港股异动 | 名创优品(09896)涨近4% 机构预计公司整体毛利率有望进一步提升
名创优品(09896)早盘涨近4%，截至发稿，涨3.85%，报48.55港元，成交额7343.52万港元。
国泰君安发布研报称，名创优品国内大店战略持续推进，高线城市门店持续扩张，有望带动IP销售占比持续提升；海外市场直营驱动，随着产品组合优化、IP销售占比提升，经营杠杆逐步释放；受益高利润率产品占比提升，驱动TOPTOY毛利率提升。
该行表示，公司IP销售占比提升仍有较大空间，IP设计零售集团值得期待。预计公司整体毛利率有望进一步提升，随着海外直营业务店效进一步释放，拓店加密经营杠杆释放，盈利能力仍有较大优化空间，驱动整体利润端释放提振可期。考虑到国内拓店单店有望匹配释放，海外加速拓店叠加IP策略推进发力，成长空间可期，维持目标价60.3港元，维持“增持”评级。
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