摩根士丹利发布研报指出，泡泡玛特应在第三季录得逾60%的销售增长，料其海外店铺的生产率在七月及八月较次季上升，受到暑假的人流及受欢迎产品的补货所推动，而且由第三季起内地及海外的开店速度应该加快。Pop Mart (09992) rose more than 3%, as of the submission, up 2.71% at HKD 57.05, with a turnover of 0.336 billion HKD.
According to the Securities Times APP, Pop Mart (09992) rose more than 3%, up 2.71% to HKD 57.05 at the time of submission, with a turnover of 0.336 billion HKD.
On the news front, in the first half of this year, Pop Mart achieved revenue of 4.56 billion yuan, a year-on-year increase of 62%; net income attributable to shareholders was 0.92 billion yuan, a year-on-year increase of 93.3%. HTSC believes that Pop Mart's performance growth is mainly dependent on four aspects: first, expanding channels outside the Chinese market; second, optimizing store location, area, and display layout to improve average store efficiency; third, innovative and diversified realization of income sources in the trendy toy category; fourth, refined operation and scale effects driving profit improvement.
Morgan Stanley's research report stated that Pop Mart is expected to achieve sales growth of over 60% in the third quarter, with productivity of its overseas stores expected to rise in July and August compared to the previous quarter, driven by summer holiday footfall and replenishment of popular products, and the speed of opening new stores both domestically and internationally should accelerate from the third quarter onwards.