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滔搏
2.810
+0.090
3.31%
手动刷新
成交量:
421.30万
成交额:
1,181.82万
市值:
174.25亿
市盈率:
13.55
高:
2.830
开:
2.740
低:
2.740
收:
2.720
52周最高:
3.420
52周最低:
2.440
股本:
62.01亿
香港流通股本:
62.01亿
量比:
1.06
换手率:
0.07%
股息:
0.29
股息率:
10.33%
每股收益(LYR):
0.207
净资产收益率:
12.98%
总资产收益率:
6.39%
市净率:
1.69
市盈率(LYR):
13.55
市销率:
0.58
数据加载中...
总览
公司
新闻资讯
公告
国元国际:建议关注滔搏(06110) 核心品牌加大大中华区重视
智通财经
·
2025/12/24
【券商聚焦】申万宏源维持滔搏(06110)“买入”评级 看好后续经营周期向上带来的业绩弹性
金吾财讯
·
2025/12/24
研报掘金丨中金:下调滔搏目标价至3.88港元 下调2026及27财年每股盈利预测
中金财经
·
2025/12/24
《大行》中金降滔搏(06110.HK)目标价至3.88元 维持“跑赢行业”评级
阿斯达克财经
·
2025/12/24
【券商聚焦】国信证券维持滔搏(06110)“优于大市”评级 看好公司经营韧性以及长期现金回报
金吾财讯
·
2025/12/24
国泰海通:维持滔搏(06110)“增持”评级 目标价3.81港元
智通财经
·
2025/12/24
国盛证券:关注滔搏(06110)品牌伙伴去库和上新节奏 维持“买入”评级
智通财经
·
2025/12/23
滔搏(06110)出现大手卖出77.7万股,成交价$2.97,涉资230.769万
阿斯达克财经
·
2025/12/23
《大行》麦格理微降滔搏(06110.HK)目标价至3.9元 需求疲弱但获关键伙伴支持
阿斯达克财经
·
2025/12/23
《大行》瑞银降滔搏(06110.HK)目标价至3.85元 续予“买入”评级
阿斯达克财经
·
2025/12/23
中金:维持滔搏(06110)跑赢行业评级 下调目标价至3.88港元
智通财经
·
2025/12/23
滔搏 - 2025/26财年第三季度零售和批发业务总销售额同比下降高单位数
美股速递
·
2025/12/22
滔搏(06110)第三季度零售及批发业务的总销售金额同比取得高单位数下跌
智通财经
·
2025/12/22
滔搏(06110)股东将股票存入渣打银行(香港) 存仓市值68.59亿港元
智通财经
·
2025/12/18
纺织服装业行业跟踪报告:11月制造台企营收表现分化,lululemon北美仍承压、CEO将于26年1月卸任
海通国际
·
2025/12/15
每日卖空追踪 | 滔搏 12月15日卖空量成交29.7万股,卖空比例为3.23%
市场透视
·
2025/12/15
滔搏12月15日主力净流入116.3万元 散户资金抛售
市场透视
·
2025/12/15
滔搏代理的Norda,被杰尼亚加大投资
中服圈
·
2025/12/15
中央经济工作会议定调2026年内需主导 服装消费预期向好 裕元集团(00551)涨6%领升体育用品股
金吾财讯
·
2025/12/15
《大行》花旗降滔搏(06110.HK)明后两财年盈测 目标价微升至3.8元评级“买入”
阿斯达克财经
·
2025/12/15
更多
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发布FY26财年第三季度运营数据,表现基本符合预期。FY26财年第三季度公司零售及批发销售额同比下滑高单位数,基本符合预期。公司深度合作NIKE、Adidas两大主力品牌,零售运营能力突出,渠道优化升级降本增效,新品牌持续拓展打开中长期增长机会,短期零售波动不改中期核心品牌企稳复苏趋势,依然看好后续经营周期向上带来的业绩弹性,维持“买入”评级。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972171","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06110","000166"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2593938423","title":"研报掘金丨中金:下调滔搏目标价至3.88港元 下调2026及27财年每股盈利预测","url":"https://stock-news.laohu8.com/highlight/detail?id=2593938423","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593938423?lang=zh_cn&edition=fundamental","pubTime":"2025-12-24 11:17","pubTimestamp":1766546221,"startTime":"0","endTime":"0","summary":"中金发表报告指,滔搏今年11月底止第三财季符合公司预期,后续展望审慎。考虑需求偏弱及主力品牌仍在调整期,该行下调公司2026及27财年每股盈利预测4%及13%至0.2及0.23元,相应下调目标价7%至3.88港元,维持“跑赢行业”评级。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251224/31887951.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["06110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2593428915","title":"《大行》中金降滔搏(06110.HK)目标价至3.88元 维持“跑赢行业”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2593428915","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593428915?lang=zh_cn&edition=fundamental","pubTime":"2025-12-24 10:41","pubTimestamp":1766544060,"startTime":"0","endTime":"0","summary":"中金发表报告指,滔搏(06110.HK) 今年11月底止第三财季符合公司预期,后续展望审慎。公司公布第三财季营运表现,零售及批发业务总销售金额按年下滑高单位数,直营门店毛销售面积较8月末减少1.3%。该行指,考虑需求偏弱及主力品牌仍在调整期,下调公司2026及27财年每股预测4%及13%至0.2及0.23元人民币,当前股价对应预测2026及27财年市盈率14及12倍,维持“跑赢行业”评级。相应下调目标价7%至3.88港元,对应预测2026及27财年市盈率17及15倍。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-12-23 16:25。)AASTOCKS新闻","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20221115145007607_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20221115145007607_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1492286/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1492286/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["06110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2593440769","title":"【券商聚焦】国信证券维持滔搏(06110)“优于大市”评级 看好公司经营韧性以及长期现金回报","url":"https://stock-news.laohu8.com/highlight/detail?id=2593440769","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593440769?lang=zh_cn&edition=fundamental","pubTime":"2025-12-24 10:21","pubTimestamp":1766542863,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国信证券发研报指,滔搏 公告:2026财年第三季度,集团零售及批发业务之总销售金额按年同比录得高单位数下降。