应交易所要求，美/港股行情延时15分钟展示，下载APP即可免费查看实时行情。
关闭
03998 波司登
休市中 12-19 16:08:06
4.600
-0.060
-1.29%
最高
4.660
最低
4.540
成交量
3,433万
今开
4.660
昨收
4.660
日振幅
2.58%
总市值
536.77亿
流通市值
536.77亿
总股本
116.69亿
成交额
1.57亿
换手率
0.29%
流通股本
116.69亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）
资讯
新帖
简况
每日卖空追踪 | 波司登 12月19日卖空量成交140.8万股，卖空比例为4.1%
市场透视 · 12-19 16:30
每日卖空追踪 | 波司登 12月19日卖空量成交140.8万股，卖空比例为4.1%
纺织服装篇｜国联民生研究2026年度策略
国联民生研究 · 12-19 16:10
纺织服装篇｜国联民生研究2026年度策略
招银国际：2026年聚焦AI与消费分层，推荐腾讯等科技龙头
招银国际 · 12-19 15:37
招银国际：2026年聚焦AI与消费分层，推荐腾讯等科技龙头
波司登：2025/26年中期报告
香港交易所 · 12-18 16:31
波司登：2025/26年中期报告
每日卖空追踪 | 波司登 12月17日卖空量成交61.4万股，卖空比例为2.28%
市场透视 · 12-17 16:30
每日卖空追踪 | 波司登 12月17日卖空量成交61.4万股，卖空比例为2.28%
波司登12月17日获主力加仓2983.2万元
市场透视 · 12-17 16:15
波司登12月17日获主力加仓2983.2万元
中产羽绒服，集体站上2000元
中国新闻周刊 · 12-17 08:30
中产羽绒服，集体站上2000元
羽绒服消费升级：2000元成中产新门槛，品质与审美双重追求
ITBEAR科技资讯 · 12-13
羽绒服消费升级：2000元成中产新门槛，品质与审美双重追求
增速腰斩、多元溃败！波司登的“寒冬”远比财报数据更冷
梅花资本洞察 · 12-13
增速腰斩、多元溃败！波司登的“寒冬”远比财报数据更冷
招银国际：对中国可选消费行业持“同步大市”评级 展望偏向谨慎
智通财经网 · 12-12
招银国际：对中国可选消费行业持“同步大市”评级 展望偏向谨慎
波司登的“进”与“退”：营利创新高，增长放缓，多元化遇阻
博望财经 · 12-12
波司登的“进”与“退”：营利创新高，增长放缓，多元化遇阻
港股概念追踪 | 冰雪旅游迎政策催化 “冷资源”正加速转变为“热经济”(附概念股)
智通财经 · 12-12
港股概念追踪 | 冰雪旅游迎政策催化 “冷资源”正加速转变为“热经济”(附概念股)
盟可睐三季度营收下滑，高端羽绒服市场遇冷
DoNews · 12-11
盟可睐三季度营收下滑，高端羽绒服市场遇冷
每日卖空追踪 | 波司登 12月10日卖空量成交134万股，卖空比例为2.69%
市场透视 · 12-10
每日卖空追踪 | 波司登 12月10日卖空量成交134万股，卖空比例为2.69%
民银国际：给予波司登(03998)买入评级 目标价5.80港元
智通财经 · 12-10
民银国际：给予波司登(03998)买入评级 目标价5.80港元
羽绒服原料成本平均上涨超50% 科技创新与差异化策略成企业突围之道
中国产业经济信... · 12-10
羽绒服原料成本平均上涨超50% 科技创新与差异化策略成企业突围之道
每日卖空追踪 | 波司登 12月08日卖空量成交117万股，卖空比例为3.16%
市场透视 · 12-08
每日卖空追踪 | 波司登 12月08日卖空量成交117万股，卖空比例为3.16%
【券商聚焦】天风证券维持波司登买入评级 品牌羽绒服线上收入稳健高质量增长
金吾资讯 · 12-04
【券商聚焦】天风证券维持波司登买入评级 品牌羽绒服线上收入稳健高质量增长
主品牌增速放缓，雪中飞负增长 波司登如何守住羽绒服基本盘？
21世纪经济报道 · 12-03
主品牌增速放缓，雪中飞负增长 波司登如何守住羽绒服基本盘？
每日卖空追踪 | 波司登 12月03日卖空量成交42.6万股，卖空比例为1.49%
市场透视 · 12-03
每日卖空追踪 | 波司登 12月03日卖空量成交42.6万股，卖空比例为1.49%
加载更多
公司概况
公司名称：
波司登
所属市场：
SEHK
上市日期：
--
主营业务：
波司登国际控股有限公司是一家主要从事羽绒服品牌组合的开发和管理的控股公司。该公司通过四个分部运营。羽绒服分部从事采购及分销品牌羽绒服及相关产品以及若干品牌授权业务。贴牌加工管理分部从事采购及分销贴牌加工产品业务。女装分部从事采购及分销品牌女装业务。多元化服装分部从事采购及分销四季化服装业务，包括校服及童装等。
发行价格：
--
{"stockData":{"symbol":"03998","market":"HK","secType":"STK","nameCN":"波司登","latestPrice":4.6,"timestamp":1766131686007,"preClose":4.66,"halted":0,"volume":34329665,"delay":0,"floatShares":11669000000,"shares":11669000000,"eps":0.3493061311835153,"marketStatus":"休市中","change":-0.06,"latestTime":"12-19 16:08:06","open":4.66,"high":4.66,"low":4.54,"amount":157060116,"amplitude":0.025751,"askPrice":4.6,"askSize":290000,"bidPrice":4.59,"bidSize":504000,"shortable":3,"etf":0,"ttmEps":0.3425014375559309,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1766367000000},"marketStatusCode":7,"adr":0,"listingDate":1192032000000,"exchange":"SEHK","adjPreClose":4.66,"dividendRate":0.063463,"openAndCloseTimeList":[[1766107800000,1766116800000],[1766120400000,1766131200000]],"volumeRatio":1.036034,"lotSize":2000,"spreadScale":0,"tradeCurrency":"HKD"},"requestUrl":"/m/hq/s/03998","defaultTab":"news","newsList":[{"id":"2592596193","title":"每日卖空追踪 | 波司登 12月19日卖空量成交140.8万股，卖空比例为4.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592596193","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592596193?lang=zh_cn&edition=full","pubTime":"2025-12-19 16:30","pubTimestamp":1766133034,"startTime":"0","endTime":"0","summary":"波司登北京时间12月19日，跌1.29%，卖空量成交140.8万股，较上一交易日减少80.79%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219163604a45f3789&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219163604a45f3789&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1675838814.USD","BK1500","BK1589","03998","BK1227","LU1808992512.USD","BK1502","BK1512"],"gpt_icon":0},{"id":"2592193654","title":"纺织服装篇｜国联民生研究2026年度策略","url":"https://stock-news.laohu8.com/highlight/detail?id=2592193654","media":"国联民生研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592193654?lang=zh_cn&edition=full","pubTime":"2025-12-19 16:10","pubTimestamp":1766131854,"startTime":"0","endTime":"0","summary":"纺织服装行业2026年度投资策略：优选全球供应链龙头，把握品牌结构性机遇展望2026年，倘若全球纺服零售需求好转，服饰品牌有望进入被动补库阶段。