港股详情

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滔搏

3.250

-0.050-1.52%

成交量：975.30万

成交额：3,210.34万

市值：201.54亿

市盈率：14.32

高：3.350

开：3.300

低：3.240

收：3.300

数据加载中...

总览公司新闻公告

滔搏07月15日获主力加仓31.3万元

【券商聚焦】中信证券预计2Q25鞋服消费整体稳健增长

每日卖空追踪 | 滔搏 07月14日卖空量成交115.6万股，卖空比例为4.84%

滔搏盘中异动股价大涨5.59%

每日卖空追踪 | 滔搏 07月11日卖空量成交8.9万股，卖空比例为0.96%

滔搏07月10日主力净流出35.3万元散户资金买入

【券商聚焦】长江证券维持滔搏(06110)“买入”评级指零售符合预期期待业绩复苏

每日卖空追踪 | 滔搏 07月09日卖空量成交72.6万股，卖空比例为5.77%

滔搏(06110)出现大手卖出140万股，成交价$3.07，涉资429.8万

阿斯达克财经

【券商聚焦】浙商证券维持滔搏(06110)“买入”评级 Q1零售表现符合预期

麦格理：滔搏(06110)受益于耐克(NKE.US)中国调整期维持裕元集团(00551)和九兴控股(01836)“跑输大盘”评级

每日卖空追踪 | 滔搏 07月07日卖空量成交18.4万股，卖空比例为0.93%

滔搏07月07日遭主力抛售25.7万元

纺织服饰行业2025中期策略：关注功能性服饰珠宝龙头优选具备增量业务个股

国盛证券有限责...

