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體育用品股走強,李寧(2331.HK)漲近6%創新高
格隆匯 04-15 09:45

格隆匯4月15日丨體育用品股延續近期漲勢,李寧(2331.HK)漲近6%續創歷史新高,市值超1500億港元;安踏(2020.HK)漲超4%,特步漲超3%。

安踏昨日盤後公佈,2021年第一季度安踏品牌產品的零售金額(按零售價值計算)與2020年同期比較錄得40-45%的正增長。績後交銀國際發研報指,安踏21年1季度銷售表現超過此前的全年指引,上調22年每股盈利預測14%,目標價從139港元提高至156港元,重申“買入”評級。

東興證券曾指,逐步增強的運動消費觀念以及科技進步,以及政府對體育產業的鼓勵政策,推動着運動鞋履行業的發展。國產品牌服裝在2020年下半年強勢復甦,該行對未來持樂觀預期。

花旗亦指,“新疆棉花事件”對內地運動品牌只會帶來短暫影響,李寧主要經營李寧單一品牌,該品牌在所有中國品牌中具有最強的本地知名度,在百度搜索指數中一直排名中國品牌第一,98%的銷售額也是來自中國,予其買入評級,目標價65.3港元;而安踏體育重申自己使用中國的原材料後退出BCI組織,予其買入評級。

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