异动解读 | 新秀丽股价盘中大涨14.99%,第三季度业绩超预期

异动解读
Nov 13

今日早盘,新秀丽(01910)股价大幅上涨,截至发稿时涨幅高达14.99%,报19.18港元,成交额2297.38万港元。这一显著涨幅主要源于公司昨晚发布的第三季度财报优于市场预期。

根据新秀丽发布的2025年第三季度财报显示,公司实现销售净额8.73亿美元,同比微降0.6%,但超出市场预估的8.602亿美元。更值得注意的是,公司第三季度股权持有人应占溢利达7350万美元,同比增长11%。此外,公司毛利率较去年同期上升30个基点至59.6%,主要得益于TUMI品牌与直接面向消费者(DTC)渠道对总销售净额贡献的提升。

尽管公司前9个月的整体业绩仍有所下滑,但第三季度的亮眼表现无疑提振了投资者信心。新秀丽在充满挑战的市场环境中展现出的韧性和增长潜力,特别是高端品牌TUMI的良好表现,成为推动股价大涨的关键因素。分析人士指出,公司在产品组合优化和渠道策略方面的成功举措,可能会继续支撑其未来的业绩增长。

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