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盤中異動 | 安踏體育盤中上漲4%,報於89.45港元

2022年6月6日10時6分,安踏體育(HK02020)盤中上漲4%,報於89.45港元,成交額達2.16億港元,換手率達到0.06%。

6月2日訊,獲悉,運動品牌除安踏、迪桑特和始祖鳥外,其他運動品牌5月熱度均有不同程度下降。國信證券表示,看好優質品牌在疫情和基數壓力過去後實現復甦,5月頭部運動品牌耐克公司(NKE.US)、安踏、FILA在新媒體和運動社區營銷上繼續加碼,阿迪達斯(ADDYY.US)關注度有所改善;此外,休閒品牌如全棉時代也在積極宣傳品牌理念、舉辦活動或推出爆品,引發廣泛關注。報告指出,中長期來看,新疆棉事件後本土頭部運動品牌把握契機品牌升級,品牌力逐步站在新臺階。5月基本面邊際推動估值修復,6月品牌端基數壓力減輕、疫情受控,物流恢復,618有望帶動疫後消費反彈。該行運動服飾板塊推薦李寧(02331)、安踏體育(02020)、特步國際(01368)、滔搏(06110),休閒服飾板塊推薦波司登(03998)、穩健醫療(300888.SZ)、森馬服飾(002563.SZ)、比音勒芬(002832.SZ)。

最新的財務數據顯示,公司於2021年4季度,營業收入493.28億人民幣,淨利潤82.19億人民幣;營業收入同比增加38.91%,毛利潤同比增加47.23%,淨利潤同比增加47.58%。

盈立趨勢長盈模型最近一次交易信號,2022年6月2日出現觀望信號,觸發價格爲86.0港元(信號僅供參考)。

uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。

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