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港股異動 | 體育用品股大漲 冷冬助推秋冬服飾銷量
格隆匯12月5日丨體育用品股大漲,特步國際、安踏體育漲6%,波司登、李寧漲4%,滔博、中國動向漲3%,361度漲1%。隨着全國多地降温,美團數據顯示,11月30日當天,全國的羽絨服外賣銷量環比上月增長超440%。而早在10月份,浙商證券研報顯示國慶期間羽絨服銷量環比增長達140%,雪中飛、波司登等品牌的天貓旗艦店GMV增速超過100%;京東的數據也表明,全國羽絨服10月份同比增長112%。國泰君安預計冷冬或至,有望催化秋冬服飾銷售。推薦秋冬新款上市、有望受益於低温天氣的羽絨服龍頭波司登,運動龍頭李寧、安踏體育、特步國際,以及中高端服飾龍頭比音勒芬、報喜鳥。

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