港股异动 | 创科实业(00669)跌超3% 大客户家得宝业绩逊预期 高盛料公司下半年收入增长或放缓

智通财经
Nov 21, 2025

智通财经APP获悉,创科实业(00669)跌超3%,截至发稿,跌3.5%,报85.4港元,成交额3.32亿港元。

消息面上,近日,美国家装零售连锁品牌家得宝发布的2025财年三季度财报显示,公司当季主要业绩指标不及预期。因美国房地产市场持续低迷,消费者对家装家居商品需求疲软,公司还下调了全年业绩指引。花旗指,创科实业最大的客户家得宝反映美国消费市场的动态,而创科实业的业务重心偏向专业领域,并占其总销售额约七成,因此维持其今年预测。该行指出,明年起创科有望加快增长,如果家得宝业绩未达预期导致创科实业股价回落,相信会是该股的买入时机。

此外,高盛参考了创科实业竞争对手史丹利百得及主要客户家得宝的第三季表现,预期创科实业下半年销售维持韧性,但收入增长或较上半年放缓,受Milwaukee产品线出货调整及秋季促销活动影响;因此,该行维持创科实业全年收入同比增长5%预测不变,但料下半年收入增幅将由上半年的7%降至3%。

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