滔搏(06110)今日盘中大跌6.15%,截至发稿报2.94港元。此轮跌势主要受公司发布的2025财年全年业绩报告影响。
根据滔搏最新发布的财报,截至2025年2月28日止年度,公司收入为270.13亿元人民币,同比下降6.64%;权益持有人应占溢利为12.86亿元人民币,同比大幅下滑41.89%。业绩下滑主要受消费需求疲软及线下客流持续下降影响。尽管业绩承压,公司仍拟派发末期股息每股2分及特别股息每股12分。
中金公司分析师对滔搏的前景持谨慎态度。考虑到当前服装市场销售仍然承压,中金下调了公司2026财年每股盈利预测24%至0.21元。尽管如此,中金仍维持对滔搏的"跑赢行业"评级,并保持3.10港元的目标价,认为公司维持高派息率可能会对估值形成支撑。然而,市场似乎对公司短期内改善业绩的能力持怀疑态度,导致股价出现较大跌幅。
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