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泡泡玛特

335.400

+8.8002.69%

成交量：1,167.56万

成交额：39.09亿

市值：4,504.42亿

市盈率：130.63

高：339.800

开：326.800

低：324.200

收：326.600

52周最高：339.800

52周最低：43.670

股本：13.43亿

香港流通股本：13.43亿

量比：0.74

换手率：0.87%

股息：0.89

股息率：0.26%

每股收益(LYR):2.567

净资产收益率：61.41%

总资产收益率：34.29%

市净率：29.14

市盈率(LYR):130.63

市销率: 18.49

数据加载中...

总览公司新闻公告

每日卖空追踪 | 泡泡玛特 08月11日卖空量成交12.52万股，卖空比例为1.95%

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【券商聚焦】东吴证券维持泡泡玛特(09992)“买入”评级续看好现象级IP及多元IP矩阵驱动全渠道收入增长

8月11日“泡泡玛特泰国店被指撞脸名创优品”话题登上热搜。针对此事2记者以消费者身份分别致电泡泡玛特与名创优品。泡泡玛特

泡泡玛特盘中异动股价大跌3.02%

我们正不可逆地进入“倍速社会”，这也是泡泡玛特、小米YU7与即时零售成功的原因

锦缎研究院

泡泡玛特、老铺黄金等：情绪消费崛起但需规范发展

轻工行业月报：社零数据稳中向好第三批国补资金下达

中国银河证券股...

【华西商社 | 周观点】百胜中国Q2同店转正，泡泡玛特泰国最大旗舰店落地湄南河畔

光辉的新消费研究

轻工造纸行业周报：新消费仍值布局，关注“反内卷”及出口链相关机遇

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新消费行业周报：美护及潮玩驱动新消费行业景气度上行

社服零售行业周报：百胜中国Q2同店转正泡泡玛特泰国最大旗舰店落地湄南河畔

泡泡玛特深度复盘：形象型IP商业价值与企业成长经验启示

“潮玩之都”东莞：泼天流量重组制造基因

每日卖空追踪 | 泡泡玛特 08月08日卖空量成交37.08万股，卖空比例为6.87%

泡泡玛特(09992)出现大手卖出7.84万股，成交价$278.0，涉资2.18千万

阿斯达克财经

Meme币LABUBU市值回升突破1400万美元，24小时涨幅54%

泡泡玛特：从潮流玩具崛起成为情感经济的“新物种”

