盤中異動 | 安踏體育盤中上漲4%，報於128.9港元
2022年2月7日9時30分，安踏體育(HK02020)盤中上漲4%，報於128.9港元，成交額達1.12億港元，換手率達到0.01%。
2月7日訊，國泰君安發研報指，由於今年春節時間提前，疊加降溫，1月各服裝品牌銷售數據亮眼；春節期間，運動品牌同比去年也有不俗表現，但由於去年3月存在高基數，未來銷售端數據壓力仍存，仍需等待觀察。該行稱，北京冬奧會於2月4日開幕，安踏作爲本次冬奧會的官方合作夥伴，獲得較高關注度，除提供冠軍龍服外，安踏贊助了本次冬奧會中15大賽項中的12支中國國家隊，成爲贊助中國國家隊比賽裝備最多的運動品牌。短期來看，安踏作爲官方合作夥伴獲得了較高的曝光度，通過在產品、渠道、營銷等方面的全方位佈局，安踏有望借力冬奧，繼續提升品牌知名度。中長期看，運動品牌佈局冰雪運動產品線，有望分享國內冰雪運動發展紅利。該行認爲當前時點，上遊製造的業績確定性仍優於下遊品牌，同時上遊製造估值較低，性價比凸顯，故維持前期觀點，繼續推薦：1）上遊優質代工企業：推薦申洲國際（02313）、華利集團、浙江自然、健盛集團，受益標的偉星股份、開潤股份；2）受冬奧會催化的運動鞋服：推薦國產運動鞋服龍頭安踏體育(02020)、李寧(02331)、特步國際(01368)，受益標的361度(01361)。
2月7日，中金：維持安踏體育(02020)“跑贏行業”評級，目標價159.49港元。1月24日，安信國際：維持安踏體育(02020)“買入”評級，目標價168港元。1月23日，天風證券：國貨迎歷史發展新階段，薦李寧（02331）安踏（02020）等。
最新的財務數據顯示，公司於2021年2季度，營業收入228.12億人民幣，淨利潤41.32億人民幣；營業收入同比增加55.51%，毛利潤同比增加72.78%，淨利潤同比增加132.13%。
盈立趨勢長盈模型最近一次交易信號，2022年2月4日出現關注信號，觸發價格爲123.9港元（信號僅供參考）。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
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