泡泡玛特电话会：2026年增长将不低于20%，拉布布与世界杯合作

华尔街见闻03-25

泡泡玛特今日召开在2025年度业绩发布会。董事会主席兼行政总裁王宁设定2026年不低于20%的增长目标，同时公司披露乐园扩张及重磅IP联名计划，勾勒出下一阶段的扩张路径。王宁在发布会上表示，2026年要努力实现不低于20%的增长速度。2025年，泡泡玛特实现营收约371亿元，同比增长约185%，但略低于市场预期（部分预测为375-376亿元左右）。净利润128亿元，同比增长约309%。与此同时，...

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[财迷]&nbsp;&nbsp;","listText":"黄金坑[财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"黄金坑[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546425049478112","repostId":1105824566,"repostType":2,"repost":{"id":"1105824566","kind":"news","pubTimestamp":1774427570,"share":"https://www.laohu8.com/m/news/1105824566?lang=zh_CN&edition=full","pubTime":"2026-03-25 16:32","market":"hk","language":"zh","title":"泡泡玛特电话会：2026年增长将不低于20%，拉布布与世界杯合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1105824566","media":"华尔街见闻","summary":"$泡泡玛特$今日召开在2025年度业绩发布会。董事会主席兼行政总裁王宁设定2026年不低于20%的增长目标，同时公司披露乐园扩张及重磅IP联名计划，勾勒出下一阶段的扩张路径。王宁在发布会上表示，2026年要努力实现不低于20%的增长速度。与此同时，公司宣布将与国际足联就2026年世界杯展开合作，核心IP拉布布将参与其中。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>今日召开在2025年度业绩发布会。董事会主席兼行政总裁王宁设定2026年不低于20%的增长目标，同时公司披露乐园扩张及重磅IP联名计划，勾勒出下一阶段的扩张路径。</p><p style=\"text-align: justify;\">王宁在发布会上表示，<strong>2026年要努力实现不低于20%的增长速度</strong>。2025年，泡泡玛特实现营收约371亿元，同比增长约185%，但略低于市场预期（部分预测为375-376亿元左右）。净利润128亿元，同比增长约309%。</p><p style=\"text-align: justify;\">与此同时，公司宣布将与国际足联就2026年世界杯展开合作，核心IP拉布布将参与其中。这一联名计划意味着拉布布有望借助全球顶级体育赛事进一步扩大国际曝光度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3307a762470de9996ebe0c7da4f0592\" tg-width=\"1278\" tg-height=\"734\"/></p><h2 id=\"2027-ip\">乐园二期2027年动工，新增两大IP场景</h2><p style=\"text-align: justify;\">在实体业务扩张层面，泡泡玛特首席运营官司德在发布会上披露，泡泡玛特乐园二期目前正处于深化设计阶段，预计于2027年正式启动建设。</p><p style=\"text-align: justify;\">根据现有规划，二期项目将新增SKULLPANDA和<a href=\"https://laohu8.com/S/300256\">星星</a>人两个IP的专属场景，进一步丰富主题乐园的IP<a href=\"https://laohu8.com/S/301365\">矩阵</a>，拓宽旗下头部形象的内容承载形式。</p><h2 id=\"ip\">拉布布牵手世界杯，IP全球化提速</h2><p style=\"text-align: justify;\">泡泡玛特与国际足联世界杯围绕拉布布展开的合作，是公司IP全球化战略的又一具体落地。拉布布近年来已成为泡泡玛特在海外市场最具辨识度的核心资产之一，借助世界杯这一全球受众覆盖最广的体育赛事进行联动，有望进一步打开新的消费人群和市场空间。</p><p style=\"text-align: justify;\">王宁表示，将在4月推出以IP为核心的衍生小家电产品，并在<a href=\"https://laohu8.com/S/JD\">京东</a>等电商平台发售。</p><p style=\"text-align: justify;\">据悉，泡泡玛特小家电核心代工企业为<a href=\"https://laohu8.com/S/002705\">新宝股份</a>，双方的合作模式主要以OEM模式生产，目前品类涵盖电水壶、咖啡机、电动牙刷、吹风机等产品，现阶段已进入大规模备货阶段。目标市场规划或为先国内后海外。”</p><p style=\"text-align: left;\">持续更新...</p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>泡泡玛特电话会：2026年增长将不低于20%，拉布布与世界杯合作</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n泡泡玛特电话会：2026年增长将不低于20%，拉布布与世界杯合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-25 16:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3768342><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>泡泡玛特今日召开在2025年度业绩发布会。董事会主席兼行政总裁王宁设定2026年不低于20%的增长目标，同时公司披露乐园扩张及重磅IP联名计划，勾勒出下一阶段的扩张路径。王宁在发布会上表示，2026年要努力实现不低于20%的增长速度。2025年，泡泡玛特实现营收约371亿元，同比增长约185%，但略低于市场预期（部分预测为375-376亿元左右）。净利润128亿元，同比增长约309%。与此同时，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3768342\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/30dc37d452f250ce3fb402a1655ca971","relate_stocks":{"LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SGXZ86797644.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) 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CHINA EQUITY \"A\" ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0823426308.USD":"法巴中国股票基金","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0359201612.USD":"贝莱德中国基金A2","SG9999002950.SGD":"United Asian Growth Opportunities SGD"},"source_url":"https://wallstreetcn.com/articles/3768342","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105824566","content_text":"泡泡玛特今日召开在2025年度业绩发布会。董事会主席兼行政总裁王宁设定2026年不低于20%的增长目标，同时公司披露乐园扩张及重磅IP联名计划，勾勒出下一阶段的扩张路径。王宁在发布会上表示，2026年要努力实现不低于20%的增长速度。2025年，泡泡玛特实现营收约371亿元，同比增长约185%，但略低于市场预期（部分预测为375-376亿元左右）。净利润128亿元，同比增长约309%。与此同时，公司宣布将与国际足联就2026年世界杯展开合作，核心IP拉布布将参与其中。这一联名计划意味着拉布布有望借助全球顶级体育赛事进一步扩大国际曝光度。乐园二期2027年动工，新增两大IP场景在实体业务扩张层面，泡泡玛特首席运营官司德在发布会上披露，泡泡玛特乐园二期目前正处于深化设计阶段，预计于2027年正式启动建设。根据现有规划，二期项目将新增SKULLPANDA和星星人两个IP的专属场景，进一步丰富主题乐园的IP矩阵，拓宽旗下头部形象的内容承载形式。拉布布牵手世界杯，IP全球化提速泡泡玛特与国际足联世界杯围绕拉布布展开的合作，是公司IP全球化战略的又一具体落地。拉布布近年来已成为泡泡玛特在海外市场最具辨识度的核心资产之一，借助世界杯这一全球受众覆盖最广的体育赛事进行联动，有望进一步打开新的消费人群和市场空间。王宁表示，将在4月推出以IP为核心的衍生小家电产品，并在京东等电商平台发售。据悉，泡泡玛特小家电核心代工企业为新宝股份，双方的合作模式主要以OEM模式生产，目前品类涵盖电水壶、咖啡机、电动牙刷、吹风机等产品，现阶段已进入大规模备货阶段。目标市场规划或为先国内后海外。”持续更新...","news_type":1,"symbols_score_info":{"09992":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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