异动解读 | 维珍妮股价盘中大跌7.55%,中金下调目标价或为主因

异动解读
Jul 02

维珍妮(02199.HK)今日盘中股价出现异动,大跌7.55%。截至上午10时07分,该股报1.960港元/股,成交量3000股。

尽管维珍妮近期财报表现良好,但股价仍出现大幅下跌。公司最新财报显示,2025财年收入同比增长11.7%至78.4亿港币,归母净利润同比增长28.4%至1.8亿港币。其中,2025财年下半年收入同比增长11.2%至38.6亿港币,归母净利润同比大增219.6%至1.2亿港币。

然而,中金公司近期下调了维珍妮的目标价至2.38港元,这可能是导致股价下跌的主要原因。尽管中金维持了对维珍妮的"跑赢大市"评级,但目标价的下调可能引发了投资者的担忧。此外,公司胸杯及其他配件产品收入同比下降15.0%至2.5亿港元,主要是由于停止鞋履业务,这也可能影响了投资者对公司未来业务发展的信心。

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