JS环球生活(01691)盘中一度涨超12%,截至发稿,股价上涨8.57%,现报1.90港元,成交额2.13亿港元。
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,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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