Core Viewpoint - Upmood Holdings (02145) shares rose over 5%, reaching a historical high of 93 HKD, following a positive profit forecast for the first half of 2025, indicating strong revenue and profit growth driven by strategic brand and channel optimization [1][1][1] Financial Performance - For the first half of 2025, Upmood Holdings expects revenue between 4.09 billion to 4.11 billion RMB, representing a year-on-year growth of 16.8% to 17.3% [1][1] - The net profit is projected to be between 540 million to 560 million RMB, showing a significant year-on-year increase of 30.9% to 35.8% [1][1] Strategic Insights - The revenue and profit increase is attributed to the main brand, Han Shu, benefiting from a multi-channel and multi-category approach, as well as substantial growth from the new growth curve, Newpage [1][1] - Shenwan Hongyuan noted that the company's strategic implementation is yielding results, focusing on core sectors, upgrading channel structures, diversifying product categories, and precisely positioning new brands [1][1] - CICC highlighted that the profit forecast exceeded expectations due to improved profit margins driven by channel and brand structure optimization [1][1] Market Reaction - Following the announcement, Upmood Holdings' stock price increased by 5.3%, with a trading volume of 41.4813 million HKD [1][1] - CICC has maintained an outperform rating for the company and raised the target price by 15% to 98 HKD [1][1]
港股异动 | 上美股份(02145)涨超5%破顶 上半年业绩预告亮眼 渠道及品牌结构优化带动利润率提升