港股异动 | 特步国际(01368)盘中跌超3% 库存正逐步清理 瑞银下调目标价反映消费疲弱和更高折扣
特步国际(01368)盘中跌超3%，截至发稿，跌2.45%，报4.38港元，成交额2253.91万港元。
东方证券指出，2023年双十一期间，特步主品牌线上GMV同比增长高单位数，表现弱于公司计划的同增 20-30%，此外线上退货率有所提升，折扣率也同比加深 3-4pcts，该行认为，随着23Q4库存的逐步清理，预计主品牌明年有望恢复健康增长；另一方面，新品牌延续增长势头，双十一表现好于预期。
瑞银指，特步管理层透露第四季折扣水平为约七折，预测至年底库存水平将低于20亿元人民币。相应地该行将特步2023至2025年盈利预测下调3%至4%，以反映消费趋势疲软，以及折扣增加的影响，该行下调对特步目标价由9.4港元下调至8.64港元，评级为“买入”。
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