大幅解决了缺货问题。 另一家研究机构伯恩斯坦用两份合计近130页的研报重拳出击[3],将泡泡玛特定性为“投机型IP”,和Hello 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17:09","pubTimestamp":1766394594,"startTime":"0","endTime":"0","summary":"日本玩具巨头日本万代南梦宫,是食玩赛道头部企业,也在加大在华市场渗透。不过,IP+零食,这辆拥挤的快车只剩“站票”了。2025年上半年,金添动漫的营收增速回落到9.8%。即便是赛道头部玩家,其品牌人格和心智占位也尚未真正建立。以此来看,食玩赛道里真正的头等舱,只属于巨头和大品牌。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222172727a469cf2a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 泡泡玛特 12月22日卖空量成交92.3万股,卖空比例为7.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=2593210001","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593210001?lang=zh_cn&edition=full","pubTime":"2025-12-22 16:30","pubTimestamp":1766392242,"startTime":"0","endTime":"0","summary":"泡泡玛特北京时间12月22日,涨4.61%,卖空量成交92.3万股,较上一交易日减少48.14%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222163710a6c09e9f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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| 泡泡玛特(09992)尾盘涨近5% 喜茶与公司旗下人气IP星星人联名活动登陆喜茶全球门店","url":"https://stock-news.laohu8.com/highlight/detail?id=2593810196","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593810196?lang=zh_cn&edition=full","pubTime":"2025-12-22 14:56","pubTimestamp":1766386572,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,泡泡玛特尾盘涨近5%,截至发稿,涨5.13%,报202.6港元,成交额17.52亿港元。消息面上,12月22日,喜茶与泡泡玛特旗下人气IP星星人的联名活动正式登陆喜茶全球门店,围绕“冬日有星星”的联名概念,喜茶与充满治愈力量的星星人一起带来包括订制联名星星人形象、联名饮品、联名周边、联名主题店、灵感巴士快闪等活动。市场情绪弱势,前期回调幅度较大背景下,泡泡玛特或已具备一定配置价值。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1384327.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0359201612.USD","LU0588546209.SGD","LU0149721374.USD","LU0499858438.USD","LU0345776255.USD","LU1481599808.USD","PMRTY","LU0039217434.USD","BK4588","LU0211977185.USD","LU0307460666.USD","LU0348766576.USD","LU2463526074.USD","09992","SGXZ62798434.SGD","LU0823426480.USD","LU0531971595.HKD","LU1770036033.HKD","BK4136","IE00B3T34201.USD","LU0164880469.USD","IE0034224299.USD","SGXZ86797644.SGD","LU0327786744.USD","LU0345775950.USD","LU1487256676.USD","LU1481107354.HKD","LU0359202008.SGD","LU0572944931.SGD","LU0231483743.USD","LU0871576103.HKD","LU1169590202.USD","SG9999001069.SGD","LU0164865239.USD","LU0359201885.HKD","LU0593848301.USD","LU2543165471.USD","LU0348767384.USD","LU1023057109.AUD","BK4585","BK1224","LU0499858602.USD","LU0611395673.USD","LU1169589451.USD","SG9999002950.SGD","LU1481600234.SGD","LU0823426308.USD"],"gpt_icon":0},{"id":"1119835976","title":"异动解读 | 泡泡玛特盘中大涨5.03%,Crybaby特展与喜茶联名活动提振股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1119835976","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1119835976?lang=zh_cn&edition=full","pubTime":"2025-12-22 14:52","pubTimestamp":1766386357,"startTime":"0","endTime":"0","summary":"泡泡玛特(09992)今日盘中大涨5.03%,引起市场广泛关注。消息面上,泡泡玛特Crybaby特展上海站将于2025年12月20日至2026年1月25日在上海西岸梦中心梦工场举行。该特展设有大型装置艺术和限量商品,有望吸引多样化人群参展,并通过社交裂变延长IP生命周期。此外,泡泡玛特与喜茶的联名活动今日正式上线,覆盖全球门店,推出定制联名形象、饮品及周边,进一步提升了品牌热度。国金证券指出,Crybaby特展不仅拓展了泡泡玛特的变现手段(如门票收入),还能通过社交分享保持品牌“在场感”。摩根士丹利也认为,泡泡玛特旗下IP在时尚和娱乐领域的高度认可增强了市场对其营销能力的信心。