體育用品股於東京奧運會開幕前急挫 瑞信稱內地本土體育品牌增長可能放緩
格隆匯7月23日丨2020東京奧運會將於今晚開幕,體育用品股近日反而一改今年以來的強勢表現,連續下挫,其中李寧近日大跌近12%,近3日累跌逾14%;特步跌近11%,近10日累跌逾28%;安踏現跌6.24%。瑞信最新報吿引述廣州一名體育用品經銷商透露,於6、7月份國產體育用品品牌的銷售優勢已見消失,與外資品牌差距不復見。Nike及adidas等外資品牌已開始在線上線下開展市場推廣活動,7月訂單增長達15%。瑞信預料,踏入今年第三季,內地本土體育品牌增長可能放緩,將中資體育用品股看法調整至略為審慎。同時,預計相關股短期表現將乏善可陳,預計要等待至今年第四季才可迎更多催化劑。

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