美股开盘，三大指数集体下跌，纳指跌0.28%，标普500指数跌0.3%，道指跌0.38%。 沃尔玛跌4.3%，Q2营收同比增长4.8%至1774亿美元，调整后每股收益0.68美元，低于预期。 名创优品涨超9%，Q2营收同比增长23.1%至49.66亿元，同店销售额增长转为正值。 蔚来涨超5.5%，今晚发布全新ES8，定位"全场景科技旗舰SUV"。 禾赛涨超3.5%，消息称其计划通过港股上市，募集约3亿美元资金。 (格隆汇) ...

来源：视频滚动新闻 沃尔玛跌3%，尽管其季度销售额超出华尔街预期，但盈利未达预期，这是该零售商自2022年5月以来首 次季度盈利不及预期。名创优品美股涨超8%，第二季度业绩超预期。Palantir微涨0.1%，此前连续6个 交易日下跌。CoreWeave美股涨超1%，简街报告持有CoreWeave5.4%的被动股权。 ...

名创优品走高，现涨超9%，公司2025年上半年经调整净利润12.79亿元，去年同期为12.42亿元； (本文来自第一财经) ...

每经AI快讯，8月21日，名创优品开盘走高，现涨超9%。 ...

Core Viewpoint - Miniso (MNSO) experienced a stock price increase of 9.36% on August 21, closing at $22.79 per share, with a total market capitalization of $7.08 billion [1] Financial Performance - As of March 31, 2025, Miniso reported total revenue of 4.427 billion RMB, representing a year-on-year growth of 18.89% [1] - The company's net profit attributable to shareholders was 416 million RMB, showing a year-on-year decrease of 28.52% [1] Company Overview - Miniso Group Holding Limited is a global retailer offering a wide range of creative home products, having opened its first store in China in 2013 [1] - Over nine years, the company has successfully launched two brands: Miniso and TOP TOY [1] - According to a Frost & Sullivan report, Miniso's product GMV through its store network reached approximately 18 billion RMB (2.8 billion USD) in 2021, making it the largest private label home goods retailer globally [1] - TOP TOY, a new brand launched in December 2020, is a pioneer in the trendy toy collection store concept [1]

Core Insights - Miniso Group reported a total revenue of 49.7 billion yuan for Q2 2025, representing a year-on-year increase of 23.1% [1] - The gross margin for the quarter was 44.3%, up 40 basis points from the same period last year [1] - Adjusted net profit (Non-IFRS) reached 6.9 billion yuan, a 10.6% increase year-on-year, with an adjusted net profit margin of 13.9% [1] Revenue Breakdown - For Q2 2025, Miniso's brand revenue was 45.6 billion yuan, a 19.5% increase year-on-year, with domestic revenue at 26.2 billion yuan (up 13.6%) and overseas revenue at 19.4 billion yuan (up 28.6%) [2] - As of June 30, 2025, the number of domestic stores was 4,305, with a net increase of 30 stores in the quarter, while overseas stores totaled 3,307, with a net increase of 94 stores [2] Strategic Focus - The company emphasizes product strength as a core support for high-quality development, leveraging a diversified IP strategy and deepening product categories [2] - The Chairman and CEO, Ye Guofu, highlighted the unique resource endowment of Miniso in building its own IP, focusing on comprehensive category coverage, channel penetration, global layout, and full-link operations [2] - Looking ahead, Miniso aims to deepen its own IP strategy to drive sustainable high-quality growth, ensuring both domestic and global influence through collaborations with leading global IPs [2]

Group 1: Financial Performance - Xinhua Department Store reported a net profit of 86.0081 million yuan for the first half of the year, a year-on-year decrease of 2.52% [1] - The company achieved operating revenue of 3.254 billion yuan, down 0.99% year-on-year [1] - Bilibili's Q2 revenue reached 7.34 billion yuan, a year-on-year increase of 20%, with adjusted net profit hitting 560 million yuan, also a record high [4] - Kuaishou's Q2 revenue was 35 billion yuan, up 13.1% year-on-year, with adjusted net profit of 5.6 billion yuan, marking a 20.1% increase [5] Group 2: Business Developments - Walmart raised its adjusted earnings per share forecast for FY2026 to between $2.52 and $2.62, with expected net sales growth of 3.75% to 4.75% for Q3 [2] - MINISO plans to expand its MINISO LAND stores overseas, leveraging its own IP alongside global IP collaborations [2] - Renhe Pharmaceutical's subsidiary ULook's brain-machine interaction smart glasses have not yet generated sales revenue, currently only in testing phases [3] Group 3: Market Trends and Innovations - Tencent Games showcased its full-chain AI creative solution VISVISE at the Gamescom 2025, covering various aspects of game production [3] - DeepSeek announced the release of DeepSeek-V3.1, designed for the next generation of domestic chips [7] - AliExpress launched a new marketing AI Agent to enhance product sales, significantly increasing the number of new products sold [8] Group 4: Investment and Financing - The autonomous vehicle company "White Rhino" completed nearly 500 million yuan in B+ round financing, focusing on product development and AI technology [8]

Group 1: Financial Performance - Xinhua Department Store reported a net profit of 86.0081 million yuan for the first half of the year, a year-on-year decrease of 2.52% [1] - The company achieved an operating income of 3.254 billion yuan, down 0.99% year-on-year [1] - Bilibili's Q2 revenue reached 7.34 billion yuan, a year-on-year increase of 20%, with adjusted net profit hitting 560 million yuan, also a record high [4] - Kuaishou's Q2 revenue was 35 billion yuan, up 13.1% year-on-year, with adjusted net profit of 5.6 billion yuan, reflecting a 20.1% increase [5] Group 2: Business Developments - Walmart raised its adjusted earnings per share forecast for fiscal 2026 to between $2.52 and $2.62, with expected net sales growth of 3.75% to 4.75% for Q3 [2] - MINISO's founder announced plans to expand MINISO LAND stores overseas, emphasizing the importance of proprietary IP alongside global IP [2] - Renhe Pharmaceutical's subsidiary ULook's brain-machine interaction smart glasses have not yet generated sales revenue, with only samples produced for testing [3] Group 3: Market Trends and Innovations - Tencent Games showcased its full-chain AI creative solution VISVISE at the Gamescom 2025, covering various aspects of game creation [3] - DeepSeek announced the release of DeepSeek-V3.1, which utilizes UE8M0 FP8 parameters designed for the next generation of domestic chips [7] - AliExpress launched a new marketing AI Agent called "New Product Lightning Push," which has doubled the number of new products achieving sales within seven days since July [9] Group 4: Investment and Financing - The autonomous vehicle company "White Rhino" completed nearly 500 million yuan in B+ round financing, with funds directed towards product development and AI technology [8]

格隆汇8月21日丨名创优品(09896.HK)公告，8月21日耗资60.7万港元回购1.6万股。 ...

名创优品(09896)发布公告，于2025年8月21日斥资60.7万港元回购股份1.6万股，每股回购价格为37.8-38 港元。 ...