Core Viewpoint - Miniso (09896) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1: Buyback Details - The company plans to repurchase 52,600 shares at a total cost of HKD 1.9359 million [1] - The buyback price range is set between HKD 36.25 and HKD 37.50 per share [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 ...

智通财经APP讯，名创优品(09896)发布公告，该公司于2025年7月31日斥资24.42万美元回购5.12万股股 份，每股回购价格为4.68-4.83美元。 ...

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 ...

Core Viewpoint - The U.S. stock market experienced a decline on July 31, with major indices closing lower, influenced by various corporate earnings reports and political developments [1][3]. Group 1: Stock Market Performance - The Dow Jones index fell by 0.74%, the S&P 500 index decreased by 0.37%, and the Nasdaq index dropped by 0.03% [1]. - Microsoft reached a market capitalization of $4 trillion, closing with a stock price increase of 3.95%, totaling a market cap of $3.97 trillion [2]. - Meta's stock surged over 11%, with a market cap of $1.94 trillion, driven by strong Q2 earnings of $47.52 billion, a 22% year-over-year increase [4]. - Apple reported a revenue of $124.3 billion for Q2, a 4% increase year-over-year, with a net profit of $36.3 billion, up 7% [4]. - Amazon's stock rose by 1.7%, but later dropped over 7% in after-hours trading, reporting Q2 revenue of $167.7 billion, a 13% increase, and a net profit of $18.16 billion, up 34.7% [5]. - Tesla's stock fell by 3.38%, while Google, Netflix, and Nvidia also saw declines [6]. Group 2: Political Developments - President Trump issued a 60-day ultimatum to 17 pharmaceutical companies to significantly reduce drug prices in the U.S., threatening to use all available means to protect American families from high drug costs [8]. - Trump emphasized that U.S. drug prices are 2 to 3 times higher than those in other developed countries, with some drugs costing up to 10 times more [8]. - The U.S. and Mexico agreed to extend their tariff agreement for an additional 90 days, maintaining a 25% tariff on goods from Mexico [10].

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]

半导体设备与材料、减肥药概念股跌幅居前，诺和诺德跌近6%，科磊跌近5%，阿斯麦跌超3%，礼来、 辉瑞跌超2%。设计软件巨头Figma上市首日上涨256%。 格隆汇8月1日｜美股三大指数集体收跌，道指跌0.74%，纳指跌0.03%，标普500指数跌0.37%，热门科 技股涨跌不一，Meta涨超11%，微软涨3.95%，亚马逊涨1.70%，特斯拉跌3.38%，谷歌A跌2.36%，英伟 达跌0.78%，苹果跌0.71%，礼来制药跌2.63%，AMD跌1.78%，伯克希尔哈撒韦B类股跌0.87%。 纳斯达克中国金龙指数收涨0.66%，热门中概股多数上涨，蔚来涨近8%，金山云涨超5%，阿里巴巴、 哔哩哔哩、百度涨超2%，理想汽车跌超1%，名创优品跌超4%。 ...

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]

Market Capitalization Overview - New Oriental has a market capitalization of 15.747 billion [2] - TAL Education (好未来) has a market capitalization of 11.040 billion [2] - Vipshop (唯品会) has a market capitalization of 9.610 billion [2] - Miniso (名创优品) has a market capitalization of 5.940 billion [2] - Zai Lab (再鼎医药) has a market capitalization of 4.200 billion [2] - Huya (虎牙) has a market capitalization of 7.500 billion [2] Stock Performance - New Oriental's stock increased by 0.36 (+8.09%) [2] - TAL Education's stock decreased by 0.27 (-0.60%) [2] - Vipshop's stock increased by 0.56 (+2.49%) [2] - Miniso's stock increased by 0.01 (+0.07%) [2] - Zai Lab's stock decreased by 0.81 (-4.06%) [2] - Huya's stock increased by 0.03 (+0.75%) [2] Additional Company Insights - Financial One Account (金融壹账通) has a market capitalization of 2.91 million [3] - Xunlei (迅雷) has a market capitalization of 4.48 million [3] - Huami Technology (华米科技) has a market capitalization of 1.64 million [3] - Tuniu (途牛) has a market capitalization of 1.21 million [3] - Aiqiyi (爱奇艺) has a market capitalization of 24.11 billion [2]