冰凉的个人主页 - 老虎社区

冰凉

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IP属地：广东

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1主题

0勋章

2022-08-10

$容联云(RAAS)$说是今天盘前出财报？能期待一下吗？

2022-04-29

$容联云(RAAS)$关灯吃面，愿赌服输。

2022-03-03

5000家店，27.7亿，一家店一季度营收55万，一个月18万营业额，怎么活？

名创优品2022财年Q2营收27.7亿元，净利润增超1.5倍

2022-02-02

$优信(UXIN)$主要卖场在西安？西安疫情对他应该影响不小呢，短期估计还有压力。

2021-12-16

$贝壳(BEKE)$原来浑水是传说中的明灯。

2021-09-28

$老虎证券(TIGR)$跌破10我all in

2021-03-06

$蔚来(NIO)$跌了几天，一堆未卜先知的大神出来了，可笑至极

2021-01-28

$蔚来(NIO)$来个短线，等1月交付数据

2020-12-29

$老虎证券(TIGR)$今天很平静，是不是要爆发？

2020-12-23

$老虎证券(TIGR)$拿不住的赶紧撤

2020-12-21

$老虎证券(TIGR)$最近挺适合玩短线的。

2020-12-18

$老虎证券(TIGR)$小老虎最近有点调皮和狂躁

2020-11-25

$跟谁学(GSX)$慢点拉，等我老虎出了再来空你。

2020-11-17

$蔚来(NIO)$香橼算是个什么玩意？

2020-11-14

$蔚来(NIO)$$跟谁学(GSX)$香椽在跟谁学被打脸的事还没过去多久呢

2020-10-31

$优信(UXIN)$纪念一下唯一一只我做多赔了的票

2020-10-29

$蔚来(NIO)$可惜我拉黑了那几个祥林嫂似的空头，真想看看他们今天怎么预测的。

2020-10-28

$跟谁学(GSX)$就这么耗着吃我利息[微笑]

