大公司： 新华百货：上半年净利润8600.81万元，同比下降2.52% 36氪获悉，新华百货公告，公司上半年实现营业收入32.54亿元，同比下降0.99%；归母净利润8600.81 万元，同比下降2.52%；基本每股收益0.38元。公司向全体股东按每10股派发现金红利1元（含税）。截 至报告期末，公司各业态累计运营343家实体门店。 沃尔玛将2026财年调整后每股收益将提高至2.52美元至2.62美元 沃尔玛预计，第三季度净销售额预计将增长3.75%至4.75%，营业收入预计将增长3.0%至6.0%。公司将 2026财年的净销售额增长预期提高至3.75%至4.75%，调整后每股收益将提高至2.52美元至2.62美元。 调 整后的营业利润指引保持不变，介于3.5%至5.5%之间。（智通财经） 叶国富：将把MINISO LAND门店开到海外 36氪获悉，在8月21日的投资者交流会上，名创优品创始人、董事会主席兼首席执行官叶国富表示， MINISO LAND意外成功，带给我们意外的惊喜。同时他认为，MINISO LAND门店能吸引大量潮玩艺 术家与名创优品合作，未来也会把MINISO LAND开到海外。他还表示，" ...

格隆汇8月21日丨名创优品(09896.HK)公告，8月21日耗资60.7万港元回购1.6万股。 ...

名创优品(09896)发布公告，于2025年8月21日斥资60.7万港元回购股份1.6万股，每股回购价格为37.8-38 港元。 ...

智通财经APP讯，名创优品(09896)发布公告，于2025年8月21日斥资60.7万港元回购股份1.6万股，每股 回购价格为37.8-38港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 名創優品集團控股有限公司 呈交日期： 2025年8月21日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 不適用 | | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 09896 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔 ...

8月21日下午，名创优品在港交所公告，2025年上半年实现营收93.93亿元，同比增长21.1%；毛利率为 44.3%，去年同期为43.7%；经调整净利润12.79亿元，去年同期为12.42亿元。 ...

Core Insights - MINISO reported a total revenue of 4.97 billion yuan for Q2 2025, marking a year-on-year increase of 23.1% with a gross margin of 44.3% [1] - The company announced an interim dividend of $0.29 per ADS, with total share buybacks and dividends amounting to approximately 1.07 billion yuan, representing 84% of adjusted net profit [1] Revenue Growth - The MINISO brand achieved total revenue of 4.56 billion yuan in Q2 2025, a 19.5% year-on-year increase, with domestic revenue at 2.62 billion yuan (up 13.6%) and overseas revenue at 1.94 billion yuan (up 28.6%) [2] - The number of domestic stores reached 4,305, with a net increase of 30 stores in the quarter, while overseas stores totaled 3,307, with a net increase of 94 stores [2] Store Performance - Same-store sales in the domestic market showed positive growth, with the number of franchisees reaching a historical high [2] - The MINISO LAND concept stores have achieved significant sales performance, with the flagship store in Shanghai generating over 100 million yuan in sales within nine months [3] Global Expansion - MINISO continues to accelerate its global expansion, opening flagship stores in high-potential markets such as South Korea, Australia, and Thailand [3] - In the U.S. market, new stores have shown a sales performance 1.5 times that of older stores, with revenue growth exceeding 80% year-on-year in Q2 [3] E-commerce Growth - The instant retail channel experienced a 53% year-on-year sales increase in the first half of the year, with 12 product categories exceeding 10 million yuan in sales [4] IP Strategy - The company reported a gross margin of 44.3% in Q2 2025, reflecting enhanced brand strength through diversified IP strategies [5] - MINISO has established partnerships with top international IPs like Disney and Sanrio, while also signing nine emerging original toy artists to expand its IP portfolio [5][6] Future Outlook - The CEO emphasized the importance of deepening IP collaborations and building a sustainable growth model through differentiated and high-impact IP strategies [6]

