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安踏(2020.HK)拉昇漲超7% 市值重上3600億港元
格隆匯 03-30 10:32
格隆匯3月30日丨安踏(2020.HK)盤中拉昇,一度漲超7%報133.3港元,市值3603億港元。安踏2020年逆勢超預期增長,上週(3月24日)公佈的業績顯示,2020年營收355.12億元,同比增4.7%,連續七年保持正增長,增速領跑行業;毛利率同比上升3.2個百分點至58.2%,為行業最高;持有的現金及現金等價物、各種存款合計為203億元,現金流持續強勁。天風證券最新研報指出,公司主品牌安踏2021年終端品牌重塑措施逐步推進,FILA品牌或將延續穩紮穩打渠道拓展策略,迪桑特或將延續高速拓店勢頭,可隆營運團隊調整後,未來保持健康穩步成長,AMER亞瑪芬專業户外運動集羣旗下始祖鳥有望保持在低基數下較高增速,通過多品牌共振構築三大成長曲線。

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