港股异动 | 波司登(03998)涨超3% 机构料其下半财年收入和盈利均有望提速

智通财经
Dec 02, 2025

智通财经APP获悉,波司登(03998)涨超3%,截至发稿,涨3.19%,报5.17港元,成交额1.03亿港元。

消息面上,波司登近期发布2025/26财年中期业绩公告。财报显示,截至2025年9月30日,公司实现营收约89.28亿元(人民币,下同),同比上涨1.4%;权益股东应占溢利同比增长5.2%至约11.89亿元,中期业绩连续8年创同期历史新高。

东方证券指出,展望26下半财年,预计公司收入和盈利均有望提速。在之前结束的双十一活动中,在天猫和抖音平台,公司波司登主品牌在服饰品类名列前茅,其副牌雪中飞也表现优异,为旺季提速打下了良好基础。围绕双聚焦战略和羽绒主业的多品牌矩阵,该行预期公司未来3年将保持稳健可持续增长。

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