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港股
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本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务
安踏体育
94.800
+1.200
1.28%
手动刷新
成交量:
190.12万
成交额:
1.81亿
市值:
2,661.04亿
市盈率:
15.92
高:
95.700
开:
95.300
低:
93.750
收:
93.600
数据加载中...
总览
公司
新闻
公告
德银:升安踏体育(02020)目标价至118港元 去年业绩符预期
智通财经
·
03-24
《大行》德银升安踏(02020.HK)目标价至118元 去年业绩符预期
阿斯达克财经
·
03-24
《大行》中金列出海外中资股策略首选组合(表)
阿斯达克财经
·
03-24
营收增长但股价震荡,安踏需要一双“减震鞋”
Ofweek光电信息网
·
03-23
安踏体育2024年业绩点评:新业态引领市场,看好25年延续增势
东吴证券
·
03-21
《大行》交银国际升安踏(02020.HK)目标价至113.3元 去年业绩符预期
阿斯达克财经
·
03-21
小摩:升安踏体育目标价至140港元 维持“增持”评级
新浪港股
·
03-21
安踏体育业绩表现符合预期,25年指引稳健增长
申万宏源
·
03-21
安踏体育多品牌战略牵引营收再上台阶,期待新零售业态突破
开源证券
·
03-21
《大行》摩通升安踏(02020.HK)目标价至140元 维持“增持”评级
阿斯达克财经
·
03-21
《大行》招银国际维持安踏(02020.HK)“买入”评级 目标价降至120.86元
阿斯达克财经
·
03-21
安踏体育24年财报点评:收入超预期,户外品牌延续高增
太平洋证券
·
03-21
研报掘金|中金:上调安踏目标价至120.92港元 期待今年可继续领先于同业
格隆汇
·
03-21
安踏体育户外品牌延续高增,整体业绩符合预期
中泰证券
·
03-21
大摩:维持安踏体育(02020)“增持”评级 多品牌战略与并购推动可持续增长
智通财经网
·
03-21
安踏体育2024年稳健增长,户外运动品牌营收突破百亿
山西证券
·
03-21
安踏体育利润率短期扩张可能受限,但多品牌战略将持续驱动规模扩张
浦银国际证券
·
03-21
【山证纺服】安踏体育2024年报点评:2024年稳健增长,户外运动品牌营收突破百亿
山西证券研究所
·
03-21
安踏体育(纪要):垂类高端小众品牌表现良好
海豚投研
·
03-20
安踏系两大集团去年总营收首超千亿:斐乐增速放缓 审慎筛选战略投资机会
澎湃新闻
·
03-20
更多
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去年业绩符预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2521767374","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521767374?lang=zh_cn&edition=fundamental","pubTime":"2025-03-24 15:27","pubTimestamp":1742801274,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,德银发布研报称,将安踏体育(02020)目标价由110港元至118港元,评级“买入”。该行称,安踏去年业绩符预期,核心纯利同比升16%,而去年的表现反映多品牌策略开始有成果,以零售销售计,安踏体育超越Nike成为内地体育服装公司首位,市占率达23%。该行指,管理层对内地的消费情绪及海外市场的增长潜力表现乐观,认为公司品牌网络的升级和多港元化应会继续,以及安踏体育整体的策略偏向增长,并非进一步增加利润,该行料在未来三年安踏体育收入的年均复合增长率达9%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1266305.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02020"],"gpt_icon":0},{"id":"2521076169","title":"《大行》德银升安踏(02020.HK)目标价至118元 去年业绩符预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2521076169","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521076169?lang=zh_cn&edition=fundamental","pubTime":"2025-03-24 14:34","pubTimestamp":1742798040,"startTime":"0","endTime":"0","summary":"德银研究报告表示,安踏去年业绩符预期,核心纯利按年升16%,而去年的表现反映多品牌策略开始有成果,以零售销售计,安踏体育超越Nike成为内地体育服装公司首位,市占率达23%。该行指,管理层对内地的消费情绪及海外市场的增长潜力表现乐观,认为公司品牌网络的升级和多元化应会继续,以及安踏体育整体的策略偏向增长,并非进一步增加利润。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230828120218112_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230828120218112_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1427274/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02020"],"gpt_icon":0},{"id":"2521914754","title":"《大行》中金列出海外中资股策略首选组合(表)","url":"https://stock-news.laohu8.com/highlight/detail?id=2521914754","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521914754?lang=zh_cn&edition=fundamental","pubTime":"2025-03-24 12:35","pubTimestamp":1742790900,"startTime":"0","endTime":"0","summary":"中金发表报告,列出海外中资股策略首选组合:股份腾讯 阿里巴巴中移动 小米-W 美团-W 中海油 比亚迪 携程-S 中芯 安踏 泡泡玛特 舜宇中国太保 康方生物 名创优品 金山云海信家电 (港股报价延迟最少十五分钟。沽空资料截至 2025-03-24 12:25。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180221184111877_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180221184111877_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1427236/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00883","LU0345775950.USD","LU0414403682.SGD","LU0501845795.SGD","09961","HYDD.SI","TCEHY","03896","LU1515016050.SGD","81211","09988","82020","09926","00981","80700","00700","02382","XIACY","HXXD.SI","02020","LU1733274390.USD","80883","LU0577902371.SGD","LU0140636845.USD","BABA","LU0463099449.HKD","LU1808992512.USD","HMTD.SI","89988","HBBD.SI","LU1719994722.HKD","MPNGY","BYDDY","09992","002594","81810","03690","00941","ANPDY","09896","LU2237443895.HKD","00921","LU0348788117.USD","LU0329678337.USD","01211","LU1813983027.USD","01810","HTCD.SI","02601","LU0819123356.HKD"],"gpt_icon":0},{"id":"2521222622","title":"营收增长但股价震荡,安踏需要一双“减震鞋”","url":"https://stock-news.laohu8.com/highlight/detail?id=2521222622","media":"Ofweek光电信息网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521222622?lang=zh_cn&edition=fundamental","pubTime":"2025-03-23 