Core Insights - MINISO has opened its MINISO LAND store in Guangzhou, marking a significant step in its strategy to enhance cultural consumption and IP ecosystem [1] - The company aims to transform into a leading global IP operation platform, shifting its focus from merely selling products to offering experiences and dreams [1][2] - MINISO's founder emphasizes the importance of understanding culture and IP in future competition, highlighting the company's commitment to nurturing original IP [2] Group 1: Company Vision and Strategy - MINISO's new vision is to become a global leader in IP operations, representing a fundamental upgrade in its business core [1] - The company plans to drive growth through a dual focus on retail and entertainment, transitioning from a product-centric model to an experience-driven one [1][2] - MINISO is committed to incubating original IP and enhancing its capabilities in full-chain IP operations to compete effectively in the global market [2] Group 2: Market Trends and Consumer Behavior - The shift from material consumption to cultural consumption is recognized as an undeniable trend, positioning MINISO favorably within this evolving landscape [2] - The founder notes that while material consumption offers broad consensus on functional value, cultural consumption provides precise emotional value, which can lead to significant market opportunities [2] - MINISO aims to leverage "interest consumption" as a guiding principle, investing approximately 100 million yuan annually to develop original IP and strengthen its market position [2]

智通财经APP讯，名创优品(09896)发布公告，该公司于2026年2月2日斥资187.21万港元回购5.26万股股 份，每股回购价格为35.12-36.8港元。 ...

名创优品(09896)发布公告，该公司于2026年2月2日斥资187.21万港元回购5.26万股股份，每股回购价格 为35.12-36.8港元。 ...

格隆汇2月2日丨名创优品(09896.HK)公告，2月2日耗资187.2万港元回购5.3万股。 ...

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： 2026年2月2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 ...

2026年1月30日，MINISO LAND广州壹号店在广州正佳广场开业，点燃了春节档广州潮玩消费热。同 日，名创优品（MINISO）全球合作伙伴大会举行，大会上，名创优品创始人、董事会主席兼CEO叶国 富发布新愿景，成为全球领先的IP运营平台，此举标志着MINISO在IP生态布局上加速前进。全联房地 产商会商业地产工作委员会会长王永平、华润万象生活总裁喻霖康等全球合作伙伴共聚一堂，共话文化 消费与IP生态未来。 MINISO LAND广州壹号店开业现场 MINISO LAND以"双子星"之姿持续激活广州潮流消费。继北京路店以"修旧如新"理念融合文化活化与 潮流设计、在骑楼记忆中创生IP新场景后，MINISO LAND广州壹号店进驻"华南第一商圈"，以两层沉 浸式空间，汇聚超百个热门IP及独家场景，打造集消费、社交与文化体验于一体的城市潮流地标，以IP 驱动业态创新，提升区域消费能级，激活新春市场活力。 发力自有IP，正式启动IP天才少年计划 叶国富在大会上正式发布MINISO全新企业愿景：成为全球领先的IP运营平台。他指出，这是MINISO商 业内核的根本性升级，标志着企业竞争从单一的产品与渠道维度，升级到 ...

名创优品(09896)发布公告，于2026年1月30日斥资23.7万美元回购5.1万股。 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights various sectors including trendy toys, new tobacco products, home furnishings, paper packaging, personal care, AI glasses, pet food, and 3D printing, indicating a mixed outlook across these industries with some showing signs of recovery while others face challenges Trendy Toys - MINISO has entered the AI companionship market with the development of a humanoid robot named "YOYO" aimed at emotional companionship, with a future price set in the tens of thousands of yuan range [2] - The collaboration between MINISO and the Central Radio and Television Station for the 2026 Spring Festival Gala is expected to boost sales of their co-branded products [2] - Bubble Mart's new product releases and collaborations with popular IPs have generated positive responses on social media, indicating strong market engagement [2][11] New Tobacco Products - Japan Tobacco plans to raise the retail price of heated tobacco products by 20-30 yen (approximately $0.13-$0.19) starting April 1, 2026, in response to tax adjustments [2] - Philip Morris International has submitted evidence to the FDA to support its ZYN nicotine pouch for modified risk tobacco product designation, indicating a growing regulatory framework for new tobacco products [2] Home Furnishings - The domestic real estate market remains weak, with a year-on-year decrease of 29.23% in new home sales and a 7.05% decrease in second-hand home sales as of January 23 [3] - The report notes a significant decline in furniture exports from China, down 8.7% year-on-year in December, while Vietnam's furniture exports increased by 20.5% [3][18] Paper Packaging - As of January 29, prices for various paper products have shown mixed trends, with some prices decreasing significantly due to seasonal demand fluctuations [3][19] - The report indicates that rising aluminum prices may lead packaging companies to adjust their pricing strategies to pass on costs to consumers [3][20] Personal Care and AI Glasses - The export volume of disposable hygiene products from China is expected to grow by 10.43% year-on-year in 2025, with baby diapers being a key export category [4][21] - The global market for AI glasses is projected to reach 16 million units by 2026, indicating a strong growth trajectory for this emerging technology [4][24] Pet Food - Zhongchong Co. plans to repurchase shares worth 100-200 million yuan at a premium, reflecting management's confidence in the company's undervalued stock [5][29] - The pet food industry is experiencing increased competition, leading to higher sales expense ratios, but established brands are expected to maintain their market positions [5][28] AI and 3D Printing - Tuozhu Technology is collaborating with a listed company to develop consumer-grade 3D scanners, enhancing its product matrix in the personal manufacturing sector [5][40] - The report emphasizes the importance of technological advancements and market acceptance for the success of new 3D printing products [5][41]

Group 1 - The company Miniso (09896) announced a share buyback plan, intending to repurchase 51,000 shares at a cost of $237,000 [1]

Group 1 - The company Miniso (09896.HK) announced a share buyback on January 30, spending $240,000 to repurchase 51,000 shares [1]