Pop Mart International Group Limited(PMRTY)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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PMRTY Pop Mart International Group Limited

盘前交易 12-12 16:00:00 EST 延时

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08:46","pubTimestamp":1765500419,"startTime":"0","endTime":"0","summary":"01 .泡泡玛特价格体系的崩溃Labubu价格的下跌，与泡泡玛特打击“黄牛”的行动直接相关。为了解决断货问题，泡泡玛特大幅提升了Labubu系列的生产规模。02 .Labubu生命周期为何如此短暂Labubu从顶流到遇冷，仅用了短短两周时间。这种短暂的生命周期背后，暴露了泡泡玛特IP运营的深层问题。截至2025年9月末，泡泡玛特在海外已开设172家门店。Labubu的退热，为潮玩经济敲响警钟。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212111700a69adec5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:27","pubTimestamp":1765448832,"startTime":"0","endTime":"0","summary":"截至12月10日收盘，泡泡玛特报收每股193.40港元，总市值2597.30亿港元。12月10日，泡泡玛特发布公告，宣布前LVMH大中华区集团总裁吴越出任公司非执行董事，与此同时原非执行董事何愚因个人工作安排辞任。为了绑定这位行业大牛，泡泡玛特给出了极具诚意的薪酬方案。而近年来，泡泡玛特的营收与利润规模也持续刷新纪录。有业内人士指出，吴越加入泡泡玛特董事会无疑是对品牌的一次有力背书，这意味着泡泡玛特正融入国际时尚潮流核心圈层。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211183044a4423f2d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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料提升Labubu吸引力","url":"https://stock-news.laohu8.com/highlight/detail?id=2590640805","media":"观点网","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590640805?lang=zh_cn&edition=full","pubTime":"2025-12-11 09:30","pubTimestamp":1765416600,"startTime":"0","endTime":"0","summary":"观点网讯：12月11日，泡泡玛特盘后公告，董事会新增LVMH大中华区集团总裁吴越为非执行董事。摩根士丹利随即发布研报称，这一人事变动将显著增强公司调动高端时尚资源的能力，并提升核心IP Labubu的市场吸引力。根据公开资料整理，吴越在LVMH任职20年，深度参与奢侈品品牌在大中华区的渠道、会员及人才体系建设。摩根士丹利分析师Dustin Wei指出，市场此前对Labubu及公司增长可持续性存在担忧，而吴越的加入传递出IP已获时尚界高度认可的信号，并有望在高端会员、时尚珠宝联名等方向为泡泡玛特导入新流量与增量场景。免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211140112979c24b9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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19:27","pubTimestamp":1765366048,"startTime":"0","endTime":"0","summary":"然而，与这份亮眼财报形成鲜明对比的是，泡泡玛特近期在资本市场上却经历了明显的暴跌。10月21日，泡泡玛特发布公告，2025年第三季度整体收入同比增长245%至250%。截至2025年6月30日，泡泡玛特在全球18个国家开设了共571家门店。这一战略布局有助于泡泡玛特优化成本结构并提升运营效率。尽管泡泡玛特股价大幅回调，但仍有投资机构看好泡泡玛特未来的增长趋势。花旗在日前发布的研报中表示，泡泡玛特的核心IP Labubu的价值尚未完全释放。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210192921a43ffd3a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:08","pubTimestamp":1765364894,"startTime":"0","endTime":"0","summary":"公告显示，吴越已与泡泡玛特订立委任函，其初始任期应自委任日期起计，为期三年。LVMH高层进入泡泡玛特决策层，这一变动或为双方潜在合作铺路。泡泡玛特财报显示，公司2025年第三季度整体收入同比增长245%至250%。泡泡玛特2025年上半年的毛利率达到70.3%，这一数据已经逼近爱马仕水平。奢牌高层的加入或能助力泡泡玛特进一步强化高端市场运营和全球化发展，而泡泡玛特在IP运营和年轻社群构建上的优势也将为LVMH吸引新一代消费者提供经验和启发。