8月25日盘前，名创优品（股票代码：MNSO）股价大跌5.56%，主要受公司最新发布的2025年中期业绩报告影响。
根据名创优品公布的财报，2025年上半年公司实现营业收入93.93亿元，同比增长21.1%。然而，归属母公司净利润为9.06亿元，同比下降23%。这是名创优品自2020年以来首次出现净利润下滑。净利润下滑的主要原因是名创优品对永辉超市的投资造成的拖累。2024年9月，名创优品收购永辉超市29.4%的股权成为其第一大股东。今年上半年，永辉超市出现亏损，对名创优品利润的影响达1.19亿元。
尽管净利润下滑，名创优品管理层仍对公司前景持积极态度。公司预计2025年全年收入同比增长不低于25%，经调整的经营利润将在36.5亿元至38.5亿元之间。同时，公司旗下潮玩品牌TOP TOY表现亮眼，近期获得了来自淡马锡的战略投资，投后估值约100亿港元，显示出公司在IP战略方面的潜力。
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