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PMRTY Pop Mart International Group Limited
未开盘 12-18 16:00:00 EST 延时
资讯
新帖
简况
拉布布“退烧”,千亿泡泡玛特的“泡泡”破了?
鞭牛士 · 12-18 18:19
拉布布“退烧”,千亿泡泡玛特的“泡泡”破了?
中国品牌出海加速:数字化驱动全球扩张
DoNews · 12-18 17:59
中国品牌出海加速:数字化驱动全球扩张
星星人带动泡泡玛特乐园业绩爆发
DoNews · 12-18 16:01
星星人带动泡泡玛特乐园业绩爆发
泡泡玛特陈晓芸:13个IP收入过亿,秘诀是文化适配与场景共创
21世纪经济报道 · 12-18 15:10
泡泡玛特陈晓芸:13个IP收入过亿,秘诀是文化适配与场景共创
2025年中国数字文娱大会在广州开幕,共探AI重塑数字文娱
21世纪经济报道 · 12-18 14:37
2025年中国数字文娱大会在广州开幕,共探AI重塑数字文娱
据报泡泡玛特北美收入增长大幅放缓 淡仓激增
AASTOCKS · 12-18 10:52
据报泡泡玛特北美收入增长大幅放缓 淡仓激增
从潮玩到奢侈品圈层,泡泡玛特引入LVMH高管开启“升咖”新征程
ITBEAR科技资讯 · 12-17 19:12
从潮玩到奢侈品圈层,泡泡玛特引入LVMH高管开启“升咖”新征程
宋立新:去年王宁来到企业家之夜的舞台后,labubu追捧热度都起来了
睿见Economy · 12-17 17:16
宋立新:去年王宁来到企业家之夜的舞台后,labubu追捧热度都起来了
每日卖空追踪 | 泡泡玛特 12月17日卖空量成交80.34万股,卖空比例为8.27%
市场透视 · 12-17 16:30
每日卖空追踪 | 泡泡玛特 12月17日卖空量成交80.34万股,卖空比例为8.27%
泡泡玛特12月17日获主力加仓7485.2万元
市场透视 · 12-17 16:15
泡泡玛特12月17日获主力加仓7485.2万元
最新!段永平再谈这三家公司
证券之星 · 12-17 15:53
最新!段永平再谈这三家公司
泡泡玛特(09992.HK)午后涨近4%
每日经济新闻 · 12-17 15:12
泡泡玛特(09992.HK)午后涨近4%
泡泡玛特稳坐潮玩“王座”,中小品牌如何寻破局新径?
ITBEAR科技资讯 · 12-17 15:12
泡泡玛特稳坐潮玩“王座”,中小品牌如何寻破局新径?
多数海外门店的客流量减少和排队现象消失!华尔街质疑:泡泡玛特选择“走量模式”,对吗?
华尔街见闻 · 12-17 11:27
多数海外门店的客流量减少和排队现象消失!华尔街质疑:泡泡玛特选择“走量模式”,对吗?
未来力量丨新消费领军企业观察:泡泡玛特
证券之星APP · 12-17 11:14
未来力量丨新消费领军企业观察:泡泡玛特
泡泡玛特300万聘请LV大佬,要革盲盒的命?
读商时代 · 12-12
泡泡玛特300万聘请LV大佬,要革盲盒的命?
Labubu卖不动,黄牛亏大了!为什么泡泡玛特的最牛IP生命力如此短暂?
锐艺商业品牌观察 · 12-12
Labubu卖不动,黄牛亏大了!为什么泡泡玛特的最牛IP生命力如此短暂?
泡泡玛特挖来69岁LV高管,潮玩圈要变天?
潮新闻 · 12-11
泡泡玛特挖来69岁LV高管,潮玩圈要变天?
摩根士丹利:泡泡玛特董事会新增时尚界商业领袖 料提升Labubu吸引力
观点网 · 12-11
摩根士丹利:泡泡玛特董事会新增时尚界商业领袖 料提升Labubu吸引力
财报亮眼股价却暴跌,泡泡玛特怎么了?
读创客户端 · 12-10
财报亮眼股价却暴跌,泡泡玛特怎么了?
