乐舒适早盘涨超3% 机构看好拉美市场有望实现翻倍以上增长

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Jul 23
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  乐舒适(02698)早盘涨超3%,截至发稿,股价上涨3.54%,现报32.72港元,成交额6440.88万港元。

  近日,乐舒适发布2026年上半年业绩盈喜预告,中金指出,1H26公司收入同比增长不低于28%至3.28亿美元,净利润同比增长不低于40%至0.73亿美元,扣非归母净利润同比增长不低于47%至0.61亿美元,净利润超过预期,主要受汇率及利息等贡献。该行认为,凭借制造及渠道壁垒,公司有望实现份额的持续提升,长期有望凭借新市场及新品类的拓展持续抬高成长天花板。

  中金续指,新市场拓展方面,上半年公司秘鲁工厂顺利投产,成本优势进一步强化,同时公司在拉美渠道快速扩张,预计上半年拉美市场有望实现翻倍以上增长。此外,汇率对公司作出正面贡献,上半年部分市场本地货币兑美元同比升值,加之原材料涨价下公司对部分产品提价,公司平均销售单价有所提升。

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