金吾财讯 | 新秀丽(01910)绩后股价受压走低，截至发稿，报14.12港元，跌幅8.19%，成交额1.15亿港元。据业绩公告显示，截至3月31日止第一季，股权持有人应占溢利4820万美元，同比减少42.6%；每股基本盈利0.035美元。期内销售净额7.97亿美元，同比下滑7.3%；受到亚洲销售净额下降、北美洲消费者信心下降等影响，毛利同比减少8.9%至4.7亿美元；毛利率59.4%，跌1个百分点，主要是由于地域销售净额组合变动包括利润率较高的亚洲地区销售净额占比下降所致。公告指，美国的关税情况仍然变化不定，采购团队已在把供应美国的产能转移出中国方面已取得长足进展。从中国采购销往美国市场产品的比例已由2018年约85%降低至去年约15%。预期会继续在中国以外地区采购大部分销往美国市场的产品，并在可能情况下将生产进一步转移到关税较低的地区。
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