此外，全球运动品牌龙头Nike正处于经营转折的关键期，若复苏趋势确定性增强，与龙头品牌深度绑定的制造厂商有望实现订单与估值修复。建议关注申洲国际、华利集团、裕元集团、伟星股份等。品牌端，我们看好结构性需求变化带来的高景气方向。建议关注多品牌垂直布局的安踏体育、奥运营销催化李宁、索康尼运营优异的特步国际、户外高性能服饰波司登、伯希和、比音勒芬等。个护清洁侧，消费者对高质生活的需求持续增长，干湿巾渗透提升空间广阔，建议关注稳健医疗、诺邦股份等。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219164835a45f46cb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219164835a45f46cb&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1502","BK1564","03998","BK1147","01456","BK1512","BK1227","BK1589","BK1500","LU1808992512.USD","LU1675838814.USD"],"gpt_icon":0},{"id":"2592415428","title":"招银国际：2026年聚焦AI与消费分层，推荐腾讯等科技龙头","url":"https://stock-news.laohu8.com/highlight/detail?id=2592415428","media":"招银国际","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592415428?lang=zh_cn&edition=full","pubTime":"2025-12-19 15:37","pubTimestamp":1766129859,"startTime":"0","endTime":"0","summary":"招银国际发布研报称，2025年12月18日全球市场表现分化。宏观层面，中国对钢铁出口实施许可证管理，欧央行维持利率不变，英国央行鹰派降息25个基点。行业展望： 1. 科技与AI：2026年AI竞争白热化，推荐腾讯、阿里巴巴及快手，看好其场景落地与变现能力；半导体领域首推中际旭创，预计全球半导体市场2026年增长26%至9,750亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219155209a45f034b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219155209a45f034b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0107464264.USD","LU0417516571.SGD","LU0117841782.USD","LU0164865239.USD","LU0214875030.USD","LU2125910849.SGD","LU0345769631.USD","LU0348827113.USD","LU0463099449.HKD","LU0164872284.USD","LU0011963245.USD","LU0251144936.SGD","LU0345769128.USD","LU0192582467.USD","LU0359201885.HKD","LU2106854487.HKD","LU2476274308.USD","LU0634319403.HKD","LU0823038988.USD","LU1282648689.USD","LU0128522157.USD","LU0823426308.USD","LU0607220059.USD","LU2237443622.USD","IE00B067MR52.USD","LU0210526637.USD","LU0821914370.USD","LU1880383440.USD","LU0327786744.USD","LU0320764243.SGD","LU0096374516.USD","LU1808992512.USD","LU2023250504.SGD","LU1226288170.HKD","LU0593848301.USD","LU2097828805.USD","LU0499858602.USD","HK0000320223.HKD","TCEHY","LU0328353924.USD","LU1804176565.USD","LU1481107354.HKD","BK1531","PNGAY","LU0823397285.USD","LU0029875118.USD","LU1051768304.USD","IE00B8HQ1Z84.USD","LU0235996351.USD","LU2039709279.SGD","LU0878005551.USD","LU2237443382.USD","SG9999001093.SGD","LU0516423174.USD","LU0828237940.HKD","LU1152091754.HKD","LU1044875133.USD","IE00BQXX3F31.USD","LU0345776255.USD","LU0786609619.USD","IE00BQXX3D17.EUR","LU0683595622.HKD","SG9999002463.SGD","IE00B97KM107.HKD","LU1655091459.SGD","LU0577902298.EUR","LU1769817179.HKD","LU2449936058.SGD","LU0509642566.USD","SG9999014674.SGD","LU2152927971.USD","SG9999000327.SGD","LU1733274473.HKD","LU0985320562.USD","LU2242644610.SGD","LU0531971595.HKD","LU0431992006.USD","LU0738912210.USD","LU0072913022.USD","LU0577902538.SGD","SG9999001689.USD","LU1719994722.HKD","LU0561508036.HKD","LU1048484197.HKD","LU2237443978.SGD","LU1235295612.USD","LU0648948544.HKD","LU0886674414.USD","LU0048580855.USD","LU1725190679.HKD","LU0106959298.USD","601318","LU0797268264.HKD","IE00BZ08YS42.EUR","LU1224709979.USD","03998","LU0502904849.HKD","SG9999001846.SGD","LU0054450605.USD","LU0067412154.USD","LU0871576103.HKD","LU1718418525.SGD","LU0128522744.USD","LU2362540622.SGD","SG9999001226.SGD","LU0672654166.SGD","300308","LU0823413660.USD","LU1224444064.USD","LU1642822792.SGD","LU0072462343.USD","LU0269904917.USD","LU2097828631.EUR","LU1023057109.AUD","LU0289960550.SGD","LU1044874839.SGD","IE00BQXX3C00.GBP","IE00B0169N27.USD","LU1226287875.USD","