智通财经APP获悉,名创优品(09896)涨超5%,截至发稿,涨5.4%,报40港元,成交额4.92亿港元。
消息面上,10月29日,在名创优品2024全球品牌战略升级成果发布会上,名创优品执行副总裁兼首席产品官窦娜发表演讲。窦娜介绍了名创优品全球IP合作版图,名创优品累计已经和超过150个全球IP达成多元化合作,累计销售超过8亿件IP产品,且仍在持续不断创新,每年会上心超1万产品。公司创始人、董事会主席兼CEO叶国富则表示,名创优品的企业愿景是成为世界第一的IP设计零售集团,未来10年,名创优品要带领100个中国IP走向世界。
中金发布研报称,考虑4季度进入旺季催化估值提升,上调港股目标价9%至44.6港元。该行参加了名创优品举办的2024全球品牌战略升级成果发布会,展望未来,该行认为IP联名和品牌出海是公司未来的两大重点发展方向。该行还对公司10月新开的上海MINISO LAND门店进行了调研。该行调研的工作日上午时间,门店客流旺盛,许多消费者前来选购近期在国内新上市的哈利波特IP系列产品。该行预计该门店月销售超过1000万元,成为名创优品大店战略的标杆店铺。
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