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港股异动 | 名创优品(09896)再涨近5% 高盛预计季度总销售额同比增长24% 销售势头有望继续稳健

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名创优品(09896)再涨近5%,截至发稿,涨4.31%,报44.75港元,成交额1.05亿港元。

高盛发布研报称,名创优品将于5月中旬左右公布首季业绩。预计总销售额为36.6亿元人民币,同比增长24%。考虑到与海外直营店扩张相关的费用,预计毛利率将按季微降0.5个百分点至42.6%,而营运费用率将按季上升0.2个百分点至23.9%,因此预计首季经调整净利润为5.82亿元人民币。高盛预计,公司销售势头继续稳健,给予该股“买入”评级,目标价由60港元上调至61港元。

浙商证券则表示,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;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。

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