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11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 | | ...

（於開曼群島註冊成立的有限責任公司） （股份代號：9896） 內幕消息 截至2025年9月30日止三個月及九個月的 未經審計財務業績 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.09條及《證券及期 貨條例》（第571章）第XIVA部刊發。 名創優品集團控股有限公司（「名創優品」或「本公司」）欣然公佈本公司及其附屬 公司截至2025年9月30日止三個月及九個月的未經審計簡明綜合業績。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 MINISO Group Holding Limited 名創優品集團控股有限公司 本公司欣然公佈根據美國證券交易委員會（「美國證監會」）的適用規則刊發的本公 司及其附屬公司截至2025年9月30日止三個月及九個月的未經審計簡明綜合業績。 本文附表一為本公司於2025年11月21日（美國東部時間）刊發的有關截至2025年9 月30日止三個月及九個月的未經審計財務業績新聞稿全文，其中部分內容可能構 成本公司的重大 ...

Core Insights - MINISO Group reported a significant revenue increase of 28.2% year over year, reaching RMB5,796.6 million (US$814.3 million) in the September Quarter, surpassing previous guidance [4][14] - The company achieved a milestone of over 8,000 stores globally, with a net addition of 718 stores year over year [12][10] - TOP TOY brand experienced remarkable growth, with revenue increasing by 111.4% year over year [12][15] Financial Highlights for the September Quarter - Gross profit rose by 27.6% year over year to RMB2,590.1 million (US$363.8 million), with a gross margin of 44.7% [4][16] - Adjusted operating profit increased by 14.8% year over year to RMB1,022.3 million (US$143.6 million), with an adjusted operating margin of 17.6% [20][4] - Adjusted net profit grew by 11.7% year over year to RMB766.8 million (US$107.7 million), with an adjusted net margin of 13.2% [25][26] Financial Highlights for the First Nine Months - Total revenue for the first nine months increased by 23.7% year over year to RMB15,189.8 million (US$2,133.7 million) [28] - Adjusted EBITDA rose by 14.0% year over year to RMB3,540.6 million (US$497.3 million), with an adjusted EBITDA margin of 23.3% [37][30] - Cash position improved to RMB7,766.2 million (US$1,090.9 million) as of September 30, 2025, compared to RMB6,698.1 million at the end of 2024 [39][40] Operational Highlights - The number of MINISO stores reached 7,831 as of September 30, 2025, with a year-over-year increase of 645 stores [10][9] - In mainland China, the number of MINISO stores increased to 4,407, representing a net addition of 157 stores [10][9] - The overseas store count reached 3,424, with a net increase of 488 stores year over year [10][9] Management Commentary - The CEO highlighted the strong performance in mainland China, with high-single-digit same-store sales growth (SSSG) and over 100 net new stores added in the quarter [12] - The CFO noted that the year-over-year revenue growth exceeded expectations, and the company demonstrated solid financial health with strong operating cash flow [13]

名创优品集团创始人、董事会主席兼首席执行官叶国富表示，企业文化是品牌走向全球的根基，而中国 品牌要在新的时代格局中承担起文化表达的责任，这也为活动确立了更宏阔的文化视角。 北京商报讯（记者 郭秀娟）11月21日，北京商报记者从名创优品官方获悉，名创优品集团首届MINI TALK价值观故事分享大会·全球总决赛于广州塔剧场圆满收官。 叶国富还提到，文化出海，不只是企业战略，更是这一代中国品牌的责任。名创优品将会以"成为全球 领先的IP运营平台"为愿景，以"为开心而生"为使命，通过IP讲好中国故事，让中国IP走向世界舞台。 同时，活动现场发布了首部名创优品集团杰出人物故事集《名创人》，以十位员工的成长经历，让个体 故事成为可传播的实体"文化资产"。 ...

MINISO Group Holding Limited (NYSE:MNSO) is expected to report strong third-quarter results, driven by overseas expansion and the success of its TOP TOY brand.The company's guidance exceeds analyst expectations, indicating potential outperformance in revenue and profit.Financial health indicators such as a P/E ratio of 18.61, earnings yield of approximately 5.37%, and a current ratio of 1.99 reflect investor confidence and a solid financial position.MINISO Group Holding Limited, listed on the NYSE:MNSO, is ...

Group 1 - The core viewpoint of the report is to analyze the current sales status and future prospects of the instant retail service industry in China from 2025 to 2031 [1] - The report provides a comprehensive overview of the instant retail service market, including product definitions, statistical scope, and categorization by product types and applications [3][4] - It highlights the growth trends of different product types in the instant retail service sector from 2019 to 2031, indicating significant market expansion [3][4] Group 2 - The report forecasts the global and Chinese market sizes for instant retail services from 2019 to 2031, emphasizing China's increasing share in the global market [4][10] - It analyzes the competitive landscape of the industry, detailing revenue analysis and market share of major global players from 2019 to 2025 [4][5] - The report includes a SWOT analysis of Chinese companies in the instant retail service sector, providing insights into their strengths, weaknesses, opportunities, and threats [5][10] Group 3 - The report discusses the development opportunities and driving factors for the instant retail service industry, including consumer behavior changes and technological advancements [6][10] - It examines the supply chain dynamics within the instant retail service industry, detailing the procurement, production, and sales models [6][10] - The report also profiles major companies in the instant retail service market, including Meituan, Alibaba, and JD, providing insights into their business models and market positions [8][9]

Core Viewpoint - MINISO Group (MSNO) is set to report its Q3 financial results on November 21, with expectations focused on performance indicators and potential investment opportunities for long-term investors [1]. Group 1: Financial Performance Expectations - The upcoming Q3 report is anticipated to provide insights into MINISO's financial health and operational performance, which are critical for assessing future growth potential [1]. Group 2: Investment Strategy - The investment approach discussed emphasizes a balanced portfolio that includes growth, value, and dividend-paying stocks, with a particular focus on value investments [1]. - The strategy also includes the occasional use of options trading to enhance returns [1].

