波司登(03998.HK):早冬晚春或利好冬装销售
Ge Long Hui·2025-10-25 21:09

Group 1 - The arrival of strong cold air in October is expected to boost winter clothing sales, with significant temperature drops across various regions in China, particularly in northern areas [1] - The delayed Spring Festival in 2026 (February 17) compared to 2025 (January 29) may further benefit winter apparel sales [1] Group 2 - The "Master Puff" series by Bosideng debuted at Paris Fashion Week, showcasing a successful exploration of lightweight down jackets, marking a significant step in the brand's globalization [2] - The series breaks the traditional heavy and bulky image of down jackets, featuring architectural silhouettes with intricate tailoring and modernized classical elements [2] - The innovative filling structure and high-quality materials contribute to a unique balance of visual fullness and lightweight comfort [2] Group 3 - Bosideng appointed renowned designer Kim Jones as the creative director for the newly established AREAL high-end urban line, which emphasizes luxury aesthetics and functional design for diverse climates [3] - The company maintains its profit forecast, expecting revenues of RMB 28.4 billion, 31.1 billion, and 34.1 billion for FY26-28, with net profits of RMB 4 billion, 4.4 billion, and 5 billion respectively [3]