智通财经APP获悉,JS环球生活(01691)涨超10%,截至发稿,涨10.29%,报1.93港元,成交额1.4亿港元。
消息面上,联交所资料显示,1月15日,董事长兼首席执行官王旭宁增持JS环球生活2.66亿股,价值约4.04亿港元。1月23日,王旭宁增持JS环球生活1.4亿股,价值约2.23亿港元。两次增持后,持仓比例已升至70.86%。值得一提的是,公司同业Vesync此前公告称,获大股东旗下的公司以协议安排方式提出私有化,现金作价为每股5.6港元,较公司停牌前收盘价有33.3%的溢价。
招银国际指出,JS环球生活及附属九阳去年财报表现受压,然后国内业务正逐步回稳,市场份额仍在增长,同时SharkNinja在亚太地区表现亦不俗,憧憬主要股东积极进行回购,维持“买入”评级,认为集团中期展望稳健,长期前景依然向好。该行目前对九阳2025年经营表现持审慎看法,预测销售将回升,但利润率改善幅度或相对小,另外SharkNinja的ODM业务或受到关税政策的打击,预测SharkNinja今年亚太业务仍会录得亏损,但长期看好集团对于研发、市场推广、分销能力和销售团队的加强投入。
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