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《大行報告》星展:體育用品業「雙11」預售加快去庫存 行業首選安踏(02020.HK)
阿思達克 11-01 14:45
星展發表報告指,體育用品業在「雙11」購物節預售釋出加快去庫存信號,積極推動第四季銷售額以強勁的雙位數復甦速度。至於行業新的市場趨勢包括價格區間擴大、提供增值服務的旗艦店增多、鞋類品類不斷擴大,料以耐克(NKE.US)和安踏(02020.HK)等公司佔上風 。 該行指,在內地體育用品行業首選是安踏,因爲隨着行業整合,市場份額增長更快,2022至2024財年年均複合增長率可能達到15%,中期增長率料高於同業。
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