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名创优品MINISO(MNSO)2025年第一季度业绩发布会PPT「NYSE」(英文版)(31页).pdf

上传人: 白**** 编号:711643 2025-06-09 31页 4.25MB

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1、2025 March Quarter Results PresentationMay 20252This presentation contains forward-looking statements.These statements are made under the“safe harbor”provisions of the U.S.Private Securities Litigation Reform Act of 1995.These forward-looking statements can be identified by words or phrases such as“

2、may,”“will,”“expect,”“anticipate,”“aim,”“estimate,”“intend,”“plan,”“believe,”“is/are likely to,”“potential,”“continue”or other similar expressions.Among other things,the quotations from management in this announcement,as well as MINISOs strategic and operational plans,contain forward-looking stateme

3、nts.MINISO may also make written or oral forward-looking statements in its periodic reports to the U.S.Securities and Exchange Commission(the“SEC”)and The Stock Exchange of Hong Kong Limited(the“HKEX”),in its annual report to shareholders,in press releases and other written materials and in oral sta

4、tements made by its officers,directors or employees to third parties.Statements that are not historical facts,including statements about MINISOs beliefs and expectations,are forward-looking statements.Forward-looking statements involve inherent risks and uncertainties.A number of factors could cause

5、 actual results to differ materially from those contained in any forward-looking statement,including but not limited to the following:MINISOs mission,goals and strategies;future business development,financial conditions and results of operations;the expected growth of the retail market and the marke

6、t of branded variety retail of lifestyle products in China and globally;expectations regarding demand for and market acceptance of MINISOs products;expectations regarding MINISOs relationships with consumers,suppliers,MINISO Retail Partners,local distributors,and other business partners;competition

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全文主要内容概括如下: 1. MINISO集团发布了2025年第一季度财务报告,报告包含前瞻性声明,指出公司使命为“生活即乐趣”,致力于性价比、全球化和产品创新。 2. 集团战略目标是到2028年全球门店数量翻倍,实现收入年复合增长率≥20%,IP产品销售占比超过50%。 3. 2020-2024年,MINISO收入复合年增长率22%,调整后净利润复合年增长率70%。 4. 2025年第一季度,MINISO全球门店达7,768家,收入同比增长18.9%,毛利润同比增长21.1%,调整后净利润同比增长54.7%。 5. MINISO海外市场表现突出,收入同比增长30.3%,其中亚洲(除中国外)、北美和欧洲地区增长显著。 6. 公司注重资本分配平衡,2022-2024年,股东回报率分别为42%,42%,58%,2025年至今已回报股东约人民币9.869亿元。 核心数据引用: - 2025年Q1收入:人民币4,427百万元,同比增长18.9%。 - 2025年Q1调整后净利润:人民币335百万元,同比增长54.7%。 - 2028年目标:全球门店数量翻倍;收入年复合增长率≥20%;IP产品销售占比超过50%。
"MINISO2025年Q1表现如何?" "MINISO战略有何独特之处?" "MINISO全球化扩张的秘诀是什么?"
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