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安踏体育-R

85.700

+1.0001.18%

成交量：1.12万

成交额：95.93万

市值：2,405.60亿

市盈率：15.43

高：85.850

开：85.850

低：85.000

收：84.700

数据加载中...

总览公司新闻公告

耐克中国调整期，安踏或迎份额增长？麦格理这份报告划重点了

智通财经APP

安踏集团获“2024年度气候领导力阶梯领航者”殊荣

每日卖空追踪 | 安踏体育 07月07日卖空量成交69.18万股，卖空比例为8.06%

安踏体育07月07日遭主力抛售1529.7万元

纺织服饰行业2025中期策略：关注功能性服饰珠宝龙头优选具备增量业务个股

纺织服装行业：特朗普宣布美越达成贸易协议 6月美国航空出行人数跌幅收窄

国泰海通证券

纺织服装行业2025年度中期投资策略：弱于周期兴于结构

今年上半年北京消费市场亮点频频。世邦魏理仕昨天发布的《2025年上半年北京房地产市场回顾与展望》显示今年以来城市更新项目

每日卖空追踪 | 安踏体育 07月04日卖空量成交46.9万股，卖空比例为6.68%

安踏体育07月04日遭主力抛售1777.3万元

夏日运动消费市场掀起热潮：安踏携手唯品会上线超级大牌日，高性价比爆款关注飙升

瑜伽服版的FILA，不想在安踏内斗

安踏体育(02020)出现大手卖出7.02万股，成交价$93.0，涉资652.86万

阿斯达克财经

安踏美国首家旗舰店9月比弗利山庄开业毗邻香奈儿爱马仕

1日安踏集团和敏基金会（以下简称“和敏基金会”）首次发布年度报告《和敏家书：2021—2024年度报告书》。报告显示自2

可选消费行业中期策略：人货场重构消费生态聚焦新消费机遇

日报｜安踏将于比佛利山庄开设品牌在美国的首家零售门店

安踏遥遥领先！2025上半年中国服装上市企业50强榜单发布

河南省服装行业...

