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名创优品

16.01

-0.0300-0.19%

盘后：16.190.1800+1.12%19:45 EDT

成交量：47.84万

成交额：765.17万

市值：49.53亿

市盈率：28.57

高：16.13

开：16.10

低：15.90

收：16.04

52周最高：26.74

52周最低：15.28

股本：3.09亿

流通股本：1.13亿

量比：0.93

换手率：0.42%

股息：0.62

股息率：3.85%

每股收益(TTM):0.5604

每股收益(LYR):0.5604

净资产收益率：11.48%

总资产收益率：8.42%

市净率：3.18

市盈率(LYR):28.57

数据加载中...

总览公司新闻资讯公告

消费板块上扬沪上阿姨(02589)涨6.50%、奈雪的茶(02110)涨2.53%

叶国富预判了王宁的下一步

中概股龙头指数跌幅扩大至1%

每日经济新闻

名创优品增收不增利，IP新零售转型阵痛与机遇并存

名创优品收入不错净利润腰斩：永辉成最大拖油瓶，被下调盈利预测

异动解读 | 授予股权激励及乐园门店扩张推动，名创优品夜盘大涨5.09%

2026年美加墨世界杯最贵票价超7.5万元；名创优品“乐园系”门店已达65家 | 消费早参

每日经济新闻

名创优品加速向IP运营平台跃迁

泡泡玛特暴跌，代工厂疯涨，潮玩行业IPO还有救吗？

娱乐资本论

名创优品(09896)授出32.76万份受限制股份单位

名创优品：全球已落地65家“乐园系”门店，预计2026年底将达到200家

永辉亏损、子品牌融资双重拖累，名创优品全球IP零售玩家梦待考

透视名创优品2025年财报：原创IP进入“收获期”，核心经营韧性凸显

21世纪经济报道

全球年轻人涌入MINISO LAND，自有IP也在狂飙，年入214亿的名创优品进入“第三发展阶段”

