港股異動 | 體育用品普漲 滔搏(06110.HK)漲4%表現最佳
格隆匯2月25日丨滔搏漲4%領漲,李寧漲3.3%,安踏漲近2%,特步、361度皆有漲幅。國盛證券發佈研究報吿稱,在產品為王、國牌崛起的消費大趨勢下,國內龍頭品牌商有望通過迭代優質產品提升品牌競爭力、帶動估值上行,該行推薦核心推薦李寧、安踏體育、特步國際。運動鞋服產品專業屬性強,產業鏈格局穩定同時競爭壁壘高,該行判斷產業鏈的價值重心仍在品牌商、並將進一步傾斜,國產品牌商有超越行業增速的機會。

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