免責聲明 | EF001 | | --- | | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | | --- | --- | | 香港預託證券現金股息公告 | | | 發行人名稱 | 迅銷有限公司 | | 股份代號 | 06288 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 派發截至二零二六年二月二十八日止六個月之中期股息的建議記錄日期 | | | 公告日期 | 2026年2月6日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期（半年期） | | 股息性質 | 普通股息 | | 財政年末 | 2026年8月31日 | | 宣派股息的報告期末 | 2026年2月28日 | | 宣派股息 | 有待公佈 | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 有待公佈 | | 匯率 | 有待公佈 | | 除淨日 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何 損失承擔任何責任。 FAST RETAILING CO., LTD. 承董事會命 迅銷有限公司 佘綺雯 公司秘書 日本，二零二六年二月六日 於本公告日期，我們的執行董事為柳井正、岡﨑健、柳井一海、柳井康治及塚越大介，以及我們 的獨立非執行董事為新宅正明、大野直竹、Kathy Mitsuko Koll(也被稱為 Kathy 松井) 、車戸城二、 京谷裕及國部毅。 迅銷有限公司 （於日本註冊成立的有限公司） （股份代號：6288） 派發截至二零二六年二月二十八日止六個月之 中期股息的建議記錄日期 本公告乃根據香港聯合交易所有限公司證券上市規則（「上市規則」）第 13.66(1)條而作出。 (1) 待迅銷有限公司之董事會於根據上市規則第13.43條所公佈將舉行的會議上批准及確認後，截 至二零二六年二月二十八日止六個月之中期股息（如有）將會派付予於二零二六年二月二十 七日（星期五）名列於(a)日本股東名冊上的股東，以及(b)香港預託 ...

董笑妍/文 2026年伊始，中国服装行业的年报季即将开始。随着多家代表性企业陆续披露2025年的业绩预告，一组组数字背后，不仅仅是简单的盈亏增 减，更折射出本土服装企业不同的战略选择与生存姿态。 交银国际将安踏目标价上调至117.9港元，预计2025至2027年收入将保持2%—4%的稳健增长；歌力思预告全年净利润1.6—2.1亿元，成功扭亏 为盈，释放出调整见效的积极信号；朗姿股份净利润预计暴增245%—303%（其中约7.25亿元来自投资收益），其"跨界"生态圈的故事引人注 目；而近期优衣库母公司迅销集团、晨风集团与鲁泰纺织的战略联盟，则跳出了单一企业的财务表现，指向了产业链层面更深层次的协同与重 构。这些或稳健、或转型、或联合的轨迹，共同绘制了一幅中国服装产业在不确定性中寻找确定性、在分化中寻求融合的进阶图谱。 守正创新：主业深耕者的价值回归 当行业告别快速增长，真正具备核心竞争壁垒的企业开始显现其穿越周期的韧性。从安踏与波司登的最新业绩，可以看到"聚焦主业、夯实内 功"这一传统智慧在新时代的持续有效。它们的故事，是关于坚持与专注的价值回归。 2025年上半年，安踏交出了一份亮眼的成绩单：收入同比增长14 ...

Investment Rating - The report assigns a "Buy" rating for the textile and apparel industry, indicating an expectation that stock performance will exceed the market by more than 10% over the next 12 months [46]. Core Insights - The company achieved record high performance in FY2026Q1, with revenue reaching 102.77 billion JPY, a year-on-year increase of 14.81%, driven by the opening of flagship UNIQLO stores and strategic information dissemination [3][4]. - Gross margin for FY2026Q1 was 55.24%, up by 0.77 percentage points year-on-year, while operating profit increased by 33.87% to 21.09 billion JPY [3][4]. - The company expects record revenue and profit for FY2026, projecting total revenue of 380.0 billion JPY (up 11.7% year-on-year) and net profit of 45.0 billion JPY (up 3.9% year-on-year) [3][4]. Revenue Breakdown - UNIQLO brand revenue for FY2026Q1 was 90.29 billion JPY, a 17.51% increase year-on-year, accounting for 87.86% of total revenue [3][4]. - Revenue by region for UNIQLO in FY2026Q1: - Japan: 29.91 billion JPY, up 12.18% - Greater China: 19.12 billion JPY, up 7.03% - Other Asia and Oceania: 18.71 billion JPY, up 22.15% - North America: 8.87 billion JPY, up 30.41% - Europe: 13.70 billion JPY, up 34.26% [3][4]. Store Count and Financial Position - As of the end of the reporting period, the total number of stores reached 3,594, a decrease of 68 stores year-on-year [3][4]. - Cash and cash equivalents (excluding short-term investments) at the end of FY2026Q1 were 92.36 billion JPY, down 22.95% year-on-year [3][4]. Operational Metrics - Accounts receivable turnover days for FY2026Q1 were 19.42 days, an increase of 0.89 days year-on-year [3][4]. - Inventory turnover days for FY2025Q1 were 124.32 days, a decrease of 5.29 days year-on-year [3][4].

