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波司登
4.490
+0.040
0.90%
手动刷新
成交量:
784.94万
成交额:
3,521.18万
市值:
519.22亿
市盈率:
12.98
高:
4.500
开:
4.450
低:
4.440
收:
4.450
数据加载中...
总览
公司
新闻
公告
轻工制造行业动态报告:美越达成初步贸易协议 下半年国补将陆续到位
中信建投证券
·
07-06
波司登(03998)根据股份计划而发行81.8万股
智通财经
·
07-04
每日卖空追踪 | 波司登 07月04日卖空量成交68.8万股,卖空比例为3.57%
市场透视
·
07-04
《大行》里昂降波司登(03998.HK)目标价至5.2元 重申“跑赢大市”
阿斯达克财经
·
07-04
波司登(03998)出现大手卖出100万股,成交价$4.55,涉资455万
阿斯达克财经
·
07-03
【券商聚焦】中信建投维持波司登(03998)“买入”评级 预计下沉品牌有望逐步向好
金吾财讯
·
07-03
【券商聚焦】华源证券维持波司登(03998)“买入”评级 指聚焦主业战略将推动羽绒服饰等核心商品快速发展
金吾财讯
·
07-03
35亿利润难掩隐忧:波司登高端化遇挫,多元化留下1.7亿商誉“烂摊子”
新浪财经
·
07-03
波司登业绩揭晓,高端化与大众市场如何共进?
中时财经
·
07-03
波司登(03998)7月2日因购股权计划而发行合计91.2万股
智通财经
·
07-02
每日卖空追踪 | 波司登 07月02日卖空量成交83.4万股,卖空比例为5.47%
市场透视
·
07-02
大摩:对波司登(03998)目标价仍持5.8港元 估值仍被严重低估
智通财经
·
07-02
不愿意降价的波司登,盯上了始祖鸟
蓝鲸财经
·
07-02
波司登暖冬下FY25稳健增长,利润增速优于收入
中泰证券
·
07-02
【中泰轻纺】波司登FY25点评:暖冬下FY25稳健增长,利润增速优于收入
张潇的新消费洞察
·
07-02
【波司登(3998.HK)】需求较弱环境下业绩实现稳健高质量增长,扎实推进双聚焦战略——25财年业绩点评(姜浩/孙未未/朱洁宇)
光大证券研究
·
07-02
波司登(3998.HK):FY25暖冬下韧性增长 FY26强化羽绒服品类竞争优势
中信建投证券
·
07-02
波司登维持“跑赢行业”评级,目标价5.63港元
中金公司
·
07-01
波司登:全年业绩再创新高,双聚焦战略打开高质量增长新通道
览富财经网
·
07-01
大摩:升波司登(03998)目标价至5.8港元 重申“增持”评级
智通财经
·
07-01
更多
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下半年国补将陆续到位","url":"https://stock-news.laohu8.com/highlight/detail?id=2549198327","media":"中信建投证券","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549198327?lang=zh_cn&edition=fundamental","pubTime":"2025-07-06 00:00","pubTimestamp":1751731200,"startTime":"0","endTime":"0","summary":"核心要点:1)美越达成初步贸易协议。7月2日,美国总统特朗普宣布与越南达成贸易协议:美国将对进口越南商品征收20%关税,并对通过越南转运输美的其他国家商品征收40%关税。同时,越南对美国商品实行零关税,宣布全面开放市场。越南关税情况趋于明朗,有望利好海外产能布局公司。2)下半年国补将陆续到位。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":"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=nesSN20250706191615a698fc92&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250706191615a698fc92&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01361","LU0348767384.USD","01318","03998","01929","LU0348766576.USD","BK1207","02331"],"gpt_icon":0},{"id":"2548360610","title":"波司登(03998)根据股份计划而发行81.8万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2548360610","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548360610?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 18:22","pubTimestamp":1751624554,"startTime":"0","endTime":"0","summary":"智通财经APP讯,波司登(03998)发布公告,该公司于2025年7月4日就根据股份计划授予发行人的董事的股份奖励或期权而发行新股或转让库存股份 - 涉及新股而发行81.8万股。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1314138.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1808992512.USD","LU1675838814.USD","BK1500","BK1227","BK1502","BK1512","BK1589","03998"],"gpt_icon":0},{"id":"2548751364","title":"每日卖空追踪 | 波司登 07月04日卖空量成交68.8万股,卖空比例为3.57%","url":"https://stock-news.laohu8.com/highlight/detail?id=2548751364","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548751364?