智通财经APP获悉，新秀丽(01910)再涨近4%，截至发稿，涨3.85%，报14.57港元，成交额6551.55万港元。
消息面上，新秀丽近日披露2026财年首季度业绩，瑞银研报指出，公司首季经调整EBITDA为1.09亿美元，按年跌15%，低于该行及市场预期，主要由于毛利率低于预期。公司首季度经调整EBITDA利润率为13.1%，低于该行预期的14.2%，主要是由于销售、一般及行政费用增长高于预期，按年上升9%。不过，管理层对2026财年的收入指引为低单位数增长，并预期利润率将从首季水平逐步改善，表现胜过市场忧虑。
瑞银续指，新秀丽2026财年的市场推广开支比率预计为6.5%，并将在第二季旺季前达到8%的高峰。公司同时宣布一项5,000万美元的股份回购计划，相当于约2%的收益率，属正面惊喜，预期将为股价提供一定支持。另外，瑞银表示，新秀丽首季固定汇率净销售额按年增长0.4%，表现符合预期，主要受中东地缘政治及印度市场影响，若撇除相关影响，净销售额将增长1.6%。北美市场净销售额跌幅收窄，亚洲市场方面，中国及韩国均录得强劲增长。
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