《大行報告》瑞信:「中國李寧」近周天貓旗艦店銷售按年升近4.2倍 4月大升逾8倍
瑞信發表中國體育用品行業報告表示,基於行業近期銷售波動,該行決定觀察各體育用品品牌在內地天貓旗艦店的銷售表現,該行估算天貓旗店的銷售佔內地體育品牌總體線上銷售介乎30至40%。
該行指,觀察了各體育用品品牌公司近周(由4月27日至5月3日)在內地天貓旗艦店的銷售表現,比較2020年同期水平,李寧(02331.HK)旗下「中國李寧」品牌近周在天貓旗艦店銷售按年大升419%,其次是安踏(02020.HK)升46.3%、特步(01368.HK)升29.3%。
至於外國品牌體育用品,瑞信指Adidas及Nike近周在內地天貓旗艦店銷售錄正增長,按年各升33.6%及24.8%,而Puma、 Skechers 及Fila近周相關銷售亦按年升73%、140.2%及407.2%。
瑞信亦估計「中國李寧」於今年4月在內地天貓旗艦店的銷售按年大升815%,增速遠高於安踏升51.2%,而李寧總體4月相關銷售則上升72.3%。另外,Fila於4月相關銷售升53.7%,而Adidas及Nike於4月在內地天貓旗艦店的銷售則按年下跌79.3%及57.5%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.