名创优品(MNSO)今日盘中大跌5.09%,引发了市场对其参与永辉超市转型的前景投来更多质疑和担忧。
根据报道,名创优品斥资62.7亿元收购永辉超市29.4%股权后,已全面参与其转型规划和落地。但在转型过程中,永辉超市遇到了诸多困难和阻力。2024年,永辉亏损达14亿元,而且将关闭100家亏损门店以减轻压力。这些都令市场对名创优品大笔投资永辉所能获得的收益感到质疑。
另一方面,名创优品在推动改革时也进行了一系列权衡和让步,试图平衡其影响力与永辉原有体系的矛盾,这引发了投资者对其改革决心和主导权的担忧。总的来看,市场对名创优品支持永辉转型并收获回报的前景失去了信心,从而引发当日大幅抛售。
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