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《疯狂动物城2》票房破30亿元,观影热度攀升引爆IP联名浪潮,泡泡玛特、名创优品纷纷入局
Mei Ri Jing Ji Xin Wen· 2025-12-08 02:53
12月8日消息,猫眼专业版数据显示,动画电影《疯狂动物城2》票房已突破30.20亿,跻身2025年电影 总票房榜第三名。自同步北美上映以来,这部电影的中国内地累计票房远超北美市场表现,成为该片全 球最大的票房市场。《疯狂动物城2》的中国内地票房以北美市场两倍以上的成绩领跑,凸显中国作为 全球最大电影消费市场的潜力。疯狂动物城作为知名IP,前作积累了较高的口碑和广泛的观众基础,主 角朱迪和尼克已成为国民级形象,促成了第二部的成功。 《疯狂动物城2》观影热度攀升,并引爆了一场IP联名浪潮。据不完全统计,截至目前,国内与《疯狂 动物城2》联名品牌已超70个,潮玩赛道是重点,泡泡玛特、名创优品和52TOYS等纷纷入局。德意志 银行研究报告指出,迪士尼的《疯狂动物城2》可能成为名创优品IP业务销售额的催化剂。该行表示, 这部电影可能成为中国票房收入最高的外国动画电影,以及第四季度最受欢迎的IP之一。作为在中国和 美国的主要IP合作方,生活方式零售商名创优品料将因《疯狂动物城2》易于整合到其产品线中而大幅 受益。 今日港股三大指数涨跌不一,恒指开盘跌0.07%,恒科指涨0.08%,国企指数微涨。板块方面,科网股 涨跌不一 ...
港股异动 | 名创优品(09896)涨超4% 机构称《疯狂动物城2》或成为公司IP业务销售额催化剂
Zhi Tong Cai Jing· 2025-12-08 02:21
消息面上,近日,《疯狂动物城2》观影热度攀升,并引爆了一场IP联名浪潮。据猫眼专业版数据,截 至12月7日17时41分,上映12天(从11月26日开始),《疯狂动物城2》中国内地总票房(含预售)突破30亿 元,达到30.20亿。另外,据不完全统计,截至目前,国内与《疯狂动物城2》联名品牌已超70个,潮玩 赛道是重点,泡泡玛特、名创优品和52TOYS等纷纷入局。 德意志银行研究报告指出,迪士尼的《疯狂动物城2》可能成为名创优品IP业务销售额的催化剂。该行 表示,这部电影可能成为中国票房收入最高的外国动画电影,以及第四季度最受欢迎的IP之一。作为在 中国和美国的主要IP合作方,生活方式零售商名创优品料将因《疯狂动物城2》易于整合到其产品线中 而大幅受益。该行认为,重要的IP合作关系对于名创优品应对消费支出疲软至关重要,尤其是在中国。 (原标题:港股异动 | 名创优品(09896)涨超4% 机构称《疯狂动物城2》或成为公司IP业务销售额催化 剂) 智通财经APP获悉,名创优品(09896)涨超4%,截至发稿,涨4.31%,报38.72港元,成交额3841.21万港 元。 ...
港股名创优品涨超4%

Mei Ri Jing Ji Xin Wen· 2025-12-08 02:17
每经AI快讯,名创优品(09896.HK)涨超4%,截至发稿涨4.31%,报38.72港元,成交额3841.21万港元。 ...
名创优品涨超4% 机构称《疯狂动物城2》或成为公司IP业务销售额催化剂
Zhi Tong Cai Jing· 2025-12-08 02:12
德意志银行研究报告指出,迪士尼的《疯狂动物城2》可能成为名创优品IP业务销售额的催化剂。该行 表示,这部电影可能成为中国票房收入最高的外国动画电影,以及第四季度最受欢迎的IP之一。作为在 中国和美国的主要IP合作方,生活方式零售商名创优品料将因《疯狂动物城2》易于整合到其产品线中 而大幅受益。该行认为,重要的IP合作关系对于名创优品应对消费支出疲软至关重要,尤其是在中国。 名创优品(09896)涨超4%,截至发稿,涨4.31%,报38.72港元,成交额3841.21万港元。 消息面上,近日,《疯狂动物城2》观影热度攀升,并引爆了一场IP联名浪潮。据猫眼专业版数据,截 至12月7日17时41分,上映12天(从11月26日开始),《疯狂动物城2》中国内地总票房(含预售)突破30亿 元,达到30.20亿。另外,据不完全统计,截至目前,国内与《疯狂动物城2》联名品牌已超70个,潮玩 赛道是重点,泡泡玛特、名创优品和52TOYS等纷纷入局。 ...
名创优品(09896)12月5日斥资24.84万美元回购5.13万股

