泡泡玛特、名创：花旗看好，目标价明确

和讯网2025-03-05

【3 月 5 日，花旗报告指出中国 IP 商品市场潜力巨大】花旗称，中国的 IP 商品市场增长潜力大，人均消费支出较发达市场低。授权业务广泛连接消费领域，为 IP 提供机会，IP 商品是主要途径。高品质 IP 供应、产品创新和供应链能力将推动 IP 消费上行。泡泡玛特和名创是此领域突出参与者。花旗重申对泡泡玛特“买入”评级，目标价 120 港元，因其具备孵育专有/独家 IP 能力。亦维持对名创“...

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