港股异动 | 滔搏(06110)跌超4%创上市新低 公司短期流水偏弱 花旗对行业前景持审慎态度
滔搏(06110)跌超4%，低见3.08港元，再创上市新低。截至发稿，跌3.42%，报3.11港元，成交额5218.89万港元。
消息面上，滔搏此前公布首财季营运数据，零售及批发业务总销售金额同比取得中单位数下跌，直营门店毛销售面积同比减少0.5%，较2月底减少1.4%。大和认为，短期流水偏弱主要原因是消费者情绪疲软，尤其是线下渠道，加上高基数影响以及为备战2024年夏季奥运会而改变新产品推出。
花旗发布研报称，预期体育运动用品行业于今年至2026年有低至中单位数增长，低于2021至2023年的高单位数增长，平均售价上升空间有限，因为转向直营模式的有利影响减退、中高档次的增长减慢、以及宏观环境不利下，市场竞争加剧。该行认为，7月零售销售数据可能疲弱，内地非必需消费品企业8月公布的业绩，将会反映今年下半年及明年前景审慎，进一步削减市场对体育用品行业的增长预期。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.