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名創優品
18.03
+0.4300
2.44%
成交量:
76.89萬
成交額:
1,374.62萬
市值:
55.35億
市盈率:
15.67
高:
18.12
開:
17.73
低:
17.59
收:
17.60
資料載入中...
總覽
公司
新聞
公告
名創優品(09896.HK)3月26日耗資1500萬港元回購41.16萬股
格隆汇
·
03-26
名創優品(09896)3月26日斥資1499.77萬港元回購41.16萬股
智通财经网
·
03-26
美股開盤漲跌不一,遊戲驛站績後開漲超 13%
BitPush
·
03-26
異動解讀 | 名創優品盤中大漲5.26%,摩根大通上調評級及目標價
异动解读
·
03-26
名創優品(MNSO)盤前漲超3% 機構料2025H2表現好於H1
金吾财讯
·
03-26
美股異動|名創優品盤前漲超2.5% 獲摩根大通上調目標價及評級
格隆汇APP
·
03-26
【券商聚焦】開源證券維持名創優品(09896)“買入”評級 料今年下半年表現好於上半年
金吾财讯
·
03-26
名創優品,老店失色!
投资时报
·
03-26
夜盤異動 | 名創優品漲超4%,績後獲小摩上調目標價
老虎资讯综合
·
03-26
名創優品漲超1% 2024年經營利潤同比增長17.6%
金吾资讯
·
03-25
【熱門中概股多數下跌,新東方跌近3%】熱門中概股多數下跌,新東方跌近3%,小鵬汽車、極氪、嗶哩嗶哩、好未來跌超1%,愛奇藝、拼多多跌近1%。金山雲漲超3%,名創優品漲超2%,百度1%,理想汽車、蔚來微漲。
金融界
·
03-25
【券商聚焦】野村維持名創優品(MNSO)“買入”評級 指上季業績大致符合該行預期
金吾财讯
·
03-25
“湖北富豪”葉國富又雙叒要IPO了!
市场资讯
·
03-25
【券商聚焦】信達證券:名創優品(09896)去年業績符合預期 收購永輝或致2025年增速放緩
金吾财讯
·
03-25
小摩:上調名創優品評級至“增持” 目標價升至43港元
新浪港股
·
03-25
小摩:上調名創優品(09896)評級至“增持” 目標價升至43港元
智通财经
·
03-25
【大行評級|摩根大通:上調名創優品目標價至43港元 評級升至“增持”】摩根大通發表研報指,對名創優品評級從“中性”上調至“增持”,基於中國同店銷售增長復甦,以及海外擴張強勁(佔新增門店五至七成),經營利潤率提升1.1個百分點。此外,永輝超市轉型路線圖更清晰,目標今年大幅減少虧損。公司的股東回報計劃達7.6%(至明年6月回購17億港元股票,並保持五成以上派息率)。該行亦把對名創優品估值方法從現金流折現改為基於市盈率,目標價由29港元上調至43港元,預測市盈率目標15倍。
金融界
·
03-25
名創優品:2024年全年淨經營現金流21.7億美元,自由現金流14億美元,現金儲備近67億美元
市场资讯
·
03-25
名創優品最新業績透露了什麼?
