港股異動丨泡泡瑪特一度拉昇升近5%,Q3抖音旗艦店同比大增875%-880%
泡泡瑪特午後一度拉昇升4.68%報23.5港元。公司今日午間披露第三季度最新業務情況顯示,2023年泡泡瑪特第三季度整體收益同比增長35%-40%,中國內地收益同比增長25%-30%,港澳台及海外收益同比增長120%-125%。其中抖音旗艦店同比增長875%-880%。首創證券近期發研報指出,泡泡瑪特是中國潮流玩具文化的開拓者和主要推廣者。IP端,公司已形成龐大的IP矩陣,且不斷豐富,尤其是得益於頭部自有IP矩陣的不斷充實,公司自有IP營收貢獻佔比不斷上升,同時公司擁有豐富的藝術家發掘及IP獲取渠道,對行業核心創意要素吸引力較強,藝術家聯名也賦予成熟IP新的產品表達,延長IP生命力;開發端,公司在動態推進的IP評級體系下,進行IP孵化,產品開發流程規劃清晰,藝術、商業轉化效率較高,產品發佈數量、品類持續擴張。該行看好公司IP運營全產業鏈平台壁壘及頭部IP影響力加速擴張潛力,維持“買入”評級。
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