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《大行报告》瑞信:「中国李宁」近周天猫旗舰店销售按年升近4.2倍 4月大升逾8倍
阿思达克 05-06 11:22
瑞信发表中国体育用品行业报告表示,基於行业近期销售波动,该行决定观察各体育用品品牌在内地天猫旗舰店的销售表现,该行估算天猫旗店的销售占内地体育品牌总体线上销售介乎30至40%。

该行指,观察了各体育用品品牌公司近周(由4月27日至5月3日)在内地天猫旗舰店的销售表现,比较2020年同期水平,李宁(02331.HK)旗下「中国李宁」品牌近周在天猫旗舰店销售按年大升419%,其次是安踏(02020.HK)升46.3%、特步(01368.HK)升29.3%。

至於外国品牌体育用品,瑞信指Adidas及Nike近周在内地天猫旗舰店销售录正增长,按年各升33.6%及24.8%,而Puma、 Skechers 及Fila近周相关销售亦按年升73%、140.2%及407.2%。

瑞信亦估计「中国李宁」於今年4月在内地天猫旗舰店的销售按年大升815%,增速远高於安踏升51.2%,而李宁总体4月相关销售则上升72.3%。另外,Fila於4月相关销售升53.7%,而Adidas及Nike於4月在内地天猫旗舰店的销售则按年下跌79.3%及57.5%。

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