财华社
·
03-24
【券商聚焦】東吳證券維持名創優品(09896)“買入”評級 指其未來海外擴張和國內下沉成長空間廣闊
金吾财讯
·
03-24
更多
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23:39","pubTimestamp":1743003560,"startTime":"0","endTime":"0","summary":"格隆汇3月26日丨名创优品(09896.HK)公告,2025年3月26日,公司耗资1500万港元回购41.16万股,回购价格每股36.25-36.85港元。","market":"sh","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://finance.jrj.com.cn/2025/03/26233949072395.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK4114","09896","LU1046422090.SGD","BK1246","BK4585","BK4588","BK1249","BK4505","BK4220","MNSO"],"gpt_icon":0},{"id":"2522538647","title":"名創優品(09896)3月26日斥資1499.77萬港元回購41.16萬股","url":"https://stock-news.laohu8.com/highlight/detail?id=2522538647","media":"智通财经网","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522538647?lang=zh_tw&edition=fundamental","pubTime":"2025-03-26 23:09","pubTimestamp":1743001745,"startTime":"0","endTime":"0","summary":"智通财经APP讯,名创优品(09896)发布公告,该公司于2025年3月26日斥资1499.77万港元回购41.16万股股份,每股回购价格为36.25-36.85港元。更多港股重磅资讯,下载智通财经app更多港股及海外理财资讯,请点击www.zhitongcaijing.com(搜索“智通财经”);欲加入智通港股投资群,请加智通客服微信(ztcjkf)","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/1268548.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK1246","LU1046422090.SGD","MNSO","BK4114","BK4220","BK4505","BK4585","09896","BK1249","BK4588"],"gpt_icon":0},{"id":"2522022008","title":"美股開盤漲跌不一,遊戲驛站績後開漲超 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2522022008","media":"BitPush","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522022008?lang=zh_tw&edition=fundamental","pubTime":"2025-03-26 21:37","pubTimestamp":1742996257,"startTime":"0","endTime":"0","summary":null,"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":"https://www.bitpush.news//articles/7374081","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":"bit_push_live","symbols":["PSQ","BK1591","LU0417516738.SGD","BK4114","QLD","SQQQ","IE00B3M56506.USD","LU0259732245.USD","SDOW","LU1481107354.HKD","ZH","DXD","LU0828237510.HKD","JD","SG9999002562.SGD","TTTN","USJW.SI",".IXIC","89618","DOG","BK4122","QQQ","LU0228659784.USD","BK1610","159659","BK4526","DDM","NVIW.SI","09618","UDOW",".DJI","QID","MNSO","02390","GME","LU0231483743.USD","LU0359201885.HKD","TSYW.SI","TQQQ","LU1188198961.HKD","USAW.SI","MNQmain","09896","DJX","BK4504","ESmain","LU0348735423.USD","03086","YMmain","NQmain"],"gpt_icon":0},{"id":"1115027676","title":"異動解讀 | 名創優品盤中大漲5.26%,摩根大通上調評級及目標價","url":"https://stock-news.laohu8.com/highlight/detail?id=1115027676","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115027676?lang=zh_tw&edition=fundamental","pubTime":"2025-03-26 21:33","pubTimestamp":1742995988,"startTime":"0","endTime":"0","summary":"名创优品今日盘中大涨5.26%,引发市场广泛关注。此次股价上涨主要受到分析师评级上调和公司业绩表现的积极影响。摩根大通分析师Kevin Yin将名创优品的评级从\"中性\"上调至\"买入\",并将目标价从15美元大幅上调至22美元。此外,名创优品2024财年业绩表现亮眼,全年营收同比增长22.8%至169.94亿元,经调整净利润同比增长15.4%至27.21亿元。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["MNSO"],"gpt_icon":0},{"id":"2522118873","title":"名創優品(MNSO)盤前漲超3% 機構料2025H2表現好於H1","url":"https://stock-news.laohu8.com/highlight/detail?id=2522118873","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522118873?lang=zh_tw&edition=fundamental","pubTime":"2025-03-26 18:11","pubTimestamp":1742983892,"startTime":"0","endTime":"0","summary":"金吾财讯 | 名创优品(MNSO)盘前涨超3%,截至发稿,报18.86美元。