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波司登

4.440

-0.020-0.45%

成交量：1,109.84万

成交额：4,916.95万

市值：513.44亿

市盈率：12.82

高：4.500

开：4.500

低：4.390

收：4.460

数据加载中...

总览公司新闻公告

每日卖空追踪 | 波司登 07月23日卖空量成交61.8万股，卖空比例为5.57%

波司登07月22日获主力加仓106.5万元

【中泰轻纺】周报：运动龙头Q2经营分化，把握泡泡玛特回调机会

张潇的新消费洞察

每日卖空追踪 | 波司登 07月21日卖空量成交32.2万股，卖空比例为1.74%

波司登07月21日主力净流入176.5万元散户资金抛售

中产又爱又恨的波司登，一年卖了250亿

纺织服装行业周报：运动板块发布二季度流水户外及高性价比品牌更优

申万宏源研究

轻工制造行业动态报告：25W29：25Q2运动服饰增速放缓、折扣有所加深 618前置影响下服装、化妆品社零增速环比回落

中信建投证券

每日卖空追踪 | 波司登 07月18日卖空量成交53.6万股，卖空比例为2.55%

天越来越热！波司登的万元羽绒服走向了命运十字路口！

每日卖空追踪 | 波司登 07月16日卖空量成交32.4万股，卖空比例为3.56%

波司登07月16日主力净流入95.5万元散户资金抛售

波司登的AB面：营收增长、口碑崩塌，怎么办？

Ofweek光电信息网

每日卖空追踪 | 波司登 07月15日卖空量成交70.2万股，卖空比例为5.39%

【券商聚焦】中信证券预计2Q25鞋服消费整体稳健增长

“中产最爱”的加拿大鹅或被出售：四年三次换帅，波司登、Moncler等竞争威胁加剧

每日卖空追踪 | 波司登 07月14日卖空量成交41.8万股，卖空比例为3%

波司登(03998)出现大手卖出110万股，成交价$4.25，涉资467.5万

阿斯达克财经

纺织服饰行业周专题：服饰制造公司6月营收公布环比5月改善

格隆汇沽空预警榜 | 7月10日

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波司登股价涨0.92%，报收4.41元，成交金额8114.4万元，换手率0.16%，振幅2.52%，量比1.19。波司登今日主力资金净流入176.5万元，上一交易日主力净流出138.4万元。该股近5个交易日上涨4.94%，主力资金累计净流出351.5万元；近20日主力资金累计净流入5943.3万元，其中净流入天数为14日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721165354a6b78894&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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户外及高性价比品牌更优","url":"https://stock-news.laohu8.com/highlight/detail?id=2552466443","media":"申万宏源研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552466443?lang=zh_cn&edition=fundamental","pubTime":"2025-07-20 00:00","pubTimestamp":1752940800,"startTime":"0","endTime":"0","summary":"其中，6 月我国纺织服装出口金额273.1 亿美元，同比下滑0.1%。安踏旗下户外品牌流水增长50-55%，特步旗下高端跑鞋索康尼流水增长20%以上，高性价比品牌361 度线下增长10%，线上增长约20%。大众品牌安踏/李宁/特步主品牌均增长低单位数。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250720155619a45692df&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1752940800,"startTime":"0","endTime":"0","summary":"①运动服饰25Q2：1）流水端：25Q2各公司主品牌流水增速基本在低单至10%的增长，25H1在中单至10%的增速，优于服装社零增速，流水增速环比Q1有所放缓，线上继续优于线下，部分户外专业品牌延续较好增长，大众性价比品牌的韧性相对更强。市场竞争的加剧可能导致行业平均利润率的下滑，从而对公司的经营业绩带来不确定性影响。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250720145114a4567d97&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1752827434,"startTime":"0","endTime":"0","summary":"波司登北京时间07月18日，涨1.86%，卖空量成交53.6万股%，较上一交易日减少68.4%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718174641a45331b4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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，这个承载着国民记忆的“羽绒服之王”，6月26日，波司登发布24/25财年年报。当快时尚品牌因棉价波动陷入亏损时，波司登凭借稳定的原料储备与柔性供应链，在2024年原料涨价潮中维持了核心产品价格稳定。波司登的“终极蜕变”波司登站在了命运的十字路口。短期而言，波司登亟需为高烧的营销费用降温，探索更精准、高效的品效协同路径。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718081058a6b0b4b1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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