港股异动 | 名创优品(09896)涨超7% IP联名爆款频出 机构指其二季度业绩有望超预期
名创优品(09896)涨超7%，截至发稿，涨7.08%，报41.6港元，成交额6569.35万港元。
消息面上，名创优品此前于上海大悦城全国首发重磅IP——Chiikawa联名产品，据悉，首店10小时销售额达到268万元，开业三天业绩800万元，客单价过千元。浙商证券指出，名创优品已和全球超过80个IP建立合作关系，IP 资产储备领先同行。此外，IP联名战略屡试不爽，过往销售表现超预期。该行认为，此次重磅IP上新，将显著拉动销售增长，二季度业绩有望超预期。
天风证券此前指出，24年1-2月，名创优品中国线下门店GMV 同增约13%，可比同店销售恢复好于去年同期的95%，海外GMV 同增约40%。未来公司将持续从成本领先和产品差异化两个维度参与全球竞争，始终坚持性价比基本盘，同时积极尝试超级门店战略，锁定“大美妆”“大玩具”“大IP”，打造强大品牌形象与超级品类，进一步提升单店GMV。
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