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名创优品华南首家MINISO LAND在广州北京路开业
Zheng Quan Ri Bao· 2025-08-19 07:41
当下,名创优品正通过创新的IP设计重塑零售空间,加速构建全球领先的潮玩生态平台。通过打造 MINISO LAND这一潮流设计实验场,品牌成功将传统零售空间升级为集IP展示、体验与消费于一体的 全球IP秀场。店内特设区域重点展示"右右酱""WAKUKU"等爆款原创IP,通过沉浸式场景和故事化叙 事,让小众IP实现大众化破圈。 目前,名创优品已在全国核心城市布局12家MINISO LAND和1家MINISO SPACE门店。其中,位于上海 南京东路的MINISO LAND全球壹号店创下9个月销售额破亿的"亿级势能";南京德基广场MINISO SPACE更成为首个进驻全球顶奢商圈的中国IP空间。名创优品以亮眼业绩印证,当中国品牌与全球IP共 创,当兴趣消费与品质商业相融,必将迸发改变行业格局的"亿级势能"。 (文章来源:证券日报) 本报讯 (记者李雯珊)8月17日,名创优品(广州)有限责任公司(以下简称"名创优品")华南首家 MINISO LAND(城市乐园店)启幕,一座传统岭南建筑与超100个全球IP交融,碰撞出奇妙火花,既保 留了传统建筑的文化风貌,又注入了鲜活的潮流设计和IP元素,成为广州新的潮流地标。 作为 ...
曼谷街头的“镜像游戏”:泡泡玛特和名创优品,谁复制了谁?
3 6 Ke· 2025-08-15 07:13
Core Viewpoint - The controversy surrounding the opening of Pop Mart's flagship store in Thailand highlights the ongoing competition and design similarities with Miniso's MINISO LAND, raising questions about originality and potential copyright infringement in retail design [1][2][3] Group 1: Company Performance - Pop Mart's stock has surged approximately 170% year-to-date, with a market capitalization of around HKD 370 billion and a price-to-earnings ratio exceeding 100, driven by a significant increase in overseas sales, which grew over four times in the first half of the year [3][4] - In contrast, Miniso's stock has seen a slight decline of 0.6%, with a market capitalization close to HKD 50 billion and a price-to-earnings ratio of about 18, impacted by profit declines due to acquisitions and interest expenses [4][3] Group 2: Market Strategy - Pop Mart adopts a "premium expansion" strategy, focusing on creating brand awareness through online channels and flagship stores, while Miniso emphasizes rapid store replication through supply chain advantages and cost control [5][6] - The two companies have distinct approaches to intellectual property (IP), with Pop Mart acting as an "IP creator" and Miniso as an "IP connector," relying on collaborations with established brands to enhance product offerings [6][7] Group 3: Industry Trends - The Chinese toy industry, particularly in the collectible segment, is experiencing significant growth, with its market share in overseas markets increasing from 3% in 2020 to an expected 18% by 2025 [8] - The rise of the collectible toy market is contributing to the transformation of China's manufacturing sector, moving from "OEM advantages" to "cultural premiums," and is projected to reach a market size of CNY 110.1 billion by 2026 [9] Group 4: Consumer Behavior - The competition between Pop Mart and Miniso reflects a broader consumer trend where young consumers seek both emotional value and cost efficiency in their purchases, indicating a dual demand for unique experiences and affordability [10]