Core Viewpoint - Fast Retailing (06288) shares rose over 8%, reaching a historical high, following the release of its Q1 FY2026 earnings report, which showed significant revenue and profit growth [1] Financial Performance - Revenue for the first quarter ending November 2025 was 1,027.745 billion yen, an increase of 14.8% year-on-year [1] - Net profit for the same period was 147.445 billion yen, reflecting a year-on-year increase of 11.7% [1] Future Projections - The company expects an annual operating profit of 650 billion yen, revised up from a previous estimate of 610 billion yen, and above market expectations of 616.25 billion yen [1] - Projected annual net profit is now 450 billion yen, up from an earlier forecast of 435 billion yen, also exceeding market expectations of 444.36 billion yen [1]

Group 1 - The core point of the article is that Fast Retailing's Hong Kong Depositary Receipts will resume trading on January 9, 2026, at 9:00 AM [1]

Group 1 - The company FAST RETAIL-DRS (06288) announced that its Hong Kong depositary receipts will resume trading on January 9, 2026, at 9:00 AM [1]

Group 1 - The core announcement is that FAST RETAIL-DRS (06288.HK) has resumed trading of its Hong Kong depositary receipts starting from 9:00 AM on January 9, 2026 [1]

Core Insights - Fast Retailing reported a consolidated revenue increase of 14.8% for Q1 2026, reaching JPY1.0277 trillion ($6.55 billion), compared to JPY895.192 billion in the same period last year [1] - The company's operating income rose by 33.9% to JPY210.914 billion from JPY157.556 billion year-on-year [1] Financial Performance - Profit for the period increased by 13% to JPY158.513 billion, up from JPY140.300 billion in Q1 2025, while profit before income taxes rose by 15.3% to JPY226.667 billion [2] - Consolidated gross profit margin expanded by 0.7 points year-on-year to 55.2%, and the selling, general and administrative expense ratio improved by 1.7 points to 35.2% [2] Brand Performance - Uniqlo brand experienced growth across all global markets, with Uniqlo International's revenue rising 20.3% year-on-year to JPY603.8 billion and business profit expanding by 38% to JPY117.3 billion [3] - The business profit margin for Uniqlo International improved by 2.4 points year-on-year due to better gross profit margins and expense ratios across regions [4] - Uniqlo Japan also reported strong results, with revenue up 12.2% year-on-year to JPY299.0 billion and business profit increasing by 20.2% to JPY62.4 billion [4] Strategic Focus - Fast Retailing Group aims to become the world's number one brand by strengthening management talent training, pursuing sustainable business models, and meeting customer needs [5] - The company plans to diversify global earnings, expand GU and Global Brands, and reform cost structures to adapt to inflation [5] - Fast Retailing is committed to creating LifeWear, focusing on high-quality, sustainable clothing that minimizes environmental impact and promotes safe working conditions [5]

Core Viewpoint - FAST RETAIL-DRS reported significant growth in both total revenue and operating profit for the first quarter of the fiscal year 2026, indicating strong performance across its UNIQLO brand globally [1] Financial Performance - Total comprehensive income for the first quarter reached 1,027.7 billion yen, a year-on-year increase of 14.8% [1] - Operating profit, calculated as total comprehensive income minus cost of sales and selling, general and administrative expenses, amounted to 205.6 billion yen, reflecting a 31.0% year-on-year growth [1] - Pre-tax profit totaled 226.6 billion yen, up 15.3% compared to the previous year [1] - Profit attributable to the parent company reached 147.4 billion yen, marking an 11.7% increase year-on-year [1] Margin and Cost Efficiency - The overall gross profit margin improved to 55.2%, an increase of 0.7 percentage points year-on-year [1] - Selling, general and administrative expenses as a percentage of total revenue decreased to 35.2%, improving by 1.7 percentage points year-on-year [1] Financing and Currency Impact - Net financing income and costs recorded an increase of 15.7 billion yen, driven by net interest income of 11.4 billion yen and a foreign exchange gain of 4.2 billion yen from the revaluation of assets in yen [1]