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港股异动 | 波司登(03998)涨超3% 近期防晒服产品上新 小摩看好其零售额翻倍

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波司登(03998)涨超3%,截至发稿,涨3.37%,报3.99港元,成交额3029.19万港元。

消息面上,波司登近期携手权威时尚媒体《时尚芭莎》在上海举办夏季防晒衣新品发布活动,推出“骄阳系列3.0”及“都市轻户外”系列产品。据悉,2023年夏季,公司防晒服产品实现营收约5亿元,较上年同期的约1亿元大幅增长。山西证券预计其2024年防晒服产品营收有望达到10亿元。

摩通大根指出,将波司登最新推出的防晒服饰与Uniqlo、Beneunder、Descente、Kolon、Nike、Adidas、Fila等竞争对手的产品进行比较,该行结论是波司登有更广泛/更清晰的品类覆盖、更好的业绩、量化指标及物超所值,预期公司可获得更多市场份额。该行预期,波司登的防晒服饰零售额将于2024财年增长5倍以上,并于2025财年翻倍。

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