09:18","pubTimestamp":1742692680,"startTime":"0","endTime":"0","summary":"3 月 19 日公布的财报显示,2024 年安踏体育收入同比增长 13.6% 至 708.3 亿元。营收增长,但股价震荡。当天盘中发布财报后,安踏股价一度跌超 7%,不少分析认为是受毛利率和经营溢利表现的影响。安踏的三线产品之中,一向有顶梁柱气象的 FILA 本次表现低于预期。财报提到,部分超级安踏门店的店效已达传统门店的三倍,安踏冠军店的店效亦高出一倍以上。目前看来,难点在于这是一个需要“软硬皆施”,且缺一不可的过程。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032309285497201bbb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032309285497201bbb&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02020","82020"],"gpt_icon":1},{"id":"2521403217","title":"安踏体育2024年业绩点评:新业态引领市场,看好25年延续增势","url":"https://stock-news.laohu8.com/highlight/detail?id=2521403217","media":"东吴证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521403217?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 17:18","pubTimestamp":1742548718,"startTime":"0","endTime":"0","summary":"投资要点公司公布2024年度业绩:收入708.3亿元/yoy+13.6%,归母净利156.0亿元/yoy+52.4%,剔除Amer Sports上市及配售利得的净利119.3亿元/yoy+16.5%。安踏品牌:多层级渠道战略成效显著,目标2025年增长高单位数。FILA目标2025年收入增长中单位数。24年毛利率及经营利润率小幅下降。2025年安踏/FILA经营利润率目标分别为20%-25%/25%左右。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250321173057a43c7c6f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250321173057a43c7c6f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02020","LU1188198961.HKD","LU0320764599.SGD","LU0261947096.USD","IE00B031J352.USD","IE00BQXX3C00.GBP","IE00BGV7N243.SGD","IE00BQXX3F31.USD","LU0251144936.SGD","IE0008368742.USD","IE00BQXX3D17.EUR","BK1502","BK1500","ANPDY","IE0031814852.USD","LU0594300419.USD","LU0463099449.HKD","82020","LU2039709279.SGD","BK1512","BK1168","BK1227","IE00B031HY20.USD","LU0048597586.USD","LU0052750758.USD","LU0326950275.SGD","LU0650527681.SGD","LU2488822045.USD","LU0708995583.HKD","LU0244354667.USD","LU0605514214.HKD","LU0594300179.USD","LU0140636845.USD","BK1521","LU1831875114.USD","IE0008369823.USD","BK1589"],"gpt_icon":0},{"id":"2521147514","title":"《大行》交银国际升安踏(02020.HK)目标价至113.3元 去年业绩符预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2521147514","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521147514?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 16:17","pubTimestamp":1742545020,"startTime":"0","endTime":"0","summary":"交银国际的研究报告指,安踏去年业绩符合预期,持续提升派息率。目前主品牌安踏门店模式差异化布局已显成效,新型门店店效大幅提升。2025全年,公司指引安踏、FILA及其他品牌分别实现高个位数、中个位数及逾30%的增长,总收入高个位数至双位数增长。同时,国务院印发之《提振消费专项行动方案》提及多个重点任务预期给予体育用品市场积极支持,该行上调公司盈利预测,目标价由104.28元上调至113.3元,维持评级“买入”。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230828120218112_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230828120218112_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1426815/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02020"],"gpt_icon":1},{"id":"2521427673","title":"小摩:升安踏体育目标价至140港元 维持“增持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2521427673","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521427673?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 15:30","pubTimestamp":1742542200,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 摩根大通发布研报称,安踏体育(02020)去年核心盈利符合预期,今年经营指引亦稳健,认为是中国体育用品股中的首选,维持“增持”评级,目标价从138港元上调至140港元,预测今年销售额及核心盈利可同比增长11%及12%。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:史丽君","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-21/doc-ineqkzhn2900273.