超预期！泡泡玛特大涨，两年多新高

中国基金报07-19 20:10

中国基金报记者姚波7月19日，恒生指数跌2.03%，恒生科技指数跌2.12%。港股回撤之际，南向交易净买入额放大至61.24亿港元。出海业绩理想，盲盒潮玩第一股泡泡玛特创下两年多来股价新高。受台积电业绩提振及国产替代预期影响，港股半导体板块再度走高。泡泡玛特大涨受业绩大超预期影响，盲盒潮玩第一股泡泡玛特股价创下自2022年2月以来新高。昨日公告显示，泡泡玛特预期2024年上半年收入较...

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Bubble Mart surges, reaches a new high in more than two years","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09992":1},"content_text":"中国基金报记者 姚波7月19日，恒生指数跌2.03%，恒生科技指数跌2.12%。港股回撤之际，南向交易净买入额放大至61.24亿港元。出海业绩理想，盲盒潮玩第一股泡泡玛特创下两年多来股价新高。受台积电业绩提振及国产替代预期影响，港股半导体板块再度走高。泡泡玛特大涨受业绩大超预期影响，盲盒潮玩第一股泡泡玛特股价创下自2022年2月以来新高。    昨日公告显示，泡泡玛特预期2024年上半年收入较2023年同期增长不低于55%；预期上半年利润（不包括未完成统计的金融工具的公允价值变动损益）较去年同期增长不低于90%。这一业绩表现超出市场预期。公司董事会认为，业绩波动主要原因如下：泡泡玛特品牌及旗下IP在全球认知度进一步提升，多样化的产品种类推动收入增长，特别是港澳台及海外市场的高速增长；持续优化产品成本，加强费用管控，提高盈利能力，规模效益使得利润大幅增加。中金公司发布报告，将泡泡玛特目标价上调9%至50港元。报告指出，品类拓展提升国内店铺效益，海外市场销售旺盛，预计公司2024年和2025年的经调整净利分别上调13%和14%，达到19.8亿和25.8亿元人民币，维持跑赢行业评级。中金认为，泡泡玛特在海外市场开拓强劲，多元化品类增长势头强劲，因此上调盈利预测和目标价。此外，毛利率较高的海外市场占比提升，以及新品类带动外采产品销售占比下降，预计今年上半年公司整体毛利率将进一步优化。海外市场收入快速增长有望摊薄刚性费用，提升海外经营利润率。  半导体板块上扬7月19日，港股半导体板块活跃。其中，华虹半导体上涨5.36%，报收于23.6港元；上海复旦上涨3.43%；中芯国际港股上涨1.85%。半导体再度上扬受到台积电超预期业绩刺激，市场预期在AI刺激下，半导体行业或迎来整体复苏。此外，国产芯片替代提速的期望再度出现。编辑：舰长审核：许闻版权声明《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载，否则将追究法律责任。授权转载合作联系人：于先生（电话：0755-82468670）\n\n文章原文","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2452420377"}