金吾财讯 | 名创优品(MNSO)盘前涨超4%，截止发稿，报20.43美元。消息面上，高盛预计，名创优品第四季度销售按年升25%至47.9亿元，且相信海外市场正处于交出45%至50%按年增长的轨道，符合公司早前指引。另外，该行预计，今年收入增长22%，经营溢利率轻微扩张，受海外直销市场成本节省支持。中金公司表示，名创优品IP战略持续推进，捕捉兴趣消费热点。名创优品正在通过兴趣消费和IP战略布局，打造全球特色零售龙头。自2016年开启IP战略布局以来，公司已与超150个全球知名IP在全球范围内开展了合作，4Q24以来哈利波特、海贼王等IP产品在海外反响热烈，国内在2025年初也陆续推出黑神话悟空、哪咤等IP产品销售，捕捉消费热点。该行看好公司在IP和兴趣消费领域的持续深耕。
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