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名创优品

16.02

-0.5800-3.49%

盘前：15.93-0.0900-0.56%09:01 EDT

成交量：39.93万

成交额：642.12万

市值：49.56亿

市盈率：16.37

高：16.24

开：16.05

低：15.80

收：16.60

52周最高：26.74

52周最低：13.95

股本：3.09亿

流通股本：1.13亿

量比：1.22

换手率：0.35%

股息：0.62

股息率：3.85%

每股收益(TTM):0.9786

每股收益(LYR):1.15

净资产收益率：21.17%

总资产收益率：9.16%

市净率：3.19

市盈率(LYR):13.92

数据加载中...

总览公司新闻资讯公告

财报前瞻｜名创优品本季度营收预计增25.20%，机构观点偏乐观

名创优品(09896)3月27日斥资167.26万港元回购5.26万股

名创优品“增收不增利”，永辉投资反成包袱

理财周刊-财事汇

湖南一女店员抓小偷被扇耳光，申请公司“委屈奖”被拒，公司：因员工还手，顾客同样受到伤害，不符合评奖标准

名创优品(09896)3月26日斥资290.9万港元回购9.28万股

名创优品(09896)3月24日斥资22.85万美元回购5.56万股

名创优品(09896.HK)3月24日耗资193万港元回购6万股

名创优品(09896)3月23日斥资22.86万美元回购5.56万股

名创优品于3月20日斥资22.73万美元回购5.56万股

名创优品(09896.HK)3月20日斥资22.73万美元回购5.56万股

名创优品(09896.HK)3月19日斥资22.84万美元回购5.46万股

名创优品消失的13亿利润里，永辉超市占了多少？

名创优品(09896)3月18日斥资23.85万美元回购5.53万股

名创优品(09896)3月17日斥资197.02万港元回购5.74万股

名创优品(09896)涨4.66% 指2026年同店增长开局强劲

名创优品早盘涨近5% 中金维持跑赢行业评级

热门中概股普涨，理想汽车涨超5%，禾赛涨4%，蔚来涨超3%

老虎资讯综合

名创优品(09896)3月16日斥资190.99万港元回购5.72万股

高盛：料油价上升餐饮受影响较小代工厂、运动服装及潮流玩具成本压力更显著

中金：维持名创优品(09896)跑赢行业评级目标价50.18港元

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17:32","pubTimestamp":1774603975,"startTime":"0","endTime":"0","summary":"2026年3月13日，上市公司名创优品（09896.HK，MNSO.N）发布2025年度财务表现，这份业绩预告引发市场广泛关注。尽管公司营收规模仍保持增长态势，但利润端的持续承压，叠加资本市场的冷淡反馈，让这家以“优质低价”起家的零售巨头，再次站在了行业变革的十字路口。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603273687132815.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1246","BK0170","BK0077","LU0274383008.USD","MNSO","BK1249","BK4588","BK0183","LU1046422090.SGD","BK4220","601933","BK0196","09896","BK4505","BK0209","BK4114","BK4585"],"gpt_icon":0},{"id":"2622869938","title":"湖南一女店员抓小偷被扇耳光，申请公司“委屈奖”被拒，公司：因员工还手，顾客同样受到伤害，不符合评奖标准","url":"https://stock-news.laohu8.com/highlight/detail?id=2622869938","media":"大象新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622869938?lang=zh_cn&edition=fundamental","pubTime":"2026-03-26 22:15","pubTimestamp":1774534500,"startTime":"0","endTime":"0","summary":"段女士向媒体反映，2月17日，她在名创优品某门店工作时抓到小偷，被对方辱骂、扇耳光，被攻击后段女士也有“还手”。事发当日，店长发66元红包安抚段女士并表示会向公司申请委屈奖。3月26日，店长回复段女士，公司没有通过委屈奖，因为“员工还手，顾客同样受到伤害，不符合委屈奖评定标准。”2024年4月，名创优品集团内部发布《关于设立终端伙伴委屈奖的通知》。如出现被顾客殴打等情况，可获得500元委屈奖奖金。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/wm/2026-03-26/doc-inhsiusn5819856.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4588","LU1046422090.SGD","09896","BK4114","BK4585","BK1246","BK4220","BK4505","MNSO","LU0274383008.USD","BK1249"],"gpt_icon":0},{"id":"2622538855","title":"名创优品(09896)3月26日斥资290.9万港元回购9.28万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2622538855","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622538855?lang=zh_cn&edition=fundamental","pubTime":"2026-03-26 17:58","pubTimestamp":1774519080,"startTime":"0","endTime":"0","summary":"智通财经APP讯，名创优品(09896)发布公告，于2026年3月26日斥资290.9万港元回购9.28万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1419566.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1046422090.SGD","BK1246","BK4114","BK4588","MNSO","BK1249","LU0274383008.USD","BK4505","09896","BK4585","BK4220"],"gpt_icon":0},{"id":"2622414460","title":"名创优品(09896)3月24日斥资22.85万美元回购5.56万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2622414460","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622414460?lang=zh_cn&edition=fundamental","pubTime":"2026-03-25 13:14","pubTimestamp":1774415692,"startTime":"0","endTime":"0","summary":"智通财经APP讯，名创优品(09896)发布公告，于2026年3月24日，该公司斥资22.85万美元回购5.56万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1418588.