智通财经APP获悉，新秀丽(01910)跌超3%，截至发稿，跌3.45%，报19.02港元，成交额2.65亿港元。
消息面上，新秀丽近日发布2024年度业绩，销售净额35.89亿美元，同比减少2.5%；股权持有人应占溢利3.46亿美元，同比减少12.9%。中金指出，销售额未达该行预期，但利润率超出预期，主要是亚洲销售额下降幅度大于预期，但营销和管理费用得到良好控制。由于亚洲和北美市场的消费情绪弱于预期，以及经营杠杆的负面影响，将2025 年收入和净利润预测下调6%和5%至36.4 亿美元和3.73 亿美元。
瑞银研报指出，预计今年新秀丽增长将放缓，因为关税和宏观环境的不确定性可能会打击美国消费者的信心，而美国业务占其营收近40%。然而该行相信市场已经计入今年较弱的前景，估计目前的定价反映今年报告销售净额将下降3%，经调整EBITDA利润率将收缩200个基点，情况与2019年类似，该行认为属于保守的预期。
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