港股详情

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体育用品

2,479.590

-40.530-1.61%

涨家数：3

跌家数：3

平家数：2

市盈率：- -

高：2,539.865

开：2,521.385

低：2,475.001

收：2,520.120

数据加载中...

不愿意降价的波司登，盯上了始祖鸟

收“鸟”伏“狼”，安踏不止于中国耐克

Ofweek维科网

波司登暖冬下FY25稳健增长，利润增速优于收入

【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

【券商聚焦】交银国际：下半年消费行业需求延续温和复苏趋势 “新旧”分化结构性机会仍存

【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

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

滔搏发布全年业绩

特步国际终止与K-Swiss担保费协议

【大摩：升波司登(03998.HK)目标价至5.8港元重申“增持”评级】智通财经APP获悉，摩根士丹利发布研报称，波司

李宁高薪挖来Zara“老将”

广州日报数字版

始祖鸟母公司中国“换帅”

广州日报数字版

特步国际发行793.5万股代息股份

格隆汇资讯

波司登“高端化”：回归羽绒服主业押注“户外风”冲击奢侈市场

每日卖空追踪 | 波司登 06月30日卖空量成交133万股，卖空比例为4.23%

每日卖空追踪 | 安踏体育 06月30日卖空量成交26.42万股，卖空比例为3.39%

每日卖空追踪 | 361度 06月30日卖空量成交9万股，卖空比例为2.29%

每日卖空追踪 | 特步国际 06月30日卖空量成交7.5万股，卖空比例为0.99%

361度06月30日主力净流出288.1万元散户资金买入

特步国际06月30日主力净流出130.4万元散户资金买入

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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, 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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, 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08:54","pubTimestamp":1751417650,"startTime":"0","endTime":"0","summary":"展望2025下半年，考虑到消费者信心待进一步提振，关税等因素仍有不确定性，该机构预期下半年消费行业整体趋势仍将延续温和复苏态势，传统消费子行业多跟随大势，部分新兴子行业可能有结构性的突出表现。对于2025下半年投资主线，该机构认为，必选消费领域，下半年随着需求稳定、库存改善，部分必选消费企业的盈利状况有望迎来修复。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961437","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":["SG9999011746.SGD","IE00B031J352.USD","BK1237","LU0327786744.USD","02020","LU0672654166.SGD","BK1512","IE00B5MMRT66.SGD","LU1224709979.USD","BK1500","IE0032834883.USD","LU0320764599.SGD","03329","LU0307460666.USD","02319","09992","ANPDY","LU0499858438.USD","LU0605514214.HKD","82020","BK1214","IE0009570106.USD","IE00B29SXG58.USD","LU1720050803.USD","HK0000306701.USD","LU0140636845.USD","LU0228659784.USD","IE00BQXX3C00.GBP","LU0251143458.SGD","LU0359201885.HKD","LU1515016050.SGD","IE0034224299.USD","SG9999001069.SGD","IE00BPRC5H50.USD","LU2177674079.SGD","LU0261947096.USD","80291","BK1521","BK1578","LU0651946864.USD","IE00BGV7N243.SGD","LU0572944931.SGD","00291","SG9999002828.SGD","LU2543165471.USD","LU0650527681.SGD","00300","LU0259732245.USD","CRHKY","LU0128522157.USD"],"gpt_icon":1},{"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 07:04","pubTimestamp":1751411041,"startTime":"0","endTime":"0","summary":"报告摘要事件：2024/25财年收入、归母净利润同比增12%、14%波司登发布截至2025年3月末的2024/2025财年业绩。毛利率、费用率双双下降，存货有所增加但周转保持良性公司2024/25财年毛利率为57.3%，同比下降2.3PCT。3）24/25财年经营净现金流为39.8亿元，同比减少45.7%。主要业务板块品牌羽绒服业务、主品牌波司登均实现了超过10%的收入增长，彰显品牌和经营的韧性。","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=nesSN20250702071001a4c9b7c0&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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13:49","pubTimestamp":1751348941,"startTime":"0","endTime":"0","summary":"波司登根据市场需求变化，于2024年全新上市冲锋衣系列产品。2024/25财年，波司登各业务板块协同发力，成为业绩增长的核心驱动力。展望未来，波司登将继续坚持“双聚焦”战略，通过品牌引领、品类经营、渠道优化和客户体验提升，进一步巩固其在全球羽绒服市场的领先地位。","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=nesSN2025070113492395322510&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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Inc于2024年11月30日出售后不再是特步国际的附属公司，相关担保因此成为持续关联交易。公告指出，特步国际于2025年5月30日收到银行通知，担保已被解除，担保费协议自此自动终止。因此，特步国际根据上市规则第14A.35条发布了本公告。","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=nesSN2025070111591195320cd5&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":1751299200,"startTime":"0","endTime":"0","summary":"日前，李宁家族控股的“非凡领越”宣布重磅人事调整：聘请Zara“老将”、时尚消费品领域资深经理人Victor Herrero担任联席行政总裁及Clarks署理行政总裁，并升任其为执行董事。公开资料显示，“非凡领越”是一家由李宁及其兄长李进控股的家族企业，旗下经营多个知名品牌，涵盖鞋服、皮具等领域。2024年，“非凡领越”营收达到104.86亿港元，其中Clarks品牌贡献显著，营收约90亿港元。据报道，李宁此次高薪挖将是希望借助Victor Herrero的国际视野与专业能力，推动“非凡领越”在全球时尚零售领域的扩张。（文/广州日报全媒体记者 谭伟婷）","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=nesSN20250701025806a726ab2c&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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对标加拿大鹅在国内高端羽绒服市场逐渐升温的背景下，波司登正加速向“户外奢品”靠拢。