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叶国富从十元店逆袭千亿零售帝国 入主永辉力推TOPTOY上市争议中前行
Chang Jiang Shang Bao· 2025-03-31 00:26
长江商报消息 ●长江商报记者 沈右荣 在中国传统零售商业深度调整之际,叶国富成为备受关注的焦点。 这名中专肄业从湖北十堰走出的年轻人,从不起眼的"十元店"起家,10年间,创造了让人意想不到的商业奇迹。 2024年10月,叶国富以255亿元财富位列《2024年·胡润百富榜》第185位。 叶国富创立的名创优品(09896.HK,MNSO),在美国、中国香港两地上市,市值达400多亿元。截至2024年 末,名创优品全球线下门店达7504家,当年盈利超过26亿元,且连续三年高速增长。 公开消息称,叶国富正在兑现诺言,分拆TOP TOY去港股上市。在分析人士看来,业绩及市场快速增长的TOP TOY寻求上市,是叶国富想抢泡泡玛特、布鲁可的生意。 豪掷62.7亿元入股商超巨头永辉超市(601933.SH),这被看作是叶国富的一场资本豪赌。 草根逆袭,从十元店到掌舵千亿零售帝国,叶国富用20年时间重构了中国零售的底层逻辑,被认为是中国商业颠 覆者。名创优品的全球化、TOP TOY的潮玩革命、永辉超市的破局之战,争议之中,等待叶国富的挑战一个接一 个,他能成功吗? 极致性价比支撑全球7504家店 当零售业纷纷推进产业转型升级、 ...
商贸零售行业周报:国新办3/17召开提振消费发布会关注新消费&顺周期 爱美客拟控股收购REGEN BIOTECH
Xin Lang Cai Jing· 2025-03-19 06:36
Group 1: Consumption Policy and Market Trends - The government is expected to implement policies to promote childbirth, with significant subsidies announced in Hohhot, which may catalyze demand in the maternal and infant sector, benefiting companies like Aiyingshi and Haiziwang [6][8] - The retail sector is seeing a shift towards quality supermarkets, driven by consumer demand for better product quality, with companies like Yonghui Supermarket and Chongqing Department Store expected to expand [7][8] - The "AI + Consumption" initiative is being emphasized, with potential growth in sectors like AI-integrated eyewear and e-commerce, highlighting companies such as Mingyue Optical and Ruoyuchen [2] Group 2: Company-Specific Developments - Aimeike plans to acquire REGEN Biotech, which could enhance its market position and valuation, as the acquisition is expected to provide significant growth opportunities in both domestic and international markets [3] - The 3.8 promotion event on platforms like Tmall and Douyin showed strong performance, with brands like Juzi and Marubi exceeding expectations, indicating a robust recovery in the beauty sector [4][5] - Gaode Beauty reported a 9.3% increase in net sales for 2024, with significant growth in its aesthetic injection segment, particularly in China, where new products are expected to drive further growth [6]