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"7d9cc3ef92272f928c7242b4bb612003","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1765364777088016557","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0327786744.USD","LU0164880469.USD","SG9999001069.SGD","SGXZ86797644.SGD","LU0164865239.USD","LU0307460666.USD","LU0348766576.USD","LU0499858438.USD","LU0572944931.SGD","LU0588546209.SGD","LU0211977185.USD","SGXZ62798434.SGD","SG9999002950.SGD","LU0593848301.USD","PMRTY","LU0823426308.USD","LU0359202008.SGD","LU1023057109.AUD","LU0359201885.HKD","LU0149721374.USD","LU0531971595.HKD","BK1224","LU2543165471.USD","LU0231483743.USD","LU0039217434.USD","LU0345775950.USD","LU0823426480.USD","LU0611395673.USD","09992","LU0348767384.USD","IE0034224299.USD","LU1770036033.HKD","LU0871576103.HKD","LU1481107354.HKD","LU0345776255.USD","LU0499858602.USD","LU0359201612.USD"],"gpt_icon":1},{"id":"2590588297","title":"泡泡玛特营收超迪士尼万代 却陷品控风波","url":"https://stock-news.laohu8.com/highlight/detail?id=2590588297","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590588297?lang=zh_cn&edition=full","pubTime":"2025-12-10 17:30","pubTimestamp":1765359003,"startTime":"0","endTime":"0","summary":"男主播在泡泡玛特“欧气玩家”直播间拆开红色包装的“岁兔旺”盲盒，却掉出银色包装袋，引发观众质疑。泡泡玛特官方客服回应称事件发生在主播帮拆环节，正在核实原因。2025年上半年，泡泡玛特实现营收138.76亿元人民币，超过迪士尼消费品部和万代南梦宫玩具业务，跃居全球玩具行业第二，仅次于乐高。截至六月底，泡泡玛特在全球18个国家拥有571家门店，上半年新增40家，预计年底海外门店将突破200家。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210173720a72f7627&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:34","pubTimestamp":1765355689,"startTime":"0","endTime":"0","summary":"智通财经APP讯，泡泡玛特(09992)发布公告，自2025年12月10日起生效：何愚先生因其他工作安排已辞任非执行董事。吴越先生已获委任为公司非执行董事。此外，执行董事刘冉女士已获委任为董事会提名委员会成员及独立非执行董事张建君先生已获委任为提名委员会主席，而王宁先生将不再担任提名委员会主席及成员。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"7d9cc3ef92272f928c7242b4bb612003","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1379853.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0499858602.USD","LU0348766576.USD","LU0823426480.USD","LU0348767384.USD","09992","LU0211977185.USD","LU2543165471.USD","LU0588546209.SGD","IE0034224299.USD","LU0231483743.USD","PMRTY","LU0327786744.USD","LU0164880469.USD","LU1023057109.AUD","SG9999001069.SGD","SG9999002950.SGD","LU0499858438.USD","BK1224","LU0871576103.HKD","LU0359202008.SGD","LU0345775950.USD","LU0531971595.HKD","LU0359201885.HKD","LU0164865239.USD","LU1481107354.HKD","LU0359201612.USD","LU0345776255.USD","LU0572944931.SGD","LU0823426308.USD","LU0307460666.USD","SGXZ86797644.SGD","LU0593848301.USD","LU0039217434.USD","LU0611395673.USD","LU1770036033.HKD","SGXZ62798434.SGD","LU0149721374.USD"],"gpt_icon":0},{"id":"2590027753","title":"每日卖空追踪 | 泡泡玛特 12月10日卖空量成交304.14万股，卖空比例为19.82%","url":"https://stock-news.laohu8.com/highlight/detail?id=2590027753","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590027753?lang=zh_cn&edition=full","pubTime":"2025-12-10 16:30","pubTimestamp":1765355442,"startTime":"0","endTime":"0","summary":"泡泡玛特北京时间12月10日，涨0.05%，卖空量成交304.14万股，较上一交易日增加5.44%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210163711979a484e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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21:51","pubTimestamp":1765288260,"startTime":"0","endTime":"0","summary":"有分析人士指出，泡泡玛特股价持续大跌的主要原因是，市场担忧其在美国“黑色星期五”促销期间的销售可能未达预期。