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) | | | FF305 第 2 頁 共 7 頁 v 1.3.0 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： 2026年2月6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 | | | | ...

Group 1 - The company Miniso (09896.HK) announced a share buyback on February 5, spending $24.47 thousand to repurchase 51,300 shares at a price range of $4.7475 to $4.875 per share [1]

Group 1 - The company Miniso (09896) announced a share buyback plan, intending to repurchase 51,300 shares at a cost of $244,700 on February 5, 2026 [1]

FF305 公司名稱： 名創優品集團控股有限公司 呈交日期： 2026年2月6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 ...

Core Viewpoint - The Nasdaq Golden Dragon China Index saw an initial increase of 1.21%, indicating positive market sentiment towards Chinese stocks listed in the U.S. [1] Company Performance - NIO experienced a significant rise of 7.4% - Miniso increased by 5.4% - Yum China rose by 3.4% - Li Auto gained 2.8% - ZTO Express, Zai Lab, Bilibili, Baidu, and Kingsoft Cloud all saw increases of over 2% - Alibaba had a modest increase of 0.7% - Pony.ai declined by 1.2% - New Oriental fell by 2.8% [1] ETF Performance - KWEB ETF rose by 1.14% - CQQQ ETF increased by 0.7% - ASHR ETF decreased by 0.1% - ASHS ETF fell by 1.3% [1]

首发艺术家IP"气宝"亮相，深化情感化消费体验 作为该街区首发的艺术家IP，名创优品MINISO旗下原创艺术家IP气宝AngryAimee正式登场。该IP 以"Angry Love"为独特的情感主题，精准捕捉并艺术化地表达了年轻群体的真实情绪，致力于构建能够 引发深度共鸣的沉浸式情感场景。 活动期间，名创优品MINISO围绕艺术家IP气宝推出了多款限定产品，包括"情人节，NO!吊卡"、"沙滩 音乐节搪胶毛绒盲盒"及"哄不好的400%大娃"。通过结合磁吸互动、刮刮卡抽签等新颖玩法，成功吸引 了大量粉丝到店打卡与消费。气宝的设计师亲临现场举办签售会，在与粉丝的面对面交流中汲取创作灵 感，持续优化这一艺术家IP的情感内核与艺术表达，使其价值在实时互动中不断生长与迭代。 名创优品MINISO于广州北京路MINISO LAND内，正式揭幕其首个潮玩艺术家街区。这一创新空间 以"共创、共享、沉浸、互动"为核心理念，旨在构建一个开放式的平台，直接连接签约艺术家与广大消 费公众。通过打造完整的体验闭环，该街区不仅为消费者开辟了深度参与艺术家IP创作过程的新场景， 更成为名创优品在系统化孵化、运营艺术家IP与探索沉浸式商业场景 ...

Core Insights - MINISO has launched its strategic innovative store format MINISO LAND in the northwest, with its first store opening in Xi'an's core business district, marking a significant step in enhancing its national presence and activating the "first store economy" in the region [1] Group 1: Targeting Young Consumers - The success of MINISO's first store in the northwest is attributed to its precise understanding of the core consumer group for trendy toys, strategically located in a youth-heavy area of Xi'an [2] - The store features a distinctive exterior and a giant WAKUKU theme installation, quickly becoming a new landmark for young trendy toy enthusiasts in the city [2] - The store's layout has been innovatively redesigned to create an immersive shopping experience, blending popular global IP themes to transform shopping into a treasure-hunting adventure [2] Group 2: Diverse Product Matrix Driving Market Potential - The store offers over 6,000 products, with more than 80% being IP derivatives, creating a vast consumption scene for trendy toys [3] - The product line includes major international licensed IPs like Disney and Harry Potter, as well as original artist IPs developed by MINISO, catering to the diverse and deep-seated needs of young fans and collectors [3] - The unique spatial experience and strong IP appeal have generated significant market attraction, with strong sales performance during the trial operation period [3] Group 3: Dual-Drive Strategy Implementation - The operation of the Xi'an store exemplifies MINISO's dual-drive strategy of "international licensed IP + exclusive signed artist IP," enhancing shopping enjoyment and showcasing the emotional resonance and unique brand value of trendy toy IPs [4] - The WAKUKU themed area within the store features exclusive photo spots and interactive setups, marking a shift from traditional retail to a complex value-creating space that combines global IP showcases with local trendy toy IP incubation [4] Group 4: Empowering Urban Commercial Upgrades - The opening of MINISO LAND in Xi'an signifies a new phase in the brand's expansion, focusing on the IP + large store model [5] - As high-potential cities continue to see the rollout of such high-energy stores, MINISO aims to create new urban landmarks that enhance its brand influence and contribute to regional commercial upgrades [5] - The company plans to persistently innovate store formats and build an IP ecosystem centered around interest-based consumption, creating a vibrant new quality commercial ecosystem for global consumers [5]

