《大行報告》花旗料Nike及Adidas明年重振中國業務 滔搏(06110.HK)受惠
花旗發表研究報告指,Nike管理層表示6月至8月的大中華地區業務的銷量及庫存管理表現均「超出計劃」,據該行對來自內地零售商或品牌的反饋,認為即使在9月至11月的庫存清倉壓力主是在北美洲地區,但自從過了在6至8月內地庫存壓力最差的時候,Nike的內地業務在11月似乎正在過渡至由新產品推動其復甦的階段。
該行表示,除了今年來自品牌更多的補貼或支持,該行料Nike及Adidas明年重振中國業務,令滔搏(06110.HK)受惠;當Nike及Adidas在今年底清理好渠道庫存,並鑑於其向內地交付新產品,該行預料Nike及Adidas明年將可重新奪回中國市場份額。
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