据名创优品集团CMO刘晓彬透露，接下来会在广州正佳广场再开一家MINISO LAND，相信广州的消费 能力能够承接住两家大店。 而对于整个潮玩市场，刘晓彬认为"中国潮玩行业这几年才开始，未来会非常成熟，有潜力保持高增 长，潮玩IP也会非常丰富，不会一家独大。不同风格形态的IP都能找到受众。" （文章来源：21世纪经济报道） 广州北京路再添一新地标。名创优品华南首家MINISO LAND开业，三层独栋建筑总面积达1200m²，店 内汇集5500个SKU、超100种IP产品，IP产品占比近90%，构建起完整的潮玩矩阵。 MINISO LAND能把生意做到多大？据悉，开业首日北京路MINISO LAND销售额突破45万元。目前， 名创优品已在全国核心城市布局12家MINISO LAND和1家MINISO SPACE门店。其中，名创优品 MINISO位于上海南京东路的MINISO LAND全球壹号店开业仅9个月，单店销售额突破1亿元，印证了 新店型的蓬勃活力。 ...

Core Insights - MINISO LAND, the first store in South China, represents a strategic move for MINISO, showcasing the "first store economy" and the company's channel strategy of opening larger stores [2] - The store features an upgraded immersive experience with a "theme park" design, including a vertical display area and a dedicated IP theme zone [2] - The store has introduced 5,500 SKUs with over 100 types of IP products, with IP products accounting for nearly 90% of the offerings, creating a complete trendy toy ecosystem [2] Product and Sales Performance - Since its soft opening on July 5, 2025, the store has launched 16 product lines, including 6 first launches, with IP sales accounting for 84.43% of total sales, validating the effectiveness of the "IP + scene" business model [3] - The CEO of MINISO emphasized the importance of combining super IPs with super scenes to inject new energy into Guangzhou, supporting its development as an international consumption center [3]

Core Insights - MINISO LAND, the first of its kind in South China, opened in Guangzhou, featuring 5,500 SKUs and over 100 IP products, with nearly 90% of products being IP-related [1] - The store attracted over 10,000 visitors on its opening day, showcasing the potential of transforming old properties in commercial areas [1] - Since its soft launch on July 5, 2025, the store has introduced 16 product lines, with IP sales accounting for 84.43% of total sales, highlighting the effectiveness of the "IP + scene" business model [1] Company Strategy - MINISO is innovating retail spaces through unique IP designs and aims to build a leading global toy ecosystem [1] - The company employs a "dual-track" IP operation strategy, localizing classic IPs like Disney and Sanrio while also nurturing original IPs to enhance commercialization [1] - The CEO emphasized the role of super IPs and super scenes in revitalizing Guangzhou as an international consumption center [1] Expansion and Performance - Since October 2024, MINISO has been advancing its "big store strategy," with 12 MINISO LAND and 1 MINISO SPACE locations established in key cities across China [2] - The MINISO LAND flagship store on Nanjing East Road in Shanghai achieved over 100 million in sales within 9 months, setting a record [2] - The MINISO SPACE in Nanjing's Deji Plaza is noted as the first Chinese IP space to enter a global luxury shopping district [2]

Core Insights - MINISO LAND, the first store of its kind in South China, opened on August 17, blending traditional Lingnan architecture with over 100 global IPs, creating a new cultural landmark in Guangzhou [2] - The store serves as a benchmark for the "first store economy" and is a significant step in MINISO's strategy of "opening good stores and large stores" [2] - The store attracted over 10,000 visitors on its opening day, showcasing its potential as a model for upgrading old properties in the Beijing Road business district [2] Company Strategy - MINISO is leveraging innovative IP design to reshape retail spaces and accelerate the construction of a leading global trendy toy ecosystem [3] - The MINISO LAND serves as a trend design experimental space, transforming traditional retail into a global IP showcase that integrates display, experience, and consumption [3] - The company has established 12 MINISO LAND and 1 MINISO SPACE stores in key cities across China, with the Shanghai store achieving over 100 million in sales within 9 months [3] Market Impact - The successful integration of Chinese brands with global IPs is expected to create significant market shifts, evidenced by the impressive sales performance of MINISO's stores [3] - The focus on immersive experiences and storytelling for niche IPs aims to broaden their appeal to mainstream consumers, enhancing overall market engagement [3]

