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滔搏股东将股票由渣打银行(香港)转入高盛(亚洲)证券 转仓市值62.24亿港元
Zhi Tong Cai Jing· 2026-01-07 00:25
香港联交所最新资料显示,1月6日,滔搏(06110)股东将股票由渣打银行(香港)转入高盛(亚洲)证券,转 仓市值62.24亿港元,占比34.97%。 滔搏发布公告称,于2025/26财政年度第三季度,本集团零售及批发业务的总销售金额按年同比取得高 单位数下跌。截至2025年11月30日,直营门店毛销售面积较上一季末减少1.3%,较去年同期减少 13.4%。 ...
滔搏(06110)股东将股票由渣打银行(香港)转入高盛(亚洲)证券 转仓市值62.24亿港元
智通财经网· 2026-01-07 00:25
滔搏发布公告称,于2025/26财政年度第三季度,本集团零售及批发业务的总销售金额按年同比取得高 单位数下跌。截至2025年11月30日,直营门店毛销售面积较上一季末减少1.3%,较去年同期减少 13.4%。 智通财经APP获悉,香港联交所最新资料显示,1月6日,滔搏(06110)股东将股票由渣打银行(香港)转入 高盛(亚洲)证券,转仓市值62.24亿港元,占比34.97%。 ...
滔搏(06110) - 截至2025年12月31日止月份之股份发行人的证券变动月报表
2026-01-06 02:39
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06110 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 20,000,000,000 | HKD | | 0.000001 | HKD | | 20,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 20,000,000,000 | HKD | | 0.000001 | HKD | | 20,000 | 致:香港交易及結算所有限公司 公司名稱: 滔搏國際控股有限公司 本月底法定/註 ...
厦门国际投资有限公司获批变更注册资本
Xin Lang Cai Jing· 2025-12-30 09:56
来源:金融一线 12月30日金融一线消息,国家金融监督管理总局厦门监管局发布批复,同意厦门国际银行股份有限公司 境外机构厦门国际投资有限公司增加注册资本2,170,000,000港元,由6,419,525,528港元变更为 8,589,525,528港元。 ...
信达证券:滔搏(06110)短期承压基本符合预期 深化协同静待转机
智通财经网· 2025-12-29 08:33
智通财经APP获悉,信达证券发布研报称,滔搏(06110)发布2025/26财年第三季度运营表现,公司零售 及批发业务的总销售金额同比下降高单位数,与此前业绩指引趋势相符。零售业务表现继续优于批发业 务,折扣和库存情况可控,从渠道与运营表现来看,这体现了公司较强的零售管理能力。 信达证券主要观点如下: 全年财务指引保守,长期乐观 财务指引方面,公司指出进入12月以来终端需求波动加剧,经营压力显著增大,此前设定的"全年净利 润同比持平"的目标预计将出现可控范围内的偏差。未来公司持"短期谨慎、长期乐观"的态度。 分渠道看,零售下滑的幅度小于批发,分线上线下看,线下呈改善,线上进入高基数增速转弱。折扣管 理方面,直营零售整体折扣率同比仍有所加深,得益于线下线上增速差收窄,折扣加深的幅度较上半财 年收窄。库存管理上,期末库存总额同比保持下降,周转效率维持良好,库龄结构环比略有改善。门店 网络持续优化,截至三季度末,直营门店毛销售面积同比减少13.4%,环比减少1.3%,关店速度较第二 季度有所放缓。 盈利预测:该行预计公司FY2026-2028财年归母净利润为12.85/13.97/15.28亿港元,对应PE分别为 ...