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4220","09896","BK4588","MNSO","BK1246","LU1046422090.SGD","BK4114","LU0274383008.USD","BK4505","BK4585","BK1249"],"gpt_icon":0},{"id":"2621065170","title":"名创优品(09896.HK)3月24日耗资193万港元回购6万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2621065170","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621065170?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 18:27","pubTimestamp":1774348021,"startTime":"0","endTime":"0","summary":"格隆汇3月24日丨名创优品(09896.HK)公告，3月24日耗资193万港元回购6万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260324/32094349.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK4585","BK4114","LU0274383008.USD","09896","BK1249","BK1246","LU1046422090.SGD","MNSO","BK4220","BK4588","BK4505"],"gpt_icon":0},{"id":"2621030744","title":"名创优品(09896)3月23日斥资22.86万美元回购5.56万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2621030744","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621030744?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 12:40","pubTimestamp":1774327255,"startTime":"0","endTime":"0","summary":"智通财经APP讯，名创优品(09896)发布公告，于2026年3月23日，该公司斥资22.86万美元回购5.56万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1417885.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1249","BK4585","BK4588","LU1046422090.SGD","09896","MNSO","BK4505","BK4220","BK4114","BK1246","LU0274383008.USD"],"gpt_icon":0},{"id":"2621805721","title":"名创优品于3月20日斥资22.73万美元回购5.56万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2621805721","media":"新浪港股","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621805721?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 12:30","pubTimestamp":1774240200,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　名创优品（09896）发布公告，于2026年3月20日斥资22.73万美元回购5.56万股。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2026-03-23/doc-inhrxzzv7972896.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4588","BK1249","BK4585","MNSO","BK4114","BK1246","09896","LU1046422090.SGD","BK4505","BK4220","LU0274383008.USD"],"gpt_icon":0},{"id":"2621125247","title":"名创优品(09896.HK)3月20日斥资22.73万美元回购5.56万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2621125247","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621125247?lang=zh_cn&edition=fundamental","pubTime":"2026-03-22 19:27","pubTimestamp":1774178821,"startTime":"0","endTime":"0","summary":"格隆汇3月22日丨名创优品(09896.HK)公布，2026年3月20日斥资22.73万美元回购5.56万股股份，每股回购价格为4.065-4.115美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260322/32087993.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1249","BK4585","BK4588","LU1046422090.SGD","09896","MNSO","BK4505","BK4220","BK4114","BK1246","LU0274383008.USD"],"gpt_icon":0},{"id":"2620044432","title":"名创优品(09896.HK)3月19日斥资22.84万美元回购5.46万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2620044432","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620044432?lang=zh_cn&edition=fundamental","pubTime":"2026-03-20 12:37","pubTimestamp":1773981421,"startTime":"0","endTime":"0","summary":"格隆汇3月20日丨名创优品(09896.HK)公布，2026年3月19日斥资22.84万美元回购5.46万股股份，每股回购价格为4.13-4.2275美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260320/32084254.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1249","BK4505","BK4588","BK1246","LU0274383008.USD","LU1046422090.SGD","BK4585","BK4114","09896","BK4220","MNSO"],"gpt_icon":0},{"id":"2620215433","title":"名创优品消失的13亿利润里，永辉超市占了多少？","url":"https://stock-news.laohu8.com/highlight/detail?id=2620215433","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620215433?