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港股異動丨體育用品股普漲 行業復甦提速
格隆匯 10-05 11:00
格隆匯10月5日丨體育用品股普漲,安踏漲4%領漲,李寧漲3.47%緊隨其後。Nike首財季淨利及收入表現均勝預期,大中華市場收入增長重新加快至8%。高盛上月發表的研究報告認為,Nike在內地增長強勁反映出內地體育用品消費復甦,亦利好其他體育用品品牌及零售商。高盛認為李寧定位最理想,可受惠品牌勢頭、庫存壓力減、定價較好及成本具效益等好處,另外亦予滔博及寶勝國際“買入”評級,相信可受惠Nike強勁的品牌勢頭及O2O策略,安踏體育則相信Fila品牌強勁可帶動公司下半年的銷售復甦。此外,習近平於9月22日主持召開教育文化衞生體育領域專家代表座談會,強調要推動體育產業高質量發展,不斷滿足體育消費需求。

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