纺织服装行业：特朗普宣布美越达成贸易协议 6月美国航空出行人数跌幅收窄

国泰海通证券

每日卖空追踪 | 滔搏 07月04日卖空量成交111.4万股，卖空比例为5.58%

滔搏07月03日主力净流出19.7万元散户资金买入

每日卖空追踪 | 滔搏 07月02日卖空量成交115.4万股，卖空比例为5.5%

滔搏(06110)出现大手卖出140万股，成交价$3.13，涉资438.2万

阿斯达克财经

滔搏发布全年业绩

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16:15","pubTimestamp":1752567356,"startTime":"0","endTime":"0","summary":"07月15日, 滔搏股价涨0.32%，报收3.09元，成交金额3955.7万元，换手率0.21%，振幅2.92%，量比0.70。滔搏今日主力资金净流入31.3万元，连续3日净流入，上一交易日主力净流入425.2万元。近一年数据显示，该股主力连续3日净流入后，次日上涨概率为72.22%，平均涨幅为2.18%。该股近5个交易日上涨0.33%，主力资金累计净流入1040.8万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入6114.1万元，其中净流入天数为12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=nesSN20250715165825a6aab99d&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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中信证券预计2Q25鞋服消费整体稳健增长，其中各主要国产运动品牌Q2流水端有望实现个位数正增长。考虑宏观消费预期正处于逐步修复路径中，该机构预计品牌服饰整体将延续企稳复苏态势，建议跟踪各品牌销售及指引达成情况。若后续品牌与代工厂进行关税分摊，有望采取“以量换价”方案，该机构看好头部代工厂&原材料公司长期经营韧性。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962213","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":["LU1808992512.USD","LU0149534421.HKD","02313","BK1114","BK1168","BK1564","01368","00330","LNNGY","BK0196","LU0261947096.USD","LU0463099449.HKD","LU1655091616.SGD","LU0320764599.SGD","LU1831875114.USD","LU1328277881.USD","LU2008162690.USD","LU2148510915.USD","82331","LU0181495838.USD","LU0359201612.USD","BK1610","LU2177674079.SGD","LU1102505762.USD","03998","02331","IE00B031J352.USD","IE00BZ08YS42.EUR","06030","IE00BZ08YT58.USD","LU0541501648.USD","03306","LU0405327494.USD","600030","ANPDY","82020","LU0048580855.USD","06110","LU0708995583.HKD","IE00BZ08YR35.GBP","BK1502","LU2045819591.USD","IE0031814852.USD","IE00BYV24P56.USD","LU0605514214.HKD","LU1188198961.HKD","LU0348805143.USD","LU1997245177.USD","01361","02020"],"gpt_icon":0},{"id":"2551088900","title":"每日卖空追踪 | 滔搏 07月14日卖空量成交115.6万股，卖空比例为4.84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2551088900","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551088900?lang=zh_cn&edition=fundamental","pubTime":"2025-07-14 16:30","pubTimestamp":1752481832,"startTime":"0","endTime":"0","summary":"滔搏北京时间07月14日，涨1.32%，卖空量成交115.6万股%，较上一交易日增加157.46%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=nesSN20250714172806a44990bb&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, 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09:30","pubTimestamp":1752456610,"startTime":"0","endTime":"0","summary":"2025年07月14日早盘09时30分，滔搏股票出现异动，股价大幅上涨5.59%。截至发稿，该股报3.210港元/股，成交量259.8万股，换手率0.04%，振幅5.26%。资金方面，该股资金流入377.394万港元，流出381.003万港元。机构评级方面，在所有21家参与评级的机构中，76%的券商给予买入建议，24%的券商给予持有建议，无券商给予卖出建议。其相关个股中，滔搏、宝胜国际、尚晋国际控股涨幅较大，振幅较大的相关个股有滔搏、宝胜国际、尚晋国际控股，振幅分别为5.26%、0.00%、0.00%。","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=nesSN2025071409301097a4fe84&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=nesSN2025071409301097a4fe84&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":["BK1114","BK1512","06110"],"gpt_icon":0},{"id":"2550593972","title":"每日卖空追踪 | 滔搏 07月11日卖空量成交8.9万股，卖空比例为0.96%","url":"https://stock-news.laohu8.com/highlight/detail?id=2550593972","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550593972?lang=zh_cn&edition=fundamental","pubTime":"2025-07-11 16:30","pubTimestamp":1752222635,"startTime":"0","endTime":"0","summary":"滔搏北京时间07月11日，涨1.33%，卖空量成交8.9万股%，较上一交易日减少91.98%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=nesSN20250711172737a6a37f4f&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=nesSN20250711172737a6a37f4f&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":["06110","BK1114","BK1512"],"gpt_icon":0},{"id":"2550542617","title":"滔搏07月10日主力净流出35.3万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2550542617","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550542617?lang=zh_cn&edition=fundamental","pubTime":"2025-07-10 16:15","pubTimestamp":1752135343,"startTime":"0","endTime":"0","summary":"07月10日, 滔搏股价跌2.28%，报收3.00元，成交金额6681.6万元，换手率0.36%，振幅3.26%，量比1.02。滔搏今日主力资金净流出35.3万元，上一交易日主力净流入317.2万元。该股近5个交易日下跌4.81%，主力资金累计净流入244.2万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流入4906.9万元，其中净流入天数为10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=nesSN20250710165733a4423090&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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发布FY2026Q1零售数据，零售同比中单位数下滑，表现符合预期。综合而言，公司当前处于经营周期底部逐渐向上，收入承压及毛利率修复偏弱，FY2026利润率修复主要依托费用率调控，整体呈现弱修复态势，公司指引净利润持平。综合谨慎预期下，预计公司FY2026/2027实现归母净利润13.2/14.2亿，对应PE分别为13/12X，100%分红预期下预计FY2026股息率~8%，维持“买入”评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962015","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":null,"symbols":["06110","000783"],"gpt_icon":0},{"id":"2550254638","title":"每日卖空追踪 | 滔搏 07月09日卖空量成交72.6万股，卖空比例为5.77%","url":"https://stock-news.laohu8.com/highlight/detail?id=2550254638","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550254638?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 16:30","pubTimestamp":1752049836,"startTime":"0","endTime":"0","summary":"滔搏北京时间07月09日，涨0.66%，卖空量成交72.6万股%，较上一交易日减少76.36%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=nesSN20250709172636a4400692&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=nesSN20250709172636a4400692&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":["06110","BK1114","BK1512"],"gpt_icon":0},{"id":"2550812546","title":"滔搏(06110)出现大手卖出140万股，成交价$3.07，涉资429.8万","url":"https://stock-news.laohu8.com/highlight/detail?id=2550812546","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550812546?