智通财经APP获悉，思捷环球(00330)涨超30%，截至发稿，涨30.19%，报0.138港元，成交额406.77万港 元。 消息面上，思捷环球发盈喜，预期集团于截至2025年6月30日止6个月将取得股东应占未经审核纯利约 100万港元，上年同期股东应占未经审核净亏损约为5600万港元。公告指，2025年上半年标志着公司转 型之旅的一个关键阶段，此前在2024年实施了广泛的重组举措。于本中期期间，集团已果断地由高成 本、资本密集的直接零售业务模式转向轻资产、许可驱动的品牌管理模式。 ...

消息面上，思捷环球发盈喜，预期集团于截至2025年6月30日止6个月将取得股东应占未经审核纯利约 100万港元，上年同期股东应占未经审核净亏损约为5600万港元。公告指，2025年上半年标志着公司转 型之旅的一个关键阶段，此前在2024年实施了广泛的重组举措。于本中期期间，集团已果断地由高成 本、资本密集的直接零售业务模式转向轻资产、许可驱动的品牌管理模式。 思捷环球(00330)涨超30%，截至发稿，涨30.19%，报0.138港元，成交额406.77万港元。 ...

公司已完成转型，由高成本、资本密集型的直接零售模式转向轻资产、许可驱动的品牌管理模式。通过 签署新的许可协议，公司在本中期期间获得初始收入，并显著提高了成本效率。持续经营业务收入从去 年同期的2600万港元降至约700万港元，但净亏损从1.19亿港元大幅收窄至2100万港元。 经营开支大幅减少83%，总额降至约2600万港元，这得益于关闭无利子公司、缩小后端规模及消除固定 间接费用。 思捷环球 分时图 日K线 周K线 月K线 0.11 0.01 6.80% 2.91% 2.91% 2.91% 2.91% 2.91% 2.91% 6.80% 0.10 0.10 0.10 0.10 0.10 0.10 0.11 09:30 10:30 12:00/13:00 14:00 16:10 0 37万 74万 111万 思捷环球预计2025财年中期股东应占纯利约为1亿港元，较去年同期的5600万港元净亏损实现扭亏为 盈。 ...

Core Viewpoint - The company expects to achieve a net profit of approximately HKD 100 million for the six months ending June 30, 2025, a significant turnaround from a net loss of approximately HKD 56 million for the same period in 2024 [1] Group 1: Financial Performance - The company has transitioned from a high-cost, capital-intensive direct retail model to a light-asset, license-driven brand management model, marking a key phase in its transformation journey [1] - For the ongoing business, initial revenue has started to be generated from newly signed licensing agreements, with a significant improvement in cost efficiency during the reporting period [1] - Revenue from ongoing operations was approximately HKD 7 million during the reporting period, compared to approximately HKD 26 million in the comparative period [1] Group 2: Cost Management - The company has achieved a substantial reduction in operating expenses by closing unprofitable subsidiaries, downsizing backend infrastructure, and eliminating fixed indirect costs [2] - Total operating expenses for ongoing operations were approximately HKD 26 million during the reporting period, a decrease of 83% from approximately HKD 149 million in the comparative period [2] - The net loss for ongoing operations was approximately HKD 21 million during the reporting period, compared to a net loss of approximately HKD 119 million in the comparative period, excluding a one-time other income of approximately HKD 128 million in the comparative period [2] Group 3: Discontinued Operations - The company achieved a net profit of approximately HKD 22 million from discontinued operations during the reporting period, compared to a net loss of approximately HKD 65 million in the comparative period, contributing further to the net profit attributable to shareholders [2]

公司已实现成本架构及营运资金效率的大幅提升。由于关闭无利可图的附属公司、缩小后端基础设施规 模及消除固定间接费用，经营开支大幅减少。于本中期期间，持续经营业务的经营开支总额约为2600万 港元，较比较期间约1.49亿港元减少83%。这些因素共同导致集团持续经营业务的净亏损减少，本中期 期间的净亏损约为2100万港元，而比较期间的净亏损约为1.19亿港元，不包括于比较期间取得的一次性 其他收入约1.28亿港元。 对于已终止经营业务，公司已于本中期期间取得纯利约2200万港元，而比较期间的净亏损约为6500万港 元，从而进一步带来股东应占纯利。 智通财经APP讯，思捷环球(00330)发布公告，预期集团于截至2025年6月30日止6个月(本中期期间)将取 得股东应占未经审核纯利约1亿港元，而公司截至2024年6月30日止6个月(比较期间)的股东应占未经审 核净亏损约为5600万港元。 2025年上半年标志着公司转型之旅的一个关键阶段，此前在2024年实施了广泛的重组举措。于本中期期 间，集团已果断地由高成本、资本密集的直接零售业务模式转向轻资产、许可驱动的品牌管理模式。 对于持续经营业务，集团开始从新签署的许可协 ...

2025年上半年标志着公司转型旅的一个关键阶段，此前在2024年实施了广泛的重组举措。于本中期期 间，集团已果断地由高成本、资本密集的直接零售业务模式转向轻资产、许可驱动的品牌管理模式。 格隆汇8月21日丨思捷环球(00330.HK)公告，预期集团于截至2025年6月30日止6个月中期期间将录得股 东应占未经审核纯利约100万港元，而公司截至2024年6月30日止6个月股东应占未经审核净亏损约为 5600万港元。 ...

花旗将Gap的评级从"买入"下调至"中性"，目标价从30美元下调至22美元。花旗指出，像Gap这样的专 业服装零售商可能很难通过提价来抵消关税成本，因为它们通常缺乏定价能力，而且分担财务负担的合 作伙伴较少。 ...

Group 1 - A new individual business named "Dudao Bing Clothing Operation Department" has been established in Ganyu District, with a registered capital of 100,000 RMB [1] - The legal representative of the business is Dudao Bing, indicating a sole proprietorship structure [1] - The business scope includes food sales (subject to approval), retail of clothing and accessories, manufacturing of feather products, and sewing and repair services [1]

Group 1 - The newly implemented "reciprocal tariffs" by the U.S. government will impose tariffs ranging from 10% to 41% on numerous trade partners, leading to increased prices for a wide array of consumer goods, from cars to shoes and bananas [1][4] - According to data from Yale University's Budget Lab, the average tariff rate on U.S. imports has risen to over 18%, the highest level since 1934, significantly up from 2.4% in January 2025 [4] - Economists warn that most of the tariff costs will ultimately be passed on to U.S. consumers, with significant price increases expected in essential categories such as clothing, food, and automobiles [4][5] Group 2 - Major companies like Adidas, Stanley Black & Decker, and Procter & Gamble have indicated plans to pass some of the tariff costs onto consumers, while others have begun to raise product prices or restructure supply chains [5] - Fast-food chains such as Chipotle and McDonald's have noted that low-income families are already showing signs of financial strain, with reduced spending on dining and travel [5] - Economic experts highlight that the burden of tariffs disproportionately affects low-income and working-class families, exacerbating the current economic situation compared to January 2025 [5]

Group 1 - The core viewpoint is that Wells Fargo analyst Ike Boruchow has lowered the target price for Lululemon (LULU.US) from $270 to $225 while maintaining a "neutral" rating [1] - The analyst identifies three main concerns regarding Lululemon's outlook, including uncertainty in same-store sales in the U.S. and unclear growth prospects in the Chinese market [1] - The company is expected to face more challenges in the second half of the year due to tariff and discount pressures [1] Group 2 - Lululemon's management provided guidance for Q2 2025, projecting revenue between $2.535 billion and $2.560 billion, representing a year-over-year growth of 7% to 8% [1]