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盘前必读丨科创成长层配套新规出炉;*ST苏吴触及重大违法退市情形
Di Yi Cai Jing· 2025-07-13 23:26
机构表示,展望下半年,市场仍存在一些预期差,市场或将开启下一阶段上涨行情,并有望突破2024年下半年的阶段性高点。 【财经日历】 国新办就2025年上半年进出口情况举行新闻发布会。 国新办就2025年上半年金融统计数据情况举行新闻发布会。 特朗普将发布有关俄罗斯的"重大声明"。 广期所调整多晶硅期货合约涨跌停板幅度和交易保证金标准。 第12届世界化学工程大会暨第21届亚太化工联盟大会于7月14日至18日召开。 -存量32家未盈利企业即日起进入科创成长层; -个人投资者参与科创成长层股票交易门槛仍为"50万元资产+2年经验"; | (ス) 盘前必读 // 外盘怎么样 // | | | | | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | | 道琼斯工业指 44371.51 c | | | -0.63% | | 纳斯达克指数 | 20585.53 c | -45.13 | -0.22% | | 标普500 | 6259.75c | -20.71 | -0.33% | 当地时间上周五,美股主要股指收盘下跌。截至收盘,道指跌0.63%,标普500指数跌0.33%,纳指跌 ...
餐饮、潮玩及家电行业周报-20250713
研究报告 Research Report 13 Jul 2025 餐饮、潮玩及家电行业周报 F&B, Designer Toys and Home Appliance Sector Weekly Report [Table_yemei1] 观点聚焦 Investment Focus | [Table_Info] | | | | | | --- | --- | --- | --- | --- | | 股票名称 | 评级 | 股票名称 | | 评级 | | 泡泡玛特 | Outperform 现代牧业 | | | Outperform | | 安踏体育 | Outperform 九毛九 | | | Outperform | | 百威亚太 | Neutral | 澳优 | | Outperform | | 华润啤酒 | Outperform | | | | | 华住酒店集团有限 | Outperform | | | | | 公司 | | | | | | 海底捞 | Outperform | | | | | 康师傅 | Outperform | | | | | 名创优品 | Outperform | | | | | ...
耐用消费产业研究:反内卷提供高低切主线,把握新消费回调机遇
SINOLINK SECURITIES· 2025-07-13 11:05
反内卷新思路创造高低切挖掘方向,产能投放基本完毕低估值低预期且兼备红利属性的下游品牌或者代工行业的机会, 竞争格局改善的红利+标的。 临近中报季,前期预期提升较高的大部分内需新消费公司都面临收入增速较快与竞争加剧下费用投放高企导致利润增 速与预期相比的压力。很多依赖开店增速的新消费公司上半年速度较为一般下半年可加速。可能全年预期要得以修正, 延续 Q3 调整或者横盘,Q4 景气度维持比较不错情况下有望继续向新高切换。并且注重老树新芽公司通过产生更高质 量利润提供估值进一步上行的空间,在中报期后布局。把握赔率较高或前期涨幅不大且有业绩兑现的新消费龙头。 出海利空逐步兑现完毕,延续从 1.0 的信息差出海 beta 向 2.0 品牌出海 alpha 的选股逻辑,积极寻找品牌力升维的 2.0 出海公司可能中报超预期,以及绑定龙头的代工出海公司的长期机会。 敬请参阅最后一页特别声明 1 轻工制造:①新型烟草(稳健向上):海外雾化电子烟合规市场扩容趋势明确,HNB 行业成长态势清晰,英 美烟草份额有望提升,继续重点布局切入其产业链的思摩尔国际。②家居(底部企稳):建议重点关注底部 反转型或具备自身α企业。③造纸(底部企 ...