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公司概况
公司名称:
Pop Mart International Group Limited
所属市场:
PINK LIMITED
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分为艺术家IP和授权IP。该公司产品销往国内外市场。
发行价格:
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17:59","pubTimestamp":1766051943,"startTime":"0","endTime":"0","summary":"中国品牌在全球市场快速扩展当这些携带先进数字基因的企业驶向全球,同样会遭遇不同程度的水土不服。中国企业只需接入这张全球网络,便能专注于品牌与模式的输出。历史必然中信证券的研究显示,当一个国家的人均GDP突破1万美元大关,其服务业与品牌出海便会迎来爆发期。而中国服务业与消费品牌的全球化爆发,也是经济周期运行的必然结果。这让中国品牌得以绕过漫长的基建周期,将精力百分之百地聚焦于业务扩张。","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=nesSN20251218180743a45b0a34&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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16:01","pubTimestamp":1766044862,"startTime":"0","endTime":"0","summary":"星星人是下半年乐园的最大爆点,2025年6月,当泡泡玛特乐园正式推出“星星人好友见面会”和“闪闪夏日主题活动”后,星星人带动相关周边商品的销售额环比增长80%。虎嗅获悉,2025年上半年星星人IP总营收超过3.9亿元,占泡泡玛特半年收入的2.8%。10月中旬,摩根大通研报预测,2025年星星人有望占泡泡玛特总额的8%。虎嗅获悉,在泡泡玛特内部,线下乐园被视为公司战略级方向之一。让泡泡玛特对乐园进行改造的核心原因,还有其背后的用户数据。","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=nesSN20251218160618a45a7fd9&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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15:10","pubTimestamp":1766041808,"startTime":"0","endTime":"0","summary":"“优秀的IP拥有跨越文化的力量。”泡泡玛特国际集团副总裁陈晓芸表示,IP是泡泡玛特发展的核心驱动力,更是连接全球消费者的情感纽带。12月18日,2025年中国数字文娱大会在广州开幕。主旨发言环节,陈晓芸以“潮流IP的全球化运营”为题进行演讲,讲述了泡泡玛特在全球发掘有潜力的艺术家,协助其将作品转化为具有影响力的IP,并通过成熟的运营体系,共同打造潮流产品。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202512183595358825.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512183595358825.html","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":"stock_eastmoney","symbols":["LU1481600234.SGD","LU0149721374.USD","LU1023057109.AUD","LU0359201885.HKD","LU0164865239.USD","BK1224","LU0348766576.USD","LU0164880469.USD","LU1481599808.USD","IE0034224299.USD","LU1481107354.HKD","BK4585","LU0307460666.USD","PMRTY","LU1487256676.USD","LU1770036033.HKD","LU0611395673.USD","IE00B3T34201.USD","09992","LU0345775950.USD","LU0039217434.USD","LU0327786744.USD","LU2543165471.USD","LU0823426480.USD","LU0211977185.USD","BK4588","LU0823426308.USD","SG9999001069.SGD","LU0499858438.USD","BK4136","LU0588546209.SGD","SG9999002950.SGD","LU0359202008.SGD","LU1169590202.USD","LU0531971595.HKD","LU0231483743.USD","SGXZ62798434.SGD","LU0572944931.SGD","LU0499858602.USD","LU0871576103.HKD","LU2463526074.USD","LU0359201612.USD","SGXZ86797644.SGD","LU0345776255.USD","LU1169589451.USD","LU0593848301.USD","LU0348767384.USD"],"gpt_icon":1},{"id":"2592985927","title":"2025年中国数字文娱大会在广州开幕,共探AI重塑数字文娱","url":"https://stock-news.laohu8.com/highlight/detail?id=2592985927","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592985927?lang=zh_cn&edition=full","pubTime":"2025-12-18 14:37","pubTimestamp":1766039825,"startTime":"0","endTime":"0","summary":"大会现场。南方财经记者谭砚文魏彤广州报道12月18日,2025年中国数字文娱大会在广州羊城创意产业园正式开幕。本次大会由中国文化娱乐行业协会、广州市天河区人民政府、羊城晚报报业集团共同主办。大会以“新技术新模式新业态”为主题,采用“一会一展一嘉年华”模式,共同探讨AI时代下数字文娱产业趋势、技术创新与发展机遇。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202512183595343830.