Ofweek光电信息网

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股价大跌3.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=2558394806","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2558394806?lang=zh_cn&edition=fundamental","pubTime":"2025-08-11 13:25","pubTimestamp":1754889944,"startTime":"0","endTime":"0","summary":"2025年08月11日下午盘13时25分，泡泡玛特股票出现异动，股价大幅下跌3.02%。截至发稿，该股报269.600港元/股，成交量365.381万股，换手率0.27%，振幅3.88%。泡泡玛特股票所在的玩具行业中，整体跌幅为5.47%。其相关个股中，瀛晟科学、佰悦集团、彩星玩具涨幅较大，振幅较大的相关个股有南华集团控股、奇士达、顺龙控股，振幅分别为12.50%、10.19%、7.69%。泡泡玛特公司简介：泡泡玛特国际集团有限公司是一家主要从事潮流玩具的产品设计与开发及销售的投资控股公司。","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=nesSN2025081113254497403438&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, 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18:06","pubTimestamp":1754820410,"startTime":"0","endTime":"0","summary":"行业观点更新：家居板块：1）内销方面，上游房地产需求尚待修复，截止8月8日，30大中城市商品房成交面积当周同比-13.74%，累计同比-3.27%。东南亚作为家居企业产能布局的重要区域，具体关税逐步落地后，相关风险可控。国内外浆厂供给过剩对浆价的冲击已充分显现，浆价已逐渐筑底企稳，25H2在需求回暖及反内卷的刺激下有望迎来温和修复。","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=nesSN2025081018065294dac724&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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个月位居抖音美妆品牌榜首。","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=nesSN20250810193121a4800a4b&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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泡泡玛特泰国最大旗舰店落地湄南河畔","url":"https://stock-news.laohu8.com/highlight/detail?id=2558686044","media":"华西证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2558686044?lang=zh_cn&edition=fundamental","pubTime":"2025-08-10 00:00","pubTimestamp":1754755200,"startTime":"0","endTime":"0","summary":"同店转正，加盟占比持续提升。泡泡玛特泰国最大旗舰店落地湄南河畔据泡泡范儿公众号消息，8 月8 日，泡泡玛特泰国最大旗舰店正式落户曼谷顶级地标暹罗天地，旗舰店位于风景秀丽的湄南河畔暹罗天地购物中心第七层。旗舰店总面积超760 平方米，以泰国传统文化为设计灵感，融合大量在地元素。风险提示宏观经济下行，居民收入及消费意愿恢复不及预期，行业竞争加剧。","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=nesSN20250810190125a48001ae&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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00:00","pubTimestamp":1754755200,"startTime":"0","endTime":"0","summary":"我们认为市场低估了形象型IP 的商业价值和公司长线运营能力。上市至2022 年股价调整期：商业模式难题和企业韧性。","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=nesSN20250810132120a6dd68e5&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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16:37","pubTimestamp":1754728620,"startTime":"0","endTime":"0","summary":"8月8日，第十五届漫博会在东莞开幕，东莞再次成为潮玩领域的焦点。搪胶毛绒，无疑是今年最火的潮玩品类之一。当搪胶毛绒的潮流开始席卷，成熟的积累让东莞工厂没有被新产品的制造门槛绊住，得以迅速入局。“潮玩之都”如何再进阶当前，东莞动漫潮玩产业正迎来发展新机遇。","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/t/2025-08-09/doc-infkkqsv2520054.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":"sina","symbols":["LU0499858602.USD","LU0231483743.USD","LU0823426308.USD","LU0499858438.USD","LU0149721374.USD","SG9999001069.SGD","09992","BK1224","LU0211977185.USD","LU0327786744.USD","LU0345775950.USD","LU0307460666.USD","LU0588546209.SGD","SGXZ62798434.SGD","LU0531971595.HKD","LU0611395673.USD","LU0348766576.USD","LU0348767384.USD","LU0823426480.USD","LU0164865239.USD","LU0345776255.USD","LU0039217434.USD","LU0572944931.SGD","SGXZ86797644.SGD","IE0034224299.USD","LU2543165471.USD","LU1770036033.HKD","LU1481107354.HKD","LU0871576103.HKD","LU0164880469.USD","SG9999002950.SGD"],"gpt_icon":1},{"id":"2557952991","title":"每日卖空追踪 | 泡泡玛特 08月08日卖空量成交37.08万股，卖空比例为6.87%","url":"https://stock-news.laohu8.com/highlight/detail?id=2557952991","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2557952991?lang=zh_cn&edition=fundamental","pubTime":"2025-08-08 16:30","pubTimestamp":1754641840,"startTime":"0","endTime":"0","summary":"泡泡玛特北京时间08月08日，跌0.29%，卖空量成交37.08万股%，较上一交易日减少70.66%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=nesSN20250808180423a47d06e4&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, 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10:10","pubTimestamp":1754619000,"startTime":"0","endTime":"0","summary":"北京国际潮流玩具展上Twinkle Twinkle展区的爆火，商品迅速售罄的景象，正是这种情感经济能量的具象化爆发。数据显示，泡泡玛特会员复购率高达58%，远高于传统零售业平均水平。这些数字背后，是泡泡玛特历经沉淀后构建的“IP工业化”体系开始释放规模效应。2025年上半年预计净利润45亿元，这意味着泡泡玛特在半年内创造的利润已超过其2022年全年营收。泡泡玛特证明，真诚的情感连接比粗暴的补贴大战更具持久生命力。","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=nesSN20250808102441973ad4fb&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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