Group 1 - Miniso (09896) announced a share buyback plan, intending to repurchase 1,200 shares at a total cost of $5,850 [1] - The buyback price per share is set at $4.875 [1]

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 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下列日期開始時的結存(註1) ...

该公司成立于2017年8月，法定代表人为周书，经营范围包括自然科学研究和试验发展、信息技术咨询 服务、互联网销售等。股东信息显示，该公司由米尼科技（广州）有限公司全资持股。 天眼查工商信息显示，8月11日，名创优品科技（广州）有限公司发生工商变更，注册资本由4.5亿人民 币减至约3.1亿人民币，降幅约31%。 ...

国内美妆零售行业再起波澜。记者获悉，KK集团起诉名创优品以及其关联公司对其旗下的"THE COLORIST"品牌的商标在国内和海外"商标抢注不正当竞争"一案，将于9月1日迎来一审开庭。 这不是KK集团展开的首次法律维权行动。该案前，KK集团已经对"THE COLORIST"商标在国内被抢注 行为和"WOW COLOUR"与"THE COLORIST"门店装潢构成近似先后进行了维权，且已经取得了阶段性 的胜诉。此次直接起诉名创优品不正当竞争，本案结果将对行业知识产权保护产生重要影响。 案件回溯：从商标抢注到门店装潢侵权 北京市高级人民法院二审判决书截图。 这场纠纷始于2019年。公开资料显示，KK集团旗下美妆集合店品牌"THE COLORIST调色师"于当年9月 26日在广州、深圳同步开设双首店，凭借明快的色彩设计和沉浸式体验迅速成为现象级美妆新零售品 牌，被媒体誉为"国内首家大型彩妆集合店"。但随后KK集团发现，其商标在国内被"阿信科技"抢注， 海外多国则被"深圳法莱盛"抢注，而这两家公司均与名创优品存在关联关系。 2020年起，KK集团展开系列法律行动。在商标维权方面，北京市高级人民法院二审认定抢注方行为构 ...

Core Insights - The rapid growth of instant retail in Shenzhen is highlighted, with a significant increase in order volume and transaction value across various product categories [3][5][10] Group 1: Instant Retail Growth - Shenzhen's instant retail orders surged by 1500% from March to July 2025 compared to the previous year, with current orders being 20 times higher than the same period last year [3] - Mobile phone sales increased by over 300% year-on-year since June, while smartwatches and tablets saw growth exceeding 200% [3] - 66 non-food brands on Taobao's flash purchase platform achieved monthly sales exceeding 10 million, with 395 brands surpassing 1 million [3] Group 2: Transformation of Physical Stores - Physical stores are evolving into "front warehouses" to meet the demand for rapid delivery, with major brands like Watsons and Xiaomi integrating into Taobao's flash purchase system [5][7] - The average order volume for Xiaomi stores quadrupled over four months, while over half of Miniso's stores doubled their sales [5][3] Group 3: Consumer Behavior and Demand - Two main consumer segments identified: emergency urban consumers (over 60%) and instant gratification seekers, with the latter willing to pay significantly more for immediate access to products [8][11] - High-repurchase, small-volume, and immediately usable products have seen a 200% increase in conversion rates [8] Group 4: Operational Efficiency - Companies are leveraging technology to enhance efficiency, with Xiaomi reducing packing time from 12 minutes to 7 minutes through system integration [9] - The integration of offline and online sales has proven beneficial, with Watsons achieving a fivefold increase in online orders during promotional events [10] Group 5: Challenges and Market Dynamics - The rise of instant retail has led to the closure of 20% of traditional stores unable to meet the 15-minute packing requirement [11] - The market is witnessing a decline in pure e-commerce growth, with instant retail attracting 78% of new customers [11][12]

Group 1 - In July, 395 non-food brand merchants on Taobao Flash Sale achieved over 1 million yuan in transactions, with 66 brands surpassing 10 million yuan, covering various categories such as 3C digital, beauty, sports, apparel, and more [1] - Notable brands like Apple, Xiaomi, Watsons, Decathlon, MO&Co, and Miniso saw increased orders and revenue through Taobao Flash Sale [1] - The number of Apple authorized stores connected to Taobao Flash Sale exceeds 3,000, with Watsons having over 3,800 stores, Miniso with 4,500 stores, and Xiaomi reaching 7,000 stores [1] Group 2 - Since July, the average daily orders for Xiaomi Home on Taobao Flash Sale have increased fourfold compared to May, with significant growth in categories like smartwatches, computer hardware, and home appliances [5] - Over half of Miniso's offline stores connected to Taobao Flash Sale doubled their sales in July, with more than 1,000 stores seeing sales double, and new customer ratio exceeding 78% [5] - The number of new brands joining Taobao Flash Sale increased by 110% in July, with over 12,000 new non-food brand stores launched [5] Group 3 - Taobao Flash Sale is seen as a strategic move for brands to upgrade retail digitization and integrate online and offline sales, benefiting consumers, brands, and service providers [5] - Key values identified by brands include reconstructing consumption scenarios, activating member engagement to enhance repurchase rates, and optimizing the physical network by transforming stores into "front warehouses" [5] - Taobao Flash Sale is building a comprehensive retail ecosystem across all categories and scenarios, contributing to stable growth for brand merchants [6]

