--- title: "3i 集团股价因零售商 Action 的业务放缓而大幅下跌" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286385742.md" description: "3i 集团的股价下跌了 25%，原因是零售商 Action 的销售增长和盈利能力放缓，这对其投资组合产生了重大影响。Action 的同店销售增长率今年降至 2.4%，低于去年的 6.8%，消费者信心恶化是主要原因。该公司的营业利润率也下降至 12.4%。3i 集团对 Action 65.4% 股份的估值为 237.4 亿英镑，并计划进行 7.5 亿英镑的股票回购，尽管每股净资产值低于预期，为 30.30 英镑" datetime: "2026-05-14T08:50:23.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286385742.md) - [en](https://longbridge.com/en/news/286385742.md) - [zh-HK](https://longbridge.com/zh-HK/news/286385742.md) --- # 3i 集团股价因零售商 Action 的业务放缓而大幅下跌 By Adria Calatayud 3i Group shares plunged after the U.K. private-equity company reported a slowdown in sales growth and weaker profitability at retailer Action, which accounts for the bulk of the group's portfolio value. Shares in 3i Group tumbled as much as 25% in European morning trading Thursday, which would be their worst one-day percentage fall ever if maintained until close. The drop added to recent losses for a stock that more than halved its value over the past year. The company said discount retailer Action's like-for-like sales growth slowed to 2.4% in the year to date, driven by a deterioration in consumer sentiment in some of its markets due to the situation in the Middle East and unfavorable weather. This compared with like-for-like growth of 6.8% that Action reported over the same period last year and of 4.9% for 2025 as a whole, 3i Group said. 3i Group also said Action's operating earnings before interest, taxes, depreciation and amortization margin stood at 12.4% in the first quarter of 2026, lower than its 2025 margin of 14.8%. The update points to weaker-than-expected trends for sales growth and profitability at Action, and left much to do for the second half to meet its annual guidance, RBC Capital Markets analysts wrote in a note to clients. 3i Group said it valued its 65.4% stake in Action at 23.74 billion pounds ($32.12 billion) as of March 31, out of a total portfolio value of 31.82 billion pounds. The company said it would launch a share buyback of up to 750 million pounds after ending its fiscal 2026 year with a net asset value of 30.30 pounds a share. Analysts had expected a NAV a share of 30.41 pounds, according to consensus estimates provided by the company. Write to Adria Calatayud at adria.calatayud@wsj.com (END) Dow Jones Newswires May 14, 2026 04:38 ET (08:38 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [III.UK](https://longbridge.com/zh-CN/quote/III.UK.md) - [RY.US](https://longbridge.com/zh-CN/quote/RY.US.md) ## 相关资讯与研究 - [折扣零售商 Action 业绩放缓 3i 集团股价暴跌](https://longbridge.com/zh-CN/news/286395507.md) - [保诚 5 月 18 日斥资 285.8 万英镑回购 25.28 万股](https://longbridge.com/zh-CN/news/286887861.md) - [5.15% 收益率失效？英镑深陷 “高息陷阱”！3 大隐患曝光](https://longbridge.com/zh-CN/news/286774876.md) - [英国政坛 “黑马” 吓坏市场？对冲基金重仓做空英镑，看跌期权成交量暴增](https://longbridge.com/zh-CN/news/286722443.md) - [中国商务部公布 5 月中美经贸磋商初步成果](https://longbridge.com/zh-CN/news/287057336.md)