MINISO Group Holding Limited Unsponsored ADR (MNSO) Sees a More Significant Dip Than Broader Market: Some Facts to Know
ZACKS· 2025-07-11 22:51
Company Performance - MINISO Group Holding Limited Unsponsored ADR (MNSO) closed at $17.74, reflecting a -1.93% change from the previous day, underperforming the S&P 500's daily loss of 0.33% [1] - Over the past month, MNSO shares have decreased by 1.47%, while the Retail-Wholesale sector gained 0.67% and the S&P 500 increased by 4.07% [1] Upcoming Earnings - The upcoming earnings disclosure is highly anticipated, with a consensus estimate forecasting revenue of $672.03 million, representing a 21.03% growth compared to the same quarter last year [2] Annual Forecast - For the entire year, Zacks Consensus Estimates predict earnings of $1.12 per share and revenue of $2.9 billion, indicating changes of -2.61% for earnings and +22.75% for revenue compared to the previous year [3] Analyst Revisions - Recent revisions to analyst forecasts for MNSO are important as they reflect near-term business trends, with positive revisions indicating optimism about the business outlook [4] Zacks Rank - The Zacks Rank system currently rates MNSO as 5 (Strong Sell), with no changes in the consensus EPS estimate over the past month [6] Valuation Metrics - MNSO is trading at a Forward P/E ratio of 16.22, which is a discount compared to its industry's Forward P/E of 17.97 [7] - The company has a PEG ratio of 1.06, while the average PEG ratio for Retail - Apparel and Shoes stocks is 2.02, indicating a more favorable valuation relative to expected earnings growth [8] Industry Context - The Retail - Apparel and Shoes industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 209, placing it in the bottom 16% of over 250 industries [8][9]
金十图示:2025年07月11日(周五)热门中概股行情一览(美股盘中)
news flash· 2025-07-11 16:34
Market Capitalization Summary - New Oriental has a market capitalization of 15.067 billion [2] - TAL Education has a market capitalization of 9.000 billion [2] - Vipshop has a market capitalization of 8.787 billion [2] - Pinduoduo has a market capitalization of 7.726 billion [2] - Zai has a market capitalization of 6.389 billion [2] - BeiGene has a market capitalization of 8.516 billion [2] - Xpeng Motors has a market capitalization of 5.528 billion [2] - 36Kr has a market capitalization of 3.631 billion [2] - Weibo has a market capitalization of 2.791 billion [2] Stock Performance - New Oriental's stock decreased by 0.49 (-2.53%) [2] - TAL Education's stock decreased by 0.46 (-2.08%) [2] - Vipshop's stock increased by 0.19 (+5.15%) [2] - Pinduoduo's stock decreased by 0.85 (-1.60%) [2] - BeiGene's stock decreased by 0.01 (-0.03%) [2] - Xpeng Motors' stock decreased by 1.40 (-4.09%) [2] Additional Company Insights - Huya's stock increased by 0.19 (+5.03%) [3] - 36Kr's stock decreased by 0.14 (-1.64%) [3] - Weibo's stock decreased by 0.11 (-1.07%) [2] - Financial One's stock increased by 0.10 (+1.34%) [3] - Cheetah Mobile's stock decreased by 0.02 (-0.77%) [3]
金十图示:2025年07月10日(周四)热门中概股行情一览(美股收盘)
news flash· 2025-07-10 20:09
Market Capitalization Summary - TAL Education Group has a market capitalization of 15.459 billion [2] - Vipshop Holdings has a market capitalization of 9.189 billion [2] - 51Talk has a market capitalization of 8.648 billion [2] - The market capitalization of various companies shows fluctuations, with TAL Education Group increasing by 9.21% [2] Stock Performance - TAL Education Group's stock price increased by 1.63, representing a 9.21% rise [2] - Vipshop Holdings' stock price decreased by 0.06, reflecting a 0.40% decline [2] - 51Talk's stock price increased by 0.36, indicating a 0.68% rise [2] - Other companies like Miniso and Weibo also show varied stock performance, with Miniso's stock price decreasing by 1.97% [2] Company Specifics - New Oriental Education has a market capitalization of 7.728 billion, with a stock price increase of 6.18% [2] - JD.com has a market capitalization of 64.38 billion, with a stock price decrease of 0.40% [2] - Other companies like Huya and Sohu have market capitalizations of 5.70 billion and 4.19 billion respectively, with mixed stock performance [2][3] Emerging Companies - Companies like Xunlei and Yunmi have market capitalizations of 3.85 million and 1.97 million respectively, with Xunlei's stock price decreasing by 2.94% [3] - New entrants like Tianjing Bio and Cheetah Mobile show market capitalizations of 1.67 million and 1.52 million respectively, with varied stock performance [3] Overall Market Trends - The overall market shows a mix of gains and losses across various sectors, indicating a volatile trading environment [2][3]
金十图示:2025年07月10日(周四)热门中概股行情一览(美股盘中)
news flash· 2025-07-10 16:35
金十图示:2025年07月10日(周四)热门中概股行情一览(美股盘中) UNIO.COM UNIO.COM IN 10.COM 154.15亿市值 91.24亿市值 87.06亿市值 19.27 53.24 21.68 +1.57(+8.90%) -0.09(-0.41%) +0.71(+1.35%) TALHAN 好未来 唯品会 唯品会 会 明 77.34亿市值 64.23亿市值 81.48亿市值 15.02 10.53 3.60 +0.12(+3.39%) -0.05(-0.33%) -0.01(-0.09%) 再鼎医药 | 奇富科技 so 名创优品 zai....... 57.15亿市值 56.47亿市值 38.01亿市值 42.50 18.05 34.22 -0.10(-0.55%) -1.18(-2.70%) -1.44(-4.04%) 雾芯科技 金山云 =2 汽车之家 RELX 32.34亿市值 31.73亿市值 27.60亿市值 2.27 11.57 26.79 -0.23(-1.97%) +0.03(+0.09%) +0.01(+0.22%) 陆金所控股 > 微博 LU com m 老虎证券 ...
