盤中異動 | 安踏體育盤中上漲4%，報於82.25港元
2022年10月14日10時1分，安踏體育(HK02020)盤中上漲4%，報於82.25港元，成交額達1.07億港元，換手率達到0.05%。
10月11日訊，交銀國際發研報指，據文化和旅遊部統計，在國慶長假期間（10月1-7日），全國國內旅遊出遊4.22億人次，同比減少18.2%，按可比口徑恢復至2019年（疫情前）同期的60.7%。國內旅遊收入2872.1億元人民幣（下同），同比減少26.2%，恢復至2019年同期的44.2%。根據燈塔數據，假期總票房較2021年國慶假期的歷史第二高票房同比下降65.9%至14.96億元。院線電影類型缺乏多樣性，以及電影定檔時間較晚導致宣發不足，是假期票房疲軟的主要原因。研報又指，許多人在假期期間選擇新的運動類別。交銀預計這些趨勢將有利於體育用品品牌，例如一直以中國李寧品牌投資滑板等極限運動的李寧（2331HK/買入），和擁有受益於露營需求激增的可隆品牌的安踏（2020HK/買入）。交銀對可選消費品公司的調研顯示，他們的黃金週數據承壓，有待進一步復甦。該行預計各公司未來幾天或幾周內發佈的9月份和3季度數據將延續這一趨勢。
10月7日，交銀國際：露營行業長期增長潛力巨大，行業蓬勃發展利好安踏(02020)。10月5日，大摩：北京馬拉鬆11月復辦，看好安踏體育(02020)及李寧(02331)。10月3日，瑞銀：安踏(02020)及滔搏(06110)等估值具吸引力，評級均爲“買入”。
最新的財務數據顯示，公司於2022年2季度，營業收入259.65億人民幣，淨利潤39.5億人民幣；營業收入同比增加13.82%，毛利潤同比增加11.81%，淨利潤同比減少4.4%。
盈立趨勢長盈模型最近一次交易信號，2022年10月11日出現觀望信號，觸發價格爲83.3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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