港股異動|泡泡瑪特漲近7%創新高!提振消費方案利好+獲花旗、大摩等看好
泡泡瑪特(9992.HK)盤中漲近7%,報131.6港元,創歷史新高,總市值超1760億港元。消息面上,3月16日,中共中央辦公廳、國務院辦公廳印發《提振消費專項行動方案》,方案從城鄉居民增收、消費能力保障、服務消費提質惠民、大宗消費更新升級、消費品質提升等八大方面佈局,其中IP+/AI+等新消費獲重點提及。花旗此前發表研報,指中國的IP商品市場具有巨大的增長潛力,因爲其人均消費支出與發達市場相比仍然較低。授權業務深度連接所有消費領域,爲實現IP的商業價值提供廣泛機會,而IP商品是其中的主要途徑。該行重申對泡泡瑪特的“買入”評級,因其具備孵育成功專有/獨家IP的能力。摩根士丹利將泡泡瑪特目標價上調至135港元,重申“增持”評級。大摩預計,泡泡瑪特2024財年銷售額將翻倍,2024財年第四季按年加速增長約135%,2025財年第一季銷售額可能增長超過100%。美銀證券首次覆蓋泡泡瑪特,亦給予“買入”評級及目標價150港元。(格隆匯)
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