港股滔搏（06110）今日盘中大涨5.26%，引起市场关注。截至发稿，该股报2.96港元，成交额3968.5万港元。
消息面上，滔搏发布2025/26财政年度第一季度业绩报告。尽管集团零售及批发业务的总销售金额同比录得中单位数下跌，但公司表示这一表现符合预期。截至2025年5月31日，直营门店毛销售面积较上一季末减少1.3%，较去年同期减少12.3%。值得注意的是，公司线上渠道销售额实现同比增长，线上直营销售额占整体直营销售额的约40%。
中金公司发布研报，维持滔搏"跑赢行业"评级，并上调目标价10%至3.40港元。中金指出，虽然6月以来公司线下销售仍受到客流偏弱的拖累，线上渠道竞争激烈，但公司正在优化多渠道布局和运营节奏。随着部分品牌逐步推进产品优化和新元素加入，管理层预计部分品牌订单在2026财年将有所改善。公司管理层维持2026财年净利润同比持平、净利润率同比改善的指引，显示出对未来业绩的信心。这些因素综合推动了滔搏股价的强劲上涨。
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