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 13:01","pubTimestamp":1773896485,"startTime":"0","endTime":"0","summary":"不过，名创优品预计将录得年内利润约13.20亿元至13.30亿元，与上年同期26.35亿元相比，降幅约50%。不过，2025财年，名创优品却未能实现营收、利润双增长态势。同样截至2025年9月末，名创优品的短期借款、长期借款合计为75.08亿元。仅2025年第三季度，名创优品的推广及广告费用、授权费用、物流费用同比分别增长43.3%、20.8%、23.3%。2025年前三季度，名创优品营业费用达44.96亿元，同比增加41.88%，已超过2024年全年水平。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1773825075342652108","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK4585","BK0183","BK0196","BK4114","LU0274383008.USD","BK0209","601933","09896","BK1246","BK1249","BK0077","BK4220","LU1046422090.SGD","MNSO","BK4588","BK4505","BK0170"],"gpt_icon":0},{"id":"2620121310","title":"名创优品(09896)3月18日斥资23.85万美元回购5.53万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2620121310","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620121310?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 12:16","pubTimestamp":1773893788,"startTime":"0","endTime":"0","summary":"智通财经APP讯，名创优品(09896)发布公告，该公司于2026年3月18日斥资23.85万美元回购5.53万股股份，每股回购价格为4.2675-4.37美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1415810.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4220","BK1246","BK1249","BK4114","LU0274383008.USD","LU1046422090.SGD","BK4588","BK4505","MNSO","09896","BK4585"],"gpt_icon":0},{"id":"2620213421","title":"名创优品(09896)3月17日斥资197.02万港元回购5.74万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2620213421","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620213421?lang=zh_cn&edition=fundamental","pubTime":"2026-03-17 19:59","pubTimestamp":1773748795,"startTime":"0","endTime":"0","summary":"智通财经APP讯，名创优品(09896)发布公告，于2026年3月17日，该公司斥资197.02万港元回购5.74万股。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1415039.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0274383008.USD","BK4585","BK1246","BK4505","BK4588","LU1046422090.SGD","BK4114","09896","BK1249","MNSO","BK4220"],"gpt_icon":0},{"id":"2620448696","title":"名创优品(09896)涨4.66% 指2026年同店增长开局强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2620448696","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620448696?lang=zh_cn&edition=fundamental","pubTime":"2026-03-17 13:22","pubTimestamp":1773724971,"startTime":"0","endTime":"0","summary":"金吾财讯 | 名创优品 股价走高，截至发稿，涨4.66%，报34.62港元，成交额8352万港元。消息面上，华泰研究发布研报指，名创优品2025年业绩预告符合预期，2026年同店增长开局强劲。报告核心投资论点为公司通过精细化运营及店型升级驱动收入增长，伴随美国关税扰动边际趋缓，盈利能力有望企稳向好。2026年开年表现亮眼，初步统计1-2月名创优品国内GMV同比增长25%以上，同店增长高单位数；美国GMV同比增长50%以上，同店增长20%以上。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976650","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","BK4114","LU0274383008.USD","09896","BK1249","BK1246","LU1046422090.SGD","MNSO","BK4220","BK4588","BK4505"],"gpt_icon":0},{"id":"2620541174","title":"名创优品早盘涨近5% 中金维持跑赢行业评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2620541174","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620541174?lang=zh_cn&edition=fundamental","pubTime":"2026-03-17 10:34","pubTimestamp":1773714840,"startTime":"0","endTime":"0","summary":"　　名创优品早盘涨超4%，截至发稿，股价上涨4.72%，现报34.64港元，成交额4977.49万港元。　　近日，名创优品发布截至2025年12月31日止财政年度初步财务表现，2025全年，公司预期收入214亿元，同比+26%，略高于公司指引的25%。　　中金发布研报称，基本维持名创优品2025/26年non-IFRS净利润预测29/35亿元不变，引入2027年预测41亿元，当前港/美股对应10/9倍2026/27年non-IFRS P/E，维持港/美股跑赢行业评级。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-03-17/doc-inhrhavu5511083.