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"84c4b21e16a897d2b030ea13ab8d2bb2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["09992"],"gpt_icon":0},{"id":"2593053121","title":"喜茶与泡泡玛特星星人联名上线,推出定制款形象及系列活动","url":"https://stock-news.laohu8.com/highlight/detail?id=2593053121","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593053121?lang=zh_cn&edition=full","pubTime":"2025-12-22 12:32","pubTimestamp":1766377920,"startTime":"0","endTime":"0","summary":"12月22日,喜茶与泡泡玛特旗下人气IP星星人的联名活动正式登陆喜茶全球门店。同时,喜茶还推出基于全新星星人形象设计的,包括饮品杯、纸袋、杯套在内的全线联名限定包材,以及灵感小卡、贴纸、徽章、茶碗等限定周边。目前,喜茶海外业务已进入快速发展阶段,海外门店数量增长超过6倍,海外市场门店总数已超过100家。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/china/gncj/2025-12-22/doc-inhcryri4629491.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0149721374.USD","LU1481107354.HKD","LU0572944931.SGD","LU0531971595.HKD","SGXZ62798434.SGD","LU0499858438.USD","LU0164880469.USD","SGXZ86797644.SGD","LU1023057109.AUD","LU0307460666.USD","LU0871576103.HKD","LU0823426308.USD","LU0327786744.USD","LU0359201885.HKD","LU0611395673.USD","SG9999002950.SGD","LU0345776255.USD","LU0345775950.USD","LU0823426480.USD","LU0348766576.USD","09992","LU0039217434.USD","SG9999001069.SGD","BK1224","LU0593848301.USD","LU1770036033.HKD","PMRTY","LU0231483743.USD","LU0588546209.SGD","IE0034224299.USD","LU0348767384.USD","LU0499858602.USD","LU2543165471.USD","LU0359202008.SGD","LU0359201612.USD","LU0211977185.USD","LU0164865239.USD"],"gpt_icon":1},{"id":"2593510995","title":"新消费概念普遍活跃 近期密集政策提振消费 机构称关注新消费结构性机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2593510995","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593510995?lang=zh_cn&edition=full","pubTime":"2025-12-22 11:51","pubTimestamp":1766375472,"startTime":"0","endTime":"0","summary":"消息面上,近期消费有关政策频出。此前商务部等9部门发布《关于扩大服务消费的若干政策措施》,提出五方面19条举措,包括开展“服务消费季”系列促消费活动;支持优质消费资源与知名IP跨界合作等。该行认为新消费行业会向三个趋势和两个维度的方向发展。三个趋势是健康化、新实用主义和情绪消费,两个维度是智能化和消费出海,建议积极关注相关方向的投资机会。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222115623a6bfa5d2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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关注泡泡玛特等标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2593108451","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593108451?lang=zh_cn&edition=full","pubTime":"2025-12-22 11:02","pubTimestamp":1766372557,"startTime":"0","endTime":"0","summary":"潮玩领域,泡泡玛特在首都机场开设POP BAKERY快闪店,拓展线下消费场景。研报特别指出,餐饮企业正通过产品创新和国际化布局寻求增长,如古茗推出HPP果汁新品,蜜雪冰城海外扩张;家电行业则受益于智能升级政策支持,空调排产数据转正显示需求回暖。潮玩行业持续探索\"IP+新消费\"模式,泡泡玛特机场快闪店首次引入甜品业态,强化场景营销。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222111741a6bf852f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:53","pubTimestamp":1766371980,"startTime":"0","endTime":"0","summary":"而几乎在同一时间,其老对手晨光股份发布的财报显示,公司营收增长已大幅放缓至个位数,而其旗下针对年轻消费群体的零售品牌“九木杂物社”仍处于亏损状态。由此可见,以晨光、得力为代表的中国传统文具巨头,在传统业务增长见顶的背景下,正将目光投向潮流玩具和IP衍生品市场。这显示得力正试图超越文具制造商的传统身份,更积极地跻身于潮流生活方式提供商的行列。细究之下,文具巨头转型的根本挑战在于身份重塑。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222105822a6bf7305&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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