智通财经APP获悉，滔搏(06110)涨超4%，截至发稿，涨4.43%，报2.83港元，成交额2556.17万港元。
消息面上，滔搏公布，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按年同比取得中单位数下跌。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%。
中金发布研报称，3QFY25(2024年9月至11月)滔搏全渠道收入同比下降中单位数，环比上季度的低双位数下滑有所收窄。分渠道看，季内零售渠道流水跌幅略好于加盟渠道，渠道优化仍在进行中，直营门店毛销售面积同比减少4.4%、较8月底减少2.1%，截止11月末滔搏直营门店数量同比减少高单位数，直营店单店平均面积同比仍在增加。
库存和折扣方面，公司以“FY25财年底库存同比改善”为核心目标指导季内运营，3QFY25季内适当放开零售折扣以控制库存，同时由于线上占比提升，公司季内零售折扣同比加深。截至11月，滔搏库存去化进度符合预期，3QFY25末库销比保持在4-5的正常范围内。分品类看，季内专业运动品类增速快于大众运动品类，运动休闲品类增长压力相对较大。
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