【#泡泡玛特泰国店被指撞脸名创优品#，网友晒出了双方门店图片并总结】 此前据人民日报报道，近日泡泡玛特创办人王宁接受访问时提到，泡泡玛特2025年海外销售大概率会超 过国内，增速远比他们想象的快。今年，泡泡玛特在北美的销售大概率会超越东南亚，在海外的市场不 断扩大。 据东方财经报道，8月8日，泡泡玛特泰国最大旗舰店于曼谷地标性商圈暹罗天地开业。多位网友发现， 该店的装修设计风格与名创优品MINISO LAND全球壹号店相似，网友晒出了双方门店的图片并总结， 相似的点在于高饱和度的色彩模式风格，用流动线条隔开不同区域，游乐园一样的门面，天花板上都布 置了荧光色块，还有整体风格。 有网友表示"风格是有点像，但不能一概而论。"也有网友觉得，"泡泡玛特曼谷新店是Ctrl+V了！"各位 网友，您怎么看？ ...

Core Viewpoint - The opening of Pop Mart's flagship store in Thailand has sparked discussions about its design similarities to Miniso's store, raising questions about originality in retail design [2]. Group 1: Company Reactions - Both Pop Mart and Miniso have not provided official responses to the claims of design similarity [2]. Group 2: Design Similarities - The flagship store of Pop Mart in Bangkok features a high-saturation color scheme, flowing lines to separate different areas, and a theme reminiscent of an amusement park, which has drawn comparisons to Miniso's design [2]. - Some netizens argue that the design styles are indeed very similar, while others believe that high saturation alone does not imply a lack of originality [2]. Group 3: Industry Insights - The discussion around the design similarities highlights a broader trend in the retail industry towards immersive experiences, suggesting that the core competition lies in unique IP culture rather than just store aesthetics [2].

Core Viewpoint - The controversy surrounding Pop Mart's new flagship store in Thailand, which has been accused of copying Miniso's store design, has gained significant attention on social media [2][3]. Group 1: Company Developments - Pop Mart opened its largest global flagship store in Bangkok's ICONSIAM shopping center on August 8, covering an area of 760 square meters and inspired by Thai traditional culture [3]. - The store design incorporates local elements, reflecting Thailand's unique "water culture" and traditional architectural language [3]. - Pop Mart reported a revenue of 13.04 billion yuan for 2024, representing a year-on-year growth of 106.9%, with overseas revenue reaching 5.07 billion yuan, a staggering increase of 375% [4]. Group 2: Industry Context - Miniso had previously opened its TOPTOY brand store in Bangkok's Siam Center in October 2024, indicating its active presence in the Southeast Asian market [4]. - Miniso's blind box products contribute approximately 7% to its sales, with overall IP derivative products accounting for nearly 30% of total sales [4]. - The incident is not the first controversy for Pop Mart, as it faced criticism from a popular influencer regarding product authenticity, which has raised consumer trust issues [4].

8月11日，泡泡玛特泰国店被指"撞脸"名创优品的话题，登上热搜。 社交媒体网友截图 目前，泡泡玛特和名创优品都尚未对此作出官方回应。 泡泡玛特表示，泰国是品牌在东南亚战略布局中的重要一站。旗舰店开业前，泡泡玛特在泰国已掀起多轮潮玩热潮。 据此前媒体报道，泡泡玛特2023年9月在泰国首家线下实体店正式开业，开业当天凌晨就有人通宵排队，当天开业首日销量就突破了200万人民币。 8月8日，泡泡玛特在泰国曼谷ICONSIAM购物中心开出全球最大品牌旗舰店，760平方米的超大沉浸式空间，将艺术、文化和生活方式融合一体。 据泡泡玛特官微发布，该店整体空间分为两层，首层MEGA区以MOLLY与THE MONSTERS的大型产品为打卡点，另设有潮玩专区、POP BEAN互动区。 店内还特别设立了泡泡玛特全球首家海外咖啡空间POP MART CAFÉ。此外，户外广场放置了身高4米的巨型Molly Thailand Limited装置，身穿泰国当地特色 服装，骑着大象。 泡泡玛特表示，泰国旗舰店延续了空间布局上的品牌美学，在设计细节上充分展现本土文化特色。旗舰店以泰国传统文化为设计灵感，融合大量在地元素。 不过，泰国新店的店面设 ...