2020-10-10

$跟谁学(GSX)$基本全仓空了，成本到了90，倒要看看你是不是能上天

2020-10-01

$小鹏汽车(XPEV)$特斯拉降价对它冲击太大

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href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>说是今天盘前出财报？能期待一下吗？","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>说是今天盘前出财报？能期待一下吗？","text":"$容联云(RAAS)$说是今天盘前出财报？能期待一下吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684348094","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616052028,"gmtCreate":1651246927870,"gmtModify":1651246927870,"author":{"id":"3516095948973168","authorId":"3516095948973168","name":"冰凉","avatar":"https://static.tigerbbs.com/fa4fbdbfe0a4ea70f35249a1399d0836","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>关灯吃面，愿赌服输。","listText":"<a 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18:56","market":"us","language":"zh","title":"名创优品2022财年Q2营收27.7亿元，净利润增超1.5倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1130362348","media":"老虎资讯综合","summary":"按非国际会计准则(Non-IFRS)调整后净利润2.1亿元，同比增长155%。","content":"<html><head></head><body><p>北京时间3月3日，<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>公布截至2021年12月31日的2022财年第二财季未经审计财务报告。财报显示，名创优品集团该季度营收净利双双稳步增长，第二增长曲线潮玩新业务TOP TOY持续发力，海外业务恢复明显，整体业绩超预期达成。</p><p><img src=\"https://static.tigerbbs.com/81856f845d661f1bf173624bc5daafff\" tg-width=\"393\" tg-height=\"624\" referrerpolicy=\"no-referrer\"/></p><p>财报数据显示，这一财季公司总营收达27.7亿元人民币，较2021年同期同比增长21%。其中，国内营收20.5亿元人民币，同比增长12%；海外营收7.2亿元人民币，同比增长55%。该季度非国际财务报告准则（Non-IFRS）净利润2.1亿元，同比增长155%。名创优品该财季净利润率7.7%，创疫情爆发以来近7个季度新高，盈利能力持续恢复。</p><p><b>海外业务恢复超预期</b> <b>持续开拓全球零售版图</b></p><p>财报显示，名创优品本季末全球门店数量5045家。其中，国内门店数3168家，国内店铺净增133家；海外店铺数量1877家，本季度净增41家，海外开店计划超额完成；全球拓店步伐稳健，全球门店数量突破5000家，预示着名创优品的全球化零售版图布局迈入新阶段。</p><p>得益于全球疫情防控的恢复及节假日消费潮，本季度名创优品海外营收达7.2亿元，同比增长55%，环比增长15%。这一财季海外业务营收继续保持同、环比双增长，不仅为整体营收的超预期增长提供了动能，也再次验证名创优品商业模式的极强韧性和市场潜力。</p><p><img src=\"https://static.tigerbbs.com/3118deff6209a6b9aea5b2e0d61e04d0\" tg-width=\"665\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/></p><p>本季度，美国马萨诸塞州波士顿门店开业，成为名创优品全球第5000家门店。海外新市场尼加拉瓜首店的正式开业，标志着名创优品已进入全球100个国家和地区。</p><p>相较于海外市场，名创优品在国内继续稳步执行下沉市场的开拓策略，充分挖掘年轻用户群体的消费潜力。本季度，国内门店数净增133家，全国门店数量累计达到3168家。该季度国内新增门店约63%来自三线及以下城市，三线及以下城市门店数量突破1300家。