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512183595343830.html","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":"stock_eastmoney","symbols":["LU0593848301.USD","LU0531971595.HKD","LU1770036033.HKD","BK4551","BK1224","BK4543","LU0307460666.USD","LU0348766576.USD","LU2543165471.USD","LU1023057109.AUD","LU0588546209.SGD","SG9999001069.SGD","LU0823426308.USD","LU0348767384.USD","LU0345775950.USD","BK4023","LU0823426480.USD","PMRTY","SGXZ86797644.SGD","LU0164880469.USD","BK4585","LU0164865239.USD","LU0149721374.USD","LU0359202008.SGD","SG9999002950.SGD","LU1481107354.HKD","BK4588","BK4587","LU0327786744.USD","LU0611395673.USD","LU0211977185.USD","LU0572944931.SGD","IE0034224299.USD","BK4528","LU0359201885.HKD","LU0231483743.USD","LU0499858602.USD","LU0871576103.HKD","LU0359201612.USD","SGXZ62798434.SGD","LU0039217434.USD","LU0499858438.USD","LU0345776255.USD"],"gpt_icon":1},{"id":"2592855929","title":"据报泡泡玛特北美收入增长大幅放缓 淡仓激增","url":"https://stock-news.laohu8.com/highlight/detail?id=2592855929","media":"AASTOCKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592855929?lang=zh_cn&edition=full","pubTime":"2025-12-18 10:52","pubTimestamp":1766026345,"startTime":"0","endTime":"0","summary":"《彭博》报道,Labubu热潮似乎正在消退,令泡泡玛特(09992.HK)近期股价大幅回调。报道引述YipitData数据指,泡泡玛特的北美收入增长在本季度(截至12月6日)放缓至424%,较截至9月底止三个月期间大减一半以上。另外,据标普全球数据,自11月以来,对泡泡玛特股票的看空押注已增加三倍,达到2023年8月以来最高水平。泡泡玛特今日(18日)低开0.92%,最低见190元。现报190.2元,跌2.81%,成交274.18万股,涉资5.24亿元。","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=nesSN20251218114745a6b0aaf8&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, 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19:12","pubTimestamp":1765969977,"startTime":"0","endTime":"0","summary":"泡泡玛特近日宣布,前LVMH大中华区集团总裁吴越正式加入公司董事会,担任非执行董事一职,任期三年。这一消息引发市场广泛关注,被视为泡泡玛特向高端化、国际化迈进的重要信号。吴越在奢侈品行业拥有近三十年的丰富经验,其加入或为泡泡玛特注入奢侈品基因,助力品牌突破潮玩领域的局限。泡泡玛特近年来持续探索高端化路径。吴越的奢侈品圈层资源或能帮助泡泡玛特在全球市场抓住更多高端消费商圈的机会,推动品牌向上突破。","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=nesSN20251217200437a456e1d6&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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17:16","pubTimestamp":1765962960,"startTime":"0","endTime":"0","summary":" “为中国经济点赞——企业家之夜”启动仪式于12月17日在北京举行。英才元投资管理有限公司董事长宋立新出席并致辞。 宋立新指出,新浪财经早就把自己当成了一个连接者,这一次A股的牛市涨得最多的都是连接者。 宋立新表示,企业家之夜活动一直是一个记录者。","market":"sh","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/hy/hyjz/2025-12-17/doc-inhcazqf9013790.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":["LU0359201885.HKD","LU0823426308.USD","LU1023057109.AUD","PMRTY","IE0034224299.USD","LU0611395673.USD","LU0531971595.HKD","LU0149721374.USD","LU0039217434.USD","BK1224","LU0345775950.USD","LU0499858438.USD","LU0871576103.HKD","SGXZ62798434.SGD","SGXZ86797644.SGD","SG9999002950.SGD","LU0359201612.USD","LU1481107354.HKD","LU0359202008.SGD","LU0327786744.USD","LU0345776255.USD","SG9999001069.SGD","LU1770036033.HKD","09992","LU0164865239.USD","LU0307460666.USD","LU0572944931.SGD","LU0164880469.USD","LU0823426480.USD","LU0348767384.USD","LU0499858602.USD","LU0348766576.USD","LU0588546209.SGD","LU0593848301.USD","LU0211977185.USD","LU2543165471.USD","LU0231483743.USD"],"gpt_icon":1},{"id":"2592166998","title":"每日卖空追踪 | 泡泡玛特 12月17日卖空量成交80.34万股,卖空比例为8.27%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592166998","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592166998?lang=zh_cn&edition=full","pubTime":"2025-12-17 16:30","pubTimestamp":1765960242,"startTime":"0","endTime":"0","summary":"泡泡玛特北京时间12月17日,涨3.44%,卖空量成交80.34万股,较上一交易日减少80.21%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=nesSN20251217163702a6ad2868&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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16:15","pubTimestamp":1765959317,"startTime":"0","endTime":"0","summary":"12月17日, 泡泡玛特股价涨3.44%,报收195.70元,成交金额18.8亿元,换手率0.72%,振幅5.97%,量比0.94。