$BLOKS(00325.HK)儿童版泡泡玛特，其他逻辑都一样，同样出海东南亚，今年（2025 FY）净利润按照 10 个亿假设，给泡泡玛特一半的 pe（65/2=32.5），市值看到 300+，跌到 200 亿的时候打算买点（股价 80）。
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