</p><p>名创优品集团执行副总裁兼首席财务官张赛音表示，“名创优品将继续稳健扩展，基于对全球市场的洞察，采取本地化特色运营策略，挖掘不同市场消费需求，持续深化市场创新，不断推出‘好看、好用、好玩’的生活好物，服务全球消费者的美好生活。”</p><p><b>线上业务破圈突围 IP战略持续释能</b></p><p>在全渠道策略发力下，名创优品的经营效益也呈逐季提升趋势。本季度，名创优品电商+O2O业务营收合计占比近11%，其中，电商业务营收1.7亿元，O2O营收1.3亿元，O2O营收同比增长130%。</p><p>通过洞察用户兴趣偏好、精准触达及精细化运营等方式，名创优品不断深耕用户价值。截至12月31日，名创优品私域留存用户数超1400万，官方小程序月活跃用户数超过780万。</p><p><img src=\"https://static.tigerbbs.com/68546994d09807612c157c5c175e504d\" tg-width=\"755\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/></p><p>财季期间，名创优品联名四大国潮IP打造业内首个“国潮主题月”，共同破圈造节，为消费者打造了一个线下沉浸式国潮体验场景。同时，名创优品也携手<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>推出“草莓熊抱”系列及奇奇蒂蒂紫色限定系列，持续打造“秒空”神话。</p><p>目前，名创优品已与全球超过80个IP版权达成战略合作，包括三丽鸥、迪士尼、漫威、故宫、NBA等国内外知名IP，通过不断推出联名系列产品，名创优品深度挖掘品牌与IP之间的联名价值，快速抢占年轻消费者心智。</p><p><b>TOP TOY保持稳健发展 潮玩持续释放潜能</b></p><p>作为名创优品集团“X”战略下成功孵化的子品牌，TOP TOY自成立以来，不断释放出强劲的增长潜力。财报显示，本季度TOP TOY营收达1.3亿元，环比增长20%。截至12月末，TOP TOY门店数量达89家，包括13家<a href=\"https://laohu8.com/S/DWA\">梦工厂</a>店和76家潮玩集合店。</p><p>财季期间，TOP TOY“12.18一周年庆”活动吸引了全国近10万潮玩玩家的打卡参与，位于广州正佳的TOP TOY潮玩梦工厂店单日人流量过万级，门店爆款潮货3小时内售罄。与此同时，“周年庆”线上相关话题累计阅读量突破7亿，官方<a href=\"https://laohu8.com/S/DYIN\">抖音</a>、小红书、视频号的周年庆直播总互动量也超过10万人次。</p><p>在新的竞争态势下，TOP TOY始终围绕“兴趣消费”与“国潮经济”，不断优化品牌价值链，蓄力打造TOP TOY中国积木品牌。自在业内首创“中国积木节”后，TOP TOY在全国落地多家“中国积木”主题门店，开设“中国积木拼装教室”活动，以直观的产品体验、场景演示、社交互动等形式充分挖掘中国积木品类的商业价值。</p><p><img src=\"https://static.tigerbbs.com/4bc15c6d27cb1b7d69c616794c5b25d8\" tg-width=\"752\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/></p><p>除了满足潮玩爱好者的消费需求，TOP TOY还将电竞这一备受年轻人欢迎的流行文化元素与潮玩结合，以引起不同年龄和圈层消费者的共鸣。2022年1月，TOP TOY与头部电竞俱乐部EDG达成合作，联名推出潮玩新品。其中，1000%“ Umasou！机甲 X EDG”大体在上线48小时内便售罄。</p><p>强大的产品力离不开TOP TOY在原创力、设计力领域的投入。截至目前，TOP TOY已签约国内著名雕塑家李伟&amp;刘知音、日本著名模型原型师横山宏、英国新波普艺术代表人物Philip Colbert等知名艺术家，并在团队内部孵化出丁丁、白小糊等新锐设计师，为其潮玩产品的持续火爆出圈铆劲蓄能。</p><p><b>布局兴趣消费 点亮全球美好生活</b></p><p>抓住兴趣，就能抓住风口。“兴趣消费”，是名创优品集团董事会主席兼首席执行官叶国富在业内首次提出的概念。他认为，被兴趣支配是这届年轻人最大的消费特征，商品的使用价值和情感价值逐渐分离，他们注重文化属性和情感价值，追逐好看、好用、好玩的产品。</p><p>通过对年轻人的兴趣趋势洞察，名创优品开启了“兴趣造物”模式。名创优品联名迪士尼推出“草莓熊抱”IP系列产品，在“草莓熊”IP产品开发中，为了让“草莓熊抱”精准连接消费者与IP粉丝，名创优品在预热期快速建立上百个IP社群，邀请私域用户在产品设计及打样阶段投票反馈，与消费者共创IP，让年轻人获得开创性的新消费购物体验。</p><p><img src=\"https://static.tigerbbs.com/21d7679b9a035b426624f28ea075f810\" tg-width=\"754\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>依托兴趣消费驱动下的产品开发，名创优品实现了对年轻人消费需求的精准捕捉。