智通财经APP获悉，名创优品(09896)早盘涨超9%，截至发稿，涨8.75%，报37.3港元，成交额5.14亿港元。
消息面上，7月2日，名创优品公布数据显示，位于上海南京东路的MINISO LAND全球壹号店开业9个月实现单店销售额突破1亿元，其中IP系列产品贡献79.6%的销售占比。作为名创优品渠道升级的核心店态，MINISO LAND全球壹号店自2024年10月开业以来，已累计发布超135个IP系列，包括12档全球首发IP。截至目前，名创优品已在全国布局10家MINISO LAND门店，覆盖上海、北京、成都等核心城市。
瑞银发布研报称，预期名创优品二季度经调整营业利润为7.85亿元人民币，同比基本持平，符合公司指引。预计期内收入达48.5亿元人民币，同比增20%，其中中国市场收入增长10%，海外市场增长收入28%。申万宏源则表示，国内门店同店销售有望修复，潮玩品牌TOPTOY高速扩张，海外加快开店。预计25Q2收入48亿元，同比增长19.8%，调整后净利润6.4亿元，同比增长2.9%。
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