智通财经APP获悉，名创优品(09896)涨超7%，截至发稿，涨7.02%，报37.35港元，成交额4.87亿港元。
消息面上，信达证券指出，2024年潮玩行业呈现"国内优化+海外爆发"双轮驱动特征，名创优品依托全球IP联名，如迪士尼、三丽鸥等拉动溢价，国内依托下沉市场渗透，叠加海外门店扩张提速，公司24年收入同增23%，其中国内同增11%，海外同增42%。该行预计公司25Q1海外拓店延续增长。
另外，据商务部网站周四消息，商务部部长王文涛在《旗帜》杂志刊发题为《大力提振消费 全方位扩大国内需求 推动经济持续回升向好》的文章，其中提到，打造IP（知识产权）创意设计和新品发布平台，建设IP消费商业地标，推出IP消费经典路线，拓展沉浸式消费空间。国信证券表示，国漫崛起、2025年一季度闲鱼谷子交易额创新高，IP谷子产业景气度持续向上，看好IP、运营、渠道等环节。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.