SG9999001903.USD","LU1515016050.SGD","LU1734074674.USD","SGXZ90724238.SGD","LU1769817096.USD","LU0106259558.USD","SG9999017495.SGD","LU0039217434.USD","LU0516422366.SGD","LU0819123356.HKD","LU1883866441.USD","LU0588545490.SGD","LU0541501648.USD","LU2265009873.SGD","LU0188438112.USD","LU1868837565.USD","IE0009570106.USD","LU0210533765.USD","IE00B3M56506.USD","LU1951186391.HKD","IE0032834883.USD","LU1439103000.SGD","LU0882747503.HKD","LU1242518857.USD","LU0196878994.USD","SG9999001051.SGD","LU0261950983.USD","IE0008369823.USD","LU0633140727.USD","LU1282649067.USD","IE00B543WZ88.USD","LU0611395673.USD","LU0359202008.SGD","LU0890818403.SGD","LU1188198961.HKD","SG9999006597.SGD","LU1282649810.SGD","BK1586","LU0531970944.HKD","LU2362541513.USD","LU1960683339.HKD","01024","LU0143863198.USD","LU0543330483.HKD","LU0608807433.USD","LU1794554557.SGD","IE00B031HY20.USD","LU0169518387.USD","IE00B031HW06.USD","LU2087589342.USD","LU0862451837.USD","BK1516","SG9999002828.SGD","LU1226287529.USD","IE0001KFT4U8.USD","LU0456827905.SGD","LU0348805143.USD","LU0080751232.USD","LU1316542783.SGD","LU0828237510.HKD","LU0823426480.USD","NNFSF","BK1615","LU0348735423.USD","LU0577902454.USD","LU0348788117.USD","LU1981816686.USD","LU0210527791.USD","LU0049112450.USD","LU2462611646.USD","LU2251237306.USD","LU0261947096.USD","LU0106252389.USD","LU1196710195.USD","SG9999001069.SGD","LU2279701549.SGD","IE0008368742.USD","LU2293587155.HKD","HTCD.SI","SG9999015986.USD","LU0229945570.USD","LU0165289439.USD","LU0737861699.HKD","LU0873338254.USD","LU0228659784.USD","LU1880383366.USD","LU0588545730.USD","LU0370786039.SGD","LU0791590937.USD","LU0898667661.SGD","LU0345775950.USD","LU0831103253.SGD","LU1008478684.HKD","LU0737861772.HKD","03677","LU0455707207.USD","LU0441854154.USD","IE0003851619.USD","SGXZ99366536.SGD","LU0708995153.HKD","LU0047713382.USD","SG9999014880.SGD","LU2778985437.USD","LU0203345920.USD","LU0048597586.USD","LU2051468812.USD","BK1502","BK1609","02318","LU0348814723.USD","LU0326950275.SGD","LU1956131251.USD","LU1814569148.SGD","LU0132412106.USD","BK1589","LU0516422440.USD","LU0384037296.USD","LU0203347892.USD","LU0469268626.HKD","LU1568876251.USD","LU0051755006.USD","LU0054237671.USD","LU0594300179.USD","SGXZ81514606.USD","BK1618","LU0231483743.USD","LU1785774172.SGD","LU0675040207.SGD","LU0417516738.SGD","LU0588545904.SGD","LU0140636845.USD","GB00BDT5M118.USD","LU0819121731.USD","IE0032431581.USD","IE0008368411.USD","SGXZ31699556.SGD","SGXZ51526630.SGD","LU1282651048.USD","BK1517","LU1282649141.HKD","SG9999000459.SGD","LU0127658192.USD","LU0049853897.USD","LU2237443549.SGD","LU0070217475.USD","LU1048588211.SGD","IE0031814852.USD","LU0449509016.USD","IE00B031J352.USD","LU0211331839.USD","LU0708995583.HKD","LU0307460666.USD","LU0244354667.USD","LU1323998911.USD","LU2237443465.HKD","09633","LU0651947912.USD","LU1733274390.USD","LU2125910500.SGD","IE0034224299.USD","BK1521","BK1095","LU0417516902.SGD","LU0228367735.SGD","LU1770034418.SGD","LU1439102457.SGD","IE00BZ08YT58.USD","LU1044876610.USD","IE00BZ08YR35.GBP","LU0264606111.USD","LU2097828474.EUR","LU2097828714.EUR","LU3063872942.SGD","LU0348816934.USD","LU2226246903.HKD","00175","SG9999002562.SGD","LU0320764599.SGD","GELYY","SG9999018865.SGD","IE00B29SXG58.USD","LU0918141705.HKD","LU0348783233.USD","LU0572940350.SGD","LU0823413587.USD","LU2362541273.HKD","LU0149534421.HKD","LU0823041008.USD","02367","SG9999015952.SGD","LU0061477393.USD","LU2237443895.HKD","LU0700851271.USD","LU0173614495.USD","LU0577902611.USD","BEKE","LU1810669033.SGD","LU0543330566.HKD","LU1629966141.USD","LU1105468828.SGD","HK0000306701.USD","LU1102505929.USD","00700","SG9999007991.SGD","LU0540923850.HKD","LU0501845795.SGD","LU1328277881.USD","02423","LU0608807946