与此同时，泡泡玛特卖空数据亦持续攀升，进一步打击了投资者信心。报告发布之后，泡泡玛特股价持续下挫，目前的收盘价已明显低于伯恩斯坦给出的目标价。尽管泡泡玛特股价大幅回调，但仍有投资机构看好泡泡玛特未来的增长趋势。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512092201089533a4d0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:22","pubTimestamp":1765275720,"startTime":"0","endTime":"0","summary":"12月9日，被市场称为“消费三姐妹”的泡泡玛特、老铺黄金、蜜雪集团延续跌势，当日分别大跌5.04%、2.93%、0.45%。叠加前一日8.49%、6.72%、3.02%的跌幅，三家公司两日市值合计蒸发超800亿港元。　　泡泡玛特距离其历史最高点339.8港元已下跌44%，老铺黄金从1097.48港元的高点回落44.1%，蜜雪集团也从618.5港元的峰值下滑35.88%。三家公司合计市值蒸发已超过3600亿港元。但在当前市场环境下，投资者对“消费三姐妹”的信心重建，恐怕还需要更多业绩确定性来支撑。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/hk/2025-12-09/doc-inhaeyuf0861746.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0588546209.SGD","SG9999002950.SGD","SGXZ62798434.SGD","SG9999001051.SGD","IE0034224299.USD","LU0593848301.USD","LU0348767384.USD","BK1224","LU0499858438.USD","LU0611395673.USD","LU0871576103.HKD","LU0345775950.USD","SG9999001069.SGD","LU0359201885.HKD","LU0164880469.USD","LU0348766576.USD","LU2543165471.USD","LU1023057109.AUD","LU0211977185.USD","LU0231483743.USD","BK1227","LU1770036033.HKD","LU0531971595.HKD","02157","SGXZ86797644.SGD","BK1544","LU0164865239.USD","LU0359201612.USD","LU1481107354.HKD","PMRTY","LU0149721374.USD","LU0327786744.USD","LU0039217434.USD","LU0499858602.USD","SGXZ90724238.SGD","09992","06181","LU0823426308.USD","LU0823426480.USD","SINA","LU0572944931.SGD","LU0345776255.USD","LU0307460666.USD","LU0359202008.SGD"],"gpt_icon":1},{"id":"2590316214","title":"每日卖空追踪 | 泡泡玛特 12月09日卖空量成交123.26万股，卖空比例为5.25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2590316214","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590316214?lang=zh_cn&edition=full","pubTime":"2025-12-09 16:30","pubTimestamp":1765269041,"startTime":"0","endTime":"0","summary":"泡泡玛特北京时间12月09日，跌5.04%，卖空量成交123.26万股，较上一交易日减少77.15%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120916365695331dcb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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14:21","pubTimestamp":1765261261,"startTime":"0","endTime":"0","summary":"从实际看，泡泡玛特采用的也确实是一种与传统内容IP完全不同的策略——形象IP，或者说是“轻IP”模式。泡泡玛特通过不断推出新系列、新造型和跨界联名来维持热度，这本质上是一场与消费者审美疲劳的赛跑。通过主动剥离预设的叙事与价值观，泡泡玛特将解释权和创造权部分让渡给用户，从而激发了海量的、自发的情感投射与二次创作。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/SS2025120900017783.