智通财经APP获悉，波司登(03998)逆市涨超4%，截至发稿，涨4.11%，报4.56港元，成交额2.04亿港元。
消息面上，波司登门店此前上架2025年春夏系列，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。此外，波司登受益于3月气温较低，销售额同比增长超90%，Q1同比增长13.6%。
摩根大通发表研究报告指，波司登截至3月底止财年零售销售额按年翻倍至10亿元，又推出新的春夏系列，涵盖防晒服装和新的户外产品类别。该行表示，波司登升级其防晒服装，加上具备详细量化指标的新户外品类等因素，预计销售额将保持强劲。该行预期，集团2026财年的春夏系列销售将有稳健增长。
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