消息面上,开源证券表示,名创优品坚持品质零售和兴趣消费,稳步执行五年战略,在IP战略下预计名创国内门店调改&电商驱动同店增长、海外直营推进打开成长天花板&OPM有望随规模效应改善,TOPTOY势能提升,由于2024年基数前高后低以及海外零售占比提升,预计2025H2表现好于H1。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/OWU4OGExOTI2NzgyMTc2NjE0.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OWU4OGExOTI2NzgyMTc2NjE0.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"286821","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":["MNSO","09896","BK4585","BK4505","BK4588","BK4114","BK1249","BK4220","BK1246","LU1046422090.SGD"],"gpt_icon":0},{"id":"2522825937","title":"美股異動|名創優品盤前漲超2.5% 獲摩根大通上調目標價及評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2522825937","media":"格隆汇APP","labels":["movement","rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522825937?lang=zh_tw&edition=fundamental","pubTime":"2025-03-26 16:06","pubTimestamp":1742976360,"startTime":"0","endTime":"0","summary":"格隆汇3月26日|名创优品(MNSO.US)盘前涨超2.5%,报18.7美元。消息面上,摩根大通发表研报指,对名创优品的评级从“中性”上调至“增持”,目标价从15美元上调至22美元,基于中国同店销售增长复苏以及海外扩张强劲。(格隆汇) \n\n\n海量资讯、精准解读,尽在新浪财经APP","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/bxjj/2025-03-26/doc-ineqykxq1641765.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"美股异动|名创优品盘前涨超2.5% 获摩根大通上调目标价及评级","news_tag":"movement,rating","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["09896","MNSO"],"gpt_icon":0},{"id":"2522672890","title":"【券商聚焦】開源證券維持名創優品(09896)“買入”評級 料今年下半年表現好於上半年","url":"https://stock-news.laohu8.com/highlight/detail?id=2522672890","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522672890?lang=zh_tw&edition=fundamental","pubTime":"2025-03-26 14:30","pubTimestamp":1742970658,"startTime":"0","endTime":"0","summary":"金吾财讯 | 开源证券发研指,名创优品 2024年实现营收169.9亿元,其中平均门店+18.3%/同店+低单,经调整净利润为27.2亿元。该行续指,2024年海外实现营收66.8亿元,GMV140亿元,同店中单增长,门店数3118家,净增+631,其中直营门店翻倍增长至503家,占海外门店数的16.1%,推动毛利率提升。分市场:亚洲(除中国)/拉美/北美/欧洲GMV同比增长23%/18%/67%/41%,门店数增长21%/15%/103%/28%。预计2025年高基数下销售仍能维持高速增长,直营店经营杠杆有待充分释放。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1955958","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":["MNSO","09896","161027"],"gpt_icon":1},{"id":"2522976878","title":"名創優品,老店失色!","url":"https://stock-news.laohu8.com/highlight/detail?id=2522976878","media":"投资时报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522976878?lang=zh_tw&edition=fundamental","pubTime":"2025-03-26 14:21","pubTimestamp":1742970080,"startTime":"0","endTime":"0","summary":"2024年来,名创优品持续扩展门店网络,并开设多间新店,带动了公司整体GMV总额、交易总量以及SKU总销量的增长。截至2024年末,该公司位于国内外的名创优品门店总数已达到7504家,TOP TOY门店数量也增至276家。年内,名创优品产生的GMV总计约304亿元。不过整体来看,名创优品已开业老店的表现难言乐观。名创优品在海外市场的老店面临同样挑战。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032614262194c13c25&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032614262194c13c25&s=b","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":"tencent","symbols":["BK4585","09896","LU1046422090.SGD","MNSO","BK4505","BK4220","BK4114","BK4588"],"gpt_icon":1},{"id":"1167422090","title":"夜盤異動 | 名創優品漲超4%,績後獲小摩上調目標價","url":"https://stock-news.laohu8.com/highlight/detail?id=1167422090","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167422090?lang=zh_tw&edition=fundamental","pubTime":"2025-03-26 10:18","pubTimestamp":1742955520,"startTime":"0","endTime":"0","summary":"本周三美股夜盘时段, $名创优品 $ 涨超4%,截至发稿报18.98美元:摩根大通分析师Kevin Yin上调美股 $名创优品 $ 至买入评级,并将目标价从15美元上调至22美元,上调港股 $名创优品$ 目标价至43港元 评级升至“增持”。