花旗发表研报指，因暖冬导致对波司登(03998.HK) 羽绒服销售展望更为审慎，并下调对其2025至2027财年各年盈利预测分别2%、1.8%及1.8%。
花旗预计，波司登今年3月底止2025财年收入将按年增长10.2%；同3月底止2025财年下半年则料按年增长6.5%。另外，该行将波司登目标价由5.45元略为下调至5.35元，维持“买入”评级，认为估值及股息率吸引。
花旗表示，虽然天气的不确定性可能仍存，相信波司登凭借其在品类细分、全渠道灵活性、供应链效率及数字化方面的增强能力，尤其灵活供应链的价值在不断变化的消费者需求和天气条件中日益凸显，仍能保持行业领先表现。(js/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-07 16:25。)
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