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研報掘金|華泰證券:首予泡泡瑪特“買入”評級及目標價65港元 業績依託四方面驅動
華泰證券發表報吿,首次覆蓋泡泡瑪特,給予“買入”評級,目標價為65港元。該行預計泡泡瑪特2024至2026年經調整淨利潤分別為22.1億、28.2億及34.2億元。報吿指,展望2024至2026年,公司業績依託四方面驅動,包括中國境外市場的渠道擴張;門店選址、面積及動線陳列優化驅動平均店效提升;潮玩品類創新及多元變現拓寬創收來源;精細化營運及規模效應帶動盈利能力提升。
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