转自：新华财经 新华财经上海8月21日电（记者高少华）名创优品集团21日公布2025年第二季度及半年度财报显示，第 二季度总营收达到49.7亿元，同比增长23.1%；经调整净利润为6.9亿元，同比增长10.6%。名创优品同 时宣布派发中期股息，每股美国存托股份（ADS）股息为0.29美元，上半年股份回购及派发股息合计约 10.7亿元，占经调整净利润的84%，上半年股份回购金额已超过2024年全年。 2025年第二季度，名创优品品牌总营收45.6亿元，同比增长19.5%，其中中国内地营收26.2亿元，同比 增长13.6%，海外营收19.4亿元，同比增长28.6%。截至2025年6月30日，名创优品品牌国内门店数4,305 家，本季度净增30家；海外门店数3,307家，本季度净增94家。 名创优品本季度国内同店销售实现正增长，加盟商数量达到历史新高。截至6月末，名创优品在全国布 局了11家MINISO LAND，覆盖上海、北京、广州、成都等核心城市。 报告期内，名创优品全球化进程再加速，名创优品韩国首尔江南大道MINISO FRIENDS店、澳大利亚墨 尔本Swanston旗舰店、泰国曼谷bangkapi旗舰店等 ...

⑤ 【Meta冻结AI岗位招聘】当地时间8月20日，据媒体报道，在招聘了50多名研究人员和工程师后， Meta已暂停其AI部门的招聘。摩根士丹利分析师在8月18日的一份研究报告中警告称，Meta和谷歌为吸 引AI人才而提供的快速上涨的股票薪酬，可能会威胁到他们通过回购股票向股东返还资本的能力。截 至发稿，Meta下跌0.21%。 ⑥ 【诺和诺德冻结非关键职位招聘】当地时间8月20日，诺和诺德表示，已对全球范围内的非关键职位 实施招聘冻结。据媒体报道，为节约成本，诺和诺德还将在未来考虑裁员。截至发稿，诺和诺德上涨 0.24%。 ⑦ 【美国达美航空一客机飞行中机翼受损】 据CCTV国际时讯报道，近日，达美航空一架波音737型客 机从美国奥兰多国际机场飞往奥斯汀—伯格斯特龙国际机场。机上乘客拍摄的视频显示，客机在飞行过 程中，飞机左翼"和机身出现分离"。达美航空随后确认这架客机出现机翼受损，目前已被停飞并进行维 修。据悉，机上载有62名乘客和6名机组人员，所幸无人受伤。美国联邦航空局正在对该起事件进行调 查。截至发稿，达美航空下跌0.08%，波音下跌0.27%。 ⑧ 【强生公司将在美投资20亿美元以应对药品关税】当 ...

Core Insights - Miniso reported a total revenue of 4.97 billion yuan for Q2 and the first half of 2025, representing a year-on-year growth of 23.1% [1] - The adjusted net profit (Non-IFRS) for the same period was 690 million yuan, showing a year-on-year increase of 10.6% [1] Store Expansion - As of June 30, 2025, Miniso had 4,305 domestic stores, with a net increase of 30 stores in the quarter [1] - The company also had 3,307 overseas stores, with a net increase of 94 stores in the same period [1] IP Strategy - Miniso is implementing a dual-track model for its proprietary IP, focusing on both top-tier licensed IP and signed artist IP [1] - The company has established partnerships with international IP leaders like Disney and Sanrio to attract a broad consumer base [1] - Miniso is actively signing promising original toy artists globally, having strategically signed 9 toy artists to enhance its IP portfolio [1] Long-term Vision - The Chairman and CEO of Miniso, Ye Guofu, emphasized that the investment in proprietary IP is a long-term strategy aligned with market trends [2] - The company aims to deepen its collaborations with leading global IPs to ensure sustainable growth and stability while building a differentiated and replicable growth driver through its own IP [2]