泡泡瑪特(09992.HK)擬在內地一至二線城市加強門店佈局
泡泡瑪特(09992.HK)截至6月底止零售店及機器人商店分別達到215及1,477間,首席運營官兼中國區總裁司德表示,未來將加強在內地一至二線及部分主要三線城市佈局,地段及面積均有所提升,以增強品牌吸引力。
董事會主席兼行政總裁王寧補充,以往門店選址著重人流,多為地鐵地下一層,現時大部分門店位處購物中心一層的當眼位置,隨著產品種類增加分店面積亦增長。
談及下半年發展前景,王寧指由於季節性因素下半年普遍為旺季,銷售額一般為上半年的兩倍,8月份銷售創新高,對下半年表現有信心,預期潮玩行業可健康成長。
線上銷售渠道收入按年增長102.9%,司德表示,將積極探索在抖音、得物、小紅書等平台上發掘新銷售渠道,亦將加快海外發展,探索海外倉及跨境電商等途徑。他又指,上半年推出逾40個新系列,舊款產品未有加價,預期下半年新產品貢獻提升,毛利率將略有增長,未來則會因應產品成本去評估是否加價。
王寧強調,盲盒只是簡單的營銷方式,而公司核心為IP價值、研發創新及潮流玩具文化的普及發展;透露目前正積極探索對外投資,樂園業務在準備當中,計劃推出具實用性及收藏性的IP衍生物,亦會審視部分大型IP未來獨立分拆為子品牌營運的可能性。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.