智通财经APP讯，名创优品(09896)发布公告，于2025年12月8日，该公司斥资99.54万港元回购2.62万 股。 ...

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12月8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 ...

Core Insights - MINISO is experiencing a surge in popularity among celebrities and high-net-worth individuals, indicating a shift from traditional luxury consumption to a broader appeal in the retail market [3][4][6] Group 1: Brand Strategy and Market Positioning - MINISO is transitioning from a "mass market" brand to one that appeals to "high-potential circles," reflecting a strategic elevation in its market positioning [3] - The brand is leveraging "interest consumption" to reshape global consumer aesthetics and achieve a cultural resonance beyond mere commercial output [3][4] - MINISO's strategy includes a "multi-IP matrix" and a diverse range of products, creating an immersive shopping experience that meets both functional and emotional needs [4][6] Group 2: Product and IP Integration - The company emphasizes the integration of core product categories as "stabilizers" for customer flow and repurchase, while IP serves as a "magnifier" to enhance product value and brand appeal [6] - MINISO collaborates with over 150 well-known IPs and has successfully developed its own IPs, such as the Gifford Bear and DUN Chicken, to create a comprehensive IP matrix that resonates with consumers of all ages [4][6] Group 3: Global Expansion and Retail Experience - As of September 2025, MINISO has entered 112 countries and regions, with over 8,000 stores globally, including more than 3,400 overseas [7] - The company is implementing a channel strategy focused on "opening good stores and large stores," aiming to create IP trend destinations [7] - MINISO LAND, a flagship store concept, features a high percentage of IP products (70%-80%) and transforms traditional retail spaces into interactive "IP playgrounds" [7][9] Group 4: Consumer Engagement and Cultural Impact - MINISO's diverse store formats, including MINISO LAND and MINISO FRIENDS, allow for targeted engagement with different consumer demographics, breaking down barriers of age, social class, and geography [11] - The brand's approach to "interest consumption" and "joy equality" is reshaping global consumer behavior, making shopping at MINISO a cross-cultural experience [11]

名创优品(09896)发布公告，于2025年12月5日，该公司斥资24.84万美元回购5.13万股。 ...

中国能成为科技强国，是源于我们有大量的高校培养了很多科技的人才，今天我们一样有很好的学校， 有很好的IP，艺术文化类的创造人才，但是没有平台，但今天有名创优品这样的平台。出现让他们更有 的创造的一幅画，画一个IP，画一个形象，能创造几千万、几亿、几十亿的价值的话，我们有大量的大 学生可以做这些事情。 "不再是一向的让小孩迈向数理化，不再是只有数理化才有未来，如果学好美术，学好艺术，一样很有 未来。"他说。 专题：2025《中国企业家》影响力企业家年会 名创优品集团创始人、董事会主席兼首席执行官叶国富在2025（第二十三届）影响力企业家年会上表 示，中国科技与文化正在双轨并进。民族伟大复兴靠什么？他认为要后面要靠文化， 哪吒这部电影创造了159亿的票房，导演饺子分了19.74亿分红，我们看到科技带来了一大批，创造了一 大批富豪，那么下一步文化也会带来一批财富价值。 他谈到，上个月收购了一个IP，是一个2000后的一个小女生。画一幅画发在小红书上，我们去联系她， 结果花了几百万把作品买回来，这样带来什么？带来强大的吸引这种榜样的力量。 "不再是一向的让小孩迈向数理化，不再是只有数理化才有未来，如果学好美术，学好艺 ...

Group 1 - Miniso (09896) shares rose over 4%, reaching a price of HKD 38.72 with a trading volume of HKD 38.41 million [1] - The release of "Zootopia 2" has sparked a wave of IP collaborations, with over 70 brands in China partnering with the film, particularly in the collectible toy sector [1] - Deutsche Bank's report indicates that "Zootopia 2" could significantly boost Miniso's IP business sales, potentially becoming the highest-grossing foreign animated film in China and one of the most popular IPs in Q4 [1] Group 2 - Miniso is positioned as a major IP partner in both China and the US, likely benefiting from the integration of "Zootopia 2" into its product line [1] - The importance of key IP partnerships is highlighted as crucial for Miniso to navigate weak consumer spending, especially in China [1]