2月4日，中央广播电视总台与名创优品（MINISO）联合宣布，MINISO与总台达成《2026年春节 联欢晚会》IP联名衍生品合作，MINISO成为总台春晚潮玩合作品牌。 作为本次合作的重要成果，总台春晚与MINISO联名推出的马年系列IP潮玩产品，于当日在MINISO 全国门店及线上平台同步发售。该系列以"马到成功，一切优优"为创作灵感，深度融合传统生肖文化与 潮流创意，为全国消费者献上一份兼具潮流属性与情感温度的春节贺礼。 作为业务覆盖全球超112个国家和地区的中国品牌，MINISO凭借超过8500家门店的广泛布局，构 建了以IP设计为核心的全球化产品开发体系。依托中国供应链的强大效能，品牌持续将蕴含中国创意的 潮流产品与全球消费趋势相融合，不仅为总台春晚注入了鲜活的潮流气息与创新动能，更在延续文化传 统深层脉络的同时，构筑起连接全球年轻消费者的情感通路。 "马优优搪胶毛绒"以盲盒形式呈现，共设计9款不同动态与配饰的造型，在保持IP辨识度的同时增 强收藏趣味，让传统年味以轻松互动的方式融入日常；系列还包含多款契合新年主题的周边产品，IP挂 件选取"好事花生""发财麻将""年年有鱼""万柿如意"四组吉祥主题 ...

本报讯 2月4日，中央广播电视总台与名创优品（广州）有限责任公司（以下简称"名创优品"， MINISO）联合宣布，MINISO与总台达成《2026年春节联欢晚会》IP联名衍生品合作，MINISO成为总 台春晚潮玩合作品牌。 作为本次合作的重要成果，总台春晚与MINISO联名推出的马年系列IP潮玩产品，于当日在MINISO全国 门店及线上平台同步发售。该系列以"马到成功，一切优优"为创作灵感，深度融合传统生肖文化与潮流 创意，为全国消费者献上一份兼具潮流属性与情感温度的春节贺礼。 此次合作是MINISO与总台春晚的首次联袂，不仅体现了双方对文化传承与创新表达的共识，更是经典 国民文化盛事与国民品牌的"双向奔赴"。 本次联名系列以全新原创IP"马优优"为核心展开，该形象以圆润可爱的造型与活泼生动的神态，将经典 生肖符号重塑为极具个性的潮流IP产品。MINISO围绕"马优优"推出多款产品，在延续春节喜庆氛围的 同时，注入MINISO年轻、潮流的品牌基因。 作为业务覆盖全球超112个国家和地区的中国品牌，MINISO凭借超过8500家门店的广泛布局，构建了 以IP设计为核心的全球化产品开发体系。依托中国供应链的强大效 ...

Core Viewpoint - The Hong Kong stock market's consumer stocks have seen significant gains, driven by strong performances from companies like Yum China and Miniso, which have positively influenced various consumer ETFs [1][5]. Group 1: Stock Performance - Yum China experienced a rise of over 9%, reaching a new high since October 2023, following the announcement of its strong financial results for 2025 [5]. - Miniso's stock increased by over 5% after announcing a share buyback program [6]. - Multiple consumer ETFs, including those managed by Huatai-PB, E Fund, and others, have also shown positive growth, with increases ranging from 1.31% to 2.16% on the day [2]. Group 2: Financial Highlights - Yum China's operating profit for the year reached $1.3 billion, reflecting a robust year-on-year growth of 11%, with plans to open 1,706 new stores, expanding its network to over 18,101 locations across more than 2,500 cities in China [5]. - The fourth quarter of 2025 saw a significant 25% year-on-year increase in operating profit for Yum China, with same-store sales rising for the third consecutive quarter [5]. Group 3: Market Trends and Consumer Sentiment - The upcoming Chinese New Year is expected to boost consumer spending, supported by various government-led promotional activities aimed at stimulating consumption [7]. - The integration of diverse sectors such as commerce, culture, tourism, and exhibitions is anticipated to enhance consumer engagement and spending during the festive season [7].