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港股異動丨體育用品股普升 安踏體育升超4% 李寧升近3%
格隆匯 02-24 11:30
港股體育用品股普遍上升,其中,安踏體育升超4%,寶勝國際升3.6%,李寧升近3%,361度升2.3%,滔搏、特步國際跟升。交銀國際日前發佈2025年消費趨勢分析,2025年年初至今,消費市場展現出與往年不同的新趨勢,消費結構進一步優化升級。該行指體育消費熱度攀升,下沉市場表現亮眼。消費者對體育健康的重視程度持續提升,這一趨勢在下沉市場尤為明顯,70%以上門店位於低線城市的361度,其春節期間實現了雙位數的銷售額同比增長,體育消費正向低線城市快速滲透。國信證券則指出,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。(格隆匯)

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