中银国际发表报告指，波司登(03998.HK) 2026财年上半年收入和净利润分别按年增长1%和5%，略低于市场预期，这主要由于非核心业务表现疲软。然而，其主品牌波司登依然表现稳健，且优于整体服装行业。最近双十一的销售数据也显示，波司登的羽绒服持续受到消费者青睐，市场认可度进一步提升。该行预计波司登将在2026财年下半年旺季实现业绩环比改善。即使产品结构有所调整，但预计毛利率将基本保持稳定。维持“...
Source Link中银国际发表报告指，波司登(03998.HK) 2026财年上半年收入和净利润分别按年增长1%和5%，略低于市场预期，这主要由于非核心业务表现疲软。然而，其主品牌波司登依然表现稳健，且优于整体服装行业。最近双十一的销售数据也显示，波司登的羽绒服持续受到消费者青睐，市场认可度进一步提升。该行预计波司登将在2026财年下半年旺季实现业绩环比改善。即使产品结构有所调整，但预计毛利率将基本保持稳定。维持“...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.