信达证券:滔搏短期承压基本符合预期 深化协同静待转机
Zhi Tong Cai Jing· 2025-12-29 08:32
公司持续推进新业务布局,新增长曲线可期 公司于专业细分赛道的拓展稳步推进并已落地。跑步品类方面,旗下跑步品牌集合店ektos已成功落 地,并通过亮相上海马拉松等顶级赛事强化品牌认知与社群联结。户外品类则通过独家代理挪威高端户 外品牌Norr na实现突破,首店已开设,未来计划在更多城市拓展。滔搏正通过新品类持续打造新增长 曲线。 信达证券发布研报称,滔搏(06110)发布2025/26财年第三季度运营表现,公司零售及批发业务的总销售 金额同比下降高单位数,与此前业绩指引趋势相符。零售业务表现继续优于批发业务,折扣和库存情况 可控,从渠道与运营表现来看,这体现了公司较强的零售管理能力。 信达证券主要观点如下: 从渠道与运营表现来看,零售业务表现继续优于批发业务,折扣和库存情况可控,体现出公司较强的零 售管理能力 分渠道看,零售下滑的幅度小于批发,分线上线下看,线下呈改善,线上进入高基数增速转弱。折扣管 理方面,直营零售整体折扣率同比仍有所加深,得益于线下线上增速差收窄,折扣加深的幅度较上半财 年收窄。库存管理上,期末库存总额同比保持下降,周转效率维持良好,库龄结构环比略有改善。门店 网络持续优化,截至三季度末, ...
港股体育用品股午后持续走弱
Jin Rong Jie· 2025-12-29 05:26
港股体育用品股午后持续走弱,特步国际(01368.HK)跌超5%,滔搏(06110.HK)跌超4.5%,中国动向 (03818.HK)、361度(01361.HK)、裕元集团(00551.HK)均跌超3%。 本文源自:金融界AI电报 ...
港股滔搏跌超4%
Mei Ri Jing Ji Xin Wen· 2025-12-29 04:24
每经AI快讯,滔搏(06110.HK)跌超4%,截至发稿,跌4.32%,报2.88港元,成交额1747.52万港元。 (文章来源:每日经济新闻) ...
滔搏再跌超4% 公司指12月以来终端需求波动加剧 全年财务指引保守
Zhi Tong Cai Jing· 2025-12-29 03:44
Core Viewpoint - Tmall's stock has dropped over 4%, currently trading at HKD 2.88, with a trading volume of HKD 17.4752 million [1] Group 1: Sales Performance - For the third quarter of the fiscal year 2025/26, the total sales amount of the retail and wholesale business experienced a high single-digit decline year-on-year [1] - As of November 30, 2025, the gross sales area of direct-operated stores decreased by 1.3% compared to the previous quarter and by 13.4% year-on-year [1] Group 2: Market Analysis - According to Cinda Securities, the decline in total sales aligns with previous performance guidance trends, indicating that retail business continues to outperform wholesale business [1] - The company has demonstrated strong retail management capabilities, with controllable discount and inventory situations [1] Group 3: Financial Guidance - The company noted increased operational pressure due to heightened fluctuations in terminal demand since December, leading to an expected deviation from the previously set target of "year-on-year net profit remaining flat" within a controllable range [1] - The company maintains a "short-term cautious, long-term optimistic" outlook for the future [1]
滔搏(06110):短期承压基本符合预期,深化协同静待转机
Xinda Securities· 2025-12-28 11:09
Investment Rating - The report does not provide a specific investment rating for the company [1] Core Insights - The company's retail and wholesale business experienced a high single-digit decline in total sales year-on-year, aligning with previous performance guidance [1] - Retail performance continues to outperform wholesale, with manageable discount and inventory situations reflecting strong retail management capabilities [2] - The company is expected to collaborate closely with its core brand, Nike, to navigate current market challenges, including foot traffic pressure and inventory issues [3] - The company is actively expanding into new business areas, with a focus on niche segments such as running and outdoor categories, which are anticipated to contribute to future growth [3] - The financial guidance for the year is conservative, with a cautious short-term outlook but a long-term optimistic perspective [3] Financial Summary - For FY2025, total revenue is projected at 27,013 million HKD, with a year-on-year decline of 7%. The net profit attributable to the parent company is expected to be 1,286 million HKD, reflecting a 42% decrease year-on-year [6] - The earnings per share (EPS) for FY2025 is estimated at 0.21 HKD, with a price-to-earnings (P/E) ratio of 16.25 [6] - The company forecasts a gradual recovery in net profit, with projections of 1,285 million HKD for FY2026, 1,397 million HKD for FY2027, and 1,528 million HKD for FY2028, corresponding to P/E ratios of 14.52, 13.36, and 12.21 respectively [4][6]