金十图示:2025年07月09日(周三)热门中概股行情一览(美股收盘)
news flash· 2025-07-09 20:07
141.72亿市值 91.55亿市值 85.89亿市值 17.72 21.75 52.52 -0.15(-0.84%) -0.81(-3.61%) +0.79(+1.53%) TALHAR 好未来 唯品会 唯品会 合 服 商来 77.54亿市值 64.26亿市值 79.15亿市值 3.50 15.06 10.54 -0.01(-0.14%) +0.10(+0.67%) +0.09(+0.81%) 再鼎医药 | 奇富科技 so 名创优品 zal - P 58.73亿市值 39.59亿市值 56.69亿市值 18.12 35.65 43.68 -0.21(-1.15%) -0.72(-1.62%) +0.70(+2.02%) 雾芯科技 金山本 =2 汽车之家 RELX 32.94亿市值 27.48亿市值 31.64亿市值 11.78 2.25 26.71 -0.55(-4.46%) -0.22(-0.82%) -0.03(-1.10%) 陆金所控股 LU com m | 老虎证券 O W 微博 24.36亿市值 23.14亿市值 18.04亿市值 10.21 9.73 2.67 -0.04(-0.41%) -0. ...
名创优品MINISO携手环球影业,再掀“侏罗纪”IP联名热潮
Jiang Nan Shi Bao· 2025-07-09 14:55
Group 1 - The core viewpoint of the articles highlights the successful launch of MINISO's IP collaboration with the "Jurassic World" theme, featuring over 50 new products in their upgraded store [1][2] - The premiere event in Shanghai showcased MINISO's IP collaboration products, which gained significant social media traction when director Gareth Edwards was spotted purchasing a dinosaur-themed toy, demonstrating the effective integration of IP with movie promotion [2] - MINISO has established a long-term collaboration mechanism with over 150 international IPs, covering various fields such as animation, film, and gaming, indicating a robust IP collaboration ecosystem [3] Group 2 - The upcoming MINISO SPACE in Nanjing, set to launch in 2025, aims to elevate IP collaborations through themed shopping experiences and limited edition releases, creating a "shoppable theme park" [3] - Analysts note that MINISO's approach to IP collaboration has achieved breakthroughs in product design, thematic space construction, and cross-cultural communication, showcasing a model of internationalization [3] - The company plans to continue expanding its interest-driven consumer segment through high-profile international IP collaborations, redefining the commercial value and cultural significance of IP partnerships [3]
名创优品MINISO以IP联名破圈 打造全球顶奢商圈新地标
Jiang Nan Shi Bao· 2025-07-09 11:55
Core Insights - MINISO SPACE, the first global store of MINISO, opened in Nanjing, emphasizing "IP collaboration + experiential retail" to stimulate consumer interest [1] - The launch of limited edition WAKUKU products attracted young consumers, leading to a rapid sell-out on the opening day [1] Group 1: IP Collaboration and Retail Innovation - MINISO leverages over 150 top global IP collaborations, integrating brands like Disney and Harry Potter into the MINISO SPACE design [2] - The store features a narrative flow of "exhibition-experience-retail," creating a multi-functional landmark for shopping, socializing, and engagement [2] - The founder of MINISO highlighted the necessity of a closed-loop methodology in IP collaboration, from exclusive contracts to product development and store data validation [2] Group 2: Global Expansion and Market Positioning - MINISO has expanded its IP collaboration strategy as a core engine for global growth, with stores in 112 countries and regions, totaling over 7,768 locations [3] - The opening of MINISO SPACE in a high-end shopping area challenges the dominance of international luxury brands and redefines high-end retail with a youthful expression [3] - The annual sales of the Nanjing Deji Plaza reach 24.5 billion yuan, and MINISO SPACE's presence revitalizes the luxury shopping district while enhancing brand value through a dual traffic model [3] Group 3: Interest Consumption and Market Potential - MINISO introduced the concept of "interest consumption" in 2021, with IP collaboration as a key strategy to break down consumer barriers [4] - The successful sell-out of limited edition products reflects the effectiveness of the IP collaboration strategy in stimulating consumer desire for collection and social sharing [4] - The company plans to replicate the MINISO SPACE model in more high-potential global shopping areas, aiming to leverage IP collaboration to tap into the trillion-yuan interest consumption market [4]