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港股异动 | 名创优品(09896)再涨超5% 永辉超市拟对门店进行胖东来模式改造 公司此前入主永辉超市
智通财经网· 2025-08-07 03:21
智通财经APP获悉,名创优品(09896)再涨超5%,截至发稿,涨5.54%,报40.42港元,成交额2.68亿港 元。 此外,上海证券指出,在悦己需求与国产IP崛起等因素的驱动下,"谷子经济"正全面开花,通过重塑消 费主权与升级线下生态,有望成为中国新消费的核心引擎。截至2024年10月,名创优品已与超150个知 名IP形象在全球范围内开展合作。据新消费日报,全球前10大IP授权商有6个、前20大IP授权商有9个, 均已和名创优品达成合作。旗下潮玩品牌TOPTOY在25Q1实现总营收3.4亿元,同比增长59%。 消息面上,7月30日晚,永辉超市公告称,拟定增募资不超40亿元,用于门店升级改造项目、物流仓储 升级改造项目及补充流动资金或偿还银行贷款。对于此次门店升级改造项目方面,定增预案指出,拟对 298家门店进行"胖东来模式"调改升级。据悉,2024年9月,名创优品斥资62.7亿元拿下三成股权入主永 辉超市。 ...
HOKA全球首家品牌体验中心开业 上海一季度新增首店173家
Sou Hu Cai Jing· 2025-05-12 17:05
Core Insights - The opening of HOKA's global flagship experience center in Shanghai marks a significant moment for the city's first-store economy, showcasing a blend of international brands and local innovation [2][5][6] - Shanghai has attracted over 7,300 first stores since 2018, with a notable increase in high-level stores, indicating strong market appeal for top brands [5][7] - The city's first-store economy is driven by a combination of openness and institutional innovation, with significant investments from international brands [7][10] First-Store Economy - Shanghai's first-store economy is a key strategy for enhancing its status as an international consumption center, with 1,269 new first stores added last year, a 4.5% increase from the previous year [5] - In the first quarter of 2025, Shanghai added 173 new first stores, including 7 global and Asian first stores, reflecting a growing trend in high-level store openings [5][6] - The presence of major international brands, such as LOEWE and BOSS, alongside local brands like Taiping Bird, highlights the competitive landscape of Shanghai's retail market [6][8] International and Local Brand Synergy - The synergy between international brands and local enterprises is evident, with new flagship stores and innovative concepts attracting diverse consumer demographics [6][8] - HOKA's experience center aims to cater not only to domestic consumers but also to the over 6 million international visitors to Shanghai each year, emphasizing the city's global appeal [8][13] Economic and Policy Support - Shanghai's economic growth is supported by favorable policies and a robust business environment, with the city aiming to enhance its attractiveness for high-level first stores through financial incentives [10] - The city's port trade is projected to reach 11.07 trillion yuan in 2024, reflecting a 3.9% growth and maintaining its position as a leading global city [7][10] Consumer Trends and Impact - The first-store economy has revitalized Shanghai's commercial landscape, meeting diverse consumer needs and driving new consumption dynamics [10][11] - Data indicates a significant increase in tax refund sales for international visitors, with a year-on-year growth of 81% in sales and 77% in refund amounts from January to April 2025 [11][13]