金吾财讯 | 361度(01361)绩后股价应声上涨，截止发稿，涨幅达3.75%，报4.7港元，成交额5005.32万港元。消息面上，公司午间公布2024年财报，公司权益持有人应占溢利11.49亿元（人民币，下同），同比增长19.46%。每股基本盈利55.6分。董事会已建议派发截至回顾年度之末期股息每股普通股10.0港仙。期内，收益为100.74亿元，同比增长19.59%。毛利为41.83亿元，同比增长20.83%。毛利率为41.5%，同比增长0.4个百分点。收益增长得益于市场对集团产品的强劲需求，各主要产品类别均录得可喜的增长率。集团电子商务业务贡献比例较去年增加12.2%至26.09亿元，占集团总收益约25.9%。近日西部证券研报指出，公司“科技+性价比”巩固运动赛道差异化优势。约基奇首款签名鞋“JOKER1”于2024 年12 月上市后反响热烈，有望成为篮球品类增长新引擎。童装借势青训合作（如国安、申花）与中大童功能需求，持续双位数增长，巩固第二增长曲线。渠道端通过电商直营与奥莱协同，稳固低线市场（门店占比约76%），并渗透高线市场，形成全域渠道竞争力。预计公司2024~2026 年EPS 为0.53/0.59/0.66 元，对应最新PE分别为7.6/6.8/6.1 倍，维持“买入”评级。
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