记者从名创优品（09896.HK）获悉，8月17日，名创优品华南首家MINISO LAND（城市乐园店）在广 州市北京路步行街正式开业，成为"首店经济"的又一标杆案例。开业当日，该店迎来超万人次打卡消 费，成为北京路商圈存量旧物业改造升级的示范。 目前，名创优品已在全国核心城市已布局12家MINISO LAND和1家MINISO SPACE门店。其中，位于上 海南京东路的MINISO LAND全球壹号店创下9个月销售额破亿元的成绩；南京德基广场MINISO SPACE 更成为首个进驻全球顶奢商圈的中国IP空间。 名创优品集团董事会主席兼首席执行官叶国富表示，名创优品将持续通过超级IP与超级场景的化学反 应，为千年商都注入新动能，助力广州建设国际消费中心城市。 据介绍，该门店位于北京路步行街主干道，以1200㎡的三层独栋建筑呈现，店内设计延续MINISO LAND全球壹号店的"乐园"主题。自2025年7月5日试营业以来，该门店已累计上新16档产品，其中首发 6档，IP销售占比高达84.43%。目前，门店已汇集5500个SKU、超100种IP产品，IP产品占比近90%，构 建起完整的潮玩生态矩阵。 名创优品表示， ...

Core Viewpoint - KK Group is involved in a legal dispute with Miniso regarding trademark infringement and unfair competition related to its brand "THE COLORIST," which is set to be heard in court on September 1. This case is significant for intellectual property protection in the beauty retail industry [2][4]. Company Overview - KK Group, established in 2015, is a leading new retail enterprise in China, owning multiple brands including "THE COLORIST," "KKV," and X11. The company has expanded to over 1,000 stores across more than 200 cities globally, including locations in Singapore, Thailand, and Malaysia [2][3]. Legal Background - The dispute began in 2019 when KK Group's brand "THE COLORIST" was registered by "Axin Technology" in China and by "Shenzhen Falaisheng" in several overseas countries, both of which are linked to Miniso. KK Group opened its first stores in Guangzhou and Shenzhen on September 26, 2019, quickly gaining recognition as a leading beauty retail brand [3][4]. Previous Legal Actions - Since 2020, KK Group has taken legal actions to protect its trademarks. The Beijing High People's Court ruled in favor of KK Group, stating that the registration by the infringing party constituted "unfair means of registration," leading to the cancellation of the trademark. Additionally, the Nanjing Intermediate People's Court found that Miniso's "WOW COLOUR" store design was highly similar to "THE COLORIST," ordering a cessation of infringement and a compensation of 2 million yuan [4][5]. Industry Context - The beauty retail sector in China has seen explosive growth, with the market size reaching 13 billion yuan in 2021 and projected to exceed 40 billion yuan by 2025. However, the industry faces challenges of homogenization, with many brands adopting similar business models and store designs, making it difficult for consumers to distinguish between them [5][6]. Market Trends - Recent reports indicate a slowdown in growth within the beauty retail sector, with some brands closing stores due to poor management. For instance, Sasa International announced the closure of its last 18 stores in mainland China in June 2025. In the first half of 2025, at least 34 domestic and international brands announced closures or exits from the Chinese market [6].

新零售企业之间的商标大战一触即发。 8月18日，《国际金融报》记者注意到，KK集团与名创优品之间的诉讼案件将在9月1日开庭审理。 根据公开信息，这场纠纷源自2019年。 彼时，KK集团旗下美妆集合店品牌"THE COLORIST调色师"于当年9月在广州、深圳同步开设双首店。 但没多久，KK集团发现其商标在国内被阿信科技（北京）有限公司抢注，海外多国则被深圳法莱盛咨 询管理有限公司抢注，而这两家公司均与名创优品存在关联关系。 于是，自2020年起，KK集团开始通过法律渠道维权。商标方面，北京市高级人民法院二审认定抢注方 行为构成"以其他不正当手段取得注册"，判决撤销被抢注商标；门店装潢侵权方面，南京市中级人民法 院一审认定名创优品旗下"WOW COLOUR"门店装潢与"THE COLORIST调色师"构成高度近似，判令停 止侵权并赔偿200万元。 除了名创优品及相关方外，KK集团还在去年密集起诉了一批媒体，其中包括中国香港上市公司凤凰卫 视、凤凰网财经、投资者网、BT财经、盒饭财经、中科财经、每日财报、雷达财经、港湾商业观察、 一视财经、壹览商业等。 当时的KK集团恰好处在IPO关键时期，这场"大战"引起业内广 ...

格隆汇8月18日｜迅雷涨超20%，爱奇艺涨超16%，金山云涨超4%，中通快递、小鹏汽车、名创优品涨 近3%。 ...

每经AI快讯，8月18日，部分中概股美股盘前走强，迅雷涨超20%，爱奇艺涨超16%，金山云涨超4%， 中通快递、小鹏汽车、名创优品涨近3%。 （文章来源：每日经济新闻） ...

人民财讯8月18日电，企查查APP显示，近日，名创优品(广州)国际供应链管理有限公司成立，法定代表 人为周书，注册资本6000万元人民币，经营范围包括软件销售、企业管理、国际货物运输代理、国内货 物运输代理等。企查查股权穿透显示，该公司由名创优品(广州)有限责任公司全资持股。 ...