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波司登ADR
26.10
0.0000
成交量:
27.00
成交额:
680.40
市值:
60.55亿
市盈率:
12.28
高:
26.10
开:
26.10
低:
26.10
收:
26.10
52周最高:
33.25
52周最低:
24.10
股本:
2.32亿
流通股本:
2.32亿
量比:
0.27
换手率:
0.00%
股息:
1.81
股息率:
6.94%
每股收益(TTM):
2.12
每股收益(LYR):
2.18
净资产收益率:
24.49%
总资产收益率:
11.75%
市净率:
2.61
市盈率(LYR):
12.00
数据加载中...
总览
公司
新闻资讯
公告
波司登高德康入选工信部“制造业人才支持计划”创新企业家
中国纺织
·
01/22
数说消费1月刊:消费信心回暖 关注春节旺季催化_热点速评
中金公司
·
01/19
波司登2000多羽绒服充绒量只有86克?店员:羽绒服保暖性不止看充绒量
潇湘晨报
·
01/09
“羽绒服刺客”?波司登近两千元外套充绒量不足百克
蓝鲨消费
·
01/09
86克羽绒服卖2299元,波司登的高端化博弈
云掌财经
·
01/09
波司登蝉联世界品牌500强,诠释中国服装品牌向上力量
财经无忌
·
2025/12/21
轻工制造行业动态报告:25W51:NIKEFY26Q2收入持平 指引FY26Q3低单位数下降
中信建投证券
·
2025/12/21
招银国际:2026年聚焦AI与消费分层,推荐腾讯等科技龙头
招银国际
·
2025/12/19
波司登的“三个半”生意,高德康的两次试错
DoNews
·
2025/12/05
业绩创新高背后隐忧浮现,波司登高端化与性价比赛道如何破局?
ITBEAR科技资讯
·
2025/12/04
波司登“寒冬突围战”,如何守住基本盘、培育第二曲线?
智趣财经
·
2025/12/04
波司登中期业绩微涨,双聚焦战略落地
中华网财经
·
2025/12/04
四中全会精神解读·市场最前沿丨从“流水线”到“定制线”,纺织行业迎来数智蝶变
新华网
·
2025/12/04
原材料暴涨,今年的羽绒服会越来越贵吗?
钛媒体
·
2025/11/22
羽绒服进入“千元价位”!探寻鸭绒价格“坐火箭”的背后
北京青年报官网
·
2025/11/22
事事关心 | 羽绒服选购 关键看这两项指标
中国日报网
·
2025/10/31
东方证券:维持波司登“买入”评级 目标价6.31港元
智通财经网
·
2025/10/24
【山证纺服】波司登公司快报:推出高级都市线AREAL系列,坚持产品创新
山西证券研究所
·
2025/10/24
中信建投 | 大消费本周核心推荐
中信建投证券研究
·
2025/10/24
运动鞋服并购大年,中国品牌该如何反应?
体育产业生态圈
·
2025/10/23
更多
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19:06","pubTimestamp":1767956772,"startTime":"0","endTime":"0","summary":"近日,网友发文称,在波司登门店购入一款售价2000多元羽绒服,充绒量只有86克,质疑品牌溢价过高。水洗标图片显示,衣服尺码为“175”,对应的充绒量为86克。此前,波司登客服对媒体表示,波司登的充绒量符合国家标准,而价格的高低不仅取决于充绒量,还包括许多综合性因素。2025年11月27日晚间,波司登披露2025/26上半财年业绩报告。财报显示,羽绒服业务继续保持强劲增长态势。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109190928a70714c6&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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21:48","pubTimestamp":1764856096,"startTime":"0","endTime":"0","summary":"在高端化转型道路上,波司登持续发力。除了主品牌升级,波司登还探索其他高端化路径。在主品牌高端化的同时,波司登管理层今年早些时候表示要加码大众羽绒服市场,重点关注高性价比领域,将雪中飞品牌打造成“冰雪羽绒服第一品牌”。在11月底的业绩发布会上,波司登称雪中飞是重点发展的高质价比品牌,今年投入高于往年,除渠道建设外,还加强了品牌营销和产品研发。当前国内羽绒服市场竞争激烈,波司登面临诸多挑战。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204221945a4ccd639&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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17:47","pubTimestamp":1764841675,"startTime":"0","endTime":"0","summary":"这场“寒冬突围战”,或将决定这家老牌国货能否穿越周期、再攀高峰。波司登并未放弃雪中飞的“破局”希望。波司登的困境,也是整个羽绒服行业的缩影。对于波司登而言,未来的关键在于“保高端”与“拓大众”的平衡。同时,多元化战略需更聚焦、更务实,避免“为扩张而扩张”,真正培育出能贡献实质收入增长的第二曲线。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204223950a4ccddae&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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17:31","pubTimestamp":1764840692,"startTime":"0","endTime":"0","summary":"值得注意的是,2023-2025年三年中期业绩表明,波司登完成了从“高速增长”到“质效双升”的战略转型,“聚焦羽绒服主航道、聚焦时尚功能科技服饰主赛道”战略落地。高端化认知不断增强,波司登中期整体毛利率同比提升0.1个百分点至50%。