7月29日早盘，好孩子国际（01086.HK）股价出现大幅下跌，盘中跌幅达8.94%。这一显著跌幅引起了市场的广泛关注。
根据公司最新公告，预计2025年上半年净利润将较去年同期减少约40%至50%。尽管公司整体收益略有增长，但美国市场业务溢利的下降成为拖累业绩的主要因素。美国业务溢利减少的原因包括额外增加的关税成本、新监管标准导致的汽车座椅产品成本增加、零售商门店陈列新产品的相应成本增加，以及旧款产品促销力度加大和相关营销费用增加。
好孩子国际是一家专注于儿童相关产品的设计、研发、制造和销售的公司。尽管其他地区的业务表现有所改善，但美国市场的挑战对公司整体业绩造成了显著影响。投资者对这一业绩预警反应强烈，导致股价大幅下跌。市场将密切关注公司未来在美国市场的策略调整以及其他地区业务的增长潜力。
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