异动解读 | 江南布衣盘中大跌5.36% 下季度收入指引预期外令市场失望

异动解读02-28

江南布衣(03306)今日盘中大跌5.36%,引发市场广泛关注。资料显示,该股近期发布了下季度业绩指引，收入增长超出市场预期,但毛利率指引则低于预期,或许是导致股价大跌的主要原因。

招财日报报道,江南布衣下季度收入指引超出一致预期,但毛利率指引不及预期。一方面,公司积极开拓新兴品牌及线上销售渠道,保持较快增长,另一方面,行业竞争加剧及运营成本上升,令利润率承压。

作为知名时尚服饰品牌,江南布衣近年积极扩展产品线及销售渠道,在行业转型期把握先机。但与此同时,毛利率承压也令市场对公司长期盈利能力产生质疑。未来公司能否在销量与利润之间把握平衡,仍有待进一步观察。

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