港股异动 | 裕元集团(00551)盘中涨超4% 公司线上收入逆势增长机构看好国内运动服装零售复苏

智通财经网

Dec 11, 2025

智通财经APP获悉，裕元集团(00551)盘中涨超4%，截至发稿，涨3.04%，报16.94港元，成交额4925.79万港元。

消息面上，12月10日，裕元集团发布公告，该公司于2025年11月综合经营收益净额约6.6亿美元，同比减少3.1%。前11个月综合累计经营收益净额约73.82亿美元，同比减少1.6%。浙商证券指出，裕元集团25Q1-3零售业务收入17.9亿美元(同比-7.9%)，受零售环境疲软和竞争加剧影响，同店销售下滑双位数，同时线下直营门店数量3338家(同比-3.5%)；25Q1-3线上收入逆势增长13%(占比33%)，其中直播收入同比增长超过100%，全渠道运营能力持续向上。

行业层面，里昂表示，展望中国消费板块将聚焦于细分领域的发展机遇，以及高端消费市道受惠于货币政策放松、股市改善及离岸融资增加的复苏进展，预期居民消费情绪与CPI数据将维持温和，预期企业将捕捉细分市场规模化、全球化扩张及高端消费复苏的机会。里昂预测，明年中国运动服装零售额将按年增长3%至4%，相信大型品牌正优化零售渠道，并加强产品功能创新。

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