港股異動丨“業績+政策”雙引擎驅動 361度漲超7%創歷史新高 近一年股價已翻倍!
361度(1361.HK)午後進一步上揚,一度漲7.5%至6.45港元,股價創歷史新高,市值突破133億港元,年內累漲超55%,跑贏大盤表現(同期恆指累漲超25%)。該股去年7月30日的收盤價爲3.095港元,迄今一年時間,股價已累漲超1.08倍。個股方面,361度將於8月12日(星期二)舉行董事會會議,以考慮及批準中期業績及建議中期股息(如有)。公司於7月中旬發盈喜稱,2025年第二季度主品牌產品的零售額(以零售價值計算)同比錄得約10%的正增長;童裝品牌產品的零售額(以零售價值計算)同比錄得約10%的正增長;電子商務平臺產品的整體流水同比錄得約20%的正增長。國信證券研報指,上半年行業消費環境充滿挑戰,尤其二季度行業壓力加大,公司流水仍保持雙位數增長,維持“優於大市”評級。中泰國際預計公司上半年收入保持雙位數同比增長態勢,符合預期。截止6月底,全國361度超品店數量已增加至49家,開店速度快於預期,顯示公司強勁地推能力以及消費者接納程度較高,維持“買入”評級。行業方面,國家發改委6月下旬曾表示,下一步將積極會同相關部門,在推動體育、文旅產業發展,開展羣衆性賽事活動方面,重點開展三方面工作: 一是積極拓展全民健身空間載體、二是加快推動戶外運動高質量發展、三是創新推動體育與文化旅遊深度融合。利好政策持續出臺,其中,廣東省昨日(7月29日)召開省政府常務會議,強調加快建設高水平體育強省,要以“三大球”振興爲抓手深化競技體育改革;圍繞體育裝備、體育用品製造等培育一批知名品牌、龍頭企業,擴大優質體育產品和服務供給。湖南省體育局昨日亦印發《2025年湖南省足球聯賽競賽規程》的通知,賽事將於2025年9月至12月舉行。“湘超聯賽”旨在以賽事爲抓手,着力培養本土青少年足球人才,持續深化體教融合、體旅融合發展模式。(格隆匯)

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