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02020"],"gpt_icon":0},{"id":"2521478505","title":"安踏体育业绩表现符合预期,25年指引稳健增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2521478505","media":"申万宏源","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521478505?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 15:14","pubTimestamp":1742541279,"startTime":"0","endTime":"0","summary":"投资要点:公司发布2024年业绩,净利润同比大增52%。经营溢利率25.3%,同比下降2.3pct,主要因毛利率下降、电商业务扩展导致营运支出增加以及增加广告宣传。线下渠道稳步拓店,截止到24年底,安踏成人装门店7135家,净增82家,安踏儿童2784家,同比净增6家。FILA大货1264家,同比净增85家,FILA Fusion206家,同比净减5家,FILA Kids590家门店,净增8家。2024年公司毛利率同比下降0.4pct至62.2%,经营利润率23.4%,同比下降1.2pct,主要因电商及零售运营的相关成本开支增加。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250321153045a43c4ef1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250321153045a43c4ef1&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0048597586.USD","LU0251144936.SGD","LU0594300419.USD","BK1521","LU0594300179.USD","82020","IE00B031J352.USD","LU1188198961.HKD","IE00BQXX3F31.USD","ANPDY","LU0320764599.SGD","LU0605514214.HKD","LU0140636845.USD","IE00BQXX3D17.EUR","LU2488822045.USD","IE00BGV7N243.SGD","LU0463099449.HKD","BK1500","LU0650527681.SGD","BK1502","LU0244354667.USD","LU0052750758.USD","IE0031814852.USD","LU0261947096.USD","LU2039709279.SGD","02020","LU1831875114.USD","IE0008369823.USD","BK1227","IE0008368742.USD","IE00B031HY20.USD","BK1168","BK1512","IE00BQXX3C00.GBP","LU0326950275.SGD","LU0708995583.HKD","BK1589"],"gpt_icon":1},{"id":"2521478501","title":"安踏体育多品牌战略牵引营收再上台阶,期待新零售业态突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2521478501","media":"开源证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521478501?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 15:14","pubTimestamp":1742541270,"startTime":"0","endTime":"0","summary":"多品牌战略牵引营收再上台阶,期待新零售业态突破,维持“买入”评级2024年收入708.26亿元,归母净利润155.96亿元,剔除Amer上市及配售摊薄所致的非现金利得后归母净利润119.3亿元,进一步剔除合营公司损益后归母净利润117.3亿元,以此为基数的全年派息率为51.4%,同比略有提升,并持续推进回购计划。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250321153043a69e8dfe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250321153043a69e8dfe&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["82020","02020"],"gpt_icon":1},{"id":"2521444468","title":"《大行》摩通升安踏(02020.HK)目标价至140元 维持“增持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2521444468","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521444468?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 12:14","pubTimestamp":1742530440,"startTime":"0","endTime":"0","summary":"摩根大通发表研报指,安踏(02020.HK) 去年核心盈利符合预期,今年经营指引亦稳健,认为是中国体育用品股中的首选,维持“增持”评级,目标价从138元上调至140元,预测今年销售额及核心盈利可按年增长11%及12%。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-20 16:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230724114050607_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230724114050607_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1426739/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02020"],"gpt_icon":0},{"id":"2521412934","title":"《大行》招银国际维持安踏(02020.HK)“买入”评级 目标价降至120.86元","url":"https://stock-news.laohu8.com/highlight/detail?id=2521412934","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521412934?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 11:41","pubTimestamp":1742528460,"startTime":"0","endTime":"0","summary":"招银国际发研报指,安踏(02020.HK) 2024年业绩符合市场普遍预期,2025年经营指引保守,但今年首两个月零售销售表现令人鼓舞,维持“买入”评级,目标价从126.68元降至120.86元,以反应行业估值重估。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-20 16:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230828120218112_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230828120218112_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1426721/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02020"],"gpt_icon":0},{"id":"2521449704","title":"安踏体育24年财报点评:收入超预期,户外品牌延续高增","url":"https://stock-news.laohu8.com/highlight/detail?id=2521449704","media":"太平洋证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521449704?