港股异动 | 滔搏(06110)再涨超4% 第三财季流水增速降幅环比收窄 机构看好其持续受益NIKE底部复苏

智通财经
18 Dec 2024

智通财经APP获悉,滔搏(06110)再涨超4%,截至发稿,涨4.24%,报2.95港元,成交额9511.66万港元。

消息面上,滔搏日前公布,于2024/25财政年度第三季度,该集团零售及批发业务的总销售金额同比取得中单位数下跌,环比上季度的低双位数下滑有所收窄。截至2024年11月30日,直营门店毛销售面积较上一季末减少2.1%,较去年同期减少4.4%。

申万宏源指出,滔搏作为NIKE 在中国最大的零售商,无论是在产品资源、还是在品牌方支持落地上,都具备较强优势,将持续受益于NIKE的底部复苏。公司深度合作NIKE、Adidas 两大主力品牌,零售运营能力突出,渠道优化升级提质增效,新品牌持续拓展贡献增量。

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