交银国际：维持名创优品(09896)买入评级下调目标价至45.50港元

蜜雪冰城、泡泡玛特等中国新消费品牌走红拉美

380亿广州老板赌上潮玩生意

21世纪经济报道

淡马锡押注，泡泡玛特最强对手要IPO了

潮玩TOP TOY继续冲刺港股，叶国富资本版图又下一城？

经济观察报

【券商聚焦】交银国际维持名创优品(09896)买入评级指全球化扩张与门店升级驱动增长

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涨6.50%，奈雪的茶涨2.53%，泡泡玛特涨2.33%，巨子生物涨1.47%，上美股份涨1.19%，小米集团-W涨1.23%，名创优品涨0.97%。国信证券表示，节后以来零售及美护板块出现较多回调，主要系外围事件冲击下，大盘风险偏好下行，板块情绪走弱；同时基本面在节日错期和投放趋于谨慎，以及去年基数较高等因素下略有承压。但我们认为阶段性回调也为后续优质龙头的反弹积蓄了势能。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979129","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0634319403.HKD","LU1794554557.SGD","LU0605514214.HKD","LU0456846285.SGD","LU0143863784.USD","LU1323998911.USD","LU1813983027.USD","LU0823039010.USD","LU1282648689.USD","LU1328277881.USD","LU0823040885.USD","LU0611395673.USD","LU2087589342.USD","LU0700851271.USD","LU0572944931.SGD","LU0449515922.USD","LU1956131251.USD","LU0326950275.SGD","LU1719994722.HKD","LU2242644610.SGD","LU0327786744.USD","LU1770036033.HKD","LU0502904849.HKD","02367","LU0348735423.USD","LU0463099449.HKD","LU0499858438.USD","LU0084288322.USD","BK1224","LU2778985437.USD","LU0594300419.USD","IE00B3M56506.USD","LU0254981946.USD","LU1880383366.USD","SGXZ62798434.SGD","LU0797268264.HKD","LU2152927971.USD","LU0244354667.USD","BK1249","LU1720050803.USD","LU1961090484.USD","LU0164872284.USD","LU0823038988.USD","LU0359201885.HKD","LU0650527681.SGD","LU2097828805.USD","BK1502","LU0918141705.HKD","LU1105468828.SGD","LU0823426308.USD","LU0871576103.HKD","LU0594300179.USD","BK1246","LU0708995583.HKD","LU0918141887.USD","LU0211977185.USD","MIUmain","LU0675040207.SGD","LU0823397285.USD","LU2097828714.EUR","BK1207","02150","LU0441854154.USD","LU2399975544.HKD","BK1523","MNSO","BK1589","XIACY","IE0034224299.USD","LU0051755006.USD","BK4588","LU0823397103.USD","LU0823413587.USD","LU0117841782.USD","LU1303224171.USD","LU1868838027.USD","LU2039709279.SGD","LU0823413660.USD","LU0417516902.SGD","LU1188198961.HKD","BK1575","HK0000165453.HKD","LU0169518387.USD","BK4585","LU0359202008.SGD","LU1868837565.USD","BK1506","LU2294711473.HKD","LU0052750758.USD","LU0540923850.HKD","LU1880383440.USD","LU0417516738.SGD","BK1587","LU1481107354.HKD","01810","LU0231483743.USD","LU0235996351.USD","LU0345775950.USD","LU0588546209.SGD","LU2257852520.SGD","IE0032431581.USD","09896","LU0314109678.HKD","LU1808992512.USD","LU0499858602.USD","LU0348767384.USD","LU0348825331.USD","HXXD.SI","LU0348816934.USD","LU2476274720.SGD","SG9999004311.SGD","BK1607","BK1521","LU2097828474.EUR","LU0531970944.HKD","BK1615","LU2476274308.USD","LU0823041008.USD","LU2488822045.USD","LU0823426480.USD","BK1233","LU0348827113.USD","HK0000286598.CNH","LU0531971595.HKD","LU0149721374.USD","LU0593848301.USD","LU0143863198.USD","LU0456827905.SGD","PMRTY","SG9999002463.SGD","LU2097828631.EUR","LU1023057109.AUD","LU0039217434.USD","LU0307460666.USD","LU0210526637.USD","02589","LU0345776255.USD","LU1251922891.USD","LU0359201612.USD","LU0348814723.USD","LU0320764599.SGD","LU0054450605.USD","LU0164865239.USD","LU0348766576.USD","LU1770034418.SGD","SG9999001069.SGD","LU0214875030.USD","SGXZ86797644.SGD","09992","LU0449509016.USD","SG9999001093.SGD","LU2097828557.USD","LU0561508036.HKD","02145","BK1610","LU1981816686.USD","BK1616","LU2226246903.HKD","BK1618","LU2543165471.USD","LU0455707207.USD","SG9999002950.SGD","SG9999003461.SGD","LU0164880469.USD","81810","BK1193"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626160944","title":"叶国富预判了王宁的下一步","url":"https://stock-news.laohu8.com/highlight/detail?id=2626160944","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626160944?lang=zh_cn&edition=fundamental","pubTime":"2026-04-10 