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《業績》迅銷(06288.HK)2026財年中期純利增19.6% 上修年度業績預測
迅銷(06288.HK)公布,截至今年2月底止中期業績表現,上半年度綜合收益總額為20,552億日圓,按年升14.8%;事業溢利總額為3,869億日圓,按年升28.3%。融資收入及成本項下錄得淨增281億日圓,此因利息淨收入達231億日圓,加上以外幣計值的資產帳面價值等在換算為日圓後,產生50億日圓匯兌收益所致。因此,集團上半年度稅前溢利總額達4,288億日...
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《業績》迅銷(06288.HK)2026財年中期純利增19.6% 上修年度業績預測
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迅銷(06288.HK)  +0.840 (+2.628%)   公布,截至今年2月底止中期業績表現,上半年度綜合收益總額為20,552億日圓,按年升14.8%;事業溢利總額為3,869億日圓,按年升28.3%。融資收入及成本項下錄得淨增281億日圓,此因利息淨收入達231億日圓,加上以外幣計值的資產帳面價值等在換算為日圓後,產生50億日圓匯兌收益所致。因此,集團上半年度稅前溢利總額達4,288億日圓,按年增長17.9%;純利達2,792億日圓,按年增長19.6%。

Dividend History
Announce DateEventParticular
2026/01/081st QuarterlyNo Dividend
2025/10/09FinalD:JPY 260.0000 (Div JPY 260 per common share, Equivalent to approximately HKD 13.1805 (JPY 2.6 per Hong Kong Depositary Receipt, Equivalent to approximately HKD 0.131805))
2025/07/103rd QuarterlyNo Dividend
2025/04/10InterimD:JPY 240.0000 (Div JPY 240 per common share, Equivalent to approximately HKD 12.6034 (JPY 2.4 per Hong Kong Depositary Receipt, Equivalent to approximately HKD 0.126034))

為反映上半年度業績表現高於預期,以及下半年度目前銷售情況等,集團決定向上修正全年度業績預測。現預期集團綜合收益總額將為39,000億日圓,按年增長14.7%;事業溢利總額為6,900億日圓,按年增長25.2%;母公司擁有人應佔溢利為4,800億日圓,按年增長10.9%。在全年度每股派息方面,亦由前次於今年1月時所發布的預估值向上調整100日圓,現預計中期、期末每股將各派發320日圓,合計全年度股息640日圓,較2025年度增派140日圓。

集團於最新業績預測中已將目前可預期的中東局勢影響納入考量,包括部分國家與地區運輸成本上升等因素。因其於本年度的商品已進入生產階段,並已採取相應的運輸對策,預計在生產及物流方面不會出現重大影響。集團並指出倘若本次所假設的營運環境出現重大變化,將適時檢討及修訂業績預測。

在迅銷各個事業分部之中,UNIQLO於各地皆錄得收益及溢利雙增長,此因其以開展旗艦店為主軸的品牌策略奏效,加上全年性商品之策略銷售佈局皆有助業績表現。

在日本UNIQLO事業分部方面,上半年度錄得收益增長、溢利大幅增長;收益為5,817億日圓,按年增長7.4%;事業溢利為1,107億日圓,按年增長13.4%。

在GU事業分部方面,上半年度收益為1,684億日圓,按年增長1.6%;事業溢利為157億日圓,按年增長20.1%,錄得收益微增、溢利呈兩位數增長。

在全球品牌事業分部方面,上半年度收益錄得627億日圓,按年減少7.5%,事業溢利項下則錄得7億日圓虧損,這主要是因旗下Theory業務銷售面臨困境所致。Theory因美國市場營收下降且出現虧損,導致該業務整體錄得收益下降及略有虧損。但PLST則錄得收益增長及溢利兩位數的增長,這主要歸功於男裝人造絲混紡及Melton高級針織系列銷售強勁,以及網路商店銷售額亦錄得大幅增長。(hc/u)(HK stocks quote is delayed for at least 15 mins.)
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