研報掘金|光大證券:維持安踏“買入”評級 公司銷售有望繼續得到提振
光大證券發佈研究報吿稱,維持對安踏體育的“買入”評級。研報指,2024年第三季度安踏品牌零售流水同比增長中單位數,其他品牌同比增長45-50%。線下門店精耕細作,今年以來逐步開出多樣化店型,進一步細分市場及渠道,提升門店經營業績。截至10月10日,安踏流水錶現好於公司預期,且安踏品牌十一期間300餘家新店開業。作為運動龍頭,安踏體育公司旗下品牌覆蓋大眾到中高端等不同細分市場,匹配不同消費需求。四季度進入冬裝銷售旺季,疊加促消費政策出台,該行期望公司銷售繼續得到提振,並注重費用控制,實現高質量增長。
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