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22:05","pubTimestamp":1775743514,"startTime":"0","endTime":"0","summary":"每经AI快讯，4月9日，利弗莫尔中概股龙头指数跌幅扩大至1%，报9368.51点。成分股中，小鹏汽车跌4.52%，信也科技跌4.23%，名创优品跌4.05%，百度跌3.7%，拼多多跌3.56%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604093699968050.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604093699968050.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["MNSO","BK4588","BK4504","HXC","09868","ASHS","BK4614","09888","XPEV","CWEB","DRAG","LU0963586101.USD","MCHI","PDD","09896","BIDU","ASHR","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626180792","title":"名创优品增收不增利，IP新零售转型阵痛与机遇并存","url":"https://stock-news.laohu8.com/highlight/detail?id=2626180792","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626180792?lang=zh_cn&edition=fundamental","pubTime":"2026-04-09 21:39","pubTimestamp":1775741973,"startTime":"0","endTime":"0","summary":"在消费需求收缩、渠道竞争加剧等多重压力下，名创优品规模增长超预期，正式跨越200亿元营收门槛迈入新发展阶段，验证了兴趣消费、全球化布局的长期增长可行性；但与此同时，年内利润出现自港股上市以来的首次下滑，降幅超50%，增收不增利的表现，既折射出名创优品向全球化IP运营平台转型的阵痛，也揭示出新零售赛道的深层变革趋势。总结来看，名创优品2025财年的“增收不增利”，是企业主动推进战略落地过程中的必然阵痛。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1775700661107388731","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["IP","MNSO","LU1487256676.USD","BK4585","BK4505","LU1169589451.USD","LU2463526074.USD","BK4136","LU1046422090.SGD","09896","BK4114","LU1481600234.SGD","BK4220","BK4588","IE00B3T34201.USD","LU1169590202.USD","BK1249","LU1481599808.USD","BK1246","LU0274383008.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626976360","title":"名创优品收入不错净利润腰斩：永辉成最大拖油瓶，被下调盈利预测","url":"https://stock-news.laohu8.com/highlight/detail?id=2626976360","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626976360?lang=zh_cn&edition=fundamental","pubTime":"2026-04-09 08:20","pubTimestamp":1775694000,"startTime":"0","endTime":"0","summary":"　　2026年3月13日，名创优品集团控股有限公司发布2025财年业绩预告；3月31日，公司正式披露年度业绩公告。　　名创优品表示，2025财年净利润大幅下滑主要受三项因素拖累：一是对永辉超市的投资亏损。名创优品按29.4%持股比例确认应占亏损8.13亿元，成为利润下滑最主要拖累项。　　4月2日，交银国际发布研报称，维持名创优品买入评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/2026-04-09/doc-inhtwaif8984029.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["601933","09896","MNSO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100135484","title":"异动解读 | 授予股权激励及乐园门店扩张推动，名创优品夜盘大涨5.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100135484","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100135484?lang=zh_cn&edition=fundamental","pubTime":"2026-04-08 10:56","pubTimestamp":1775616971,"startTime":"0","endTime":"0","summary":"名创优品（MNSO）今日夜盘股价大涨5.09%，引起了市场的广泛关注。消息面上，公司于近期根据其2020年股份激励计划，向七名雇员授出32.76万份受限制股份单位，此举通常被视为对公司核心团队的一种激励，有助于绑定员工与公司利益，可能增强了市场对公司未来发展的信心。此外，根据最新披露，名创优品已在全球落地65家“乐园系”门店，涵盖多种核心店态。该系列门店单店平均面积达1200平方米，为常规门店的6倍，单店汇集8000至10000个SKU，其中90%为IP产品，平均业绩较常规门店增长超900%。这一强劲的业务扩张和单店业绩表现，被市场解读为积极的增长信号，进一步推动了股价上涨。