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 16:30","pubTimestamp":1751617836,"startTime":"0","endTime":"0","summary":"波司登北京时间07月04日,跌1.1%,卖空量成交68.8万股%,较上一交易日减少58.6%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=nesSN20250704172435a436a08b&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250704172435a436a08b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1675838814.USD","LU1808992512.USD","BK1502","BK1500","BK1589","BK1512","BK1227","03998"],"gpt_icon":0},{"id":"2548300683","title":"《大行》里昂降波司登(03998.HK)目标价至5.2元 重申“跑赢大市”","url":"https://stock-news.laohu8.com/highlight/detail?id=2548300683","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548300683?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 10:49","pubTimestamp":1751597340,"startTime":"0","endTime":"0","summary":"里昂研究报告指,毛利率承压是波司登2025财年业绩其中一个令人忧虑的因素,因批发速度高于零售,销货成本上升及产品组合转型。该行料2026财年毛利率将维持稳定,因羽绒服饰业务有轻微改善;料26财年销售额及净利润分别按年升10%及12%,销售额将符合指引。基于2025财年业绩,该行将2026至27财年的销售额及净利润预测分别下调5-8%及3-6%,并将目标价由5.7元降至5.2元;重申“跑赢大市”评级,因其风险回报比具吸引力,26财年股息收益率达7%。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240508115438043_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240508115438043_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1451226&catg=4&source=AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["03998"],"gpt_icon":0},{"id":"2548876297","title":"波司登(03998)出现大手卖出100万股,成交价$4.55,涉资455万","url":"https://stock-news.laohu8.com/highlight/detail?id=2548876297","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548876297?lang=zh_cn&edition=fundamental","pubTime":"2025-07-03 16:08","pubTimestamp":1751530080,"startTime":"0","endTime":"0","summary":"[大手成交]波司登(03998)在下午04:08出现大手卖出,成交量为100万,成交价为港币$4.55,涉资455万。至目前为止,股价升0.22%,今日最高价为$4.59,而最低价为$4.46,总成交量为2.005千万股,总成交金额港币$9.075千万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2507039485/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1589","BK1502","03998","LU1808992512.USD","LU1675838814.USD","BK1227","BK1500","BK1512"],"gpt_icon":0},{"id":"2548875549","title":"【券商聚焦】中信建投维持波司登(03998)“买入”评级 预计下沉品牌有望逐步向好","url":"https://stock-news.laohu8.com/highlight/detail?id=2548875549","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548875549?lang=zh_cn&edition=fundamental","pubTime":"2025-07-03 15:35","pubTimestamp":1751528138,"startTime":"0","endTime":"0","summary":"FY25公司OEM业务高增,高端女装继续承压减值。展望后续,FY26主品牌将专注于羽绒品类以及强化品类竞争优势,多品牌矩阵满足不同群体需求、预计下沉品牌有望逐步向好。该机构预计公司FY26-FY28营收分别为285.3、312.2、340.8亿元,分别同比+10.2%、+9.4%、+9.2%;归母净利润分别为39.2、43.4、48.0亿元,分别+11.5%、+10.7%、+10.5%;对应 PE为12.0x、10.8x、9.8x,维持“买入”评级。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961588","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03998"],"gpt_icon":0},{"id":"2548820526","title":"【券商聚焦】华源证券维持波司登(03998)“买入”评级 指聚焦主业战略将推动羽绒服饰等核心商品快速发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2548820526","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548820526?lang=zh_cn&edition=fundamental","pubTime":"2025-07-03 14:08","pubTimestamp":1751522917,"startTime":"0","endTime":"0","summary":"该机构表示,公司深耕行业多年并具备优秀的品牌力及产品研发设计能力、供应链管理高效带来行业领先的库存管理能力、优秀的代工能力,形成竞争壁垒,公司聚焦主业的战略将推动羽绒服饰等核心商品快速发展,未来增长空间较大。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961573","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["161027","03998"],"gpt_icon":0},{"id":"2548248118","title":"35亿利润难掩隐忧:波司登高端化遇挫,多元化留下1.7亿商誉“烂摊子”","url":"https://stock-news.laohu8.com/highlight/detail?id=2548248118","media":"新浪财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548248118?lang=zh_cn&edition=fundamental","pubTime":"2025-07-03 13:21","pubTimestamp":1751520067,"startTime":"0","endTime":"0","summary":"报告显示,2025财年波司登营收259.02亿元,同比增长11.58%;净利润35.14亿元,同比增长14.31%。