泡泡玛特今日主力资金净流入7485.2万元,连续7日净流入,上一交易日主力净流入2.2亿元。近一年数据显示,该股主力连续7日净流入后,次日上涨概率为75.00%,平均涨幅为0.79%。该股近5个交易日上涨2.42%,主力资金累计净流入5.7亿元,其中2个交易日为股价下跌时净流入;近20日主力资金累计净流入14.2亿元,其中净流入天数为16日。","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=nesSN20251217161610a6ad0fa1&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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15:53","pubTimestamp":1765958012,"startTime":"0","endTime":"0","summary":"最近行情波动较大,段永平在雪球平台的发言也明显活跃。最近几天,段永平频繁参与网友讨论,内容既涵盖对于勤奋努力的价值观概括,也有对茅台、英伟达、泡泡玛特等当下最新的点评。当然,TPU这种隐性替代已经开始了,只是威胁不大而已。","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://focus.stockstar.com/SS2025121700019349.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":"stockstar","symbols":["LU0359201885.HKD","LU1770036033.HKD","LU0039217434.USD","LU0327786744.USD","LU0588546209.SGD","LU0823426308.USD","IE0034224299.USD","LU0611395673.USD","LU0307460666.USD","LU2543165471.USD","LU0345776255.USD","LU0149721374.USD","LU0348767384.USD","LU0345775950.USD","LU0359202008.SGD","LU0572944931.SGD","SG9999002950.SGD","SGXZ62798434.SGD","SG9999001069.SGD","LU0531971595.HKD","LU1023057109.AUD","SGXZ86797644.SGD","09992","LU0499858602.USD","NVDA","LU0164880469.USD","600519","LU0211977185.USD","LU0231483743.USD","LU1481107354.HKD","LU0359201612.USD","LU0348766576.USD","BK1224","PMRTY","LU0871576103.HKD","LU0499858438.USD","LU0823426480.USD","LU0593848301.USD","LU0164865239.USD"],"gpt_icon":1},{"id":"2592964269","title":"泡泡玛特(09992.HK)午后涨近4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592964269","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592964269?lang=zh_cn&edition=full","pubTime":"2025-12-17 15:12","pubTimestamp":1765955566,"startTime":"0","endTime":"0","summary":"每经AI快讯,泡泡玛特(09992.HK)午后涨近4%,截至发稿涨3.28%,报195.4港元,成交额13.42亿港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202512173594193961.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512173594193961.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0871576103.HKD","LU0345775950.USD","LU0572944931.SGD","LU0039217434.USD","LU0345776255.USD","LU0823426308.USD","IE0034224299.USD","LU0348767384.USD","LU2543165471.USD","SG9999001069.SGD","LU0327786744.USD","LU0359201885.HKD","LU0359202008.SGD","LU0499858602.USD","LU0823426480.USD","SGXZ62798434.SGD","BK1224","LU0359201612.USD","LU1481107354.HKD","PMRTY","SGXZ86797644.SGD","LU0611395673.USD","LU0231483743.USD","LU0211977185.USD","LU0348766576.USD","LU1023057109.AUD","LU1770036033.HKD","LU0149721374.USD","LU0164880469.USD","LU0164865239.USD","LU0531971595.HKD","SG9999002950.SGD","LU0307460666.USD","LU0499858438.USD","LU0588546209.SGD","LU0593848301.USD","09992"],"gpt_icon":0},{"id":"2592967063","title":"泡泡玛特稳坐潮玩“王座”,中小品牌如何寻破局新径?","url":"https://stock-news.laohu8.com/highlight/detail?id=2592967063","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592967063?lang=zh_cn&edition=full","pubTime":"2025-12-17 15:12","pubTimestamp":1765955544,"startTime":"0","endTime":"0","summary":"五年前泡泡玛特带着王牌IP Molly登陆资本市场时,行业还在激烈讨论“下一个泡泡玛特何时出现”。支撑泡泡玛特构筑护城河的,是其独创的“艺术家发掘-IP孵化-全渠道运营”生态体系。2024年热销的32个潮玩IP中,泡泡玛特独占14席,占比达43%。