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港股異動丨李寧漲逾4% 高盛大幅上調目標價
格隆匯 10-15 14:49
格隆匯10月15日丨李寧(2331.HK)漲逾4%,報26.9港元,股價創歷史新高(前復權),今年以來股價漲幅約220%,成交2.6億元,總市值622億元。

高盛發表報告,調升李寧目標價31%至31.6港元,投資評級維持買入;並調升未來3年盈利預測。
國盛證券研報表示,2018年全球運動鞋服市場超過3300億美元、中國市場規模約401億美元,中國人均運動鞋服消費支出僅28.8美元,相較於日本和歐美仍有較大差距,該券商估計2023年時中國運動鞋服市場將突破650億美元。在全民健身熱潮影響下,我國體育運動用品市場需求充分釋放。
瑞銀今年5月份發佈的相關報告顯示,我國一線到五線城市消費者,對運動、鍛鍊和健身領域的消費慾望最為強勁,預計未來12個月,開支淨增幅將達到18%。業內人士預計,國內體育行業消費會持續目前的上升勢頭。
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