截至2025年11月30日,直营门店毛销售面积较上一季末减少1.3%,较去年同期减少13.4%。三季度在整体线下消费环境疲软、线上促销氛围浓厚的较差零售环境下,公司零售承压下滑高单位数、基本维持二季度趋势,库存改善、折扣降幅环比收窄。基于盈利预测下调,下调合理估值区间 3.2~3.5 港元,对应 2027 财年 14~15xPE,维持“优于大市”评级。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972161","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["002736","06110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2593244793","title":"国泰海通:维持滔搏(06110)“增持”评级 目标价3.81港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2593244793","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593244793?lang=zh_cn&edition=fundamental","pubTime":"2025-12-24 09:30","pubTimestamp":1766539835,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,滔搏Q3销售金额跌高单,基本延续H1趋势,预计26财年关店大幅减少,维持全年指引不变。该行预计FY2026/27/28公司归母净利润分别为12.5/14.5/17.2亿元,给予FY2027PE15X,按照1港元=0.92人民币换算,对应目标价3.81港元/股,维持“增持”评级。国泰海通主要观点如下:Q3销售金额跌高单,基本延续H1趋势FY26Q3滔搏零售及批发总销售金额同比下降高单位数,跌幅环比Q2持平,去年同期下降中单位数。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1385275.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["06110","02611"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2593989644","title":"国盛证券:关注滔搏(06110)品牌伙伴去库和上新节奏 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2593989644","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593989644?lang=zh_cn&edition=fundamental","pubTime":"2025-12-23 16:22","pubTimestamp":1766478124,"startTime":"0","endTime":"0","summary":"国盛证券主要观点如下:面对客流波动+渠道关店,FY2026Q3线下销售或仍有压力FY2026Q3公司销售下降高单位数,其中该行预计零售流水表现优于批发发货表现,而在零售业务中该行预计线下销售或仍有下降,原因在于:1)线下渠道关店,FY2026H1公司门店数量净关332家至4688家,截至2025年11月末线下直营门店毛销售面积同比下降13.4%,环比8月末下降1.3%;2)消费环境波动以及市场竞争,该行判断线下门店或仍然存在客流以及折扣压力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1384885.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["06110","002670"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2593468221","title":"滔搏(06110)出现大手卖出77.7万股,成交价$2.97,涉资230.769万","url":"https://stock-news.laohu8.com/highlight/detail?id=2593468221","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593468221?lang=zh_cn&edition=fundamental","pubTime":"2025-12-23 11:04","pubTimestamp":1766459040,"startTime":"0","endTime":"0","summary":"[大手成交]滔搏(06110)在上午11:04出现大手卖出,成交量为77.7万,成交价为港币$2.97,涉资230.769万。至目前为止,股价跌4.808%,今日最高价为$3.11,而最低价为$2.96,总成交量为2.199千万股,总成交金额港币$6.603千万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2512234657/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2512234657/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["06110","BK1512","BK1114"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2593681684","title":"《大行》麦格理微降滔搏(06110.HK)目标价至3.9元 需求疲弱但获关键伙伴支持","url":"https://stock-news.laohu8.com/highlight/detail?id=2593681684","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593681684?lang=zh_cn&edition=fundamental","pubTime":"2025-12-23 10:58","pubTimestamp":1766458680,"startTime":"0","endTime":"0","summary":"麦格理研究报告指,虽然滔搏2026财年第三季销售跌幅符合管理层预期,且与第二季相若,但该行认为线下客流仍受压,需求疲弱情况更延续至12月。该行预期成本控制措施将于下半财年继续缓解毛利率压力;现预测下半财年收入跌10.8%,净利润按年增长12%至4.59亿元人民币,意味着2026财年全年净利润按年下跌3%。该行将2026及27财年的净利润预测分别下调4.2%及3.9%,因需求较预期疲弱导致收入预测下调及费用率上升;目标价下调5%至3.9元,评级“跑赢大市”。