名创优品（MNSO）今日盘前大涨5.10%，引发市场广泛关注。
消息面上，名创优品将于5月23日发布2025年第一季度财报。多家机构对公司业绩表现持乐观态度，预期公司同店销售增长（SSSG）趋势将出现改善。这一预期可能是推动股价上涨的主要原因。
瑞银近期指出，名创优品国内同店销售增长趋势有望在2025年第一季度实现转机。该机构认为，公司的策略重点包括：1）优先提升门店品质而非数量；2）专注于核心知识产权（IP）并增加产品深度而非广度。信达证券也表示，名创优品25Q1同店趋势有所改善。此外，公司在供应链多元化方面取得进展，目前美国业务直采比例已接近40%，同时在东南亚、拉美等地区建立多国供应链，以应对潜在风险。分析师还预计，公司将通过自有IP、投资孵化IP及第三方合作等方式推进IP战略，并继续深化与迪士尼、三丽鸥等知名IP的合作。
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