智通财经网·2025-10-21 06:25Core Viewpoint - Bosideng (03998) has seen a significant increase in stock price, rising by 10.67% to HKD 4.98, with a trading volume of HKD 499 million, driven by favorable weather conditions and positive market analysis [1] Group 1: Weather Impact - The upcoming typhoon "Fengshen" and its peripheral circulation, along with cold air, are expected to bring strong wind and rain to South China and the northern South China Sea [1] - The cold air moving eastward will lead to a drop in temperatures in Jiangnan and South China, creating a favorable environment for winter clothing sales [1] Group 2: Market Analysis - Shenwan Hongyuan has recommended Bosideng, highlighting that the onset of colder weather will directly benefit the company's winter apparel sales [1] - The Spring Festival in 2026 is on February 17, which is 19 days later than the previous year, extending the effective sales window and potentially increasing sales volume [1] - The low base from the warm winter of 2024 is expected to aid in achieving sales targets, while the market is currently favoring high-dividend assets [1] - Bosideng has maintained a dividend payout ratio of 80% or higher, and this trend is expected to continue, supporting the company's performance and valuation growth [1]