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) 公司名稱： 名創優品集團控股有限公司 呈交日期： 2026年2月19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 | 佔有關事件前的現有已發 行股份（不包括庫 ...

转自：微信 文 | 娱乐资本论 BOT 春晚是中国经济的风向标。 去年，白酒和新能源汽车是最大的赞助军团，今年风向骤变——白酒赞助商从七家压缩到了四家；新能源车的存在感也在降低，去年不停露脸的小米汽车 今年没来，拉来汽车品牌矩阵的华为，今年也只带了尊界S800。 "以往春晚只是没有年味，今年都没有人味"，机器人、AI等前沿科技成为今年春晚商务的主力军。四大机器人公司齐齐赞助春晚，松延动力、宇树科技、 魔法原子和银河通用接续亮相，出现在舞蹈、武术、小品等不同形式的节目里。机器人浓度高到甚至大受诟病，"春晚是机器人公司年会。" 今年出镜率最高的公司，则是进入2026年后不停刷爆存在感的追觅。除了常规的互联网公司、快消品牌，今年春晚另一大变化来自卡游和名创优品，标志 着潮玩和IP衍生品正式走上国家舞台。 2025年最火的行业，2026年最有看点的领域，还有最热门、激进的公司......这些赞助商"攒起"的一台晚会，是一堂不够精彩，但足够生动的MBA课程。 想看精彩节目的人大概率失望，但一边等着股市开市，一边看着投资动向的人，四个小时的春晚信息量十足。 蔡明和王天放的小品里，人俨然是配角，只是为了衬托机器人的"厉害" ...

Company Performance - MINISO Group Holding Limited Unsponsored ADR (MNSO) closed at $19.49, up +1.14%, outperforming the S&P 500's daily gain of 0.1% [1] - Over the past month, MNSO's stock has decreased by 0.1%, while the Retail-Wholesale sector has lost 5.35% and the S&P 500 has lost 1.43% [1] Earnings Estimates - The Zacks Consensus Estimate projects MINISO's net sales to be $859.03 million, reflecting a 33.05% increase from the previous year [2] - For the annual period, earnings are estimated at $1.35 per share and revenue at $3 billion, indicating increases of +17.39% and +26.95% respectively from last year [2] Analyst Estimates - Recent changes to analyst estimates for MINISO should be monitored, as positive revisions are seen as a favorable indicator for business outlook [3] - The Zacks Rank system, which assesses these estimate changes, currently ranks MINISO at 3 (Hold) [5] Valuation Metrics - MINISO has a Forward P/E ratio of 12.27, which is lower than the industry average Forward P/E of 17.19 [6] - The company has a PEG ratio of 1.27, compared to the Retail - Apparel and Shoes industry average PEG ratio of 1.89 [6] Industry Context - The Retail - Apparel and Shoes industry is part of the Retail-Wholesale sector and holds a Zacks Industry Rank of 43, placing it in the top 18% of over 250 industries [7] - Research indicates that industries in the top 50% of the Zacks Rank outperform those in the bottom half by a factor of 2 to 1 [7]

Group 1 - The 2026 Spring Festival Gala has announced partnerships with 29 brands, covering various fields including AI technology, robotics, transportation, and consumer goods [3][4] - A record number of six robotics brands, including Magic Atom and Galaxy General, will showcase at the gala, marking the largest robot lineup in the event's history [3][4] - The gala will feature new media collaborations with platforms like Xiaohongshu and Douyin, with Bilibili serving as the exclusive bullet screen video platform [3][4] Group 2 - OpenAI's CEO announced that Peter Steinberger, the creator of OpenClaw, will join OpenAI to advance the development of next-generation personal intelligent agents [5] - Zhipu AI reported a surge in demand for GLM-5, leading to service delays, and has initiated a "computing power partner" recruitment plan to enhance service capacity [6] - Douyin's vice president stated that the 2026 Spring Festival Gala will be the first public project to deeply utilize the domestic AI video generation model Seedance 2.0 [6] Group 3 - The 2026 Spring Festival Gala has seen a significant increase in robot-related searches, with a 300% rise in search volume and a 460% increase in customer inquiries on JD.com [23] - The gala's robot-themed promotions led to a rapid sell-out of various robots, including high-value models like the GALBOT G1, which sold for nearly 630,000 yuan [23]

格隆汇2月16日丨名创优品(09896.HK)公告，2月16日耗资3万港元回购800股。 ...

