智通财经APP获悉，名创优品(09896)涨超4%，截至发稿，涨4.01%，报45.4港元，成交额3.33亿港元。
消息面上，1月15日，名创优品×《黑神话：悟空》联合主题店启幕，黑神话官方衍生品黑神话BLACKMYTH在名创优品北京、上海、广州、杭州、成都五城门店首发，名创优品官宣成为黑神话官方衍生品全球线下独家发售渠道。据报道，开售首日，线上、线下多款产品被抢购至断货。“黑神话”天猫官方旗舰店显示，店内销量最高的产品是78元的毛绒挂件、168元的毛绒公仔。截至当日晚间，这两款商品已售出超过6000件，玩偶、葫芦包等多款热门商品也已售罄。
国信证券表示，公司持续深耕兴趣零售领域，聚焦IP创新，通过扩展与全球知名IP合作，不断强调IP属性的重要性，并通过IP设计创新强化产品力。国盛证券研报指出，公司作为全球日杂零售龙头，凭借渠道、供应链等优势，以轻资产模式在全球高速扩张，同时已孵化潮玩品牌TOPTOY，有望贡献第二增长曲线；当前各业态、产品、供应链不断优化，海外业务高增、盈利能力改善明显，业绩持续超预期。
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