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["MNSO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625696403","title":"2026年美加墨世界杯最贵票价超7.5万元；名创优品“乐园系”门店已达65家 | 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19:20","pubTimestamp":1775560800,"startTime":"0","endTime":"0","summary":"本报讯（记者李雯珊）截至2026年4月7日，名创优品已在全球落地65家“乐园系”门店，涵盖MINISOSPACE、MINISOFRIENDS、MINISOLAND、SUPERMINISO等核心店态，开创性打造“门店即乐园”模式，推动兴趣消费持续升级。该系列门店平均业绩较常规门店增长超900%，预计2026年底将达到200家，标志着名创优品加速向全球领先的IP运营平台全面转型。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604073696612124.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4585","LU1481599808.USD","BK4220","LU1169590202.USD","LU2463526074.USD","IP","BK1249","MNSO","LU1046422090.SGD","LU1169589451.USD","BK4505","09896","BK4114","IE00B3T34201.USD","LU1481600234.SGD","LU1487256676.USD","BK4136","BK4588","BK1246","LU0274383008.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625958659","title":"泡泡玛特暴跌，代工厂疯涨，潮玩行业IPO还有救吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2625958659","media":"娱乐资本论","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625958659?lang=zh_cn&edition=fundamental","pubTime":"2026-04-07 19:18","pubTimestamp":1775560680,"startTime":"0","endTime":"0","summary":"一面是泡泡玛特在业绩“仅达预期未超预期”后股价连跌3天跌去30%，名创优品净利润腰斩。另一面是文娱行业继续对IP业务寄予厚望。对泡泡玛特而言，造爆款并不是一件难事。2025年，泡泡玛特有17个艺术家IP收入过亿，比2024年增加4个。而这一个趋势并非泡泡玛特所独有。对于泡泡玛特的潜在消费者而言，IP是一种符号、一种精神图腾。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/hk/2026-04-07/doc-inhtsrqw0229948.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1481107354.HKD","PMRTY","LU0823426308.USD","LU0871576103.HKD","LU0211977185.USD","LU0231483743.USD","LU0611395673.USD","LU1023057109.AUD","LU0039217434.USD","LU0307460666.USD","LU0572944931.SGD","LU0345776255.USD","LU0345775950.USD","LU0588546209.SGD","LU0359201612.USD","MNSO","09896","LU0327786744.USD","IE0034224299.USD","LU0499858602.USD","LU0164865239.USD","LU0348767384.USD","LU0348766576.USD","LU1770036033.HKD","SG9999001069.SGD","LU0499858438.USD","SGXZ86797644.SGD","BK1224","09992","LU0359202008.SGD","LU1880383366.USD","SGXZ62798434.SGD","LU2543165471.USD","LU0823426480.USD","LU1880383440.USD","SG9999002950.SGD","LU0164880469.USD","LU0359201885.HKD","LU0531971595.HKD","LU0593848301.USD","LU0149721374.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625934839","title":"名创优品(09896)授出32.76万份受限制股份单位","url":"https://stock-news.laohu8.com/highlight/detail?id=2625934839","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625934839?lang=zh_cn&edition=fundamental","pubTime":"2026-04-07 18:26","pubTimestamp":1775557576,"startTime":"0","endTime":"0","summary":"智通财经APP讯，名创优品(09896)发布公告，于2026年4月3日，公司根据其2020年股份激励计划向七名雇员授出32.76万份受限制股份单位，代表相同数量的新股份，惟须受2020年股份激励计划及公司与各承授人订立的奖励协议的条款及条件规限。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1425502.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MNSO","LU1046422090.SGD","BK4505","BK4585","BK4588","LU0274383008.USD","BK4220","BK1249","09896","BK4114","BK1246"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625335919","title":"名创优品：全球已落地65家“乐园系”门店，预计2026年底将达到200家","url":"https://stock-news.laohu8.com/highlight/detail?id=2625335919","media":"新浪科技","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625335919?lang=zh_cn&edition=fundamental","pubTime":"2026-04-07 16:06","pubTimestamp":1775549160,"startTime":"0","endTime":"0","summary":"新浪科技讯 4月7日下午消息，据名创优品透露，截至2026年4月7日，名创优品已在全球落地65家“乐园系”门店，涵盖MINISO SPACE、MINISO FRIENDS、MINISO LAND、SUPER MINISO等核心店态，开创性打造“门店即乐园”模式。