.USD","LU1196710351.USD","BK1610","LU0516423091.SGD","LU1366334578.USD","IE00BPRC5H50.USD","LU0577902371.SGD","LU2177674079.SGD","LU1770036033.HKD","LU0651946864.USD","LU1226288253.USD","LU0329678337.USD","LU0348784397.USD","LU0348723411.USD","LU1568876335.HKD","LU0348783662.USD","LU0572939691.SGD","LU0163747925.USD","LU1282651121.HKD","LU2317271919.USD","LU0572944931.SGD","LU0456842615.SGD","SG9999013353.USD","BK1526","SG9999014914.USD","LU0181495838.USD","SG9999006514.SGD","LU1813983027.USD","LU0175139822.USD","LU1226288097.SGD","LU0143863784.USD","SG9999000418.SGD","LU0633140560.USD","IE00BGV7N243.SGD","LKNCY","LU1102505762.USD","LU0880133367.SGD","LU2008162690.USD","LU0823040885.USD","LU1868838027.USD","LU0588546209.SGD","HK0000320264.USD","LU1366334651.USD","SG9999018857.SGD","IE00B0JY6N72.USD","LU0823039010.USD","IE0003895053.USD","LU0164880469.USD","LU2247934214.USD","LU0868486357.SGD","LU0287142896.SGD","LU0823397103.USD","LU1211504680.USD","LU0516422952.EUR","LU1196710864.SGD","LU1251922891.USD","LU0979878070.USD","LU1720050803.USD","SG9999014906.USD","LU0293314216.USD","LU1152091168.USD","BK1591","LU1675838814.USD","LU0878004406.USD","LU1868837722.USD","LU0828238088.HKD","LU0865486749.SGD","IE00B0169L03.USD","LU1226287792.SGD","LU0084288322.USD","IE00B8L5B284.USD","LU0589944569.HKD","LU0456846285.SGD","HK0000306685.HKD","SG9999015978.USD","IE0003795394.USD","LU0254981946.USD","LU0314109678.HKD","SG9999014898.SGD","LU2097828557.USD","LU1504937902.USD","LU0414403682.SGD","LU0329678170.USD","LU1831875114.USD","LU2498475776.HKD","LU1242518931.SGD","LU0396098781.USD","LU0650527681.SGD","BSDGY","LU0499858438.USD","LU1993786604.SGD","LU0784639295.USD","LU2251237488.HKD","LU1046422090.SGD","LU1688375341.USD","LU0488056044.USD","IE00BF5LJ272.USD","LU0211977185.USD","LU2476274720.SGD","LU0449515922.USD","LU1328615791.USD","LU0359201612.USD","IE00B5MMRT66.SGD","01209","LU0348825331.USD","LU1974910355.USD","LU2045819591.USD","LU0856984785.SGD","LU0862451753.SGD","SG9999015945.SGD","LU0259732245.USD","LU2257852520.SGD","LU0326948709.USD","LU0791591158.USD","LU1807302812.USD","LU1051769294.HKD","LU0972618739.USD","LU0029874905.USD","LU1917777945.USD","LU0043850808.USD","LU0594300419.USD","LU0149721374.USD","LU0117844026.USD","TCHmain","LU0918141887.USD","LU0048388663.USD","LU2399975544.HKD","LU0052750758.USD","SG9999003461.SGD","LU0320764755.SGD","LU0605514214.HKD","BK1608","SG9999004220.SGD","LU1961090484.USD","LU0541502299.USD","LU1303224171.USD","LU1048596156.SGD","LU2133065610.SGD","LU0315178854.USD","LU0642271901.SGD"],"gpt_icon":1},{"id":"2592390064","title":"波司登：2025/26年中期报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2592390064","media":"香港交易所","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592390064?lang=zh_cn&edition=full","pubTime":"2025-12-18 16:31","pubTimestamp":1766046677,"startTime":"0","endTime":"0","summary":"波司登国际控股有限公司2025/26财年上半年业绩稳健增长。期内收入同比增长1.4%至人民币89.28亿元，毛利率提升0.1个百分点至50.0%。本公司权益股东应占溢利上升5.3%至人民币11.89亿元，董事会宣派中期股息每股普通股6.3港仙。女装业务录得收入约人民币2.51亿元，占总收入的2.8%，同比下降18.6%。集团持续聚焦“双聚焦”战略，即聚焦羽绒服主航道和时尚功能科技服饰主赛道。通过持续强化品牌引领、品类经营、渠道运营及客户体验，全面提升经营管理质效。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218171933a45ad7f7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218171933a45ad7f7&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1500","BK1589","BK1502","BK1227","LU1808992512.USD","BK1512","03998","LU1675838814.USD"],"gpt_icon":0},{"id":"2592947159","title":"每日卖空追踪 | 波司登 12月17日卖空量成交61.4万股，卖空比例为2.