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大行評級丨摩根大通:對中國IP產業前景更有信心 首選泡泡瑪特與老鋪黃金
摩根大通發表報告指,對中國IP產業的樂觀前景更有信心,其中泡泡瑪特與老鋪黃金爲該行首選,評級“增持”。該行表示,雖然大多數企業尚未見到顯著需求回升,但因提供價格親民的享受,以及創造實時的情感與社交連結,IP商品仍是今年表現最佳的消費品類之一。該行指大多數領先的IP公司目標在未來三年實現銷售與盈利複合年增長率(CAGR)35%以上,而大多數傳統公司僅能實現個位數銷售增長及輕微的利潤率改善。
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