港股异动 | 普拉达(01913)跌超4% Prada品牌首次录得负增长 公司称仍计划在意大利作双重上市

智通财经
Nov 14

智通财经APP获悉,普拉达(01913)跌超4%,截至发稿,跌3.32%,报46.6港元,成交额2827.46万港元。

消息面上,普拉达近期发布2025年三季度业绩,花旗认为,普拉达第二及第三季收入增长放缓至单位数,当中Prada品牌更自2020年起首次录得负增长;虽然Miu Miu品牌增长步伐仍较同行快,但进一步常态化。该行认为,集团目前仍须对Miu Miu品牌投入大量广告行销、生产制造、IT基建及零售网络扩张资源,可能抑制利润率扩张,并维持于2024年的23.6%水平,较历史高位低约350基点。

值得关注的是,据市场媒体报道,普拉达财务总监Andrea Bonini表示,公司仍计划成为一间双重上市的公司,对在意大利上市的计划仍然有6个月的时间考虑,目前不会作出任何承诺。他认为,目前奢侈品市场稳定,美国市场情况良好,总体而言很难挑剔美国表现,不过情况可能不会一帆风顺,因为当市场泡沫助长过度乐观情绪时,公司需要时刻保持警惕。

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