智通财经APP获悉，好孩子国际(01086)发布盈喜后股价倒跌逾7%，截至发稿，跌5.61%，报1.01港元，成交额1913.66万港元。
消息面上，好孩子国际发布发布2024年盈利预喜公告：预期全年取得纯利3.25至3.75亿港元，同比增长55.9%至79.9%。公告称，2024年毛利率有所提升，主要得益于规模效应以及高毛利率的品牌收入占比提升，但部分被2H24全球海运成本上升及不利的汇率波动所抵消。
中金指出，若按纯利中枢值3.5亿港元计算，2024年纯利同比增长67.9%，对应24年下半年纯利1.63亿港元，同比下滑8.9%。展望2025年，预计Cybex有望继续扩大全球市场份额，Evenflo品牌将推出创新产品组合，gb品牌仍在调整中，蓝筹业务有望保持稳健。该行认为有利的品牌组合有望持续提升公司整体利润率，同时考虑到公司债务减少及海外降息等带来的经营杠杆，该行预计利润率仍有提升空间，有望带来业绩弹性。
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