据了解,2021年起,波司登确立“双聚焦”战略,明确羽绒服为主航道、时尚功能科技服饰为主赛道,这一战略在近三年中期业绩中持续兑现成效。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204173641a4cc5a03&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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14:40","pubTimestamp":1764830453,"startTime":"0","endTime":"0","summary":"新华社北京12月4日电题:从“流水线”到“定制线”,纺织行业迎来数智蝶变新华社记者王悦阳、王志在魏桥纺织智能化纺织工厂,5G激光导航的AGV运输车灵活穿梭,承载着重达50公斤的棉条筒,在梳棉与并条工序间转运;落纱粗纱机前,机械手自动完成落纱、换管、转运一系列操作。如今,依托数智技术,纺织产业加速蝶变。随着数智技术打破“边界”,开放开源正成为纺织行业的重要形态。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204144113952a4886&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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21:47","pubTimestamp":1763819229,"startTime":"0","endTime":"0","summary":"2023年,羽绒服平均售价普遍上涨至500元到800元。也就是说,这一轮原材料的暴涨,主要是中低端原料价格上涨所导致的。也正因羽绒成本的一路走高,让如今的羽绒服也变得越来越贵。这其中,波司登作为羽绒服领域的龙头品牌,正是通过“涨价”,方才实现突破性成长的。不过,伴随着国内服装市场的内卷,国产羽绒服通过涨价带来的增长势能是否能够持续,仍然需要拉长时间线。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251122214851a4b39256&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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15:19","pubTimestamp":1763795950,"startTime":"0","endTime":"0","summary":"羽绒原料价格的暴涨,导致正规厂家出厂价逼近千元,羽绒服价格成为热议焦点。成都高新区,某一品牌羽绒服鸭绒含量220g,卖1998元。从线上电商平台到线下实体门店,以鸭绒为核心填充物的羽绒服,价格上涨已成为普遍现象。羽绒服填充物以鸭绒、鹅绒为主,其中鹅绒品质更优、价格更高,但此次涨价潮中,鸭绒却成为主角。罗燕军说,今年羽绒出口价格较往年同期相比,一只鸭子的毛绒能多卖4毛钱。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251122152219a4b31d17&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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Jones为新创设的AREAL高级都市线创意总监。据悉AREAL系列瞄准高端商务时尚领域,致力于打造“多维场景、多重身份下的艺术性商务衣橱”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024164707a6cbada3&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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JONES担任波司登高级都市线AREAL系列创意总监,携手推出波司登高级都市线AREAL系列,重新定义商务羽绒服概念。订阅者应当考虑到本公司可能存在可能影响本报告客观性的利益冲突。本公司在知晓范围内履行披露义务。否则,本公司将保留随时追究其法律责任的权利。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102408500794da8b4e&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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07:20","pubTimestamp":1761261601,"startTime":"0","endTime":"0","summary":"中信建投证券研究发展部大消费研究团队一周核心推荐逻辑梳理如下:食品饮料:食饮三季报前瞻轻纺教育:双十一首日美护品牌表现分化,老铺黄金发布年内第三次提价通知社服商贸:海南离岛免税政策调整预计扩大渠道品牌优势,促进住宿业高质量发展意见印发《食饮三季报前瞻》白酒板块:根据酒业家的信息,双节期间,白酒动销整体下滑20%-30%,各品牌有所分化,头部名酒表现相对较好。","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=nesSN20251024072559a6cabbcc&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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Goose等多个品牌都传言要出售,好不热闹。安踏在2019年收购亚玛芬集团时,其年亏损高达16亿元,同时还有负债。更重要的是,中国运动鞋服市场和户外市场发展势头依旧可观,对于品牌来说也有足够大的吸引力。","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=nesSN20251023200821a6ca0608&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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