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名創優品(09896.HK):Blue Orca指控逾620家門店由關連人士註冊說法失實
名創優品(09896.HK)(MNSO.US)公布,再次回覆沽空機構Blue Orca Capital於一份報告中的指控,指該報告中提及的「620多家門店由名創優品行政人員或與主席有關連的人士註冊」的指控失實。 過去,若干名創合夥人曾要求公司在一些行政工作上向其提供協助,有時在提供所要求的協助時,公司部分員工可能發現有必要或適宜從而自發向當地主管部門提供他們的姓名和聯繫信息,公司員工按該方式提供其姓名所涉門店的數量僅佔總門店數的極小一部分,而且追溯該等情況發生的原因大部分可歸咎於工作職責涉及公司註冊等政府關係的相同幾名員工,個別員工的此類未經批准的做法已基本被制止。目前僅有三家名創合夥人擁有的門店的註冊備案中涉及公司基層員工的姓名。 公司表示,在名創合夥人模式下,公司不是在產品交付予其名創合夥人即確認收入,而只有在其名創合夥人將產品銷售予終端客戶後方確認,讓公司誇大所報告的名創合夥人數量的動機大大降低。 公司認為,報告指控公司葉國富通過一系列房地產交易挪用首次公開發售所得款項亦毫無依據。於2020年12月,名創優品及葉國富就於中國購買一幅地塊建設辦公樓成立合資企業,葉國富持有合資企業80%權益,名創優品持有餘下20%,於2021年10月,名創優品以6.95億元人民幣購買葉國富所持有的80%權益,該交易已於招股章程完整準確披露於。 另外,該報告指控葉國富從未向合資企業注入任何現金,公司指葉國富向合資企業注資合共約7.43億元人民幣,公司收購葉國富股份時已委聘一名獨立第三方估值師對合資企業進行估值。 關於門店關閉,公司指該報告引用了數家媒體幾年前報道的不準確的閉店數據。
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