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592947159","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592947159?lang=zh_cn&edition=full","pubTime":"2025-12-17 16:30","pubTimestamp":1765960235,"startTime":"0","endTime":"0","summary":"波司登北京时间12月17日，股价较前一交易日持平，卖空量成交61.4万股，较上一交易日减少89.8%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217163554a4561497&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217163554a4561497&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1512","03998","LU1808992512.USD","BK1227","BK1500","BK1502","LU1675838814.USD","BK1589"],"gpt_icon":0},{"id":"2592994795","title":"波司登12月17日获主力加仓2983.2万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2592994795","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592994795?lang=zh_cn&edition=full","pubTime":"2025-12-17 16:15","pubTimestamp":1765959359,"startTime":"0","endTime":"0","summary":"12月17日，波司登股价收平报4.64元，成交金额1.2亿元，换手率0.23%，振幅1.72%，量比0.71。波司登今日主力资金净流入2983.2万元，上一交易日主力净流入3734.1万元。该股近5个交易日下跌3.10%，主力资金累计净流入1.0亿元；近20日主力资金累计净流入3.8亿元，其中净流入天数为16日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217162216a6ad16f2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217162216a6ad16f2&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1227","BK1500","BK1512","BK1589","03998","LU1808992512.USD","LU1675838814.USD","BK1502"],"gpt_icon":0},{"id":"2592490849","title":"中产羽绒服，集体站上2000元","url":"https://stock-news.laohu8.com/highlight/detail?id=2592490849","media":"中国新闻周刊","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592490849?lang=zh_cn&edition=full","pubTime":"2025-12-17 08:30","pubTimestamp":1765931432,"startTime":"0","endTime":"0","summary":"许多人明显感受到，多个知名品牌的羽绒服价格已普遍进入“2000元时代”。2000元成羽绒服消费新门槛调查显示，今年消费者购买羽绒服的热情高涨。调查显示，羽绒服消费结构出现明显上移：预算在1000元及以下的群体占比从去年的77%收缩至51%，而预算达到2000元及以上的消费者从10%扩张至35%。高梵向有意思报告透露，今年其销售主力集中于2000元中高端价位。当羽绒服价格突破2000元大关，消费者的期待也同步升级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217084408a6ab6dfe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217084408a6ab6dfe&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1512","03998","LU1808992512.USD","BK1227","BK1500","BK1502","LU1675838814.USD","BK1589"],"gpt_icon":0},{"id":"2591499658","title":"羽绒服消费升级：2000元成中产新门槛，品质与审美双重追求","url":"https://stock-news.laohu8.com/highlight/detail?id=2591499658","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591499658?lang=zh_cn&edition=full","pubTime":"2025-12-13 21:11","pubTimestamp":1765631480,"startTime":"0","endTime":"0","summary":"调查显示，54%的消费者会重点关注充绒量、蓬松度、清洁度等硬指标，其中“充绒量200g+、蓬松度800+、清洁度1000+”成为衡量“高级感”的共识标准。然而，市场存在的问题同样突出：“涨价过猛，价格虚高”以超六成占比成为最突出痛点，“充绒量低”和“同质化/疑似贴牌”等问题也高居榜单前列。当羽绒服价格站上2000元关口，消费者的审视愈发全面。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213212025a69e5458&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213212025a69e5458&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1502","BK1227","LU1675838814.USD","LU1808992512.USD","BK1589","03998","BK1512","BK1500"],"gpt_icon":0},{"id":"2591658496","title":"增速腰斩、多元溃败！波司登的“寒冬”远比财报数据更冷","url":"https://stock-news.laohu8.com/highlight/detail?id=2591658496","media":"梅花资本洞察","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591658496?lang=zh_cn&edition=full","pubTime":"2025-12-13 08:46","pubTimestamp":1765586767,"startTime":"0","endTime":"0","summary":"业绩增速断崖式下滑，高增长神话彻底终结曾以双位数增速领跑羽绒服行业的波司登，如今已难掩增长乏力的颓势。对比2023年中期营收25.5%、净利润超20%的高增速，波司登的增长动能已然枯竭，高增长神话彻底落幕。外部市场竞争加剧，成为波司登高端化战略的最大阻碍。连续八年同期业绩创新高的成绩，或许能暂时掩盖波司登的增长困境，但增速腰斩、多元溃败、盈利承压的现实，早已暴露其发展中的深层问题。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213085150a445dd43&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213085150a445dd43&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["03998"],"gpt_icon":0},{"id":"2590779508","title":"招银国际：对中国可选消费行业持“同步大市”评级 展望偏向谨慎","url":"https://stock-news.laohu8.com/highlight/detail?id=2590779508","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590779508?lang=zh_cn&edition=full","pubTime":"2025-12-12 13:44","pubTimestamp":1765518270,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，招银国际发布研报称，对2026年中国可选消费行业持“大市同步”评级，预期整体零售销售增长约3.5%，较2025年的约4%略有放缓，展望偏向谨慎，不过，春节时间延后、超长连假、房地产板块或出现复苏和股市保持畅旺为少数正面因素;预计2026年上半年行业股价承压，下半年反弹空间相对较大。