波司登自营品牌的高端化转型同样面临挑战。这样的销量,与波司登的高端化期望相去甚远。波司登在高端化进程中,还面临着产品质量和品牌口碑的双重危机。除了高端化受阻,波司登多年来的多元化努力也以失败告终。波司登在高端化过程中,价格不断上涨,与部分消费者的价格接受度之间产生了矛盾。","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=nesSN20250703133102a72bf5bf&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250703133102a72bf5bf&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1512","BK1500","BK1589","BSDGY","LU1675838814.USD","03998","BK1227","LU1808992512.USD","BK1502"],"gpt_icon":0},{"id":"2548842377","title":"波司登业绩揭晓,高端化与大众市场如何共进?","url":"https://stock-news.laohu8.com/highlight/detail?id=2548842377","media":"中时财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548842377?lang=zh_cn&edition=fundamental","pubTime":"2025-07-03 09:11","pubTimestamp":1751505099,"startTime":"0","endTime":"0","summary":"报告期内,波司登品牌羽绒服业务项下的波司登品牌收入同比上升10.1%,达约184.81亿元;整个品牌羽绒服业务板块收入同比上升11.0%,达约216.68亿元,占总收入的83.7%。2018年,波司登开始进行转型,近年来,波司登一直在向高端市场迈进,其产品价格也一路水涨船高,从而引发不少消费者吐槽。就目前来说,面对消费者对涨价的“不买账”以及自身高端化发展的需求,波司登该如何平衡品牌高端化与大众市场的关系?","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250703091631a72b864f&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250703091631a72b864f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BSDGY","BK4202","03998"],"gpt_icon":0},{"id":"2548089174","title":"波司登(03998)7月2日因购股权计划而发行合计91.2万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2548089174","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548089174?lang=zh_cn&edition=fundamental","pubTime":"2025-07-02 20:02","pubTimestamp":1751457755,"startTime":"0","endTime":"0","summary":"智通财经APP讯,波司登(03998)发布公告,该公司于2025年7月2日因购股权计划而发行合计91.2万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1313219.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1227","BK1500","03998","LU1808992512.USD","BK1512","BK1502","BK1589","LU1675838814.USD"],"gpt_icon":0},{"id":"2548860272","title":"每日卖空追踪 | 波司登 07月02日卖空量成交83.4万股,卖空比例为5.47%","url":"https://stock-news.laohu8.com/highlight/detail?id=2548860272","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548860272?lang=zh_cn&edition=fundamental","pubTime":"2025-07-02 16:30","pubTimestamp":1751445038,"startTime":"0","endTime":"0","summary":"波司登北京时间07月02日,跌2.16%,卖空量成交83.4万股%,较上一交易日减少83.02%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=nesSN20250702172342a4cadf3c&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250702172342a4cadf3c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["03998","BK1502","BK1512","LU1808992512.USD","LU1675838814.USD","BK1500","BK1227","BK1589"],"gpt_icon":0},{"id":"2548723852","title":"大摩:对波司登(03998)目标价仍持5.8港元 估值仍被严重低估","url":"https://stock-news.laohu8.com/highlight/detail?id=2548723852","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548723852?lang=zh_cn&edition=fundamental","pubTime":"2025-07-02 14:14","pubTimestamp":1751436875,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,摩根士丹利发布研报称,维持波司登(03998)目标价5.8港元,评级为“增持”。该行认为,该股估值仍然被严重低估,股息率6%,盈利增长较为明显。报告指,2026财年集团指引销售额增长10%以上,平均售价基本持平。