泡泡瑪特(9992.HK)尾盤走高漲超6% 重回千億市值
格隆匯12月14日丨今日為泡泡瑪特(9992.HK)上市的第二個交易日,上午盤中一度回調跌超11%,但午後重新走強,持續拉昇由跌轉漲超6%,市值重回千億港元上方。西南證券發最新研報指,考慮到潮玩行業規模成長迅速,泡泡瑪特作為行業先行者渠道鋪設初具規模,IP來源充分且變現能力增強,首次覆蓋給予“持有”評級。西南證券稱,短期來看,公司渠道鋪設及品牌推廣已初見成效,在潮玩“出圈”的趨勢下,快閃店,線下零售店及線上商店等全渠道消費羣體觸點將充分發揮流量優勢貢獻銷售增長,並通過社交平台和會員計劃提高消費者黏性;長期來看,公司建立全產業鏈一體化佈局,深度綁定IP藝術家和設計師,牢牢把控IP資源,通過IP授權等方式拓寬IP變現渠道,生命週期得以延長,變現能力提升帶來規模優勢。
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