“草莓熊抱”系列新产品一上线就引爆了社交媒体，小红书上的话题页浏览量超过1200万，全网曝光超2亿，草莓熊直播专场首日GMV破200万。</p><p>叶国富指出，短短八年，名创优品已发展成为一家以设计研发、数字科技为驱动、<a href=\"https://laohu8.com/S/300959\">线上线下</a>国内国外共同发展的全球化企业。企业的发展战略和品牌定位需要因时而动，2022年将是MINISO品牌战略升级的元年，随着兴趣消费浪潮的兴起，名创优品接下来将围绕“始于产品、终于认知”的核心策略、紧扣“兴趣消费”的主题，在继续保持高性价比的基础上，面向全球消费市场持续输出好看、好用、好玩的产品，点亮全球99国的美好生活，成为一家具备互联网基因的全球化兴趣消费企业。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>名创优品2022财年Q2营收27.7亿元，净利润增超1.5倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n名创优品2022财年Q2营收27.7亿元，净利润增超1.5倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-03-03 18:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>北京时间3月3日，<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>公布截至2021年12月31日的2022财年第二财季未经审计财务报告。财报显示，名创优品集团该季度营收净利双双稳步增长，第二增长曲线潮玩新业务TOP TOY持续发力，海外业务恢复明显，整体业绩超预期达成。</p><p><img src=\"https://static.tigerbbs.com/81856f845d661f1bf173624bc5daafff\" tg-width=\"393\" tg-height=\"624\" referrerpolicy=\"no-referrer\"/></p><p>财报数据显示，这一财季公司总营收达27.7亿元人民币，较2021年同期同比增长21%。其中，国内营收20.5亿元人民币，同比增长12%；海外营收7.2亿元人民币，同比增长55%。该季度非国际财务报告准则（Non-IFRS）净利润2.1亿元，同比增长155%。名创优品该财季净利润率7.7%，创疫情爆发以来近7个季度新高，盈利能力持续恢复。</p><p><b>海外业务恢复超预期</b> <b>持续开拓全球零售版图</b></p><p>财报显示，名创优品本季末全球门店数量5045家。其中，国内门店数3168家，国内店铺净增133家；海外店铺数量1877家，本季度净增41家，海外开店计划超额完成；全球拓店步伐稳健，全球门店数量突破5000家，预示着名创优品的全球化零售版图布局迈入新阶段。</p><p>得益于全球疫情防控的恢复及节假日消费潮，本季度名创优品海外营收达7.2亿元，同比增长55%，环比增长15%。这一财季海外业务营收继续保持同、环比双增长，不仅为整体营收的超预期增长提供了动能，也再次验证名创优品商业模式的极强韧性和市场潜力。</p><p><img src=\"https://static.tigerbbs.com/3118deff6209a6b9aea5b2e0d61e04d0\" tg-width=\"665\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/></p><p>本季度，美国马萨诸塞州波士顿门店开业，成为名创优品全球第5000家门店。海外新市场尼加拉瓜首店的正式开业，标志着名创优品已进入全球100个国家和地区。</p><p>相较于海外市场，名创优品在国内继续稳步执行下沉市场的开拓策略，充分挖掘年轻用户群体的消费潜力。本季度，国内门店数净增133家，全国门店数量累计达到3168家。该季度国内新增门店约63%来自三线及以下城市，三线及以下城市门店数量突破1300家。</p><p>名创优品集团执行副总裁兼首席财务官张赛音表示，“名创优品将继续稳健扩展，基于对全球市场的洞察，采取本地化特色运营策略，挖掘不同市场消费需求，持续深化市场创新，不断推出‘好看、好用、好玩’的生活好物，服务全球消费者的美好生活。”</p><p><b>线上业务破圈突围 IP战略持续释能</b></p><p>在全渠道策略发力下，名创优品的经营效益也呈逐季提升趋势。本季度，名创优品电商+O2O业务营收合计占比近11%，其中，电商业务营收1.7亿元，O2O营收1.3亿元，O2O营收同比增长130%。</p><p>通过洞察用户兴趣偏好、精准触达及精细化运营等方式，名创优品不断深耕用户价值。截至12月31日，名创优品私域留存用户数超1400万，官方小程序月活跃用户数超过780万。