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　　JS环球生活（01691）早盘涨超6%，截至发稿，股价上涨7.42%，现报1.52港元，成交额1369.49万港元。

　　近期，JS环球生活公布2026年中期业绩，收入为约7.41亿美元，同比减少4.3%；毛利为约2.29亿美元，同比减少7.7%；经调整纯利同比增加9.6%至1480万美元，母公司拥有人应占溢利941.9万美元，同比扭亏为盈。华泰证券认为，公司正处于“以费用换市场”的战略投入期，新兴市场具备较大成长空间；中长期看好SharkNinja亚太依托规模效应持续增强盈利能力，九阳分部随终端需求改善逐步释放利润弹性。

　　华泰证券指出，Ninja品牌表现亮眼，分部毛利率同比提升SharkNinja亚太分部26H1向第三方客户销售收入为2.44亿美元/同比+6.2%；分地区看，澳新/其他市场营收分别同比+33.5%/+165.5%。公司积极推出高端新品实现产品结构改善，同时推进产品成本优化措施，在促销活动增加、价格竞争加剧及成本压力上升的背景下实现毛利率提升，26H1 SharkNinja亚太分部毛利率为43.7%/同比+1.5pct，看好中长期依托规模效应与本地化供应链持续提升盈利能力。

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