智通财经APP获悉，乐舒适(02698)涨超6%，截至发稿，涨6.66%，报31.7港元，成交额4388.89万港元。
消息面上，乐舒适近日公布2025年业绩，收入约5.67亿美元，同比增长24.9%；毛利增长27.1%至2.035亿美元，净利约1.21亿美元，同比增长27.4%；经调整净利润约1.22亿美元，同比增长24.4%；每股盈利23美分，末期股息每股8.88美分。分区域来看，25年公司东非、西非、中非、拉美收入分别同比增长23.9%、18.4%、34.5%、134.3%。
国盛证券认为，中东地缘冲突加剧对全球供应链形成扰动，公司产品需求偏刚性，凭借本地化生产+全球化供应链+深度分销优势+性价比定位，竞争壁垒进一步加固，未来公司在非洲地区市占率有望继续提升，非洲市场仍有开拓空间，同时公司也在积极拓展拉美中亚等高增长地区。
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