Core Viewpoint - Miniso (09896.HK) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1: Company Actions - The company plans to repurchase 51,200 shares at a total cost of $24.42 million [1] - The buyback price per share ranges from $4.68 to $4.83 [1]

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1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 | 佔有關事 ...

Group 1 - The core point of the news is that several companies, including VITASOY INT'L, Jieli Trading, Miniso, Meiheng Industrial, HYPEBEAST, and Weichai Power, conducted share buybacks on July 31, 2025, with Weichai Power having the largest buyback amount [1] Group 2 - Weichai Power (02338) repurchased 9.8742 million shares for a total amount of 150 million, with a year-to-date cumulative buyback of 19.6855 million shares, representing 0.226% of its total share capital [2] - VITASOY INT'L (00345) repurchased 2 million shares for 18.4078 million, with a year-to-date cumulative buyback of 21.38 million shares, representing 1.992% of its total share capital [2] - Jieli Trading (08017) repurchased 2 million shares for 2.763 million, with a year-to-date cumulative buyback of 46.888 million shares, representing 7.810% of its total share capital [2] - Miniso (09896) repurchased 53,000 shares for 1.9872 million, with a year-to-date cumulative buyback of 3.3765 million shares, representing 0.272% of its total share capital [2] - HYPEBEAST (00150) repurchased 924,000 shares for 145,100, with a year-to-date cumulative buyback of 11.34 million shares, representing 0.552% of its total share capital [2] - Meiheng Industrial (01897) repurchased 2 million shares for 9 million, with a year-to-date cumulative buyback of 3.518 million shares, representing 0.850% of its total share capital [2]

Company Performance - MINISO Group Holding Limited Unsponsored ADR (MNSO) ended the recent trading session at $19.11, demonstrating a -4.11% change from the preceding day's closing price, underperforming the S&P 500's daily loss of 0.37% [1] - The stock has risen by 10.11% in the past month, outperforming the Retail-Wholesale sector's gain of 2.03% and the S&P 500's gain of 2.68% [1] Earnings Estimates - The upcoming earnings performance of MINISO is highly anticipated, with a consensus estimate for revenue at $672.03 million, reflecting a 21.03% increase compared to the year-ago quarter [2] - For the entire year, the Zacks Consensus Estimates forecast earnings of $1.12 per share and revenue of $2.9 billion, indicating changes of -2.61% and +22.75%, respectively, compared to the previous year [3] Analyst Estimates and Rankings - Recent changes to analyst estimates for MINISO should be noted, as positive revisions indicate analysts' confidence in the business performance and profit potential [4] - The Zacks Rank system, which integrates estimate changes, currently ranks MINISO at 3 (Hold), with the consensus EPS estimate remaining stagnant over the past month [6] Valuation Metrics - MINISO has a Forward P/E ratio of 17.87, which is in line with the average Forward P/E of 17.87 for its industry, and a PEG ratio of 1.17, compared to the average PEG ratio of 2.07 for the Retail - Apparel and Shoes industry [7] Industry Context - The Retail - Apparel and Shoes industry, part of the Retail-Wholesale sector, holds a Zacks Industry Rank of 206, placing it in the bottom 17% of all 250+ industries [8]

Group 1 - The Nasdaq China Golden Dragon Index rose by 0.66% on August 1 [1] - Most popular Chinese concept stocks experienced gains, with NIO increasing nearly 8% and Kingsoft Cloud rising over 5% [1] - Alibaba, Bilibili, and Baidu each saw increases of over 2%, while Li Auto and Miniso experienced declines of over 1% and 4% respectively [1]

智通财经APP讯，名创优品(09896)发布公告，于2025年7月31日该公司斥资198.72万港元回购5.3万股， 回购价格为每股36.9-38.0港元。 ...

格隆汇7月31日丨名创优品(09896.HK)公告，7月31日耗资198.7万港元回购5.3万股。 ...

公司名稱： 名創優品集團控股有限公司 呈交日期： 2025年7月31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 ...

Group 1 - The new consumption concept in the Hong Kong stock market continues to decline, with significant drops in stock prices for several companies [1] - Old Poo Gold (06181.HK) experienced a decline of over 9%, while Bruker (00325.HK) fell by more than 7% [1] - Other companies such as Pop Mart (09992.HK) and Miniso (09896.HK) also saw declines in their stock prices [1]

Core Insights - MINISO has successfully launched a new IP collaboration with "Jurassic World" coinciding with the film's premiere in China, showcasing its strong influence in the IP collaboration sector [1] - The collaboration features over 50 new products, including dinosaur plush toys and trendy bags, with the "King Dragon PENPEN" plush becoming a standout item [1][2] - MINISO's strategy of partnering with global IPs has led to collaborations with over 150 renowned international IPs, enhancing its competitive product matrix and facilitating its global brand expansion [2] Group 1 - The "Jurassic World" themed store at MINISO LAND has been upgraded, reflecting the brand's ability to leverage film releases for product launches [1] - The collaboration with "Jurassic World" marks a continuation of MINISO's partnership with Universal Pictures, following previous successful collaborations [2] - The new product series will be available in stores and online starting July 2, providing consumers with an immersive "Jurassic World" experience [1] Group 2 - MINISO's IP collaboration strategy has established it as a benchmark in the industry, with successful partnerships including "Minions" and "Harry Potter" [2] - The brand aims to deepen emotional connections between IPs and fans, aligning with its vision of "beautiful life, happy consumption" [2] - MINISO plans to open its first global MINISO SPACE in Nanjing in 2025, marking a new phase in its IP collaboration strategy [2]