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["MNSO","09896"],"gpt_icon":0},{"id":"1185955027","title":"热门中概股普涨，理想汽车涨超5%，禾赛涨4%，蔚来涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1185955027","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185955027?lang=zh_cn&edition=fundamental","pubTime":"2026-03-16 22:22","pubTimestamp":1773670921,"startTime":"0","endTime":"0","summary":"纳斯达克中国金龙指数涨超2%。","market":"us","thumbnail":"https://static.tigerbbs.com/9abe0e9e278b48e36d3cb87745e11936","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/9abe0e9e278b48e36d3cb87745e11936"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1cbf17cf79a8982241e1b006d2b7949b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MNSO","BABA","NIO","LI","BIDU","HSAI"],"gpt_icon":0},{"id":"2619418454","title":"名创优品(09896)3月16日斥资190.99万港元回购5.72万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2619418454","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619418454?lang=zh_cn&edition=fundamental","pubTime":"2026-03-16 18:43","pubTimestamp":1773657827,"startTime":"0","endTime":"0","summary":"智通财经APP讯，名创优品(09896)发布公告，于2026年3月16日斥资190.99万港元回购5.72万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1414397.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1249","BK4585","BK4588","LU1046422090.SGD","09896","MNSO","BK4505","BK4220","BK4114","BK1246","LU0274383008.USD"],"gpt_icon":0},{"id":"2619439015","title":"高盛：料油价上升餐饮受影响较小 代工厂、运动服装及潮流玩具成本压力更显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2619439015","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619439015?lang=zh_cn&edition=fundamental","pubTime":"2026-03-16 13:42","pubTimestamp":1773639770,"startTime":"0","endTime":"0","summary":"不过，代工生产商、运动服装及潮流玩具企业的成本敞口较高，可能面临更显著的成本压力。就成本转嫁而言，理论上OEM成本增加可由品牌承担，但价格变动可能存在时间差，而且当需求较弱时，部分OEM或会选择分担部分成本以争取市场份额。该行认为，需留意油价上升的间接影响，尤其是对终端市场需求。对OEM而言，品牌在原材料价格波动时，亦会较谨慎下单。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1414203.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MNSO","LU0531971595.HKD","SGXZ62798434.SGD","BK1246","LU1880383366.USD","LU1481107354.HKD","SG9999001069.SGD","LU1023057109.AUD","LU0359201612.USD","LU1880383440.USD","IE0034224299.USD","LU0611395673.USD","BK1224","LU0359201885.HKD","BK1249","LU0307460666.USD","LU1770036033.HKD","LU0327786744.USD","SGXZ86797644.SGD","LU2543165471.USD","LU0359202008.SGD","LU0348766576.USD","LU0499858438.USD","LU0572944931.SGD","LU0164880469.USD","LU0348767384.USD","PMRTY","LU0164865239.USD","LU0149721374.USD","LU0211977185.USD","LU0039217434.USD","LU0588546209.SGD","LU0871576103.HKD","LU0345776255.USD","BK1132","LU0823426308.USD","09992","LU0345775950.USD","SG9999002950.SGD","09896","LU0499858602.USD","LU0593848301.USD","LU0823426480.USD","LU0231483743.USD"],"gpt_icon":1},{"id":"2619273480","title":"中金：维持名创优品(09896)跑赢行业评级 目标价50.18港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2619273480","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619273480?lang=zh_cn&edition=fundamental","pubTime":"2026-03-16 10:33","pubTimestamp":1773628394,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金发布研报称，基本维持名创优品2025/26年non-IFRS净利润预测29/35亿元不变，引入2027年预测41亿元，当前港/美股对应10/9倍2026/27年non-IFRS P/E，维持港/美股跑赢行业评级。维持港/美股目标价50.18港元/26.08美元，对应16倍2026年non-IFRS P/E，分别有 53%/56%的上行空间。4Q25达成超预期收入增长名创优品持续推进趣味好物和潮玩产品的双轮驱动，在国际授权IP和自有IP双线并举的多IP战略下，公司已与超过180个国际IP合作，并成功孵化16个自有IP。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1414137.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MNSO","09896"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}