异动解读 | 滔搏中期业绩优于预期,股价盘中大涨5.17%

异动解读
Oct 23

10月23日,运动零售巨头滔搏(06110)股价表现强劲,盘中大涨5.17%。该涨幅主要受到公司最新发布的中期业绩报告的推动,尽管财务数据同比下滑,但仍好于市场预期。

根据滔搏公布的截至2025年8月31日的中期业绩,公司实现收入约122.986亿元,同比减少5.79%;净利润7.89亿元,同比减少9.69%。虽然业绩出现下滑,但花旗分析师指出,滔搏的净利润比市场预期高出10%,主要得益于毛利率表现强于预期,同比仅下降10个基点至41.1%,高于市场预测的38.7%。

此外,滔搏在全域零售战略和会员运营方面取得积极进展,也为投资者带来信心。公司零售线上业务销售额实现同比双位数增长,会员销售额占零售总额比例高达92.9%。同时,滔搏宣布将派发每股0.13元人民币的中期股息,进一步提振了市场情绪。尽管当前零售环境仍面临挑战,但滔搏通过深化全域零售布局、拓展多元赛道及精耕用户运营,展现出较强的经营韧性,这些因素综合推动了股价的大幅上涨。

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