Core Insights - MINISO has been awarded the "Best New Store Concept" at the MAPIC Awards 2025 for its innovative MINISO LAND store concept, which emphasizes experiential retail and IP-driven content [1][2][5] Group 1: Award Recognition - The MAPIC Awards are recognized as a leading accolade in the global commercial real estate sector, celebrating creativity and commercial impact in retail innovation [2][6] - The jury highlighted MINISO LAND's high return rate and strong consumer appeal, positioning it as a destination brand that enhances foot traffic for property owners [6][9] Group 2: Store Concept and Performance - MINISO LAND features over 70 iconic IP zones, with 70-80% of products being IP collaborations, creating immersive shopping experiences [4][5] - Since its opening, the Shanghai MINISO LAND has generated over 100 million yuan (approximately US$14 million) in sales within nine months, with IP products contributing 79.6% of revenue and a repeat purchase rate of 35%-40% [5][6] Group 3: Global Expansion Strategy - Following the success of MINISO LAND, the company is accelerating its global deployment, aiming to create immersive environments that extend beyond traditional shopping [7][9] - MINISO has established flagship stores in key European cities, including Paris, London, Madrid, and Amsterdam, with a total of 319 stores opened in Europe by June 2025 [8][9]

Core Insights - The article highlights the top short-selling stocks in the market, with AIA Group (81299), Anta Sports (82020), and BYD Company (81211) having the highest short-selling ratios at 100.00%, 100.00%, and 95.88% respectively [1][2] - Alibaba (09988), Tencent Holdings (00700), and Baidu (09888) lead in short-selling amounts, with figures of 2.789 billion, 2.349 billion, and 1.317 billion respectively [1][2] - Geely Automobile (80175), BYD Company (81211), and Baidu (89888) show the highest deviation values, indicating significant short-selling activity compared to their historical averages, at 48.97%, 42.86%, and 38.49% respectively [1][2] Short-Selling Ratio Rankings - AIA Group (81299) and Anta Sports (82020) both have a short-selling ratio of 100.00%, with short-selling amounts of 437,700 and 225,700 respectively [2] - BYD Company (81211) has a short-selling ratio of 95.88% with a short-selling amount of 1,290,900 [2] - Lenovo Group (80992) and Tencent Holdings (00700) follow with short-selling ratios of 92.80% and 89.69% respectively [2] Short-Selling Amount Rankings - Alibaba (09988) leads with a short-selling amount of 2.789 billion, followed by Tencent Holdings (00700) at 2.349 billion and Baidu (09888) at 1.317 billion [2] - Other notable mentions include XPeng Motors (09868) with 1.069 billion and JD.com (09618) with 913 million [2] Deviation Value Rankings - Geely Automobile (80175) has the highest deviation value at 48.97%, indicating a significant difference from its historical short-selling average [2] - BYD Company (81211) and Baidu (89888) also show high deviation values of 42.86% and 38.49% respectively [2] - AIA Group (81299) has a deviation value of 37.15%, reflecting its current short-selling activity compared to past averages [2]

Group 1: Chinese New Tea Beverage Industry - Chinese new tea beverage brands like Bawang Chaji, Mixue Ice City, Nayuki, and Heytea are expanding internationally, particularly in Malaysia, by combining cultural elements with their products to enhance their appeal [2][3] - The Malaysian market is witnessing a significant increase in the market share of Chinese tea brands, which are transitioning from passive followers to active participants in the global market, showcasing strong cultural attraction [2] - The incorporation of Chinese visual elements such as characters and traditional patterns into brand identity enhances brand recognition and consumer loyalty, reflecting cultural confidence and creativity of Chinese enterprises in overseas markets [3] Group 2: Chinese Television Dramas - Chinese historical dramas like "Journey to the West," "Empresses in the Palace," and "Nirvana in Fire" have gained immense popularity in Vietnam, with viewers discussing plots and characters passionately [4][5] - The cultural values portrayed in these dramas resonate deeply with Vietnamese audiences, fostering a better understanding of Chinese history and traditions [5] - The ongoing cultural exchanges between China and Vietnam are strengthening the ties between the two nations, enhancing mutual understanding and friendship [5] Group 3: Chinese Trendy Toy Industry - Chinese trendy toy brands such as Pop Mart are rapidly expanding in the UK, with plans to open additional stores, reflecting a growing market presence [6] - The sales of blind boxes from Chinese brand Miniso are increasing significantly, with a reported 63% growth in the past year in the UK [6] - Trendy toys are increasingly incorporating Chinese cultural elements, with brands like 52TOYS achieving success in Thailand by creating culturally inspired products that resonate with local consumers [6][7] - The success of these brands highlights the potential of Chinese creative products in the global market, showcasing the ability to connect emotionally with consumers [7]