名创优品（MNSO）今日盘中大涨5.26%，引发市场广泛关注。此次股价上涨主要受到分析师评级上调和公司业绩表现的积极影响。
摩根大通分析师Kevin Yin将名创优品的评级从"中性"上调至"买入"，并将目标价从15美元大幅上调至22美元。分析师指出，中国同店销售增长复苏和海外市场强劲扩张是上调评级的主要原因。此外，名创优品2024财年业绩表现亮眼，全年营收同比增长22.8%至169.94亿元，经调整净利润同比增长15.4%至27.21亿元。
公司未来发展前景被看好。开源证券预计，在IP战略下，名创优品国内门店调改和电商将驱动同店增长，海外直营推进将打开成长天花板，毛利率有望随规模效应改善。此外，公司收购永辉超市29.4%股权的交易已完成交割，未来两家公司将在自有品牌打造和供应链升级方面进行深度协作，有望为名创优品带来新的增长动力。
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