智通财经APP获悉，江南布衣(03306)涨超7%，截至发稿，涨7.58%，报21港元，成交额3451.1万港元。
消息面上，江南布衣2026财年上半年营收同比增长7.0%至33.76亿元，净利润同比增长11.9%至6.76亿元，毛利率达66.5%。国元国际此前指，根据业绩会信息，公司维持26财年“百亿零售目标”不变，对应营业收入约60亿元。净利润方面，由于财年上半年优异表现，公司预计全年净利润率有望超额完成，达到约9.5亿元，同时公司也将维持75%的分红派息计划。
浙商证券7月29日研报指出，独特定位+核心客户高粘性带动下，公司增长稳定性韧性强。考虑公司作为国内女装龙头，高粘性客群加持之下增长韧性强，品牌力持续向上叠加正向经营杠杆利润率逐年提升，叠加充足的现金流和稳定的75%高分红，给予公司FY2027年目标PE11X，对应目标市值138亿港币，对应股价空间超30%。
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