裕元集团（00551）今日盘中股价大涨5.09%，引发市场关注。截至发稿，该股报15.77港元，成交额达5066.04万港元。
近日，裕元集团公布了2025年前三季度业绩。虽然公司第三季度收入和归母净利润同比有所下降，但鞋履单价同比增长3.38%，显示产品组合得到改善。华西证券分析指出，公司业绩下降主要由于产能转移、中爪哇产能爬坡导致产能利用率下降以及关税分摊等因素影响。
值得注意的是，裕元集团正积极推进海外产能扩张战略。目前，公司在印尼、越南和中国内地的产量占比分别为53%、32%和10%。分析师认为，这一布局有助于公司应对美国加征关税的影响，并有望通过海外产能扩产进一步拓展市场份额。投资者对公司的长期发展前景持乐观态度，推动股价上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.