来源：Gangtise投研

　　江南布衣（3306.HK）1HFY25 业绩后交流会：公司收入同比增长5%至31.6亿元人民币，利润首次突破6亿元，同比增长5.5%，并计划分红超2.2亿元。公司继续执行三大核心策略：设计与品牌双驱动、高粘性粉丝经济和多品牌规模化。高价值会员数量超33万，贡献零售额超46亿元，占线下总额的60%以上。公司新增两个品牌，过去五年复合增长率超8%。尽管秋冬售罄率受高温和春节提前影响，库存水平仍健康，周转天数在150~160天之间。公司维持75%的派息率，并计划持续关注品牌力建设，未来销售费用率预计维持在高单位数至10%。

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责任编辑：王若云

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