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特步国际(1368.HK):第三季度增长稳定
Ge Long Hui· 2025-10-24 04:40
Group 1 - The core brand of Xtep recorded low single-digit sales growth year-on-year in Q3 2025, maintaining the same growth rate as Q1 and Q2 [1] - Sales performance was better in July and August compared to September, which was affected by warmer weather [1] - Online sales growth outperformed offline, with online channels maintaining double-digit year-on-year growth [1] Group 2 - Saucony achieved over 20% year-on-year growth in Q3 2025, with offline channels showing strong performance exceeding 30% growth [2] - The company plans to open 30 to 50 new stores in the year, with 16 new stores opened in Q3 2025 [2] - The target price for Xtep remains at HKD 7.8, with a "buy" rating reaffirmed due to expected growth in sports equipment demand [2]
异动盘点0821|中国联通涨超4%,周生生涨近3%,劳氏上调全年销售指引
贝塔投资智库· 2025-08-21 04:01
Group 1 - The core viewpoint of the article highlights the positive performance of various companies in the Hong Kong stock market, with significant profit growth and strategic initiatives such as share buybacks and financing rounds [1][2][3][4]. Group 2 - 万国数据-SW (09698) reported a profit of 690 million RMB for the first half of the year, marking a turnaround from losses, and is currently pursuing a Series C financing round to support future projects [1]. - BOSS直聘-W (02076) saw a 85% increase in net profit year-on-year, with a nearly 20% rise in average monthly active users, and announced a share buyback plan of up to 250 million USD [1]. - 长城汽车 (02333) experienced a nearly 6% increase in stock price, with over 20,000 orders for the Haval Menglong 2026 model within 24 hours, indicating strong demand and potential for profit growth [1]. - 周生生 (00116) anticipates a mid-term profit increase to over 900 million RMB, driven by rising gold prices and effective cost control measures [1]. - 中国中车 (01766) saw a stock price increase of over 5% due to the successful bidding for 210 sets of trains, with expectations of sustained high railway investment [2]. - 中广核矿业 (01164) issued a profit warning, expecting a mid-term loss of up to 90 million HKD due to significant price fluctuations in uranium trading [2]. - 特步国际 (01368) reported better-than-expected performance, with a 12% higher net profit than Goldman Sachs' forecast, attributed to increased other income and revenue [2]. - 中国联通 (00762) experienced a stock price increase of over 4%, with expectations of stable dividend growth despite mid-term performance pressures [2]. - 玖龙纸业 (02689) anticipates a maximum annual profit growth of 190%, driven by declining costs [2]. - 海丰国际 (01308) reported a nearly 80% increase in net profit for the first half of the year, attributed to a 7.3% increase in container volume and a 22.8% rise in average freight rates [3].