港股異動 | 泡泡瑪特(9992.HK)大漲逾8% 券商指潮玩賽道未來仍具較大空間
格隆匯5月17日丨泡泡瑪特(9992.HK)午後漲幅擴大至8.14%,報59.8港元,成交額超1億港元,總市值840億港元。該股近期表現弱勢,此前走出8連跌行情,今日強勢崛起。4月末,泡泡瑪特將其盲盒上新系列包括Skull Panda、Vivicat 和一禪和尚款式,從59元提價至69元,提價幅度達16.9%。 德邦證券認為,這是公司在適當的時機對潮玩市場的話語權作出界定,提價對應的品質提升、品類擴張,進一步保障公司開闢新的增長極、促進營收增長。該行指出潮玩賽道具有高增長性、未來仍具較大空間,而泡泡瑪特作為賽道中全產業鏈佈局、各渠道銷售體系完善,其競爭優勢依舊顯著。維持“買入”評級。

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