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港股異動 | 波司登(3998.HK)大漲逾7%創歷史新高 月內升幅近30%
格隆匯 08-27 15:25
格隆匯8月27日丨波司登(3998.HK)大幅拉昇漲超7%,月內股價漲幅近30%。盤中高見6.2港元創歷史新高價,大幅成交2.7億港元,總市值達660億港元。目前,公司旗下羽絨服品牌包括波司登、雪中飛、冰潔等,形成了完整的產品矩陣,通過這些品牌滿足不同客户羣體的需求及鞏固其在中國市場的領導地位。另外,相較於國際品牌1-2萬元的銷售單價,波司登產品價格集中在3000-5000元,對比羽絨服上的頂尖工藝、波司登高端化過程中提價成長空間巨大。線上方面,公司積極佈局新零售,受益天貓+抖音的合作,線上銷售能夠保持30%以上的高增長,同時公司開始嘗試微信小程序渠道,進一步擴大銷售邊界。

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