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港股異動丨體育用品股普漲 安踏體育漲超4% 361度漲2.4%
港股體育用品股集體上漲,其中,安踏體育漲超4%,361度漲2.4%,李寧、滔搏、特步國際均上漲1.3%。消息上,安踏25Q2主品牌/FILA/其他品牌同比低單位數正增長/中單位數正增長/50-55%正增長。華西證券點評稱,公司Q2FILA、其他品牌符合預期,預計2025年主品牌收入高單位數增長、FILA 收入中單位數增長,KOLON 和DESCENTE 30%增長。維持“買入”評級。另外,361度第二季度主品牌產品零售額錄得約10%正增長;李寧第二季度李寧銷售點於整個平臺的零售流水按年取得低單位數增長。平安證券研報指出,運動戶外行業是新消費中非常具有投資機會和投資價值的賽道。其中,建議重點關注市佔率較高的網球服裝品牌企業。主要關注標的:安踏體育等。(格隆匯)

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