智通财经APP获悉，波司登(03998)午后涨超5%，截至发稿，涨5.12%，报4.11港元，成交额1.17亿港元。
消息面上，据哈尔滨日报报道，波司登（哈尔滨）羽绒产业智能工厂（一期）项目已进入建设冲刺阶段，预计6月20日土建竣工，8月20日正式投产，打造国内羽绒行业“数智化”发展新标杆。此外，截至4月17日，公司2025年初以来累计进行23次回购，合计回购6920.60万股，占总股本比例0.6%，累计回购金额2.6亿港元。
国海证券指出，渠道方面，公司持续夯实扩大打造Top店体系，定制一店一策，与核心Top店长深度共创，稳步提升渠道的管理能力和运营效率，并强化分店态资源差异化匹配，满足不同层级顾客需求，分店态精细化运营能力显著提升。产品方面，目前门店2025年春夏系列全新上市，涵盖了功能外套、科技骄阳、品质轻户外以及柔型轻运动等系列，场景丰富，面料科技创新升级。公司产品创新持续推进，我们看好春夏新品对淡季销售的带动。
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