Pop Mart International Group Ltd
- 取引所
- 香港株
- 国 / 地域
- Hong Kong
- 従業員数
- 8,663
- 公式サイト
- www.popmart.com
総合バリュエーションレンジ · 保守的 HK$100–HK$125 / 妥当 HK$130–HK$170 / 楽観的 HK$180–HK$230。HK$165.2 時点で 妥当な本源的価値レンジ内。
レポート公開時 HK$152.9(2026年5月19日)
データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
Pop Mart International Group Limited, an investment holding company, designs, develops, and sells pop toys in the People's Republic of China, Hong Kong, Macau, Taiwan, and internationally. The company offers blind boxes. It sells its products through a network of retail stores and roboshops; online channels, including Tmall flagship store, DouYin, Pop Draw, and other online channels; and wholesale channels and others. The company also provides internet technology, customer, and technology development services; and operates playgrounds, as well as engages in investment and exhibition activities. Pop Mart International Group Limited was founded in 2010 and is headquartered in Beijing, the People's Republic of China.
沿革
Pop Mart International Group Limited, an investment holding company that designs, develops, and sells pop toys, was founded in 2010 and is headquartered in Beijing. It defines itself as an IP-centric pop toy company and has built an integrated platform spanning IP incubation and operation, pop toys and retail, theme parks and IP experiences, and digital entertainment. Revenue grew from RMB 4.49 billion in 2021 to RMB 6.30 billion in 2023 and RMB 37.12 billion in 2025, with overseas revenue reaching about 44% of the total in 2025. In 2025, self-developed products accounted for 99.1% of revenue and artist IP for 90.0%, with THE MONSTERS contributing RMB 14.16 billion, or 38.1% of revenue.
業界での地位
Pop Mart operates at the intersection of character-IP consumer goods, collectibles retail, the fan economy, and experiential consumption rather than traditional toy manufacturing. Domestic peers in pop toys, blind boxes, and collectible toys include 52TOYS and TOP TOY, while broader global IP operators used as comparables include Sanrio and Bandai Namco. As of 2025 the company had 445 retail stores and 2,396 roboshops in China alongside expanding overseas outlets, selling through retail stores, roboshops, online channels such as Tmall, DouYin, and Pop Draw, and wholesale channels. In 2025, regional revenue reached RMB 20.85 billion in China, RMB 8.01 billion in Asia-Pacific, RMB 6.81 billion in the Americas, and RMB 1.45 billion in Europe and other regions.
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