泡泡瑪特(09992.HK)2020年經調整純利升25.9%至5.91億元 全年銷售超5000萬隻潮流玩具
格隆匯3月26日丨泡泡瑪特(09992.HK)公佈2020年度業績,期內集團實現收益25.13億元人民幣(單位下同),同比增長49.3%;毛利15.94億元,同比增長46.2%;公司擁有人應占溢利5.24億元,同比增長16.0%;非國際財務報吿準則經調整純利5.91億元,同比增長25.9%;基本每股盈利0.44元,宣派末期股息每股14.94分。
作為中國潮流玩具文化的開拓者及主要推廣者,2020年,集團一共銷售超過5000萬隻潮流玩具。集團戰略重點是進一步深耕潮流玩具業務,繼續貫徹集團的長期既定策略和發展方向。年內,集團仍以藝術家發掘、IP運營、消費者觸達及潮流玩具文化的推廣為主要業務重點。
IP運營和創作設計對於集團的產品至關重要,這也是推動泡泡瑪特發展的核心驅動力。集團不斷豐富IP類型、輸出風格多樣化的產品,以滿足不同用户羣體的需求。年內,集團頭部IP收入佔比更加均勻,並保持了強勁的增長,2020年8月上市的MOLLY的一天系列,截至2020年底單銷售額破1億元。
集團持續簽約設計師並推出新IP的產品系列,例如SKULLPANDA,一經推出就受到了粉絲的熱烈追捧,密林古堡系列首發售出27.6萬個,以及集團內部的設計師團隊PDC(Pop Design Center)推出眾多受歡迎的IP,例如小甜豆系列等,2020年PDC原創IP收入超1億元。集團不但致力於孵化藝術家IP,也會和全球頂級的知名IP進行合作,推出了哈利波特、火影忍者等產品系列。2020年集團首次嘗試真人類的IP,推出了周同學的產品系列,獲得了粉絲的熱烈支持。
2020年集團於中國大陸新開業76家線下門店,從2019年末的114家增至2020年末的187家。於2020年9月5日,集團的首家海外門店在韓國首爾江南區國際貿易中心開業,受當地潮玩愛好者的追捧,同時也是一次成功的品牌出海,令泡泡瑪特品牌被更多粉絲所熟知。2020年集團於中國大陸新開業526家機器人商店,從2019年末的825家增至2020年末的1351家。
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