本季度信息 截至2025年12月31日止六个月，江南布衣（股票代码：03306）实现营收33.76亿元，同比增长7.0%。经调整净利润6.76亿元，同比增长11.9%。财报显示，毛利率为66.5%，经营利润率为27.5%，经营活动产生的现金流约9.96亿元，同比增长21.1%。
财报同时披露销售与营销费用占收入比为32.4%，行政开支占收入比为9.2%。其中，用于产品设计及研发相关投入约1.17亿元。
业务分项 成熟品牌（JNBY）营收18.60亿元，同比增长5.7%；成长期品牌（速写、jnby by JNBY及LESS）合计实现收入12.79亿元，同比增长6.3%；新兴品牌（POMME DE TERRE、JNBYHOME、onmygame及B1OCK等）营收2.37亿元，占比7.0%。公司方面指出，线下客流总体仍有波动，但线上销售保持较好增长，三大品牌组合的营收均呈上升趋势。
高管解读 董事长吴健: “虽然宏观经济和消费者行为存在一定波动，但公司多元化布局已展现良好韧性。我们将继续优化品牌组合及研发投入，为消费者提供更具设计价值的产品和服务。”
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