新股消息 | "盲盒第一股"泡泡玛特明起招股,一手入场费7777.59港元
港媒报道,泡泡玛特(Pop Mart)将于周二起至周五(12月1至4日)招股,每股招股价介乎31.5至38.5港元,每手200股,入场费约7,777.59港元,预期12月11日挂牌,摩根士丹利及中信里昂证券为联席保荐人。
该公司是次发行1.35715亿新股,相当于扩大后股份9.82%,其中88%为国际配售,12%为公开发售,集资规模约42.75亿至52.25亿港元。另有15%超额配股权,集资可增至约49.16亿至60.09亿港元。
回拨方面,若公开发售超购79倍或以上,公开发售占比由12%增至最多47%。
泡泡玛特是中国最大且增长最快的潮流玩具公司
根据弗若斯特沙利文的报告,按2019年的收入及2017年至2019年的收入增速计算,泡泡玛特已是中国最大且增长最快的潮流玩具公司。其中,按2019年零售额计算,泡泡玛特在中国潮流玩具市场的占有率为8.5%。
用户画像上,泡泡玛特的粉丝群主要覆盖15岁至35岁、拥有高消费力、热衷分享和展示的人群。
疫情期间收入保持高增长
从财务表现上看,疫情期间,泡泡玛特营收依然保持高速增长。公布的数据显示,截至2020年6月30日,泡泡玛特实现收入8.17亿元,与2019年同期的5.43亿元相比,增长50.5%;期内利润1.41亿元,2019年同期利润为1.13亿元。
从财务情况来看,2017年至2019年,泡泡玛特的营收分别为1.58亿元、5.15亿元和16.83亿元,复合年增长率为226.3%;净利润分别为156.9万元、9952.1万元和4.51亿元,净利润率分别为1.0%、19.3%和26.8%;毛利率则分别为47.6%、57.9%和64.8%。
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