港股異動 | 體育用品股繼續走強 李寧(2331.HK)大漲8%
格隆匯3月26日丨體育用品股繼續走強,昨日大幅收漲10.74%的李寧(2331.HK)今日續漲8%,安踏漲超4%,中國動向、特步跟漲;惟昨日大跌12.36%的滔搏今日續跌逾1%。H&M抵制新疆棉花事件持續發酵,近兩年發表過與新疆棉花“切割”言論的外國企業還包括BCI成員巴寶莉、阿迪達斯、耐克、新百倫等。其中,耐克是滔搏的主要合作經銷方。而安踏、李寧則先後發聲明與BCI組織撇清關係。天風證券指出,H&M產品目前已被多家電商下架,同時國貨安踏表示退出BCI,後續預計或有更多國內品牌將繼續使用新疆棉。該行認為將效激發國內市場對國貨消費熱情;此外近幾年國人對洋品牌崇尚度有所降低,對國貨認可逐步提升,更青睞品質與時尚結合而非一味選擇舶來品;本事件後國貨品牌力、消費力或將進一步系統性加強。

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