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2543165471.USD","LU0499858602.USD","LU0348766576.USD","09992","LU0348767384.USD","LU0593848301.USD","LU0164865239.USD","SGXZ86797644.SGD","LU0345775950.USD","LU0164880469.USD","LU0572944931.SGD","LU0871576103.HKD","LU0327786744.USD","IE0034224299.USD","BK1224","LU0231483743.USD","LU0359201885.HKD","LU1481107354.HKD","SG9999002950.SGD","LU1770036033.HKD","LU0499858438.USD","LU0611395673.USD","LU0211977185.USD","LU1023057109.AUD","LU0307460666.USD","LU0039217434.USD","SGXZ62798434.SGD","LU0359202008.SGD","LU0531971595.HKD","LU0823426308.USD","LU0823426480.USD","LU0359201612.USD","LU0149721374.USD","LU0345776255.USD","SG9999001069.SGD","LU0588546209.SGD","PMRTY"],"gpt_icon":1},{"id":"2590398647","title":"段永平谈泡泡玛特：虽“看不懂”不投资 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23:46","pubTimestamp":1765208811,"startTime":"0","endTime":"0","summary":"澎湃新闻记者 吴雨欣 综合报道泡泡玛特股价跌超8%。其中，泡泡玛特股价收报200.4港元/股，较最高点累计下跌了41%，近5日累计跌6.88%，近一个月累计跌14.14%。德银预测，在熊市情境下，假设Labubu热度在2026年见顶下滑，且无新IP接棒，泡泡玛特2026年中国市场收入将年减20%，海外市场收入将下跌10%。目前，德银仍给予泡泡玛特“持有”评级，目标价228港元。10月21日，泡泡玛特发布公告，2025年第三季度整体收入同比增长245%至250%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209005714a43bdb17&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:59","pubTimestamp":1765180755,"startTime":"0","endTime":"0","summary":"12月8日市场高开高走，截至收盘，沪指涨0.54%，深成指涨1.39%，创业板指涨2.6%。沪深两市成交额2.05万亿，较上一个交易日放量3127亿。全市场超3400只个股上涨。福建板块再度爆发，安记食品5连板，舒华体育、福建金森等10余股涨停。算力硬件概念走强，天孚通信触及20cm涨停创新高，光库科技、长光华芯、源杰科技、联特科技等多股涨逾10%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202512083585280626.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"6d1b7551b4e6c96da70a837397b549e5","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512083585280626.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0499858602.USD","LU0348766576.USD","LU0823426480.USD","LU0348767384.USD","09992","LU0211977185.USD","LU2543165471.USD","LU0588546209.SGD","IE0034224299.USD","LU0231483743.USD","PMRTY","LU0327786744.USD","LU0164880469.USD","LU1023057109.AUD","SG9999001069.SGD","SG9999002950.SGD","LU0499858438.USD","BK1224","LU0871576103.HKD","LU0359202008.SGD","LU0345775950.USD","LU0531971595.HKD","LU0359201885.HKD","LU0164865239.USD","LU1481107354.HKD","LU0359201612.USD","LU0345776255.USD","LU0572944931.SGD","LU0823426308.USD","LU0307460666.USD","SGXZ86797644.SGD","LU0593848301.USD","LU0039217434.USD","LU0611395673.USD","LU1770036033.HKD","SGXZ62798434.SGD","LU0149721374.USD"],"gpt_icon":1},{"id":"2589380740","title":"港股“子”曰 | 弱得有点过分了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2589380740","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589380740?lang=zh_cn&edition=full","pubTime":"2025-12-08 15:48","pubTimestamp":1765180090,"startTime":"0","endTime":"0","summary":"A股那边，沪指又开始冲击4000点了，创业板指数盘中涨幅更是超过3%。泡泡玛特股价8月份见顶之后，就一直在跌。据报道，摩根士丹利近期对泡泡玛特发布最新报告，指出泡泡玛特正在从过去两年的“爆发式增长”阶段，过渡到未来的“可持续增长”阶段。该机构预测，泡泡玛特2026年Labubu的收入增速将显著放缓，增长引擎将由单一爆款转向非Labubu IP的多元化驱动。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251208155105a43ae0eb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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