瑞信:料內地體育品牌第三季增長或放緩,對行業看法調至略爲審慎
瑞信發表中國體育用品行業報告表示,預料踏入今年第三季度,內地本土體育品牌增長可能放緩。該行對中資體育用品股看法調整至略爲審慎,認爲相關增長可能會呈放緩,料相關股份短期股票表現將乏善可陳,料等待要至今年第四季度纔可迎更多催化劑,因末季有公共假期和“雙11”促銷季活。該行指,從廣州地區分銷商反映,在6月及7月外國及內地本土體育品牌的增長差距收窄。廣州在6月受到新冠肺炎疫情的打擊,品牌增長與2019年同期相比持平,但7月以來已恢復到5%至8%的正增長。
體育用品股近日持續下挫,今日繼續疲弱,截止發稿,李寧跌超8%,成交額23.45億,特步跌超7%,中國動向跌近6%,安踏、波司登跌超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.