异动解读 | 新秀丽盘中大跌5.03%,年度业绩疲软及主席变更引发市场担忧

异动解读
9 hours ago

新秀丽(01910)今日盘中股价大幅下挫5.03%,引起了投资者的广泛关注。

消息面上,公司于今日早间发布了截至2025年12月31日的年度业绩报告,数据显示股权持有人应占溢利为2.89亿美元,同比下滑16.4%,销售净额亦同比下降2.5%。同时,公司预期2026年第一季度按固定汇率计算的销售净额将与去年同期大致持平,增长前景疲弱。此外,公司还宣布董事会主席Timothy Charles Parker将退任,由独立非执行董事Jerome Squire Griffith接替,这一高层人事变动也增添了市场的不确定性。

业绩报告指出,销售下滑主要由于宏观经济不明朗及消费者情绪疲弱,导致传统批发客户采购审慎。尽管直接面向消费者(DTC)渠道有所增长,但整体盈利能力和毛利率均面临压力。多重负面因素叠加,导致市场信心受挫,股价承压下行。

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