智通财经APP获悉，波司登(03998)午后涨幅扩大，截至发稿，涨10.67%，报4.98港元，成交额4.99亿港元。
消息面上，据中国天气网，今明两天，受台风“风神”及其外围环流和冷空气共同影响，华南及南海北部海域将有强风雨天气。同时，随着冷空气东移南下，江南、华南等地将成为核心降温区域。明天开始，中东部各地将陆续开启升温模式，但升温进程缓慢，且25日前后还有一股冷空气接力，气温难有起色，需持续做好保暖工作。
申万宏源发布研报称，当前时点重点推荐波司登。该行指出，降温开启将直接有利于以冬装销售为主业的波司登终端动销；26年春节为2月17日，相比25年1月29日春节增延后19天，旺季有效销售窗口期拉长，将产生额外销售增量，拉高旺季上限。且24年冬季暖冬基数较低，客观有利于目标达成；市场风格高低切重视高股息资产：过往波司登分红率持续保持在80%及以上，今年高分红基调延续，看好公司后续业绩及估值提升。
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