泡泡瑪特(09992.HK)2024年度業績：淨利潤同比增長188.8%至31.25億元，港澳臺及海外業務營收同比飆升375.2%
格隆匯3月26日丨泡泡瑪特(09992.HK)公佈年度業績，集團收入爲人民幣130.38億元，同比增長106.9%；毛利爲人民幣87.08億元，同比增長125.4%；公司擁有人應佔溢利爲人民幣31.25億元，同比增長188.8%，基本每股盈利爲人民幣2.36元，擬派末期息每股人民幣81.46分。
2024年，憑藉各部門的高效協同、出色的IP運營能力，以及在產品品類拓展與創新方面的優秀表現，我們成功推出了多個經典IP的新品系列，還孵化出了多個全新的IP，這些新品備受粉絲的喜愛，同時我們持續爲消費者提供高品質的產品與服務。這些舉措進一步提升了泡泡瑪特品牌在全球的知名度和美譽度，顯着推動了銷售業績的增長，彰顯出強大的品牌活力與市場競爭力。
報告期內，集團收入達到人民幣130.38億元，同比增長106.9%。通過持續改善顧客在全渠道的體驗，不斷提升運營效率和商品渠道差異化經營能力，由此帶動了中國內地各渠道的銷售增長，實現收入人民幣79.72億元，同比增長52.3%。與此同時，集團加大國際市場開拓力度並深入推進本土化運營策略，使得港澳臺及海外業務保持高速增長態勢，收入達到人民幣50.66億元，同比增長375.2%，佔整體收入的38.9%。
集團依託各IP的獨特性制定差異化運營策略，在持續維持市場熱度的同時，成功驅動銷售業績強勁增長，共有13個IP收入過億。THE MONSTERS、MOLLY、SKULLPANDA和CRYBABY在2024年分別實現收入人民幣30.41億元、人民幣20.93億元、人民幣13.08億元和人民幣11.65億元。
2024年，集團中國內地淨增38家線下門店，門店數量從截至2023年12月31日的363家增至截至2024年12月31日的401家。2024年集團於中國內地淨增110間機器人商店，機器人商店數量從截至2023年12月31日的2,190間增至截至2024年12月31日的2,300間。
隨着全渠道精細化會員運營的深入，通過持續創新不斷改善終端的會員體驗，提升重點商品效能，會員數字化規模快速擴大，截至2024年12月31日，中國內地累計註冊會員總數從2023年12月31日的3,435.4萬人增至4,608.3萬人，新增註冊會員1,172.9萬人。2024年會員貢獻銷售額佔比92.7%，會員復購率爲49.4%。
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