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 11:14","pubTimestamp":1742526887,"startTime":"0","endTime":"0","summary":"全年预计派发股息2.36港元,派息率为51.4%。集团营收增长超预期,业绩符合预期。公司点评224年财报点评:收入超预期,户外品牌延续高增经营展望:流水方面,公司预计安踏牌增长高单位数、FILA品牌增长中单位数、其他品牌增长30%+,利润率接近24年水平。我们看好安踏牌坚持大众市场和品牌向上,FILA坚持高质量增长和三个顶级,以迪桑特、可隆、始祖鸟等为代表的户外细分领域的领先品牌继续保持快速增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250321113038a69e5b8f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250321113038a69e5b8f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["82020","02020"],"gpt_icon":1},{"id":"2521409448","title":"研报掘金|中金:上调安踏目标价至120.92港元 期待今年可继续领先于同业","url":"https://stock-news.laohu8.com/highlight/detail?id=2521409448","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521409448?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 10:17","pubTimestamp":1742523424,"startTime":"0","endTime":"0","summary":"中金发表研报,维持安踏体育的“跑赢行业”评级,指出公司去年经营状况稳健。该行期待2025年可继续领先于同业,基本维持2025及2026年每股盈利预测为4.81及5.41元不变,目标价上调16%至120.92港元,对应今明两年预测市盈率约24及21倍。【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱:news_center@staff.hexun.com","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032110214994bbde16&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032110214994bbde16&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02020","82020"],"gpt_icon":0},{"id":"2521044504","title":"安踏体育户外品牌延续高增,整体业绩符合预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2521044504","media":"中泰证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521044504?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 10:15","pubTimestamp":1742523355,"startTime":"0","endTime":"0","summary":"安踏体育公布2024年业绩:报告期实现收入708.3亿元,同增13.6%,归母净利润155.96亿元,同增52.4%,若剔除Amer上市及配售的一次性利得,净利润为119.3亿元,同增16.5%,整体表现符合预期。预计安踏主品牌未来会继续加大安踏冠军、超级安踏等新店型的投入。产品结构调整毛利率略微下滑,整体净利率稳中有升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250321103055a43c0a31&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250321103055a43c0a31&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1188198961.HKD","LU0594300419.USD","BK1589","IE00BQXX3D17.EUR","LU0605514214.HKD","IE00BGV7N243.SGD","IE00BQXX3F31.USD","IE0031814852.USD","BK1227","IE0008368742.USD","02020","BK1502","BK1521","IE0008369823.USD","82020","LU0251144936.SGD","LU0320764599.SGD","LU0594300179.USD","IE00B031HY20.USD","IE00B031J352.USD","LU2039709279.SGD","IE00BQXX3C00.GBP","LU0052750758.USD","LU1831875114.USD","LU0463099449.HKD","LU0708995583.HKD","LU0244354667.USD","LU0140636845.USD","LU2488822045.USD","LU0261947096.USD","BK1168","LU0650527681.SGD","BK1512","LU0326950275.SGD","LU0048597586.USD","ANPDY","BK1500"],"gpt_icon":1},{"id":"2521410075","title":"大摩:维持安踏体育(02020)“增持”评级 多品牌战略与并购推动可持续增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2521410075","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521410075?lang=zh_cn&edition=fundamental","pubTime":"2025-03-21 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09:15","pubTimestamp":1742519709,"startTime":"0","endTime":"0","summary":"事件点评2024年公司营收增长稳健,电商渠道增速快于线下。2024年,安踏品牌收入同比增长10.6%至335.22亿元,占集团收入比重47.3%。2024年,FILA品牌销售毛利率同比下滑1.2pct至67.8%,主因公司策略性增强和提升产品功能和质量,以致成本率上升、主动提升毛利率较低的鞋类产品占比。截至2024年末,FILA品牌门店共2060家,较期初净增88家。2024年公司加大品牌、渠道及产品研发投入,经营利润率有所波动。截至2024年末,公司净现金为314亿元,同比下降6.5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250321093038a43bf803&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Sports的收入贡献将大幅提升,助力公司2025年核心净利润维持较高的增长。长期来看,多品牌战略有望持续驱动公司整体收入规模的扩张。基于以上4个因素,我们认为安踏与Fila两大品牌2025年经营利润率同比提升空间有限。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250321093037a43bf800&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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