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025121213521095393fba&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025121213521095393fba&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06862","02020","LU0048597586.USD","LU0348767384.USD","02517","IE00BGV7N243.SGD","LU2177674079.SGD","SG9999004311.SGD","IE0008368742.USD","LU2008162690.USD","06110","IE0034224299.USD","LU0594300419.USD","IE0009570106.USD","LU0244354667.USD","LU0348825331.USD","LU0594300179.USD","BK1583","09987","LU0463099449.HKD","LU0708995583.HKD","82020","BK1168","LU0048575426.USD","LU0251143458.SGD","LU0823426480.USD","IE0031814852.USD","LU2488822045.USD","BK1502","IE00BQXX3D17.EUR","ANPDY","LU0261947096.USD","LU0320764599.SGD","03306","00300","LU2039709279.SGD","BK1588","03998","LU0251144936.SGD","LU0348766576.USD","LU1188198961.HKD","01405","BK1227","BK1604","BK1589","06690","LU0823426308.USD","BK1500","IE00B031J352.USD","LU1808992512.USD","LU0261950470.USD","IE00BQXX3C00.GBP","LU0228659784.USD"],"gpt_icon":0},{"id":"2590852179","title":"波司登的“进”与“退”：营利创新高，增长放缓，多元化遇阻","url":"https://stock-news.laohu8.com/highlight/detail?id=2590852179","media":"博望财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590852179?lang=zh_cn&edition=full","pubTime":"2025-12-12 10:36","pubTimestamp":1765506995,"startTime":"0","endTime":"0","summary":"财报显示，波司登实现营业收入约89.28亿元，同比增长1.4%；净利润约12.01亿元，同比增长5.2%。这标志着波司登连续八年创下同期历史新高。从财务数据看，波司登营收与净利润均实现同比增长，并创下同期历史新高，但增速较前两年明显放缓。费用方面，波司登的销售及分销开支同比增长8%至24.58亿元，占营收比重有所上升。主品牌波司登收入达57.19亿元，同比增长8.3%，占羽绒服业务的87.1%。在羽绒服主业方面，波司登通过产品创新持续深化高端化布局。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212104312a443b4a2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212104312a443b4a2&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1502","03998","BK1512","BK1227","BK1589","BK1500","LU1808992512.USD","LU1675838814.USD"],"gpt_icon":0},{"id":"2590644547","title":"港股概念追踪 | 冰雪旅游迎政策催化 “冷资源”正加速转变为“热经济”(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2590644547","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590644547?lang=zh_cn&edition=full","pubTime":"2025-12-12 07:20","pubTimestamp":1765495203,"startTime":"0","endTime":"0","summary":"随着新雪季的到来，各地酝酿多时的冰雪活动也陆续“出炉”。目前，已接待游客超70万人次。近期，各地“十五五”规划建议陆续出炉。冰雪经济涵盖冰雪运动、冰雪旅游、冰雪装备、冰雪文化等相关产业的综合经济体系。随着我国冰雪运动逐渐普及，冰雪旅游热度持续升温，“冷资源”正在加速转变为“热经济”，冰雪产业规模实现快速增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1380663.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1589","LU0823426480.USD","LU2008162690.USD","ANPDY","LU0708995583.HKD","01992","LU2488822045.USD","BK1512","IE0008369823.USD","LU0048575426.USD","IE00B031HY20.USD","LU2177674079.SGD","LU2039709279.SGD","BK1500","LU0244354667.USD","IE0008368742.USD","LU0605514214.HKD","82020","LU0594300179.USD","LU0650527681.SGD","IE00BQXX3C00.GBP","LU0048597586.USD","BK1604","LU0594300419.USD","LU1831875114.USD","BK1521","03998","BK1502","LU1808992512.USD","LU0463099449.HKD","LU0261947096.USD","LU0261950470.USD","IE00BQXX3F31.USD","LU0320764599.SGD","LU1188198961.HKD","BK1227","BK1168","IE00B031J352.USD","LU0251143458.SGD","IE00BGV7N243.SGD","LU0140636845.USD","02020","LU0052750758.USD","LU0251144936.SGD","LU0326950275.SGD","LU1675838814.USD","BK1164","IE0031814852.USD","LU0823426308.USD","IE00BQXX3D17.EUR"],"gpt_icon":0},{"id":"2590526947","title":"盟可睐三季度营收下滑，高端羽绒服市场遇冷","url":"https://stock-news.laohu8.com/highlight/detail?id=2590526947","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590526947?lang=zh_cn&edition=full","pubTime":"2025-12-11 14:26","pubTimestamp":1765434363,"startTime":"0","endTime":"0","summary":"盟可睐作为高端羽绒服品牌，售价超过加拿大鹅，多数产品价格在2万元以上，曾引发中产群体排队抢购，北京、南京等地门店创下销售额破亿纪录。