港股異動丨體育用品股普漲,李寧漲超4%,安踏漲2.5%
港股體育用品股普遍上漲,其中,李寧漲超4%,安踏體育漲2.5%,特步國際漲2%,裕元集團漲近1%。國信證券日前發佈研報稱,關注消費企穩趨勢下運動品牌新品驅動的投資機會。首先,運動行業仍有較多適用於日常穿着的產品,這類需求與鞋服大盤同步,在潛在的消費刺激政策發力的幫助下有望實現企穩。更重要的是,在國內居民運動參與度持續上升的背景下,功能性產品增長的優勢有望延續,具有產品口碑效應和科技升級迭代的品牌將享有增長紅利。該行重點看好具有多品牌矩陣優勢的安踏體育,看好份額有望企穩回升的李寧,關注跑步矩陣拉動增長的二線本土龍頭品牌特步國際和361度。(格隆匯)

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