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泡泡玛特业绩出炉 段永平发声_我的网站

一 |     New Delhi, Oct 15 (UNI) In a major setback to former Delhi University Professor, GN Saibaba and five others, the Supreme Court on Saturday suspended the order of the Bombay High Court which acquitted him under UAPA for alleged Maoist link.

The Supreme Court also refused the plea of Saibaba that he should be allowed to come out of jail and be put under house arrest and other restrictions as the court put on him. It asked Saibaba to file application for bail.

A Special bench of the Supreme Court headed by Justice M R Shah and also comprising Justice Bela M Trivedi, passed the order, after hearing the submissions and arguments made by the Solicitor General (SG) Tushar Mehta for the Maharashtra Government and senior lawyer R Basant for Saibaba.

The Supreme Court, however, said it will hear the case in details, later on, keeping in view the sensitivity of the case.

Basant pleaded to the Supreme Court that Saibaba is 55-year-old and is wheelchair bound with 90 percent disability and was not involved in activity of waging war against the country as alleged by the Maharashtra government.

Basant said the SG alleged that he (Saibaba) was the brain behind it, but there is nothing to show his involvement.

To this, Justice Shah observed, "So far as terrorists or Maoists activities are concerned, the connection is more dangerous. Direct involvement is not necessary."

Justice Shah, said, this on the context of not of his involvement by Basant, and said, I said this not with respect to this specific case.

Further elaborating on the case, Basant said he was arrested in 2015, for over 7 years he has been under custody, except for a brief period of two times, where he was given bail on medical grounds.

"Generally in terrorists and Maoists activities, indirect involvement is more important than physical strength. Direct involvement may not be required," Justice Shah, leading the bench, said and dismissed the relief of acquittal granted by the Nagpur bench of the Bombay High Court to Saibaba and others.

The SG Mehta, vehemently opposed the plea of Saibaba to put him under house arrest and not in jail and told the Supreme Court that now-a-days, such requests are being frequently made by "urban naxals" and the court should not allow such kind of pleas.

The Supreme Court asked Saibaba, to file appropriate application for bail. It also asked him to file his response on the appeal filed by the Maharashtra government seeking to cancel the Nagpur bench of the Bombay High Court, and fixed the matter for further hearing after December 8, 2022.

"The facts are very very disturbing , supporting call for arms in Jammu and Kashmir, supporting overthrowing Parliament, arranging meetings with Naxalites, attacking our security forces etc," Mehta told the Supreme Court and seeking a direction to stay yesterday's Nagpur bench of the Bombay High Court's order.

"There is no criminal antecedents whatsoever for him (Saibaba). He is leading a respectable life, may be ideologically inclined. There is nothing to show his involvement in any kind of illegal and or terror activities," Basant told the Supreme Court.

Basant, for Saibaba, further pleaded to the Supreme Court that he is a person aged 55 years. He is married person with family, 23 year old unmarried daughter. He is having 90 per cent disability and Paraplegic. He is having multiple other ailments which are judicially accepted and confined to my wheel chair.

SG Mehta said there are 6 accused. As far as accused number 6 (Saibaba) is concerned, he did not raise the ground of sanction at trial and was raised at the appellate stage.

"The purpose of sanction is to ensure at threshold that a person is not put to vexatious trial. This is not a vexatious trial. If after a full fledged trial persons are found guilty, there is no vexatious trial," Mehta said.

UNI SM SY SHK1625。    　　在泡泡玛特披露上半年业绩后，重仓买入泡泡玛特的段永平频频发声。

二 | 面对网友的质疑，段永平直言：“我不关心大众预期，只关心公司未来会怎么样，不然我凭什么赚钱？”　　段永平生气了　　8月20日，泡泡玛特发布2026年半年报。

