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港股異動 | 體育用品股普漲 消費場景放開後運動服飾龍頭有望率先復甦
格隆匯 12-28 10:53
格隆匯12月28日丨體育用品股普漲,特步國際漲4.5%,361度、安踏體育、李寧漲2%,中國動向漲1%,滔博跟漲。成都市政府日前正式批覆相關文件,目標到2025年,成都市體育產業總規模超過1500億元,體育產業增加值佔地區生產總值的比重超過2%,成為國家體育消費示範城市。到2035年,成都市體育產業總規模超過5000億元,產業增加值佔地區生產總值的比重超過4%。此外,近期,北京重新開放堂食等舉措表明消費場景在快速恢復,再加上元旦、春節假期即將來臨,機構普遍看好消費復甦主線。另外,疫情助推全民健身熱潮,我國運動鞋服行業高景氣。東吳證券表示,線下門店客流有望率先恢復,居民收入預期和消費意願的恢復則需要一定過程。運動服飾龍頭因受居民消費力下降影響較小、有望在消費場景放開後率先復甦。浙商證券表示,9、10月品牌服飾線下承壓主要來自疫情影響下的關店以及客流下滑,優化防疫舉措後客流有望恢復,因此短期Q4雖然仍有顯著清庫壓力,但23年龍頭零售景氣度有望逐步恢復,防疫政策優化背景下估值修復先行。

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