另名創優品(09896.HK)日前公布第三季經調整利潤6.79億元人民幣(下同)，按年上升6.8%。期內收入45.2億元，按年上升19.3%。毛利率為44.9%，增長3.1個百分點，創出新高。首三季，公司經調整股東應佔利潤19.14億元，按年上升14.1%。截至9月底，名創優品門店數量為7,186家，於首9個月淨新開773家。中國內地門店有4,250家，首9個月淨新開324家；海外門店有2,936家，首9個月淨新開449家。管理層表示，名創優品全球門店版圖持續穩步擴張，可望完成今年淨增900至1,100家門店的目標。名創優品將專注於長期戰略，尤其是聚焦IP策略和全球化策略，利用全球門店網絡、全球設計能力和全球供應鏈整合能力，爲全球的消費者帶來開心和快樂。管理層維持全年收入按年增長25%至30%，經調整利潤不低於28億元的指引，預示第四季利潤增速和淨利潤率將達全年最高水平。集團維持每年不低於50%的經調整後淨利潤作爲分紅，同時將繼續動態地進行回購，爲股東帶來可預期的回報。市場對此業績應感滿意，預料股價有正面反應。The business development director of the Harbor Family Office, Guo Jiayao, stated that the usa stock market developed differently on Tuesday (the 3rd), with the market awaiting the performance of employment data and Federal Reserve Chairman Powell's speech. The three major indices closed mixed. The dollar trend was slightly weak, and the ten-year bond yield in the usa rebounded to 4.22%. Gold and oil prices, on the other hand, showed moderate improvement. The performance of Hong Kong stock pre-market securities was downward, and it is expected that the market will open lower in the early session.
The mainland stock market rose yesterday, with the Shanghai Composite Index opening low and closing higher, up 0.4%. The transaction volume in the Shanghai and Shenzhen markets further increased.
Hong Kong stocks were volatile and showed improvement yesterday. In the early session, influenced by the renminbi trend, the performance was initially downward, but later the market was optimistic about the upcoming Central Economic Work Conference, expecting more stimulus measures to be introduced, driving the overall market upward. Overall transaction volume remained light. The market is awaiting more policy news, and the renminbi trend is also under attention. It is anticipated that the indices will not break through in the short term and will continue to hover around the 19,000 to 20,000 point level.
Miniso (09896.HK) recently announced an adjusted profit of 0.679 billion yuan in the third quarter, up 6.8% year-on-year. During the period, revenue was 4.52 billion yuan, an increase of 19.3% year-on-year. The gross margin was 44.9%, an increase of 3.1 percentage points, reaching a new high. In the first three quarters, the company's adjusted profit attributable to shareholders was 1.914 billion yuan, up 14.1% year-on-year. As of the end of September, Miniso had 7,186 stores, with a net increase of 773 stores in the first nine months. There are 4,250 stores in mainland china, with a net increase of 324 stores in the first nine months; there are 2,936 stores overseas, with a net increase of 449 stores in the first nine months. Management stated that Miniso's global store footprint continues to expand steadily, aiming to achieve a net increase of 900 to 1,100 stores this year. Miniso will focus on long-term strategy, especially on IP strategy and globalization strategy, utilizing the global store network, global design capabilities, and global supply chain integration capabilities to bring happiness and joy to global consumers. Management maintains a revenue growth guidance of 25% to 30% year-on-year and an adjusted profit of not less than 2.8 billion yuan, indicating that the profit growth rate and net profit margin in the fourth quarter will reach the highest level of the year. The group maintains a distribution of adjusted net profit of not less than 50% as dividends annually and will continue to dynamically engage in buybacks to provide predictable returns to shareholders. The market is expected to be satisfied with this performance, and a positive reaction in stock prices is anticipated.
(The author is a licensed person of the SFC, and neither he nor the relevant persons hold the above shares)~
