国泰海通：维持滔搏“增持”评级目标价3.81港元

新浪港股2025-12-24

国泰海通发布研报称，滔搏（06110）Q3销售金额跌高单，基本延续H1趋势，预计26财年关店大幅减少，维持全年指引不变。NIKE与公司加强合作，回收老旧库存、减少促销力度，考虑到短期终端零售仍面临压力，该行小幅下调公司盈利预测。该行预计FY2026/27/28公司归母净利润分别为12.5/14.5/17.2亿元，给予FY2027PE15X，按照1港元=0.92人民币换算，对应目标价3.81港元/股...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224101840a6c83649&s=b><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国泰海通发布研报称，滔搏（06110）Q3销售金额跌高单，基本延续H1趋势，预计26财年关店大幅减少，维持全年指引不变。NIKE与公司加强合作，回收老旧库存、减少促销力度，考虑到短期终端零售仍面临压力，该行小幅下调公司盈利预测。该行预计FY2026/27/28公司归母净利润分别为12.5/14.5/17.2亿元，给予FY2027PE15X，按照1港元=0.92人民币换算，对应目标价3.81港元/股...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224101840a6c83649&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BFXG0V08.USD","symbol_name":"BNY MELLON GLOBAL LEADERS \"B\" (USD) 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国泰海通：维持滔搏“增持”评级 目标价3.81港元

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国泰海通：维持滔搏“增持”评级目标价3.81港元