此外,永辉超市转型路线图更清晰,目标今年大幅减少亏损。公司的股东回报计划达7.6%。该行也把对名创优品估值方法从现金流折现改为基于市盈率,目标价由29港元上调至43港元,预测市盈率目标15倍。","market":"hk","thumbnail":"https://static.tigerbbs.com/51337e981042d5511cda5fb33daea04f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/51337e981042d5511cda5fb33daea04f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"名创优品获摩根大通看好,美股夜盘股价飙升4%!目标价大幅上调","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MNSO","09896"],"gpt_icon":0},{"id":"2522300187","title":"名創優品漲超1% 2024年經營利潤同比增長17.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2522300187","media":"金吾资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522300187?lang=zh_tw&edition=fundamental","pubTime":"2025-03-25 23:23","pubTimestamp":1742916237,"startTime":"0","endTime":"0","summary":"金吾财讯 | 名创优品 涨超1%,截至发稿,报18.638美元。消息面上,名创优品2024年全年收入达到人民币169.94亿元,同比增长22.8%;第四季度收入为人民币47.13亿元,同比增长22.7%。毛利率全年为44.9%,第四季度为47.0%,均创历史新高。经营利润全年为人民币33.16亿元,同比增长17.6%;第四季度为人民币9.68亿元,同比增长26.5%。经调整净利润全年为人民币27.21亿元,同比增长15.4%;第四季度为人民币7.93亿元,同比增长20.0%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503252324129722de92&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503252324129722de92&s=b","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":"tencent","symbols":["BK4505","BK4585","LU1046422090.SGD","BK4220","BK4588","MNSO","BK4114"],"gpt_icon":0},{"id":"2522077164","title":"【熱門中概股多數下跌,新東方跌近3%】熱門中概股多數下跌,新東方跌近3%,小鵬汽車、極氪、嗶哩嗶哩、好未來跌超1%,愛奇藝、拼多多跌近1%。金山雲漲超3%,名創優品漲超2%,百度1%,理想汽車、蔚來微漲。","url":"https://stock-news.laohu8.com/highlight/detail?id=2522077164","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522077164?lang=zh_tw&edition=fundamental","pubTime":"2025-03-25 21:57","pubTimestamp":1742911020,"startTime":"0","endTime":"0","summary":"热门中概股多数下跌,新东方跌近3%,小鹏汽车、极氪、哔哩哔哩、好未来跌超1%,爱奇艺、拼多多跌近1%。金山云涨超3%,名创优品涨超2%,百度1%,理想汽车、蔚来微涨。","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://24h.jrj.com.cn/2025/03/25215749040057.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":"jinrongjie_stock","symbols":["SG9999002828.SGD","BK1587","09626","09896","09868","MNSO","LU2097828557.USD","PDD","TAL","XPEV","BK4588","BK4122","EVS.SI","LU0197773673.USD","BK4526","BK4555","BK4116","BK1134","BK4114","03896","LU0051755006.USD","NIO.SI","BK4608","LU1048596156.SGD","BK4503","TTTN","BILI","IQ","SG9999002562.SGD","LU1115378108.SGD","89888","BK4501","KC","HK0000306701.USD","09901","ZK","BK1526","LU1961090484.USD","LU0871576103.HKD","EDU","03888","LU0823426308.USD","LU1868837722.USD","LU0640798160.USD"],"gpt_icon":0},{"id":"2522027189","title":"【券商聚焦】野村維持名創優品(MNSO)“買入”評級 指上季業績大致符合該行預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2522027189","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522027189?lang=zh_tw&edition=fundamental","pubTime":"2025-03-25 20:13","pubTimestamp":1742904807,"startTime":"0","endTime":"0","summary":"金吾财讯 | 野村发研报指,名创优品(MNSO)上季业绩大致符合该行预期,收入按年升23%,低于该行预期2%;经调整收入升20%,低于预测4%;经调整净利润率为16.7%,而该行预测为17.1%。至于全年经调整收入则按年增16%,略逊于预期。