2025财年，波司登的经销渠道在扩大。毫无疑问，四处投资的波司登偏离了羽绒服赛道，逐渐失去其在羽绒服领域无往不利的增长势头。2019财年开始，公司开启“自救”，对多元化服装业务板块下的男装业务和居家服业务等非羽绒服业务全面缩减。","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=nesSN2025063017372997946dd9&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":1751272233,"startTime":"0","endTime":"0","summary":"波司登北京时间06月30日，涨4.04%，卖空量成交133万股%，较上一交易日减少85.18%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=nesSN20250630172150a725c5b8&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":1751272225,"startTime":"0","endTime":"0","summary":"安踏体育北京时间06月30日，涨0.27%，卖空量成交26.42万股%，较上一交易日减少74.1%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=nesSN20250630171858a4c64107&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=nesSN20250630171858a4c64107&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":["LU0708995583.HKD","IE00BGV7N243.SGD","82020","IE0008369823.USD","LU0594300179.USD","LU1831875114.USD","BK1512","BK1589","LU0320764599.SGD","IE00B031J352.USD","IE00B031HY20.USD","IE00BQXX3F31.USD","LU0048575426.USD","BK1168","BK1521","BK1227","LU0244354667.USD","LU0594300419.USD","LU0048597586.USD","BK1502","LU0052750758.USD","LU0261947096.USD","LU2008162690.USD","LU2488822045.USD","IE0031814852.USD","LU1188198961.HKD","ANPDY","BK1500","02020","LU0650527681.SGD","LU0463099449.HKD","IE0008368742.USD","LU0251144936.SGD","LU2039709279.SGD","LU0261950470.USD","LU2177674079.SGD","LU0140636845.USD","LU0251143458.SGD","IE00BQXX3D17.EUR","IE00BQXX3C00.GBP","LU0326950275.SGD","LU0605514214.HKD"],"gpt_icon":0},{"id":"2547612560","title":"每日卖空追踪 | 361度 06月30日卖空量成交9万股，卖空比例为2.29%","url":"https://stock-news.laohu8.com/highlight/detail?id=2547612560","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2547612560?lang=zh_cn&edition=fundamental","pubTime":"2025-06-30 16:30","pubTimestamp":1751272219,"startTime":"0","endTime":"0","summary":"361度北京时间06月30日，股价较前一交易日持平，卖空量成交9万股，较上一交易日减少45.12%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=nesSN20250630171650a725c2b6&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=nesSN20250630171650a725c2b6&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":["BK1227","BK1512","01361","BK1500"],"gpt_icon":0},{"id":"2547061259","title":"每日卖空追踪 | 特步国际 06月30日卖空量成交7.5万股，卖空比例为0.99%","url":"https://stock-news.laohu8.com/highlight/detail?id=2547061259","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2547061259?lang=zh_cn&edition=fundamental","pubTime":"2025-06-30 16:30","pubTimestamp":1751272219,"startTime":"0","endTime":"0","summary":"特步国际北京时间06月30日，跌1.05%，卖空量成交7.5万股%，较上一交易日减少94%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=nesSN20250630171659a4c63fa0&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=nesSN20250630171659a4c63fa0&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":["BK1168","BK1502","BK1583","01368","BK1512"],"gpt_icon":0},{"id":"2547061219","title":"361度06月30日主力净流出288.1万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2547061219","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2547061219?lang=zh_cn&edition=fundamental","pubTime":"2025-06-30 16:15","pubTimestamp":1751271354,"startTime":"0","endTime":"0","summary":"06月30日，361度股价收平报4.99元，成交金额1955.2万元，换手率0.19%，振幅3.01%，量比0.69。361度今日主力资金净流出288.1万元，上一交易日主力净流入399.5万元。该股近5个交易日上涨7.78%，主力资金累计净流入430.6万元；近20日主力资金累计净流入1003.3万元，其中净流入天数为10日。该股主力净额占比0.03%，港股市场排名2494/2669。","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=nesSN20250630170938a725bdde&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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特步国际股价跌1.05%，报收5.63元，成交金额4572.9万元，换手率0.29%，振幅2.81%，量比0.92。特步国际今日主力资金净流出130.4万元，上一交易日主力净流入513.0万元。该股近5个交易日上涨2.55%，主力资金累计净流入493.2万元，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334.9万元，其中净流入天数为11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=nesSN20250630170849a725bd5d&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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