Core Insights - The article highlights the significant impact of digital platforms, particularly Taobao Flash Sale and Ele.me, on consumer spending and the growth of small and medium-sized businesses in the food and retail sectors [3][4][5]. Group 1: Consumer Spending and Market Growth - On August 7, over 300,000 small restaurants achieved peak sales on Taobao Flash Sale, with Ele.me's delivery personnel increasing to 3.5 times last year's numbers and average income rising to 1.4 times [3]. - A report from Peking University's Guanghua School of Management indicates that every 1 yuan of effective flash sale subsidies generates an additional 6.76 yuan in consumer spending, potentially unlocking nearly 700 billion yuan in consumption growth [4][5]. - The total investment by the three major food delivery platforms in Q2 reached 25 billion yuan, which could lead to a projected 676 billion yuan increase in overall consumption if the same subsidy levels are maintained throughout the year [5]. Group 2: Impact on Small and Medium-sized Businesses - The research shows that flash sale coupons significantly boost revenue for small and medium-sized food businesses, with a 44.5% increase in offline revenue for small merchants [5]. - The influx of traffic from the flash sale platform has allowed small businesses to gain visibility and improve their sales, regardless of their participation in the program [5][6]. Group 3: Online and Offline Integration - The integration of online and offline sales channels has proven beneficial for brands, with companies like Xiaomi seeing a fourfold increase in daily orders on Taobao Flash Sale compared to May [6]. - The synergy between online and offline operations has led to increased customer retention and diversification of spending categories, enhancing overall consumer experience [6][7]. - The competition among various platforms has provided merchants with more choices, allowing them to operate in a more balanced and favorable environment [7]. Group 4: Consumer Behavior and Market Dynamics - The relationship between takeaway and dine-in services is symbiotic, with online orders helping to promote in-store consumption rather than cannibalizing it [7][8]. - The rise of digital platforms has not only expanded the service consumption market but also facilitated regional consumption upgrades, tapping into local consumer potential [8][9].

特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 潮玩巨头商战：泡泡玛特回应 潮玩巨头商战：泡泡玛特回应 潮玩巨头商战：#名创优品被曝300元每条雇水军炒作#，泡泡玛特回应。 ...

责任编辑：郭栩彤 7月以来，小米之家在淘宝闪购的日均订单相比5月淘宝闪购上线之初增长了4倍，热销品类智能手表、 电脑硬件、生活电器等，环比增速都翻了数倍。 名创优品接入淘宝闪购的线下门店中，7月有超半数门店成交翻倍、1000多家门店成交翻了两倍，新客 占比达到78%以上，重庆、佛山、东莞、珠海、沈阳、长春等城市增长显著。 数据显示，7月淘宝闪购新入驻品牌数量增长110%，新上线非餐品牌门店超过12000家。8月，快消品牌 联合利华，美妆品牌自然堂，服饰品牌古今，母婴品牌英氏YeeHoO、基诺浦等纷纷开张。（闫妍） 新浪科技讯 8月12日上午消息，淘宝闪购最新数据显示，有395个非餐品牌商家在淘宝闪购月成交突破 百万、66个品牌破千万，范围覆盖3C数码、美妆个护、运动户外、服饰、百货、母婴、宠物等多个品 类。Apple、小米、屈臣氏、迪卡侬、MO&Co、名创优品等著名品牌都在淘宝闪购实现增单增收。 目前，接入淘宝闪购的Apple授权专营店超过3000家，屈臣氏门店超过3800家，创优品门店有4500家， 小米门店更是达到7000家。门店发货、30分钟达的即时消费体验，让品牌商家不断扩大生意半径。 ...

Core Insights - The latest data shows significant growth in non-food brands on Taobao Flash Sale, with 395 brands surpassing one million in monthly transactions and 66 brands exceeding ten million, covering various categories such as 3C digital, beauty, sports, apparel, and more [1] - Major brands like Apple, Xiaomi, Watsons, Decathlon, MO&Co, and Miniso have achieved increased orders and revenue through Taobao Flash Sale [1] Group 1: Brand Performance - Xiaomi's daily orders on Taobao Flash Sale have increased fourfold since May, with popular categories like smartwatches and home appliances seeing substantial growth [4] - Over half of Miniso's stores connected to Taobao Flash Sale saw transaction volumes double in July, with new customers accounting for over 78% of sales [4] - Watsons achieved nearly 50,000 daily orders during the 618 shopping festival, marking a significant increase in near-field orders and leading the beauty and personal care sector on Taobao Flash Sale in July [5] Group 2: Market Expansion - The number of new brands joining Taobao Flash Sale increased by 110% in July, with over 12,000 new non-food brand stores launched [5] - Brands such as Unilever, Naturals, and YeeHoO have opened stores on Taobao Flash Sale, indicating a trend of fast-moving consumer goods and beauty brands entering the platform [5] Group 3: Strategic Insights - Brands are leveraging Taobao Flash Sale to reach high-potential customers within a 0-30 km radius of their stores, creating a complementary model between online flagship stores and near-field flash stores [7] - The integration of online and offline retail through Taobao Flash Sale is seen as a strategic move for brands to enhance their market presence and operational efficiency [7] - Taobao Flash Sale is building a comprehensive retail ecosystem that covers all categories and scenarios, driving stable growth for brand merchants [7]