港股異動|特步國際升超8% 政策支持有望繼續改善消費環境
特步國際(1368.HK)升8.45%,報4.62港元,創近三個月新高。申萬宏源則指出,政府工作報吿提出“促進消費穩定增長”,繼續壯大體育賽事、國貨“潮品”等新消費增長點,有望繼續改善消費環境。近期臨近春季出遊旺季,徒步、騎行、露營等户外活動逐步破圈、熱度增加,有望帶動户外運動裝備、防曬服等產品需求提升。此外,中信證券表示,各服裝品牌2024Q1銷售勢頭延續良好態勢,大量春季新品上市,更新貨盤的同時嚴控新品折扣。另一方面,該行觀察到以安踏體育為代表的中國品牌在東南亞地區的海外門店正逐漸落地。該行認為從1年維度和更長期維度看,運動仍是兼具高景氣和清晰格局的優質消費賽道。

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