金吾财讯 | 滔搏(06110)延续升势，截至发稿，涨6.76%，报3.95港元，成交额3.69亿港元。消息面上，阿迪达斯2024年全球营收236.83亿欧元(货币中性下同比增12%)，营业利润同比增超10亿欧元至13.37亿欧元，毛利率提升3.3个百分点至50.8%。大中华区全年营收34.59亿欧元(同比增10.3%)，其中Q4营收7.94亿欧元(同比增16.1%)，实现连续七个季度增长。滔搏作为阿迪达斯全球最大经销商，同时代理耐克全球第二大市场份额。国金证券指出，滔搏体内耐克与阿迪产品占比近85%，未来两大品牌经营复苏将直接带动公司业绩。公司近三年平均分红率达104%，FY2024股息率7.2%显著高于同业，净现比持续保持1.4-3.0区间。该行建议关注公司作为高股息标的的配置价值。
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