</p><p><img src=\"https://static.tigerbbs.com/68546994d09807612c157c5c175e504d\" tg-width=\"755\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/></p><p>财季期间，名创优品联名四大国潮IP打造业内首个“国潮主题月”，共同破圈造节，为消费者打造了一个线下沉浸式国潮体验场景。同时，名创优品也携手<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>推出“草莓熊抱”系列及奇奇蒂蒂紫色限定系列，持续打造“秒空”神话。</p><p>目前，名创优品已与全球超过80个IP版权达成战略合作，包括三丽鸥、迪士尼、漫威、故宫、NBA等国内外知名IP，通过不断推出联名系列产品，名创优品深度挖掘品牌与IP之间的联名价值，快速抢占年轻消费者心智。</p><p><b>TOP TOY保持稳健发展 潮玩持续释放潜能</b></p><p>作为名创优品集团“X”战略下成功孵化的子品牌，TOP TOY自成立以来，不断释放出强劲的增长潜力。财报显示，本季度TOP TOY营收达1.3亿元，环比增长20%。截至12月末，TOP TOY门店数量达89家，包括13家<a href=\"https://laohu8.com/S/DWA\">梦工厂</a>店和76家潮玩集合店。</p><p>财季期间，TOP TOY“12.18一周年庆”活动吸引了全国近10万潮玩玩家的打卡参与，位于广州正佳的TOP TOY潮玩梦工厂店单日人流量过万级，门店爆款潮货3小时内售罄。与此同时，“周年庆”线上相关话题累计阅读量突破7亿，官方<a href=\"https://laohu8.com/S/DYIN\">抖音</a>、小红书、视频号的周年庆直播总互动量也超过10万人次。</p><p>在新的竞争态势下，TOP TOY始终围绕“兴趣消费”与“国潮经济”，不断优化品牌价值链，蓄力打造TOP TOY中国积木品牌。自在业内首创“中国积木节”后，TOP TOY在全国落地多家“中国积木”主题门店，开设“中国积木拼装教室”活动，以直观的产品体验、场景演示、社交互动等形式充分挖掘中国积木品类的商业价值。</p><p><img src=\"https://static.tigerbbs.com/4bc15c6d27cb1b7d69c616794c5b25d8\" tg-width=\"752\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/></p><p>除了满足潮玩爱好者的消费需求，TOP TOY还将电竞这一备受年轻人欢迎的流行文化元素与潮玩结合，以引起不同年龄和圈层消费者的共鸣。2022年1月，TOP TOY与头部电竞俱乐部EDG达成合作，联名推出潮玩新品。其中，1000%“ Umasou！机甲 X EDG”大体在上线48小时内便售罄。</p><p>强大的产品力离不开TOP TOY在原创力、设计力领域的投入。截至目前，TOP TOY已签约国内著名雕塑家李伟&amp;刘知音、日本著名模型原型师横山宏、英国新波普艺术代表人物Philip Colbert等知名艺术家，并在团队内部孵化出丁丁、白小糊等新锐设计师，为其潮玩产品的持续火爆出圈铆劲蓄能。</p><p><b>布局兴趣消费 点亮全球美好生活</b></p><p>抓住兴趣，就能抓住风口。“兴趣消费”，是名创优品集团董事会主席兼首席执行官叶国富在业内首次提出的概念。他认为，被兴趣支配是这届年轻人最大的消费特征，商品的使用价值和情感价值逐渐分离，他们注重文化属性和情感价值，追逐好看、好用、好玩的产品。</p><p>通过对年轻人的兴趣趋势洞察，名创优品开启了“兴趣造物”模式。名创优品联名迪士尼推出“草莓熊抱”IP系列产品，在“草莓熊”IP产品开发中，为了让“草莓熊抱”精准连接消费者与IP粉丝，名创优品在预热期快速建立上百个IP社群，邀请私域用户在产品设计及打样阶段投票反馈，与消费者共创IP，让年轻人获得开创性的新消费购物体验。</p><p><img src=\"https://static.tigerbbs.com/21d7679b9a035b426624f28ea075f810\" tg-width=\"754\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>依托兴趣消费驱动下的产品开发，名创优品实现了对年轻人消费需求的精准捕捉。“草莓熊抱”系列新产品一上线就引爆了社交媒体，小红书上的话题页浏览量超过1200万，全网曝光超2亿，草莓熊直播专场首日GMV破200万。</p><p>叶国富指出，短短八年，名创优品已发展成为一家以设计研发、数字科技为驱动、<a href=\"https://laohu8.com/S/300959\">线上线下</a>国内国外共同发展的全球化企业。