截至2025年三季度末，全球近300家零售门店中约50%位于亚洲，中国市场为核心区域之一。2025年前三季度盟可睐集团营收18.41亿欧元，主品牌占近90%收入，但第三季度同比下滑1%。外部竞争加剧，国内高端羽绒服市场快速扩容。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211143132979c3019&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211143132979c3019&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1512","BK1589","LU1675838814.USD","BK1500","BK1227","BK1502","LU1808992512.USD","03998"],"gpt_icon":0},{"id":"2590535732","title":"每日卖空追踪 | 波司登 12月10日卖空量成交134万股，卖空比例为2.69%","url":"https://stock-news.laohu8.com/highlight/detail?id=2590535732","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590535732?lang=zh_cn&edition=full","pubTime":"2025-12-10 16:30","pubTimestamp":1765355435,"startTime":"0","endTime":"0","summary":"波司登北京时间12月10日，跌0.82%，卖空量成交134万股，较上一交易日减少92.67%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025121016361495353df5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025121016361495353df5&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1502","03998","BK1227","BK1500","BK1512","LU1808992512.USD","BK1589","LU1675838814.USD"],"gpt_icon":0},{"id":"2590379369","title":"民银国际：给予波司登(03998)买入评级 目标价5.80港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2590379369","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590379369?lang=zh_cn&edition=full","pubTime":"2025-12-10 09:39","pubTimestamp":1765330768,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，民银国际发布研报称，给予波司登买入评级，目标价5.80港元。该行认为公司股息率吸引，预计FY26保持80%以上派息率，现价对应FY26股息率约6.0%。民银国际主要观点如下：FY26H1符合预期，波司登主品牌稳健增长，主动去库轻装上阵FY26H1集团收入同比+1.4%至89.3亿元，归母净利润同比+5.3%至11.9亿元，利润增长快于收入。分部收入中，品牌羽绒服同比+8%至65.7亿元。FY26H1集团毛利率同比+0.1pp至50.0%，主品牌毛利率为64.8%，因1H批发增长快于自营及主动去库。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1379683.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03998"],"gpt_icon":0},{"id":"2590653579","title":"羽绒服原料成本平均上涨超50% 科技创新与差异化策略成企业突围之道","url":"https://stock-news.laohu8.com/highlight/detail?id=2590653579","media":"中国产业经济信...","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590653579?lang=zh_cn&edition=full","pubTime":"2025-12-10 00:00","pubTimestamp":1765296000,"startTime":"0","endTime":"0","summary":"11月30日，重庆某羽绒制品企业采购负责人告诉记者，今年以来，羽绒原料价格如同“坐火箭”，尤其是90%白鸭绒，从每吨17万元一路飙升至58万元，涨幅高达240%。重庆羽绒行业协会相关负责人坦言。据协会监测，重庆本地羽绒服生产企业的原料成本平均上涨超50%。在重庆市永川区，一家羽绒服企业引进了智能吊挂生产线，生产效率提高了40%。重庆大学纺织服装研究所则与本地企业合作，研发新型保暖材料。某知名商场羽绒服专区负责人表示。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025121009054295347e83&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025121009054295347e83&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1808992512.USD","LU1675838814.USD","03998","BK1500","BK1227","BK1502","BK1512","BK1589"],"gpt_icon":0},{"id":"2589359856","title":"每日卖空追踪 | 波司登 12月08日卖空量成交117万股，卖空比例为3.16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2589359856","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589359856?lang=zh_cn&edition=full","pubTime":"2025-12-08 16:30","pubTimestamp":1765182634,"startTime":"0","endTime":"0","summary":"波司登北京时间12月08日，跌0.81%，卖空量成交117万股，较上一交易日减少63.07%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120816354297961549&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120816354297961549&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1675838814.USD","BK1502","BK1500","BK1589","LU1808992512.USD","BK1512","03998","BK1227"],"gpt_icon":0},{"id":"2588093660","title":"【券商聚焦】天风证券维持波司登买入评级 品牌羽绒服线上收入稳健高质量增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2588093660","media":"金吾资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588093660?lang=zh_cn&edition=full","pubTime":"2025-12-04 15:31","pubTimestamp":1764833512,"startTime":"0","endTime":"0","summary":"公司持续强化渠道运营，线下，拓展头部势能门店、巩固拓展Top店体系、做实单店运营；线上，发力核心品类、聚合品牌战役、聚焦内容创新，品牌羽绒服线上收入稳健高质量增长；双十一期间，波司登品牌分别位居京东和天猫服饰类第一、第二，抖音羽绒服赛道单店第一。