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港股異動 | 體育用品股普漲 機構看好長期增長趨勢
格隆匯 02-17 10:27
格隆匯2月17日丨體育用品股普漲,361度(1361.HK)漲逾4%,安踏(2020.HK)漲3%,李寧、特步漲逾2%,滔搏漲逾1%。安踏昨晚發公告稱,截至2月14日內地各品牌合計接近40%的門店已經恢復營業;明晟公司上週稱,滔搏等股票獲納入MSCI全球標準指數。美銀證券近日發報告指,中國體育用品行業自2014年起進入結構性上升趨勢,相信新冠肺炎將對行業造成短期波動,不過相信長達數年的增長勢頭將會持續,認為體育用品股經歷短期波動後將回復雙位數增長。匯豐研究亦指,疫情只是一次性事件,相信增長仍然持續,料2018至2022年相關銷售年複合增長將達14.8%,而估計到2022年內地人均體育用品消費將達290元人民幣。認為體育用品行業仍具長遠增長前景,首予李寧、安踏及滔搏“買入”評級。
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