12月8日消息，猫眼专业版数据显示，动画电影《疯狂动物城2》票房已突破30.20亿，跻身2025年电影 总票房榜第三名。自同步北美上映以来，这部电影的中国内地累计票房远超北美市场表现，成为该片全 球最大的票房市场。《疯狂动物城2》的中国内地票房以北美市场两倍以上的成绩领跑，凸显中国作为 全球最大电影消费市场的潜力。疯狂动物城作为知名IP，前作积累了较高的口碑和广泛的观众基础，主 角朱迪和尼克已成为国民级形象，促成了第二部的成功。 《疯狂动物城2》观影热度攀升，并引爆了一场IP联名浪潮。据不完全统计，截至目前，国内与《疯狂 动物城2》联名品牌已超70个，潮玩赛道是重点，泡泡玛特、名创优品和52TOYS等纷纷入局。德意志 银行研究报告指出，迪士尼的《疯狂动物城2》可能成为名创优品IP业务销售额的催化剂。该行表示， 这部电影可能成为中国票房收入最高的外国动画电影，以及第四季度最受欢迎的IP之一。作为在中国和 美国的主要IP合作方，生活方式零售商名创优品料将因《疯狂动物城2》易于整合到其产品线中而大幅 受益。 今日港股三大指数涨跌不一，恒指开盘跌0.07%，恒科指涨0.08%，国企指数微涨。板块方面，科网股 涨跌不一 ...

Group 1 - The core viewpoint of the article highlights the positive market response to Miniso's stock, which saw an increase of over 4% during trading, with a current price of 38.38 HKD and a trading volume of 38.41 million HKD [1] - The release of "Zootopia 2" has significantly boosted its box office performance, surpassing 3 billion CNY in total revenue within 12 days of release, indicating strong consumer interest and engagement [1] - There are over 70 brands in China that have collaborated with "Zootopia 2," with a focus on the trendy toy sector, where companies like Pop Mart, Miniso, and 52TOYS are actively participating [1] Group 2 - Guotai Junan has revised its profit forecasts for Miniso, lowering the adjusted net profit estimates for 2025-2027 to 2.998 billion, 3.474 billion, and 4.179 billion CNY respectively, reflecting a slight decrease in expectations [1] - Despite the profit forecast adjustments, the company is experiencing improved operational data and store openings both domestically and internationally, with TOPTOY entering a high growth phase contributing to incremental revenue [1] - The valuation for Miniso is set at 18x PE for 2026, with a target market capitalization of 62.5 billion CNY, and the target price has been adjusted to 55.50 HKD, maintaining a "buy" rating [1]

消息面上，近日，《疯狂动物城2》观影热度攀升，并引爆了一场IP联名浪潮。据猫眼专业版数据，截 至12月7日17时41分，上映12天(从11月26日开始)，《疯狂动物城2》中国内地总票房(含预售)突破30亿 元，达到30.20亿。另外，据不完全统计，截至目前，国内与《疯狂动物城2》联名品牌已超70个，潮玩 赛道是重点，泡泡玛特、名创优品和52TOYS等纷纷入局。 德意志银行研究报告指出，迪士尼的《疯狂动物城2》可能成为名创优品IP业务销售额的催化剂。该行 表示，这部电影可能成为中国票房收入最高的外国动画电影，以及第四季度最受欢迎的IP之一。作为在 中国和美国的主要IP合作方，生活方式零售商名创优品料将因《疯狂动物城2》易于整合到其产品线中 而大幅受益。该行认为，重要的IP合作关系对于名创优品应对消费支出疲软至关重要，尤其是在中国。 （原标题：港股异动 | 名创优品(09896)涨超4% 机构称《疯狂动物城2》或成为公司IP业务销售额催化 剂） 智通财经APP获悉，名创优品(09896)涨超4%，截至发稿，涨4.31%，报38.72港元，成交额3841.21万港 元。 ...

每经AI快讯，名创优品(09896.HK)涨超4%，截至发稿涨4.31%，报38.72港元，成交额3841.21万港元。 ...