波司登品牌在天猫及京东平台新增会员约40万；截止2025年9月30日，波司登品牌在天猫及京东平台共计会员约2140万。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204153237a723349e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204153237a723349e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["89618","03998","09618"],"gpt_icon":0},{"id":"2588504631","title":"主品牌增速放缓，雪中飞负增长 波司登如何守住羽绒服基本盘？","url":"https://stock-news.laohu8.com/highlight/detail?id=2588504631","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588504631?lang=zh_cn&edition=full","pubTime":"2025-12-03 20:37","pubTimestamp":1764765456,"startTime":"0","endTime":"0","summary":"近日，国内羽绒服龙头波司登（03998.HK）交出一份并不亮眼的中期成绩单。2025/26上半财年（截至2025年9月30日止六个月），波司登实现营收约89.28亿元（人民币，下同），同比小幅上升1.4%，净利润约12.01亿元，同比增长5.2%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202512033581748822.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512033581748822.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1502","LU1808992512.USD","BK1589","LU1675838814.USD","BK1512","BK1500","03998","BK1227"],"gpt_icon":0},{"id":"2588775540","title":"每日卖空追踪 | 波司登 12月03日卖空量成交42.6万股，卖空比例为1.49%","url":"https://stock-news.laohu8.com/highlight/detail?id=2588775540","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588775540?lang=zh_cn&edition=full","pubTime":"2025-12-03 16:30","pubTimestamp":1764750631,"startTime":"0","endTime":"0","summary":"波司登北京时间12月03日，跌0.78%，卖空量成交42.6万股，较上一交易日减少89.95%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203163527978d7bed&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203163527978d7bed&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1500","LU1808992512.USD","BK1589","LU1675838814.USD","BK1502","BK1227","03998","BK1512"],"gpt_icon":0}],"profile":{"websiteUrl":"http://www.bosideng.com","stockEarnings":[{"period":"1week","weight":-0.0227},{"period":"1month","weight":-0.0948},{"period":"3month","weight":-0.0039},{"period":"6month","weight":0.0428},{"period":"1year","weight":0.1905},{"period":"ytd","weight":0.2579}],"compareEarnings":[{"period":"1week","weight":-0.011},{"period":"1month","weight":-0.0054},{"period":"3month","weight":-0.0322},{"period":"6month","weight":0.0918},{"period":"1year","weight":0.3006},{"period":"ytd","weight":0.2807}],"compareStock":{"symbol":"HSI","name":"恒生指数"},"description":"波司登国际控股有限公司是一家主要从事羽绒服品牌组合的开发和管理的控股公司。该公司通过四个分部运营。羽绒服分部从事采购及分销品牌羽绒服及相关产品以及若干品牌授权业务。贴牌加工管理分部从事采购及分销贴牌加工产品业务。女装分部从事采购及分销品牌女装业务。多元化服装分部从事采购及分销四季化服装业务，包括校服及童装等。","yearOnYearQuotes":[{"month":1,"riseRate":0.333333,"avgChangeRate":-0.053917},{"month":2,"riseRate":0.555556,"avgChangeRate":-0.020252},{"month":3,"riseRate":0.555556,"avgChangeRate":0.004005},{"month":4,"riseRate":0.722222,"avgChangeRate":0.079422},{"month":5,"riseRate":0.388889,"avgChangeRate":0.003968},{"month":6,"riseRate":0.722222,"avgChangeRate":0.053138},{"month":7,"riseRate":0.5,"avgChangeRate":0.018507},{"month":8,"riseRate":0.555556,"avgChangeRate":0.014422},{"month":9,"riseRate":0.666667,"avgChangeRate":0.04491},{"month":10,"riseRate":0.555556,"avgChangeRate":0.060493},{"month":11,"riseRate":0.526316,"avgChangeRate":-0.005008},{"month":12,"riseRate":0.368421,"avgChangeRate":-0.016697}],"exchange":"SEHK","name":"波司登","nameEN":"BOSIDENG"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"波司登(03998)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供波司登(03998)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"波司登,03998,波司登股票,波司登股票老虎,波司登股票老虎国际,波司登行情,波司登股票行情,波司登股价,波司登股市,波司登股票价格,波司登股票交易,波司登股票购买,波司登股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"波司登(03998)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供波司登(03998)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}