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 16:08","pubTimestamp":1752048480,"startTime":"0","endTime":"0","summary":"[大手成交]滔搏(06110)在下午04:08出现大手卖出，成交量为140万，成交价为港币$3.07，涉资429.8万。至目前为止，股价升0.656%，今日最高价为$3.12，而最低价为$3.01，总成交量为1.256千万股，总成交金额港币$3.856千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_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/AAV2507097556/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":["06110","BK1512","BK1114"],"gpt_icon":0},{"id":"2549592573","title":"【券商聚焦】浙商证券维持滔搏(06110)“买入”评级 Q1零售表现符合预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2549592573","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549592573?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 13:57","pubTimestamp":1751954256,"startTime":"0","endTime":"0","summary":"金吾财讯 | 浙商证券研报指，滔搏 FY26Q1所在的3/1-5/31季度，公司销售额同比下降中单位数，符合预期。分渠道看，预计Q1电商增速继续领跑，占比从去年的30%+提升至40%，线下客流仍然承压，Q1同店客流有双位数下滑，线下门店面积同比-12.3%，但由于渠道持续优化，单店面积仍有单位数提升。运营质量方面，预计Q1零售折扣同比仍有低单位数的加深，但加深幅度环比上个季度收窄；Q1末库龄结构与上个财年末类似，仍有持续优化空间。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961829","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":["601878","06110"],"gpt_icon":0},{"id":"2549679215","title":"麦格理：滔搏(06110)受益于耐克(NKE.US)中国调整期 维持裕元集团(00551)和九兴控股(01836)“跑输大盘”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2549679215","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549679215?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 09:39","pubTimestamp":1751938783,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，麦格理发布研报称，耐克管理层预计2026财年第一季度营收降幅将收窄至中等个位数水平，而2025财年第四季度同比降幅为11%。随着耐克在中国持续调整，滔搏可能会从耐克获得更多支持。报告显示库存同比持平，但仍处于高位，耐克计划在未来两个季度继续减少库存。股票推荐在原始设备制造商中，该行维持对裕元集团和九兴控股跑输大盘评级。该行认为，尽管耐克中国的营收挑战持续存在，但库存管理的改善应该会对滔搏有利。","market":"hk","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/1314962.html","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":"stock_zhitongcaijing","symbols":["NKE","00551","01836","06110"],"gpt_icon":1},{"id":"2549558083","title":"每日卖空追踪 | 滔搏 07月07日卖空量成交18.4万股，卖空比例为0.93%","url":"https://stock-news.laohu8.com/highlight/detail?id=2549558083","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549558083?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 16:30","pubTimestamp":1751877036,"startTime":"0","endTime":"0","summary":"滔搏北京时间07月07日，跌1.91%，卖空量成交18.4万股%，较上一交易日减少90.22%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=nesSN20250707172248a69aac73&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=nesSN20250707172248a69aac73&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":["06110","BK1114","BK1512"],"gpt_icon":0},{"id":"2549582646","title":"滔搏07月07日遭主力抛售25.7万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2549582646","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549582646?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 16:15","pubTimestamp":1751876156,"startTime":"0","endTime":"0","summary":"07月07日, 滔搏股价跌1.91%，报收3.08元，成交金额6048.3万元，换手率0.32%，振幅2.87%，量比0.61。滔搏今日主力资金净流出25.7万元，连续3日净流出，上一交易日主力净流出150.7万元。近一年数据显示，该股主力连续3日净流出后，次日下跌概率为42.86%，平均跌幅为4.34%。该股近5个交易日上涨0.96%，主力资金累计净流入1119.0万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入4424.8万元，其中净流入天数为10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=nesSN20250707170201a43b781a&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=nesSN20250707170201a43b781a&s=b","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":"tencent","symbols":["BK1512","BK1114","06110"],"gpt_icon":0},{"id":"2549832175","title":"纺织服饰行业2025中期策略：关注功能性服饰珠宝龙头 优选具备增量业务个股","url":"https://stock-news.laohu8.com/highlight/detail?id=2549832175","media":"国盛证券有限责...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549832175?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 15:31","pubTimestamp":1751873480,"startTime":"0","endTime":"0","summary":"2025 年H2 期待服饰珠宝需求稳健复苏，关注产品/渠道层面的新趋势。展望2025H2，我们判断市场需求较为平稳，考虑基数效应预计居民服装珠宝需求复苏趋势有望延续。1） 港股功能性服饰运营稳健，优选业绩持续兑现的赛道龙头。时尚休闲服饰终端表现平稳，费用及折扣管控压力下利润仍有不确定性，个股业绩分化。受益于金价上涨，2025 年金银珠宝类零售额增速优异，但金饰销量短期或仍有一定压力，2025Q1 金饰销量同比下降27%。","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=nesSN202507071531259539410a&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=nesSN202507071531259539410a&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":["BK0253","600398","03998","BK0012","BK0070","BK0188","BK0196","06110","02020","BK0028","01368","BK0140","BK0201","BK0187"],"gpt_icon":0},{"id":"2549327191","title":"纺织服装行业：特朗普宣布美越达成贸易协议 6月美国航空出行人数跌幅收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=2549327191","media":"国泰海通证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549327191?lang=zh_cn&edition=fundamental","pubTime":"2025-07-06 00:00","pubTimestamp":1751731200,"startTime":"0","endTime":"0","summary":"5 月全球航空景气度走弱，6 月美国航空出行人数降幅收窄。特朗普宣布美越达成贸易协议。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。越南是美国重要的纺织服装商品进口伙伴，我们认为美越达成贸易协议为服装品牌和制造商在商定价格包括关税税负承担上有更多可以实质性落地的预期。1-6 月美国航空出行人数共计4.4 亿人次，同比下降0.7%。","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=nesSN20250706191614a698fc90&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=nesSN20250706191614a698fc90&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":["01368","BK1227","03306","06110","82020"],"gpt_icon":0},{"id":"2548364762","title":"每日卖空追踪 | 滔搏 07月04日卖空量成交111.4万股，卖空比例为5.58%","url":"https://stock-news.laohu8.com/highlight/detail?id=2548364762","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548364762?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 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