该系列门店平均业绩较常规门店增长超900%，预计2026年底将达到200家。　　据介绍，名创优品乐园系单店平均面积达1200平方米，为常规门店的6倍，单店汇集8000-10000个SKU，其中90%为IP产品。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/tob/2026-04-07/doc-inhtseyy3602465.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["MNSO","LU0274383008.USD","BK4220","BK1246","BK4114","BK4588","BK1249","LU1046422090.SGD","BK4505","09896","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624696916","title":"永辉亏损、子品牌融资双重拖累，名创优品全球IP零售玩家梦待考","url":"https://stock-news.laohu8.com/highlight/detail?id=2624696916","media":"新京报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624696916?lang=zh_cn&edition=fundamental","pubTime":"2026-04-04 12:32","pubTimestamp":1775277120,"startTime":"0","endTime":"0","summary":"近日，名创优品发布2025年财报，公司实现营业收入214.44亿元，首次突破200亿大关，利润同比下降54.1%至12.1亿元，增收不增利。财报显示，年内利润大幅下滑主因是分摊永辉超市投资亏损，以及旗下潮玩品牌TOP TOY战略融资相关支出。在财报发布后的电话会上，名创优品创始人、CEO叶国富回应了投资永辉、IP效应等业内高度关注的话题。","market":"us","thumbnail":"https://media.bjnews.com.cn/fz/html/AttachPubDev/2026/4/wanglin2026441123572969571.jpg?x-oss-process=image/resize,m_lfit,w_365/quality,q_80","type":0,"news_type":0,"thumbnails":["https://media.bjnews.com.cn/fz/html/AttachPubDev/2026/4/wanglin2026441123572969571.jpg?x-oss-process=image/resize,m_lfit,w_365/quality,q_80"],"rights":{"source":"highlight_bjnews","url":"https://www.bjnews.com.cn/detail/1775277140169923.html","rn_cache_url":null,"customStyle":"handleCustomStyle(customStyle, ThemeStyle, getFont(fontSize))","selectors":"#main .nleft","filters":".ntit, 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20:04","pubTimestamp":1775217840,"startTime":"0","endTime":"0","summary":"北京时间2026年3月31日，名创优品集团公布的2025年度财务业绩，勾勒出一幅“规模与质量双升”的增长图景。在消费复苏不均、线下竞争激烈的行业背景下，这份财报的核心亮点不仅在于亮眼的营收利润数据，更在于其以原创IP为核心、大店场景为载体、全球化为羽翼的战略生态已进入价值兑现期，为更多企业突破增长瓶颈提供了可借鉴的转型样本。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604033695143222.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604033695143222.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["IP","09896","MNSO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624655179","title":"全球年轻人涌入MINISO LAND，自有IP也在狂飙，年入214亿的名创优品进入“第三发展阶段”","url":"https://stock-news.laohu8.com/highlight/detail?id=2624655179","media":"时代财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624655179?lang=zh_cn&edition=fundamental","pubTime":"2026-04-03 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下调目标价至45.50港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2624963775","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624963775?lang=zh_cn&edition=fundamental","pubTime":"2026-04-03 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08:07","pubTimestamp":1775174820,"startTime":"0","endTime":"0","summary":"【380亿广州老板赌上潮玩生意】现在，叶国富的公开发言，总是不离IP。“好的IP，尤其是最近的联名IP产品，给收入带来很大影响。”这位名创优品董事长，看好IP业务。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604033694094554.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604033694094554.