港股異動 | 體育用品股普漲 多家機構看好行業長期增長趨勢
格隆匯2月11日丨體育用品股普漲,361度(1361.HK)漲逾5%,安踏(2020.HK)漲逾3%,滔搏、李寧漲逾2%。匯豐研究近日發研報指,儘管內地爆發疫情,但認為體育用品行業仍具長遠增長前景,首予李寧、安踏及滔搏“買入”評級。該行認為,健康及時尚將是兩大助力帶動內地體育用品行業增長,當地體育用品行業雖受疫情爆發影響而股價顯著向下,但疫情只是一次性事件,相信增長故事仍然持續,料2018至2022年相關銷售年複合增長將達14.8%,而估計到2022年內地人均體育用品消費將達290元人民幣。美銀證券亦指,中國體育用品行業自2014年起進入結構性上升趨勢,相信新冠肺炎將對行業造成短期波動,不過仍認為體育用品股長期增長趨勢將持續,經歷短期波動後將回復雙位數增長。
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