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港股异动 | 名创优品(09896)涨超5% 发布五年战略规划 TOPTOY持续孵化带来长期成长空间

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名创优品(09896)涨超5%,截至发稿,涨4.11%,报41.75港元,成交额6522.58万港元。

消息面上,名创优品近期举办投资者开放日,提出了加速增长的未来5年目标。包括未来5年开店加速。每年900-1100家,海外代理和直营各贡献一半。24年中国增长350-450家,海外增长550-650家,Toptoy24年贡献50-80家;未来5年集团复合增速不低于20%,预计24年收入增速20-25%,国内10-15%,海外30-40%;利润增速高于收入增速,分红比例不低于50%。

招商证券指出,全球兴趣消费市场广阔,公司“1+3”护城河稳固,看好名创国内稳步拓展,海外市场持续高增长,以及TOPTOY持续孵化带来的长期成长空间;维持 “强烈推荐”评级。方正证券认为,名创优品此次投资者日向市场传递出了清晰的全球业务拓展现状与未来发展图景。该行认为公司有望凭借产品、IP、供应链三大优势,持续拓展多国市场,成为全球第一的IP设计零售集团。

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