港股异动 | 普拉达(01913)一度跌超5% Burberry发布盈警 Q1奢侈品集团亚太地区增速普遍转负
普拉达(01913)早盘一度跌超5%，截至发稿，跌3.43%，报52.15港元，成交额3207.41万港元。
消息面上，英国奢侈品巨头巴宝莉（Burberry）隔夜大跌16%。该公司周一发布盈警，并取消了今年的股息支付计划。同时宣布任命美国轻奢品牌Michael Kors（MK）的前CEO约书亚•舒尔曼（Joshua Schulman）为新任CEO，以期扭转销售额下滑的局面。数据显示，截至6月29日的13周内，该公司营收下降了22%，至4.58亿英镑(5.94亿美元)。同店销售额下降了21%。
东吴证券指出，24Q1奢侈品集团精品（手表珠宝&皮具服饰）亚太/中国区增速普遍转负。LVMH亚太/爱马仕北亚/历峰中国/开云亚洲（除日本）/Prada亚太/Tapestry大中华板块24Q1有机增速分别为-6%/14%/-12%/-19%/16%/-5%，相较23Q4的低基数正增长而言，除爱马仕及Prada外全面转为负增长。爱马仕系由于较好的供求关系，Prada系由于其高增长品牌MiuMiu带动，维持正增长。
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