智通财经APP讯，名创优品(09896)发布公告，于2026年2月16日该公司斥资3.03万港元回购800股，回购 价格为每股37.76-37.86港元。 ...

Core Viewpoint - The article discusses the official program list for the 2026 Spring Festival Gala, highlighting various performances and collaborations with companies across different sectors, including smart travel and artificial intelligence [1][9]. Group 1: Performance Highlights - The opening performance features "Miracles Are Coming" with artists such as Mi Xue and Xu Di [3]. - Notable performances include songs by Zhou Huimin and Liu Mintao, as well as a skit titled "Grandma's Favorite" featuring Cai Ming [3][4]. - The gala will showcase a variety of acts, including martial arts, dance, and comedy, with participation from various artists and groups [3][5][6]. Group 2: Corporate Collaborations - Over 20 partners have been officially announced for the gala, covering sectors like smart travel, artificial intelligence, and liquor [9]. - Eight of these partners are publicly listed companies, including Wuliangye, Yanghe, and Kuaishou [9]. - Specific collaborations include Jianghuai Automobile and Huawei for smart travel, and Magic Atom for intelligent robotics [10]. Group 3: Industry Impact - The gala's partnerships reflect a growing trend of integrating technology and entertainment, particularly in the fields of AI and smart travel [10]. - The involvement of major companies indicates a strategic move to enhance brand visibility during a high-profile event like the Spring Festival Gala [9][10].

FF305 FF305 | 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 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | | 於下列日期開始時的結存(註1) | 2026年2月13日 | | 1,237,564,177 | | | 0 | | | 1,237,564,177 | | 1). 其他 (請註明) | | | | | % | | | | | | 參見Par ...

Core Insights - The article highlights the vibrant marketing activities in Beijing's shopping malls during the Spring Festival, focusing on traditional cultural experiences and emotional consumption trends [3][4][16]. Group 1: Spring Festival Marketing Activities - Shopping malls in Beijing are enhancing their New Year marketing with various activities, including lion dances and intangible cultural heritage experiences, to create a festive atmosphere [3][4]. - Haidian Joy City has organized a series of themed events titled "Celebrate the New Year with Haidian Joy City," integrating cultural experiences, emotional connections, and leisure shopping [4]. - Dragon Lake Group's "Tianjie Temple Fair" is being held across nearly a hundred shopping centers nationwide, emphasizing traditional culture and immersive experiences [4][5]. Group 2: Unique Store Formats - The "zero store" and "first store" formats are gaining popularity, attracting customers with unique products and experiences [10][12]. - The first Miniso store in Beijing features a large area with various product categories, including toys and beauty items, and has become a popular destination for shoppers [10][12]. - The Daoxiangcun zero store in Dongsi offers freshly baked products and unique styles, appealing to both locals and tourists [14]. Group 3: Emotional Consumption Trends - There is a noticeable shift in consumer behavior towards emotional consumption, especially among younger demographics, who are increasingly purchasing novelty items like blind boxes for festive celebrations [16][17]. - The "PUCKY Knock Knock Series" has become a hot item, reflecting the trend of consumers seeking unique and meaningful purchases during the holiday season [17][19]. - Marketing strategies are also focusing on the zodiac theme, with creative installations attracting public interest and engagement [20].

智通财经APP讯，名创优品(09896)发布公告，于2026年2月13日该公司斥资24.64万美元回购5.11万股， 回购价格为每股4.785-4.835美元。 ...