该行下调名创优品2025及26财年的收入预测2%至3%,目标价由26.7美元下调至23.2美元,维持“买入”评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210625/NGY0MmI5YjBmZmE4NTQ4NTQ2MWJlYzY2MzQ2MDk2NDUy.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/NGY0MmI5YjBmZmE4NTQ4NTQ2MWJlYzY2MzQ2MDk2NDUy.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"286783","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":["MNSO","09896"],"gpt_icon":0},{"id":"2522044556","title":"“湖北富豪”葉國富又雙叒要IPO了!","url":"https://stock-news.laohu8.com/highlight/detail?id=2522044556","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522044556?lang=zh_tw&edition=fundamental","pubTime":"2025-03-25 18:07","pubTimestamp":1742897220,"startTime":"0","endTime":"0","summary":" “不是泡泡玛特买不起,而是TOPTOY更有性价比。” 在潮玩市场的风头之下,据新媒体“独角兽早知道”报道称,名创优品 正考虑拆分其潮玩品牌TOPTOY在香港上市,可能将筹集约3亿美元。 而这一切的背后,站着的是资本运作的“高手”——名创优品创始人叶国富,这位“湖北富豪”不止一次吸引资本市场的眼球。","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":"https://finance.sina.com.cn/stock/hyyj/2025-03-25/doc-ineqwnhp9762541.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":["BK4114","BK4585","LU1046422090.SGD","BK4220","BK4505","BK4588","MNSO"],"gpt_icon":1},{"id":"2522012952","title":"【券商聚焦】信達證券:名創優品(09896)去年業績符合預期 收購永輝或致2025年增速放緩","url":"https://stock-news.laohu8.com/highlight/detail?id=2522012952","media":"金吾财讯","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522012952?lang=zh_tw&edition=fundamental","pubTime":"2025-03-25 15:45","pubTimestamp":1742888757,"startTime":"0","endTime":"0","summary":"金吾财讯 | 信达证券发研指,名创优品 发布2024年业绩,实现收入169.94亿元,同增22.8%,调整后净利润27.21亿元,同增15.4%,调整后净利率16.0%,同比-1pct。截至2024年底永辉超市已完成调改门店31家,调改店客流、销售额大幅提升,我们预计随着今年调改节奏加快,2025年永辉超市有望实现减亏。其中,预测2025年归母净利润增速放缓主要考虑25Q2开始永辉将对名创财报产生影响,以及收购事项产生的额外财务费用等。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1955863","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["601059","BK4505","LU1046422090.SGD","BK4114","MNSO","601933","BK1249","BK4220","BK0170","BK0196","BK4585","BK0209","BK0276","BK1246","BK4588","BK0183","BK0077","09896"],"gpt_icon":1},{"id":"2522067634","title":"小摩:上調名創優品評級至“增持” 目標價升至43港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2522067634","media":"新浪港股","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522067634?lang=zh_tw&edition=fundamental","pubTime":"2025-03-25 14:52","pubTimestamp":1742885520,"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 摩根大通发布研报称,对名创优品(09896)评级从“中性”上调至“增持”,目标价由29港元上调至43港元。该行表示,基于中国同店销售增长复苏(转为今年中单位数增长),以及海外扩张强劲(占新增门店五至七成),经营利润率提升1.1个百分点。此外,永辉超市转型路线图更清晰。公司的股东回报计划达7.6%(至明年6月回购17亿元股票,并保持五成以上派息率)。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:史丽君","market":"us","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/hkgg/2025-03-25/doc-ineqvzst9922380.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["09896","MNSO"],"gpt_icon":0},{"id":"2522067335","title":"小摩:上調名創優品(09896)評級至“增持” 目標價升至43港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2522067335","media":"智通财经","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522067335?lang=zh_tw&edition=fundamental","pubTime":"2025-03-25 14:44","pubTimestamp":1742885049,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,摩根大通发布研报称,对名创优品(09896)评级从“中性”上调至“增持”,目标价由29港元上调至43港元。