盤中異動 | 安踏體育盤中下跌4%，報於68.8港元
2022年10月31日10時8分，安踏體育(HK02020)盤中下跌4%，報於68.8港元，成交額達1.52億港元，換手率達到0.06%。
10月25日訊，國泰君安發研報指，9月服裝、鞋帽、針紡織品類零售額同比下降0.5%，主要由於國內疫情多點散發。至於首9月，服裝、鞋帽、針紡織品類零售總額同比下降3.8%，降幅持續縮窄。該行續指，10月至今國內部分地區仍存在疫情反覆的現象，但國慶節後已逐步好轉，較9月有所改善。此外國慶黃金週以來，多股冷空氣頻繁影響我國大部分地區，多地入冬進程偏早，根據中央氣象臺預測25-27日，北方大部分地區氣溫將下降4-8℃，低溫天氣有望促進冬裝銷售。疊加雙十一預售即將到來，該行預計10月服裝零售數據有望好轉。該行表示，9月疫情反覆擾動終端銷售，導致各品牌庫存繼續增加，預計Q4品牌將以降低庫存作爲首要目標，對於老款的折扣或進一步加大，部分公司（如李寧等）庫存管控良好，折扣壓力相對偏小。冬裝方面，多股冷空氣頻繁來襲，低溫天氣有望促進冬裝銷售。推薦即將進入銷售旺季的羽絨服龍頭波司登（03998），同時推薦近期調整幅度較大的運動龍頭李寧（02331）、安踏體育（02020）、特步國際（01368），以及經營韌性較強的中高端男裝比音勒芬、報喜鳥。
10月24日，中銀證券：國產體育龍頭經營優於海外大牌，推薦安踏體育(02020)等。10月20日，華創證券：維持安踏體育(02020)“強推”評級，目標價119港元。10月20日，安信國際：維持安踏體育(02020)“買入”評級，目標價108港元。
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。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