企业的发展战略和品牌定位需要因时而动，2022年将是MINISO品牌战略升级的元年，随着兴趣消费浪潮的兴起，名创优品接下来将围绕“始于产品、终于认知”的核心策略、紧扣“兴趣消费”的主题，在继续保持高性价比的基础上，面向全球消费市场持续输出好看、好用、好玩的产品，点亮全球99国的美好生活，成为一家具备互联网基因的全球化兴趣消费企业。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51337e981042d5511cda5fb33daea04f","relate_stocks":{"MNSO":"名创优品"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130362348","content_text":"北京时间3月3日，名创优品公布截至2021年12月31日的2022财年第二财季未经审计财务报告。财报显示，名创优品集团该季度营收净利双双稳步增长，第二增长曲线潮玩新业务TOP TOY持续发力，海外业务恢复明显，整体业绩超预期达成。财报数据显示，这一财季公司总营收达27.7亿元人民币，较2021年同期同比增长21%。其中，国内营收20.5亿元人民币，同比增长12%；海外营收7.2亿元人民币，同比增长55%。该季度非国际财务报告准则（Non-IFRS）净利润2.1亿元，同比增长155%。名创优品该财季净利润率7.7%，创疫情爆发以来近7个季度新高，盈利能力持续恢复。海外业务恢复超预期 持续开拓全球零售版图财报显示，名创优品本季末全球门店数量5045家。其中，国内门店数3168家，国内店铺净增133家；海外店铺数量1877家，本季度净增41家，海外开店计划超额完成；全球拓店步伐稳健，全球门店数量突破5000家，预示着名创优品的全球化零售版图布局迈入新阶段。得益于全球疫情防控的恢复及节假日消费潮，本季度名创优品海外营收达7.2亿元，同比增长55%，环比增长15%。这一财季海外业务营收继续保持同、环比双增长，不仅为整体营收的超预期增长提供了动能，也再次验证名创优品商业模式的极强韧性和市场潜力。本季度，美国马萨诸塞州波士顿门店开业，成为名创优品全球第5000家门店。海外新市场尼加拉瓜首店的正式开业，标志着名创优品已进入全球100个国家和地区。相较于海外市场，名创优品在国内继续稳步执行下沉市场的开拓策略，充分挖掘年轻用户群体的消费潜力。本季度，国内门店数净增133家，全国门店数量累计达到3168家。该季度国内新增门店约63%来自三线及以下城市，三线及以下城市门店数量突破1300家。名创优品集团执行副总裁兼首席财务官张赛音表示，“名创优品将继续稳健扩展，基于对全球市场的洞察，采取本地化特色运营策略，挖掘不同市场消费需求，持续深化市场创新，不断推出‘好看、好用、好玩’的生活好物，服务全球消费者的美好生活。”线上业务破圈突围 IP战略持续释能在全渠道策略发力下，名创优品的经营效益也呈逐季提升趋势。本季度，名创优品电商+O2O业务营收合计占比近11%，其中，电商业务营收1.7亿元，O2O营收1.3亿元，O2O营收同比增长130%。通过洞察用户兴趣偏好、精准触达及精细化运营等方式，名创优品不断深耕用户价值。截至12月31日，名创优品私域留存用户数超1400万，官方小程序月活跃用户数超过780万。财季期间，名创优品联名四大国潮IP打造业内首个“国潮主题月”，共同破圈造节，为消费者打造了一个线下沉浸式国潮体验场景。同时，名创优品也携手迪士尼推出“草莓熊抱”系列及奇奇蒂蒂紫色限定系列，持续打造“秒空”神话。目前，名创优品已与全球超过80个IP版权达成战略合作，包括三丽鸥、迪士尼、漫威、故宫、NBA等国内外知名IP，通过不断推出联名系列产品，名创优品深度挖掘品牌与IP之间的联名价值，快速抢占年轻消费者心智。TOP TOY保持稳健发展 潮玩持续释放潜能作为名创优品集团“X”战略下成功孵化的子品牌，TOP TOY自成立以来，不断释放出强劲的增长潜力。财报显示，本季度TOP TOY营收达1.3亿元，环比增长20%。截至12月末，TOP TOY门店数量达89家，包括13家梦工厂店和76家潮玩集合店。财季期间，TOP TOY“12.18一周年庆”活动吸引了全国近10万潮玩玩家的打卡参与，位于广州正佳的TOP TOY潮玩梦工厂店单日人流量过万级，门店爆款潮货3小时内售罄。与此同时，“周年庆”线上相关话题累计阅读量突破7亿，官方抖音、小红书、视频号的周年庆直播总互动量也超过10万人次。在新的竞争态势下，TOP TOY始终围绕“兴趣消费”与“国潮经济”，不断优化品牌价值链，蓄力打造TOP TOY中国积木品牌。自在业内首创“中国积木节”后，TOP TOY在全国落地多家“中国积木”主题门店，开设“中国积木拼装教室”活动，以直观的产品体验、场景演示、社交互动等形式充分挖掘中国积木品类的商业价值。除了满足潮玩爱好者的消费需求，TOP TOY还将电竞这一备受年轻人欢迎的流行文化元素与潮玩结合，以引起不同年龄和圈层消费者的共鸣。2022年1月，TOP TOY与头部电竞俱乐部EDG达成合作，联名推出潮玩新品。其中，1000%“ Umasou！机甲 X EDG”大体在上线48小时内便售罄。强大的产品力离不开TOP 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