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0231483743.USD","LU0593848301.USD","SGXZ86797644.SGD","LU0499858438.USD","BK4220","BK4585","LU2543165471.USD","LU0871576103.HKD","LU0531971595.HKD","LU0348766576.USD","SG9999002950.SGD","BK1246","LU1023057109.AUD","MNSO","LU1481107354.HKD","LU0164880469.USD","LU0359201612.USD","LU0823426308.USD","SG9999001069.SGD","LU0588546209.SGD","BK4588","BK1224","BK4114","LU0572944931.SGD","IE0034224299.USD","LU0211977185.USD","LU0823426480.USD","LU1046422090.SGD","LU0327786744.USD","LU0345776255.USD","LU0274383008.USD","LU0039217434.USD","LU0345775950.USD","LU0499858602.USD","LU1880383366.USD","LU1770036033.HKD","LU0359201885.HKD","BK4505","09896","LU0359202008.SGD","LU1880383440.USD","LU0149721374.USD","SGXZ62798434.SGD","LU0164865239.USD","LU0348767384.USD","LU0611395673.USD","BK1249","LU0307460666.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624706175","title":"淡马锡押注，泡泡玛特最强对手要IPO了","url":"https://stock-news.laohu8.com/highlight/detail?id=2624706175","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624706175?lang=zh_cn&edition=fundamental","pubTime":"2026-04-02 18:02","pubTimestamp":1775124150,"startTime":"0","endTime":"0","summary":"与泡泡玛特早期深耕单一IP不同，TOP TOY从诞生之初就确立潮玩集合店定位，依托名创优品成熟的供应链、线下选址能力与加盟渠道，开启高速扩张。从规模来看，泡泡玛特遥遥领先：2025年营收371.2亿元，同比增长184.7%，是TOP TOY的10倍以上；经调整净利润130.8亿元，是TOP TOY经调整利润的25倍，量级差距显著。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.hexun.com/2026-04-02/223924121.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0307460666.USD","LU0164880469.USD","LU1770036033.HKD","SGXZ62798434.SGD","LU2543165471.USD","LU0345776255.USD","BK1224","LU0211977185.USD","LU1023057109.AUD","LU0348767384.USD","LU0359201612.USD","LU0359202008.SGD","LU0499858602.USD","PMRTY","SG9999002950.SGD","SGXZ86797644.SGD","LU1880383440.USD","LU0871576103.HKD","LU0588546209.SGD","LU0039217434.USD","LU1880383366.USD","LU0164865239.USD","MNSO","SG9999001069.SGD","IE0034224299.USD","LU0572944931.SGD","LU0345775950.USD","LU0348766576.USD","LU0823426308.USD","LU1481107354.HKD","LU0611395673.USD","LU0149721374.USD","LU0593848301.USD","09992","LU0359201885.HKD","LU0231483743.USD","LU0499858438.USD","LU0531971595.HKD","LU0823426480.USD","LU0327786744.USD","09896"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624031005","title":"潮玩TOP TOY继续冲刺港股，叶国富资本版图又下一城？","url":"https://stock-news.laohu8.com/highlight/detail?id=2624031005","media":"经济观察报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624031005?lang=zh_cn&edition=fundamental","pubTime":"2026-04-02 17:28","pubTimestamp":1775122121,"startTime":"0","endTime":"0","summary":"3月31日，由名创优品潮玩业务分拆而来的TOP TOY更新招股书继续冲刺港股上市，目前，叶国富家族控股、参股上市公司已横跨美股、港股和A股市场，TOP TOY或将进一步扩大其资本版图。截至2025年底，公司拥有334家TOP TOY门店。值得注意的是，TOP TOY的客户集中度较高，公司控股股东名创优品集团，同时也是这家潮玩连锁店的最大客户。截至最新招股书刊发日期，名创优品占TOP TOY已发行股本总额的约86.9%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"fenghuang_stock","url":"https://finance.ifeng.com/c/8s02Joowduj","rn_cache_url":null,"customStyle":"","selectors":"article, 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2025年收入同比增长26.2%至214.4亿元，全年经调整经营利润同比增长7.9%至36.7亿元，符合公司此前业绩指引；调整后净利润同比增长6.5%至29.0亿元。2025年中国内地门店净增182家至4,568家，以MINISOLAND为代表的新店型落地，进一步强化了渠道升级动能。名创优品海外业务2025年收入同比增长29.3%，同店同比下降低个位数；海外门店净增465家至3,583家，其中直营门店净增197家至700家。该机构维持买入评级。","market":"us","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978204","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09896","MNSO"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}