Core Insights - The Southeast Asian trendy toy market is rapidly developing, with a projected market size of approximately $2.5 billion in 2024 and an expected annual growth rate of 20%, making it a core market for Chinese trendy toy brands to expand into [1][11][15]. Market Overview - The region has significant advantages, including a young population of 688 million, with a median age of 30.5 years, indicating substantial consumer potential [1][46]. - Cultural proximity to China and the presence of a large Chinese community serve as natural bridges for market entry [1][50]. - Trade agreements like RCEP enhance trade facilitation and supply chain collaboration [1][52]. Market Structure - The market is characterized by a structure where Chinese brands dominate the mass market, while brands from Europe, the US, and Japan lead in niche segments, and local brands are still emerging [1][15]. - Chinese brands hold an 80% share of the mass market, leveraging supply chain and marketing advantages [1][59]. - Local brands, such as Singapore's Mighty Jaxx, are still in the nascent stage [1][59]. Sales Channels - Physical retail channels dominate, including global chains (e.g., Toys "R" Us), Chinese brand stores (e.g., Pop Mart, KKV), local channels (e.g., Thailand's Mega Plaza), and vending machines [1][59]. - Online platforms like Shopee, Lazada, and TikTok Shop are primary sales channels [1][59]. Consumer Demographics - The primary consumer demographic is aged 15-35, with over 60% being female, emphasizing the importance of instant gratification and social attributes in purchasing behavior [1][46]. - Preferences vary by country, with Vietnam favoring Chinese mech models and Thailand leaning towards functional trendy toys [1][46]. Challenges for Companies - Companies face challenges such as cultural and religious differences, varying policies and regulations, homogenization of products, and talent shortages [2][12]. - It is recommended that companies adopt differentiated strategies, integrate local culture into products, innovate membership models, and enhance digital capabilities [2][12]. Future Outlook - The Southeast Asian trendy toy market is expected to continue its rapid growth, with significant opportunities for Chinese brands to expand their presence [1][15]. - The market's competitive landscape is likely to evolve, necessitating a deeper understanding of consumer demand and supply chain optimization for future success [15][15].

Core Viewpoint - Miniso has issued a second apology regarding a recent material mishap involving its global brand ambassador, the Times Youth Team, acknowledging errors in promotional materials and expressing regret for the oversight [1] Group 1: Apology and Acknowledgment - On August 8, Miniso apologized for a mistake where member Liu Yaowen's image was not displayed correctly in promotional materials due to work negligence [1] - The company has taken immediate action to rectify the issue and has addressed the responsible parties according to company policy [1] - Miniso also apologized for issues with offline promotional gifts that featured repeated or missing member images, extending apologies to all members of the Times Youth Team and their fans [1] Group 2: Commitment to Improvement - Miniso emphasized its commitment to the collaboration with the Times Youth Team and expressed deep regret over the mistakes made [1] - The company is actively following up on customer service to replace problematic promotional gifts and has provided contact information for customers to reach out [1] - Miniso stated that it will adopt a more rigorous and careful approach to its work in the future to enhance customer experience and prevent similar incidents from occurring again [1]

格隆汇8月8日丨名创优品(09896.HK)宣布，将于2025年8月21日（星期四)召开董事会会议，藉以考虑及 批准（其中包括）(i)公司截至2025年6月30日止三个月的未经审计财务业绩及其发布，(ii)公司截至2025 年6月30日止六个月的中期财务业绩及根据上市规则发布该中期业绩，及(iii)宣布和派发股息（如有）。 ...

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 （於開曼群島註冊成立的有限責任公司） （股份代號：9896） 董事會會議日期 名創優品集團控股有限公司（「本公司」）董事會（「董事會」）宣佈，將於2025年8月 21日（星期四)召開董事會會議，藉以考慮及批准（其中包括）(i)本公司截至2025年 6月30日止三個月的未經審計財務業績及其發佈，(ii)本公司截至2025年6月30日 止六個月的中期財務業績及根據香港聯合交易所有限公司證券上市規則發佈該中 期業績，及(iii)宣佈和派發股息（如有）。 連接方式1 加入Zoom會議。 Zoom鏈接： https://zoom.us/j/91975768223?pwd=9ExRKhgHx8Q8QQyhZBwhNzPa1p3rea.1 會議號：919 7576 8223 會議密碼：9896 連接方式2 收聽會議的人士可通過撥打以下 ...

Core Viewpoint - MINISO Group Holding Limited plans to release its financial results for the June quarter and interim period of 2025 on August 21, 2025, before the U.S. market opens [1]. Group 1: Financial Results Announcement - The earnings conference call will take place at 5:00 A.M. Eastern Time on August 21, 2025, with simultaneous interpretation in English [2]. - Access to the conference call can be made via a Zoom link or by dialing specific phone numbers [3][4]. - A replay of the conference call will be available approximately two hours after the live event on the Company's investor relations website [5]. Group 2: Company Overview - MINISO Group is a global value retailer known for offering trendy lifestyle products with IP design, aiming to provide a delightful shopping experience [6]. - The Company has established a significant store network worldwide since its first store opened in China in 2013, building the MINISO brand as a globally recognized retail name [6].

Group 1 - The Nasdaq China Golden Dragon Index rose by 0.95% on August 8, indicating a positive trend in the market for Chinese stocks listed in the U.S. [1] - Most popular Chinese concept stocks experienced gains, with Miniso rising over 3%, and both Xpeng Motors and Li Auto increasing by more than 1% [1] - Bilibili saw a decline, dropping over 1%, contrasting with the overall positive performance of other stocks [1]