智通财经网· 2025-12-07 11:08
智通财经APP讯,名创优品(09896)发布公告,于2025年12月5日,该公司斥资24.84万美元回购5.13万 股。 ...
名创优品(09896.HK)12月5日耗资24.8万美元回购5.1万股

Ge Long Hui· 2025-12-07 10:50
格隆汇12月7日丨名创优品(09896.HK)公告,12月5日耗资24.8万美元回购5.1万股。 ...
名创优品(09896) - 翌日披露报表

2025-12-07 10:43
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 FF305 第 2 頁 共 7 頁 v 1.3.0 FF305 公司名稱: 名創優品集團控股有限公司 呈交日期: 2025年12月7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 | | 佔有關事件前的 ...
中国品牌法国“破圈”
Jing Ji Ri Bao· 2025-12-05 21:55
Group 1 - The core viewpoint of the articles highlights the rapid growth of Chinese consumer brands in the French market, driven by creativity and brand storytelling, with companies like Pop Mart and Miniso gaining significant traction among young consumers [1][2][3] - Pop Mart has become a representative brand of the rising trend of collectible toys in France, with its popular IP "Labubu" ranking as the third most popular collectible toy in the country [1] - Miniso has established a strong presence in France since its entry in 2020, opening over 20 franchise stores, including a flagship store on the Champs-Élysées that set a single-day sales record outside of mainland China [1] Group 2 - The acceleration of Chinese brands in France is attributed to social media's role in spreading awareness and the competitive edge these brands have developed through a combination of industrial design capabilities, systematic design processes, and efficient supply chain collaboration [2] - The innovative operational model of Miniso, which includes a product system tailored to local consumers and a quick replenishment rhythm, keeps consumer expectations high for new products [2] - The positive reception of Chinese consumer brands in France reflects a shift in Chinese manufacturing from scale-driven to creativity-driven approaches, with a focus on enhancing design and quality through cultural interaction between China and France [2][3]
名创优品12月5日耗资约197.17万港元回购5.26万股

Zhi Tong Cai Jing· 2025-12-05 13:45
名创优品(09896)公布,2025年12月5日耗资约197.17万港元回购5.26万股股份。 ...
商贸零售行业年度投资策略:国民收入的倍增潜力,消费的黄金十年
East Money Securities· 2025-12-05 12:22
Group 1 - The potential for national income doubling is expected to open a "golden decade" for new consumption development, with a theoretical target of nearly doubling per capita GDP by 2035, from $13,300 in 2024 to approximately $20,000 [16][17][33] - The growth of the middle-income group is crucial for driving consumption, with a target of over 800 million middle-income individuals in the next 15 years, which will significantly influence the scale and quality of domestic consumption [42][49] - The report emphasizes the importance of promoting common prosperity to activate domestic consumption potential, highlighting that increasing the income of low-income groups can effectively convert new income into consumption [20][23][49] Group 2 - The beauty and personal care sector is expected to see growth driven by new materials in the medical beauty segment, with companies like Lepu Medical focusing on innovative materials that fill market gaps [4][5][15] - The beauty industry is entering a low-growth phase, where brand group operations and market share enhancement will be critical for sustainable growth, with companies like Mao Ge Ping and Shangmei Holdings being highlighted for their potential [4][5][15] - The pet care market is experiencing both consumption upgrades and intensified competition, with a focus on high-end, health-oriented products [4][5][15] Group 3 - The service consumption sector, particularly tourism and sports, is expected to benefit from policy encouragement, with companies like Sanxia Tourism and Lansi Co. being recommended for investment [4][5][15] - The report notes that the tourism sector is poised for growth due to increased interest in flexible vacations and the aging population, which is expected to drive demand for river cruises [4][5][15] - The sports service sector is highlighted as a core growth area, with event-driven economic activities expected to boost related industries [4][5][15] Group 4 - The IP and trendy toy market is entering a new phase with a surge in supply, and companies like Pop Mart are expected to maintain their leading positions through effective IP management [4][5][15] - The report indicates that the emergence of new designers and retail platforms is likely to sustain high demand for IP products, with a focus on companies that can effectively monetize potential IP [4][5][15] Group 5 - The gold and jewelry sector is facing short-term demand pressure due to tax reforms and seasonal fluctuations, with a focus on brands that can maintain pricing power amid these changes [5][15]