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[Brokerage Focus] East Money Information Securities initiates a "Buy" rating on MINISO (09896), indicating that the company is expected to increase its market share in the Global wave of IP commercialization.
Jinwu Financial News | East Money Information Securities released a Research Report stating that there is a structural oversupply in China's Consumer industry. The "IP+" model can both enhance product recognition and brand premium, and also avoid intense competition between online and offline channels. MINISO (09896), as a leading IP consumer enterprise, has significant advantages in channel scale and operational efficiency barriers, and is expected to increase its market share in the Global wave of IPization, leading Industry growth. The report indicates that MINISO has been rapidly expanding through a partner model (similar to direct management), with an average annual net increase of 386 stores from 2020 to 2023, totaling 42 stores in the domestic market by the end of Q3 2024.
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