本季度信息
截至2026年3月31日，星谦发展实现营收约4.02亿元，同比下降1.90%。本期净利润约0.49亿元，同比下降13.80%。毛利率约36.50%，上年同期则约37.50%。经营利润约0.62亿元，同比下降13.00%，经营利润率从上年同期的约17.30%下滑至约15.34%。经营活动现金流净额约1.13亿元，同比增长约57.20%。
成本结构方面，销售及分销成本约0.24亿元，同比下降5.40%，管理费用约0.66亿元，同比微增0.70%，研发投入约137.90万元，同比减少约35.70%。
业务分项
按地区来看，本期在中国市场营收约0.53亿元，越南市场营收约2.38亿元，印度尼西亚市场营收约0.62亿元，孟加拉国市场营收约0.45亿元，印度市场营收约0.04亿元。各地增减幅度整体表现相对平稳，部分地区销售下滑主要与订单节奏与当地需求波动有关。
高管解读
董事会表示，近期中东地区的不稳定因素已对能源及供应链成本带来波动。本集团将继续关注鞋类制造业及胶黏剂市场需求，着重于严格成本控制和提升运营效率，以应对外部环境的挑战，并持续优化区域化布局与资源投入。
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