异动解读 | 新秀丽股价盘中大涨6.62%,尽管中期业绩下滑但分析师看好第三季度

异动解读
Aug 14

今日盘中,新秀丽(01910.HK)股价大涨6.62%,引起市场广泛关注。这一涨幅出现在公司发布中期业绩报告后,尽管业绩显示公司面临挑战,但分析师对其未来前景持乐观态度。

根据新秀丽公布的2025年上半年业绩报告,公司销售净额为16.62亿美元,同比下降6%。股权持有人应占溢利为1.18亿美元,同比下降30.2%。公司表示,销售净额下降主要是由于宏观经济不确定性增加、贸易政策变动导致批发客户采购更为谨慎,以及消费者情绪转弱导致需求减少。

尽管业绩下滑,但市场似乎对新秀丽的未来前景保持乐观。据报道,里昂证券预计新秀丽第三季度业绩将环比改善。这一预期可能是推动股价上涨的主要因素。投资者似乎认为,尽管短期内面临挑战,但新秀丽的长期发展前景仍然看好。随着全球经济逐步复苏,旅游业有望回暖,这可能会对新秀丽这样的行李箱和旅行配件制造商产生积极影响。

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