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港股異動丨特步國際漲約8%創月內新高 首季內地營運符預期 獲多家機構看好
特步國際(1368.HK)高開高走,午後一度漲7.96%至5.29港元,股價創月內新高;暫成交9340萬港元,最新市值約147億港元。個股方面,特步近日公佈第一季度中國內地業務營運狀況,期內特步主品牌的零售銷售(包括線上線下渠道)實現中單位數同比增長;零售折扣水平七至七五折;渠道庫存週轉約4個月。索康尼表現依然強勁,其零售銷售(包括線上線下渠道)同比大增超40%。摩根大通認爲,特步國際首季經營數據符合預期,索康尼延續去年良好勢頭。報告指,特步管理層透露,由於海外銷售貢獻低於1%,美國市場的業務佔比有限,加上索康尼的供應鏈主要在中國和東南亞,相信關稅影響有限,維持2025財年盈利增長超過10%的指引,同時直接面向消費者(DTC)轉型準備工作正按計劃進行。第一上海亦維持特步國際“買入”評級,指一季度業績符合預期,繼續看好集團的長期發展。此外行業方面,體育板塊迎政策春風,投資機遇漸顯。商務部等9部門近日聯合印發《服務消費提質惠民行動2025年工作方案》,圍繞加強政策支持、開展促進活動等6個方面,提出48條具體任務舉措,其中涵蓋了體育賽事等主要行業領域。國家發改委副主任趙辰昕今日表示,作爲全球第二大經濟體和擁有13億多人口的大國,我國擴大內需有巨大的潛力和空間。除了耐用消費品,文娛、旅遊、體育等服務消費需求也是巨大的。(格隆匯)

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