安踏(2020.HK)高開近5% 機構稱Q4安踏主品牌流水錶現超預期
格隆匯1月12日丨港股安踏體育跳空高開4.83%報115港元,股價創2022年3月以來新高。公司昨晚公佈,2022年第四季度,安踏品牌產品零售金額同比錄得高單位數負增長;FILA品牌產品零售金額同比錄得10-20%低段的負增長;所有其他品牌產品零售金額同比錄得10-20%低段的正增長。中金稱,Q4疫情影響下安踏主品牌流水錶現超出市場預期,同時FILA運營穩健、庫存環比改善。2Q23有望迎來增長拐點,看好2023年業績彈性。因終端零售環境仍在持續恢復以及1Q22的增長高基數,管理層預計3月末有望實現安踏5/FILA6的庫銷比目標,並於2Q23各品牌實現良好增長。

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