该行表示,基于中国同店销售增长复苏(转为今年中单位数增长),以及海外扩张强劲(占新增门店五至七成),经营利润率提升1.1个百分点。此外,永辉超市转型路线图更清晰。公司的股东回报计划达7.6%(至明年6月回购17亿元股票,并保持五成以上派息率)。","market":"hk","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/1267081.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"小摩:上调名创优品(09896)评级至“增持” 目标价升至43港元","news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["09896","MNSO"],"gpt_icon":0},{"id":"2522069255","title":"【大行評級|摩根大通:上調名創優品目標價至43港元 評級升至“增持”】摩根大通發表研報指,對名創優品評級從“中性”上調至“增持”,基於中國同店銷售增長復甦,以及海外擴張強勁(佔新增門店五至七成),經營利潤率提升1.1個百分點。此外,永輝超市轉型路線圖更清晰,目標今年大幅減少虧損。公司的股東回報計劃達7.6%(至明年6月回購17億港元股票,並保持五成以上派息率)。該行亦把對名創優品估值方法從現金流折現改為基於市盈率,目標價由29港元上調至43港元,預測市盈率目標15倍。","url":"https://stock-news.laohu8.com/highlight/detail?id=2522069255","media":"金融界","labels":["buyback","rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522069255?lang=zh_tw&edition=fundamental","pubTime":"2025-03-25 13:55","pubTimestamp":1742882116,"startTime":"0","endTime":"0","summary":"摩根大通发表研报指,对名创优品评级从“中性”上调至“增持”,基于中国同店销售增长复苏,以及海外扩张强劲(占新增门店五至七成),经营利润率提升1.1个百分点。此外,永辉超市转型路线图更清晰,目标今年大幅减少亏损。公司的股东回报计划达7.6%(至明年6月回购17亿港元股票,并保持五成以上派息率)。该行亦把对名创优品估值方法从现金流折现改为基于市盈率,目标价由29港元上调至43港元,预测市盈率目标15倍。","market":"hk","thumbnail":"","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://24h.jrj.com.cn/2025/03/25135549019025.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"buyback,rating","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["09896","601933","MNSO","159399"],"gpt_icon":0},{"id":"2522036753","title":"名創優品:2024年全年淨經營現金流21.7億美元,自由現金流14億美元,現金儲備近67億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2522036753","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522036753?lang=zh_tw&edition=fundamental","pubTime":"2025-03-25 09:08","pubTimestamp":1742864880,"startTime":"0","endTime":"0","summary":"公司每股ADF收益增长16%,超过调整后净利润增长,主要得益于股票回购计划,2024 年注销超 1100 万股普通股,占总股份约 9%。2024 年底,市政品牌库存海外占比 33%,较上年提升 9 个百分点,库存周转天数为 91 天,中国为 75 天,海外直营市场为 187 天。公司全球有近 450 家直营门店,库存年龄超 180 天占比 11%。全年净经营现金流21.7亿美元,自由现金流14亿美元,现金储备近67亿美元。YH 收购完成,预计 2025 年 Q2 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19:41","pubTimestamp":1742816477,"startTime":"0","endTime":"0","summary":"市场的反应最直接。连锁生活风格连锁店名创优品(09896.HK)公布了截至2024年12月31日止的第4季度和全年业绩。","market":"other","thumbnail":"https://images.finet.hk/photoLib/title/202503_1/3b0156d7-5b50-41fa-931b-ed51b383112e.png","type":0,"news_type":0,"thumbnails":["https://images.finet.hk/photoLib/title/202503_1/3b0156d7-5b50-41fa-931b-ed51b383112e.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.finet.hk/newscenter/news_content/67e144dd5a77126a3f33806a","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":"finet_stock","symbols":["BK4505","BK4588","BK4114","BK4585","09896","LU1046422090.SGD","MNSO","BK1249","BK1246","BK4220"],"gpt_icon":1},{"id":"2521884765","title":"【券商聚焦】東吳證券維持名創優品(09896)“買入”評級 指其未來海外擴張和國內下沉成長空間廣闊","url":"https://stock-news.laohu8.com/highlight/detail?id=2521884765","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521884765?lang=zh_tw&edition=fundamental","pubTime":"2025-03-24 14:23","pubTimestamp":1742797431,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东吴证券发研指,2024年,名创优品 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