三 | 从业绩表现看，上半年实现营收171.73亿元，同比增长23.8%；实现归母净利润50.38亿元，同比增长10.1%。

四 | 　　有网友问段永平如何看泡泡玛特的半年报，段永平回复称“作为股东，我其实觉得蛮好的”。

五 |  　　从市场表现看，8月21日，泡泡玛特低开逾8%，截至收盘依然下跌超3%。

六 | 　　段永平过去几个月来大手笔买入泡泡玛特，有网友问段永平：“大道在过去的几个月可能把腾讯陆续卖了换成泡泡玛特了。”段永平回应道：“那么小看大道？” 　　根据美股机构投资者13F持仓披露情况，截至2026年二季度末，段永平管理的H&H International Investment持仓总市值约191.01亿美元，折合人民币约1300亿元。

七 | 　　面对网友的提问和质疑，段永平也积极回复。他表示，自己基本不看财报，每个公司都不是线性增长的，泡泡玛特规模还不够大，所以比较容易看出来而已。“英伟达也不是线性增长的，苹果也不是。绝大部分公司都很难有10年以上线性增长的经历。我在小霸王的时候，我们每年100%+增长，但到第七年也断了。”　　有网友向段永平提问：“泡泡玛特中报业绩增长不及大众预期。主要原因是美洲、亚太、欧洲线上销售拉胯（同比减半），拖累整体业绩。想知道您是怎么想的？”段永平回复说：“我不关心大众预期，只关心公司未来会怎么样，不然我凭什么赚钱？”　　有网友调侃段永平：“老年的段：投资泡泡玛特是我这一生犯的最大的错，我以为泡泡玛特有极强的护城河。

八 | 忘记了它其实就是一个该死的卖布娃娃的零售商。”段永平回怼：“该吃药了吧？” 　　“积极股东”忙巡店　　从段永平的持仓来看，截至8月6日，他对泡泡玛特的持股从7月30日的7393万股，增至1.02576亿股。　　作为泡泡玛特除创始人以外的最大股东，段永平对公司的关注度很高。　　有网友晒出段永平和泡泡玛特创始人王宁的合影，他回复说：“今天忙着巡店喝酒聊天，没顾上看股市。” 　　段永平表示：“这次巡店我发现虽然门店生意极好，但似乎还是有改善用户体验的空间的。各地尤其是海外球友粉丝们逛店的时候有啥发现可以尽量简单明了地说说哈，希望能帮助公司更快地发现问题。”　　有网友向段永平提问，茅台和泡泡玛特联名可以擦出火花吗。

九 | 段永平态度坚决：“非常不合适。”亦有网友提问拼多多和泡泡玛特合适吗，段永平同样不认同：“感觉也不合适，你们这是炒股导向吗？”　　公募持仓减少　　相比段永平对泡泡玛特的乐观态度。

十 | 二季度，公募基金对泡泡玛特的持仓明显减少。

十一 | 　　Choice数据显示，截至二季度末，86只基金重仓持有泡泡玛特，持股数量合计为2114.68万股。对比之下，截至一季度末，110只基金重仓持有泡泡玛特，持股数量为3324.82万股。 　　从机构观点看，中金公司表示，泡泡玛特库存积压自7月起已有优化，乐园与甜品店表现均超预期，以IP为核心的多元业态生态渐次成形。

十二 | 此外，公司拟于未来6个月推出20亿元—50亿元的人民币回购计划，彰显长期发展信心。星星人的快速接力印证公司已建设体系化的IP孵化与运营能力，叠加乐园、内容、多元业态的持续培育，公司正沿全球一流IP集团的成长路径演进，长期价值有望穿越单一IP热度周期持续兑现。　　高盛证券表示，考虑到需求疲软、库存水平高企，市场将出现负面反应。销售不及预期意味着二季度销售额环比下滑，从三季度开始基数压力进一步抬升，泡泡玛特业绩将面临进一步下行压力。尽管认可管理层在成本、费用控制以及持续开发新IP、新产品、新概念方面所做的努力，但短期销售存在不确定性，且公司仍处于投资阶段（尤其是门店网络扩张），可能会导致盈利波动进一步加大。基于此，高盛将泡泡玛特12个月目标价调整为139.50港元。（文章来源：上海证券报）。

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