《大行報告》高盛:新五年計劃支持體育大眾化 「買入」李寧(02331.HK)及安踏(02020.HK)
高盛發表報告指,中國國務院昨日(3日)印發全民健身計劃(2021年至2025年)的通知,目標於2025年全國體育產業總規模達5萬億元人民幣,意味於2019年至2025年的年均複合增長率為9%。
該行表示,是次的新五年計劃支持體育大眾化,相信隨著設施及指引增加以呼籲參與運動,中國已有良好定位發展體育產業。
高盛預期,中國體育服飾市場於今年至2025年的年均複合增長率為13%,對其覆蓋研究的體育服飾股繼續有信心,料李寧(02331.HK)及安踏(02020.HK)可受惠於行業增長及「國潮」趨勢,維持兩股「買入」評級,目標價分別103元及215元。
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