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20200930174326583_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20200930174326583_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1492043/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1492043/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["06110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2593468147","title":"《大行》瑞银降滔搏(06110.HK)目标价至3.85元 续予“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2593468147","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593468147?lang=zh_cn&edition=fundamental","pubTime":"2025-12-23 10:52","pubTimestamp":1766458320,"startTime":"0","endTime":"0","summary":"瑞银发表研究报告指,滔搏(06110.HK) 第三财季的零售及批发业务之总销售金额按年录得高单位数跌幅,逊于预期。期内,零售业务表现优于批发业务,线上业务表现持续胜于线下业务,但与2026年上半财年相比,两者差距因基数效应而收窄。该行下调滔搏2026至28财年的净利润预测7%至14%,以反映公司的销售压力,目标价由4.06元降至3.85元,维持“买入”评级。(sl/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-12-22 16:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20200930174325755_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20200930174325755_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1492042/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1492042/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["06110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2593454005","title":"中金:维持滔搏(06110)跑赢行业评级 下调目标价至3.88港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2593454005","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593454005?lang=zh_cn&edition=fundamental","pubTime":"2025-12-23 09:08","pubTimestamp":1766452095,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中金发布研报称,考虑需求偏弱及主力品牌仍在调整期,下调滔搏FY26/27年EPS预测4%/13%至0.20/0.23元,当前股价对应14/12倍FY26/27年P/E,维持跑赢行业评级。相应下调目标价7%至3.88港元,对应17/15倍FY26/27年P/E,较当前股价有24%的上行空间。中金主要观点如下:公司公布3QFY26运营表现:零售及批发业务总销售金额同比下滑高单位数,直营门店毛销售面积较8月末减少 1.3%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1384715.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["06110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1198493734","title":"滔搏 - 2025/26财年第三季度零售和批发业务总销售额同比下降高单位数","url":"https://stock-news.laohu8.com/highlight/detail?id=1198493734","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1198493734?lang=zh_cn&edition=fundamental","pubTime":"2025-12-22 17:24","pubTimestamp":1766395456,"startTime":"0","endTime":"0","summary":"滔搏 - 2025/26财年第三季度零售和批发业务总销售额同比下降高单位数","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1114","BK1512","06110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2593839444","title":"滔搏(06110)第三季度零售及批发业务的总销售金额同比取得高单位数下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2593839444","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593839444?lang=zh_cn&edition=fundamental","pubTime":"2025-12-22 17:21","pubTimestamp":1766395299,"startTime":"0","endTime":"0","summary":"智通财经APP讯,滔搏(06110)发布公告,于2025/26财政年度第三季度,本集团零售及批发业务的总销售金额按年同比取得高单位数下跌。截至2025年11月30日,直营门店毛销售面积较上一季末减少1.3%,较去年同期减少13.4%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1384435.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1114","BK1512","06110"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2592942638","title":"滔搏(06110)股东将股票存入渣打银行(香港) 存仓市值68.59亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2592942638","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592942638?lang=zh_cn&edition=fundamental","pubTime":"2025-12-18 08:15","pubTimestamp":1766016912,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,香港联交所最新资料显示,12月17日,滔搏(06110)股东将股票存入渣打银行(香港),存仓市值68.59亿港元,占比34.89%。此前滔搏发布公告,于2025/26财政年度第二季度,集团零售及批发业务的总销售金额按年同比取得高单位数下跌。截至2025年8月31日,直营门店毛销售面积较上一季末减少3.3%,较去年同期减少14.1%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1382883.