某行业观察人士指出,中国市场的体量与文化多样性,仍为差异化竞争提供了充足土壤,不同于泡泡玛特的新样本或许正在孕育之中。","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=nesSN20251217160224a455edaa&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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11:27","pubTimestamp":1765942069,"startTime":"0","endTime":"0","summary":"德银报告质疑泡泡玛特的“走量模式”,认为产能扩张虽提升销量,却摧毁了其核心的“稀缺性”溢价,导致海外客流与排队现象锐减。该行警告,若以牺牲IP热度换取短期销量,其高利润商业模式及长期估值将难以维持。","market":"us","thumbnail":"https://static.tigerbbs.com/30dc37d452f250ce3fb402a1655ca971","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/30dc37d452f250ce3fb402a1655ca971"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3761538","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3761538","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0034224299.USD","LU0327786744.USD","LU0593848301.USD","LU0611395673.USD","LU0531971595.HKD","LU0572944931.SGD","LU1481107354.HKD","LU0588546209.SGD","LU0307460666.USD","PMRTY","SGXZ86797644.SGD","LU0164880469.USD","LU0823426308.USD","LU1770036033.HKD","LU0149721374.USD","LU0164865239.USD","LU0039217434.USD","LU0359201885.HKD","LU0823426480.USD","09992","LU0211977185.USD","LU0348767384.USD","LU0359201612.USD","LU0231483743.USD","LU0345776255.USD","LU0871576103.HKD","SG9999002950.SGD","LU2543165471.USD","LU0499858602.USD","LU1023057109.AUD","LU0499858438.USD","LU0359202008.SGD","SG9999001069.SGD","BK1224","LU0348766576.USD","SGXZ62798434.SGD","LU0345775950.USD"],"gpt_icon":0},{"id":"2592950123","title":"未来力量丨新消费领军企业观察:泡泡玛特","url":"https://stock-news.laohu8.com/highlight/detail?id=2592950123","media":"证券之星APP","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592950123?lang=zh_cn&edition=full","pubTime":"2025-12-17 11:14","pubTimestamp":1765941280,"startTime":"0","endTime":"0","summary":"泡泡玛特通过不断推出新系列、新造型和跨界联名来维持热度,这本质上是一场与消费者审美疲劳的赛跑。点赞、评论构成即时正反馈循环,推动情绪消费不断升级。消费被赋予疗愈功能,构成一种“即时情绪经济”。通过主动剥离预设的叙事与价值观,泡泡玛特将解释权和创造权部分让渡给用户,从而激发了海量的、自发的情感投射与二次创作。","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=nesSN20251217111925a6ac0b98&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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15:18","pubTimestamp":1765523880,"startTime":"0","endTime":"0","summary":"出品|读商时代责编|李晓燕谁能让泡泡玛特掏出300万港元年薪,只为一个不参与日常经营的非执行董事职位?奢侈品大佬跨界空降,300万薪酬显诚意公告显示,69岁的吴越将担任该职务三年,每年可获120万港元固定现金薪酬及180万港元股份基础薪酬,合计300万港元的年薪套餐,凸显泡泡玛特对其行业价值的高度认可。作为LVMH集团首位华裔高管,吴越的职业履历堪称奢侈品行业在华发展的缩影。","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=nesSN20251212153522a4443d34&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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18:27","pubTimestamp":1765448832,"startTime":"0","endTime":"0","summary":"截至12月10日收盘,泡泡玛特报收每股193.40港元,总市值2597.30亿港元。12月10日,泡泡玛特发布公告,宣布前LVMH大中华区集团总裁吴越出任公司非执行董事,与此同时原非执行董事何愚因个人工作安排辞任。为了绑定这位行业大牛,泡泡玛特给出了极具诚意的薪酬方案。而近年来,泡泡玛特的营收与利润规模也持续刷新纪录。有业内人士指出,吴越加入泡泡玛特董事会无疑是对品牌的一次有力背书,这意味着泡泡玛特正融入国际时尚潮流核心圈层。","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=nesSN20251211183044a4423f2d&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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19:27","pubTimestamp":1765366048,"startTime":"0","endTime":"0","summary":"然而,与这份亮眼财报形成鲜明对比的是,泡泡玛特近期在资本市场上却经历了明显的暴跌。10月21日,泡泡玛特发布公告,2025年第三季度整体收入同比增长245%至250%。截至2025年6月30日,泡泡玛特在全球18个国家开设了共571家门店。这一战略布局有助于泡泡玛特优化成本结构并提升运营效率。尽管泡泡玛特股价大幅回调,但仍有投资机构看好泡泡玛特未来的增长趋势。花旗在日前发布的研报中表示,泡泡玛特的核心IP Labubu的价值尚未完全释放。","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=nesSN20251210192921a43ffd3a&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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