港股戰報|泡泡瑪特全球擴張:組織升級、區域總部啟動!




《大行》美銀重申泡泡瑪特「買入」評級和200元目標價 受關稅影響有限

美銀發表報告,重申對泡泡瑪特(09992.HK)的「買入」評級,並設定目標價為200元。報告指出,關稅戰對泡泡瑪特的影響有限,主要因為公司擁有強大的定價能力以及對經濟衰退的防禦能力。此外,泡泡瑪特的全球生產轉移和供應鏈多元化策略也為其提供了支持。報告中提到,由於關稅是根據離岸價徵收,而泡泡瑪特在美國市場的毛利率預計超過75%,因此該行估計,大約20%的零售價格上漲能夠抵消超過100%的關稅上漲。

泡泡瑪特(9992)啟動全球組織架構升級 曾漲4%

泡泡瑪特(9992)近日啟動全球組織架構升級,今早股價上漲4%,至165.6元。董事長兼CEO王寧在全體員工信中提到,這次的組織架構升級將全面推進集團的全球化戰略,重點是聚焦區域戰略,將在大中華區、美洲區、亞太區及歐洲區設立區域總部。此外,泡泡瑪特國際集團的高級副總裁文德一將兼任集團聯席COO,負責這項升級的推進。

泡泡瑪特王寧發全員信:啟動全球組織架構升級 歐美等設區域總部

泡泡瑪特的王寧發佈全員信,宣布啟動全球組織架構升級,並在歐美等地設置區域總部,文德一將兼任集團聯席COO。

據報泡泡瑪特擬設多區域總部 文德一兼任集團聯席COO

據報導,泡泡瑪特計劃設立多個區域總部,文德一將兼任集團聯席COO,進一步加強公司在各地的業務運作。

泡泡瑪特宣佈啟動全球組織架構升級

泡泡瑪特正式宣佈啟動全球組織架構升級,這一舉措將有助於提升公司的全球競爭力。

從以上消息可以看出,泡泡瑪特正在積極進行全球化布局,並且在面對外部挑戰時展現出強大的應變能力。美銀的分析報告強調了公司在定價及經濟防禦方面的優勢,這為投資者提供了信心。組織架構的升級則顯示出泡泡瑪特希望在不同市場中加強本地化管理,這不僅能提高運營效率,還能更好地滿足當地市場的需求。

這樣的策略或許能夠幫助泡泡瑪特在未來的競爭中保持領先地位,但同時也需要注意全球經濟的不確定性和市場變化的風險。隨著公司的國際化步伐加快,如何平衡全球策略與本地需求,將是泡泡瑪特未來成功的關鍵。

以上文章由特價GPT API KEY所翻譯及撰寫。

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