晨会报告

上海申银万国证...06-06

今日重点推荐名创优品（MNSO.N）深度报告：名创优品出海2.0：超级IP驱动，全球版图扩张? 强化全球化战略、深化供应链赋能及多维度布局，名创开启“出海2.0”时代。名创自2013 年创立以来快速成长为全球领先零售品牌，并在海外市场取得显著进展。2024 年宣布其全球化战略升级至“出海2.0”，旨在成为全球第一的IP 设计零售集团，目标至2028 年收入年复合增长率不低于20%，每年新增900 ...

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