旗舰产品如极寒系列和羽绒系列将继续优化产品组合,并开设多家旗舰店;主流细分市场将提供更多高性价比产品。预计上半年销售额将实现正增长,但增长速度可能低于下半年。报告指,踏入2026财年度以来,旗下其他品牌如Moose Knuckles销售同比增40%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1312940.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03998"],"gpt_icon":0},{"id":"2548832636","title":"不愿意降价的波司登,盯上了始祖鸟","url":"https://stock-news.laohu8.com/highlight/detail?id=2548832636","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548832636?lang=zh_cn&edition=fundamental","pubTime":"2025-07-02 09:31","pubTimestamp":1751419904,"startTime":"0","endTime":"0","summary":"截至2025年3月31日年度,波司登的库存周转天数为118天,同比2024年3月31日同期库存周转天数小幅上升了3天。2024/2025财年,波司登整体毛利率较上一财年下降2.3个百分点至57.3%。不过,需要注意的是,随着渠道愈发细分和下沉,相比直营渠道,经销商在波司登渠道体系的重要性会更为明显,但同时,波司登毛利率可能会进一步受到影响。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1751369350901423254","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK1589","BK1227","BK1512","BK1500","LU1808992512.USD","03998","LU1675838814.USD","BK1502"],"gpt_icon":0},{"id":"2548722837","title":"波司登暖冬下FY25稳健增长,利润增速优于收入","url":"https://stock-news.laohu8.com/highlight/detail?id=2548722837","media":"中泰证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548722837?lang=zh_cn&edition=fundamental","pubTime":"2025-07-02 09:15","pubTimestamp":1751418952,"startTime":"0","endTime":"0","summary":"2024/25财年公司实现营业收入259.02亿元,同比+11.6%;实现归母净利润35.14亿元,同比+14.3%;公司全年毛利率57.3%,同比-2.3pct,净利率达到13.6%,同比+0.4pct。主品牌羽绒服稳健增长,全季化品类拓展带动增量。毛利率为63.4%,同比-1.6pct,主要受经销商渠道销售增长较快、防晒服等新品类毛利略低及羽绒等原材料成本上涨影响。1)波司登品牌收入同比+10.1%至184.81亿元,毛利率同比-0.6pct至69.0%。期内公司整体毛利率同比-2.3pct至57.3%,主要受业务结构变化影响。","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=nesSN20250702093040a72964b4&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250702093040a72964b4&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1227","BK1500","BK1589","LU1808992512.USD","BK1512","BK1502","03998","LU1675838814.USD"],"gpt_icon":0},{"id":"2548831907","title":"【中泰轻纺】波司登FY25点评:暖冬下FY25稳健增长,利润增速优于收入","url":"https://stock-news.laohu8.com/highlight/detail?id=2548831907","media":"张潇的新消费洞察","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548831907?lang=zh_cn&edition=fundamental","pubTime":"2025-07-02 08:55","pubTimestamp":1751417734,"startTime":"0","endTime":"0","summary":"董事会建议派发末期股息每股22.0港仙,对应派息率84.1%。主品牌羽绒服稳健增长,全季化品类拓展带动增量。内容来自于2025/7/1外发报告《暖冬下FY25稳健增长,利润增速优于收入》报告作者:张 潇|SAC编号:S0740523030001吴思涵|SAC编号:S0740523090002团队介绍中泰轻纺首席分析师 张潇北京大学经济学-香港大学金融学双硕士,英语专业八级。2021年5月加入东吴证券。2023年7月加入中泰证券。若因报告的摘编而产生的歧义,应以报告发布当日的完整内容为准。","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=nesSN20250702085651a4c9e2df&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250702085651a4c9e2df&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1808992512.USD","BSDGY","LU1675838814.USD","BK1227","03998","BK1512","BK1589","BK1500","BK1502"],"gpt_icon":0},{"id":"2548483300","title":"【波司登(3998.HK)】需求较弱环境下业绩实现稳健高质量增长,扎实推进双聚焦战略——25财年业绩点评(姜浩/孙未未/朱洁宇)","url":"https://stock-news.laohu8.com/highlight/detail?id=2548483300","media":"光大证券研究","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548483300?lang=zh_cn&edition=fundamental","pubTime":"2025-07-02 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