智通财经APP获悉，麦格理发布研究报告称，予滔搏(06110)“中性”评级，将滔搏2025及2026财年净利润预测，分别上调6.3%及5.6%，主要由于收入预测较高。同时将其目标价由2.6港元上调至2.72港元。
公司旗下“滔搏运动”第三季度总销售额同比跌中单位数百分比，超出该行预期。该行指，滔搏第三季度折扣水平较上季扩大，主要由于库存促销力道导致线下折扣水平扩大;线上渠道收入对零售业务贡献上升至40%，但部分被线上折扣收窄所抵销。
麦格理表示，由于滔搏下半年收入跌幅较小，故预计其2025财年净利润下跌34%，相对于公司管理层同比下跌35%至45%的目标。该行相信，消费者对“Nike”在2025财年上半年推出的全新跑步系列，以及即将推出的户外系列的反应，可能是该品牌在中国重拾动力的关键。
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