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1114","06110","BK1512"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2591244640","title":"纺织服装业行业跟踪报告:11月制造台企营收表现分化,lululemon北美仍承压、CEO将于26年1月卸任","url":"https://stock-news.laohu8.com/highlight/detail?id=2591244640","media":"海通国际","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591244640?lang=zh_cn&edition=fundamental","pubTime":"2025-12-15 22:07","pubTimestamp":1765807653,"startTime":"0","endTime":"0","summary":"本报告导读:11月制造台企营收表现分化。25Q3lululemon业绩超预期,中国大陆市场领增,北美市场仍承压。lululemonCEO将于26年1月卸任,预计26春季新品占比达到35%。11月制造台企营收表现分化。25Q3lululemon收入25.7亿美元,同比上升7%,超彭博一致预期24.8亿美元;归母净利3.1亿美元,同比下降12.8%,超彭博一致预期2.6亿美元。现任CEOCalvinMcDonald宣布将于26年1月31日卸任。公司对美国感恩节购物季销售表现感到满意,认为Q4美国趋势环比Q3将有好转。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215220737a44e6eec&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1765787435,"startTime":"0","endTime":"0","summary":"滔搏北京时间12月15日,涨2.56%,卖空量成交29.7万股,较上一交易日减少79.08%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215163553a6a45951&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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滔搏股价涨2.56%,报收3.21元,成交金额2938.3万元,换手率0.15%,振幅4.15%,量比0.82。滔搏今日主力资金净流入116.3万元,上一交易日主力净流出511.5万元。该股近5个交易日上涨2.53%,主力资金累计净流出328.0万元,其中1个交易日为股价下跌时净流入;近20日主力资金累计净流出554.7万元,其中净流出天数为10日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215162314a6a44a22&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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是一个2020年诞生于蒙特利尔的户外越野跑运动鞋品牌,为运动员生产坚固耐用的高性能鞋履。值得注意的是,去年5月,中国最大的运动零售运营商滔搏正式宣布与加拿大高端越野跑品牌norda建立战略合作伙伴关系,滔搏将作为norda在中国市场的独家运营合作伙伴,独立负责norda 在中国市场的品牌宣传、市场推广、全域运营、消费者运营等关键工作。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215155635a44d16da&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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涨6.08%,李宁涨4.64%,361度涨3.24%,滔搏涨2.56%,特步国际涨2.23%,宝胜国际涨2.20%。中国银河证券指出,12月11日召开的中央经济工作会议明确2026年经济工作重点任务为“坚持内需主导,建设强大国内市场”,并强调“深入实施提振消费专项行动,制定实施城乡居民增收计划”。","market":"sg","thumbnail":"https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971541","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01368","BK1500","LU0348805143.USD","82331","LU1166156734.SGD","BK1512","BK1589","LU0048580855.USD","LU1102505929.USD","LU0541501648.USD","LU0702159699.USD","06110","03813","LU0072462343.USD","02331","LNNGY","BK1168","BK1114","LU0327786744.USD","LU1880383366.USD","LU2125910500.SGD","LU0541502299.USD","LU1048588211.SGD","LU1102505762.USD","BK1502","LU0702159343.USD","BK1583","LU0572944931.SGD","LU0370786039.SGD","LU0823426308.USD","BK1227","00551","LU0593848301.USD","LU0823426480.USD","BK1610","LU2045819591.USD","01361"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2591699787","title":"《大行》花旗降滔搏(06110.HK)明后两财年盈测 目标价微升至3.8元评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2591699787","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591699787?lang=zh_cn&edition=fundamental","pubTime":"2025-12-15 10:53","pubTimestamp":1765767180,"startTime":"0","endTime":"0","summary":"花旗研究报告指,虽然对滔搏(06110.HK) 明年2月底止2026财年的销售及净利润预测保持不变,但将2027及28财年的净利润预测分别下调5%及7%,基于销售预测下调2%及3%,以反映对2026年前景的预期。该行对滔搏目标价由3.75元微升至3.8元,维持“买入”评级;在中国运动服装板块中首选安踏(02020.HK) ,其次为滔搏,最后为李宁(02331.HK) ,评级均为“买入”。(ss/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-12-12 16:25。)AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20200930174326583_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20200930174326583_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1490337/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1490337/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["06110"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":6,"totalSize":200,"code":"91000000","status":"200"}]}}