每日卖空追踪 | 安踏体育 07月02日卖空量成交65.02万股，卖空比例为6.21%

收“鸟”伏“狼”，安踏不止于中国耐克

Ofweek维科网

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22:45","pubTimestamp":1751899545,"startTime":"0","endTime":"0","summary":"报告主要内容如下：耐克管理层预计 2026 财年第一季度营收降幅将收窄至中等个位数水平，而 2025 财年第四季度同比降幅为 11%。随着耐克在中国持续调整，安踏体育整体有望获得市场份额增长。与 2025 财年第四季度相比，营收降幅将收窄。报告显示库存同比持平，但仍处于高位，耐克计划在未来两个季度继续减少库存。这意味着原始设备制造商可能需要分担部分关税负担。我们认为，尽管耐克中国的营收挑战持续存在，但库存管理的改善应该会对滔搏有利。","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=nesSN20250707224812a43c129d&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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16:16","pubTimestamp":1751876160,"startTime":"0","endTime":"0","summary":"07月07日, 安踏体育股价跌1.36%，报收91.00元，成交金额8.5亿元，换手率0.33%，振幅3.36%，量比1.13。安踏体育今日主力资金净流出1529.7万元，连续4日净流出，上一交易日主力净流出1777.3万元。该股近5个交易日下跌3.50%，主力资金累计净流出509.7万元；近20日主力资金累计净流入8495.8万元，其中净流入天数为11日。","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=nesSN20250707170328a43b792f&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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优选具备增量业务个股","url":"https://stock-news.laohu8.com/highlight/detail?id=2549530393","media":"国盛证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549530393?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 00:00","pubTimestamp":1751817600,"startTime":"0","endTime":"0","summary":"2025 年H2 期待服饰珠宝需求稳健复苏，关注产品/渠道层面的新趋势。展望2025H2，我们判断市场需求较为平稳，考虑基数效应预计居民服装珠宝需求复苏趋势有望延续。1） 港股功能性服饰运营稳健，优选业绩持续兑现的赛道龙头。时尚休闲服饰终端表现平稳，费用及折扣管控压力下利润仍有不确定性，个股业绩分化。受益于金价上涨，2025 年金银珠宝类零售额增速优异，但金饰销量短期或仍有一定压力，2025Q1 金饰销量同比下降27%。","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=nesSN20250707152656a43b3b60&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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日，美国总统特朗普宣布与越南达成贸易协议：美国将对进口越南商品征收20%关税，并对通过越南转运输美的其他国家商品征收40%关税。越南是美国重要的纺织服装商品进口伙伴，我们认为美越达成贸易协议为服装品牌和制造商在商定价格包括关税税负承担上有更多可以实质性落地的预期。1-6 月美国航空出行人数共计4.4 亿人次，同比下降0.7%。","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=nesSN20250706191614a698fc90&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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| 安踏体育 07月04日卖空量成交46.9万股，卖空比例为6.68%","url":"https://stock-news.laohu8.com/highlight/detail?id=2548360097","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548360097?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 16:30","pubTimestamp":1751617828,"startTime":"0","endTime":"0","summary":"安踏体育北京时间07月04日，跌0.81%，卖空量成交46.9万股%，较上一交易日减少18.01%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20250704172152a4369f0b&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, 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16:15","pubTimestamp":1751616946,"startTime":"0","endTime":"0","summary":"07月04日, 安踏体育股价跌0.81%，报收92.25元，成交金额6.5亿元，换手率0.25%，振幅1.77%，量比0.83。安踏体育今日主力资金净流出1777.3万元，连续3日净流出，上一交易日主力净流出207.8万元。该股近5个交易日下跌1.28%，主力资金累计净流入7831.1万元；近20日主力资金累计净流入1.1亿元，其中净流入天数为12日。","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=nesSN20250704170315a72e7d2d&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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11:03","pubTimestamp":1751598180,"startTime":"0","endTime":"0","summary":"渐渐炎热的天气并没有降低大众对户外运动的热情，运动消费也成为今年夏日经济中一抹亮色，诸多运动品牌也逐渐在夏日运动市场发力。　　以安踏为例，诸多爆款跑鞋、篮球鞋、明星同款T恤限时抢购。唯品会数据显示，2025年第二季度，安踏、斐乐均位于唯品会销量排行榜前十之列，并在庞大的销量规模基础上仍有增长，其在唯品会二季度销量均同比增长15%以上。相关品类或将在夏季迎来销量爆发。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/2025-07-04/doc-infehpwr3138160.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":["BK4558","BK4505","BK1500","LU0594300419.USD","LU1188198961.HKD","82020","LU2008162690.USD","ANPDY","LU0463099449.HKD","LU0197773160.USD","BK4588","LU0650527681.SGD","LU0326950275.SGD","BK1227","LU0630378692.HKD","LU0261947096.USD","02020","BK4552","IE00BGV7N243.SGD","LU0244354667.USD","BK1502","LU0640798160.USD","IE00B031J352.USD","LU2488822045.USD","LU0320764599.SGD","IE0008368742.USD","BK4509","LU0594300179.USD","LU2039709279.SGD","BK1168","BK4585","IE00BQXX3C00.GBP","BK1589","LU0605514214.HKD","LU1115378108.SGD","LU2177674079.SGD","LU0708995583.HKD","VIPS","BK4122","LU1831875114.USD","IE00B031HY20.USD","IE0008369823.USD","LU0197773673.USD","LU0261950470.USD","LU0251143458.SGD","BK4503","IE0031814852.USD","IE00BQXX3F31.USD","LU0048575426.USD","BK1512"],"gpt_icon":0},{"id":"2548331941","title":"瑜伽服版的FILA，不想在安踏内斗","url":"https://stock-news.laohu8.com/highlight/detail?id=2548331941","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548331941?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 09:10","pubTimestamp":1751591403,"startTime":"0","endTime":"0","summary":"截图来源于微博@lululemon另一边，一直被视为lululemon在中国有力挑战者的女性运动服饰MAIA ACTIVE，在被安踏收入麾下近两年时间后，也开始对外释放新的信号。2024年，FILA品牌收入为266.26亿元，同比微增6.1%；经营利润67.38亿元，同比减少2.6%。这期间，FILA占安踏总营收比重下滑至不足四成。作为中产鞋服升级潮的最大受益者，安踏一直在未雨绸缪。和此前收购FILA一样，2023年10月，安踏通过旗下的一家附属公司，收购MAIA ACTIVE75.13%的股份，试图在女性运动赛道冲击lululemon的地位。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1751539545211486522","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":"lanjinger_stock","symbols":["LU0594300419.USD","LU0244354667.USD","LU0594300179.USD","LU0650527681.SGD","02020","LU0251143458.SGD","BK1502","BK1512","LU0261950470.USD","LU0463099449.HKD","ANPDY","BK1227","LU0052750758.USD","LU0708995583.HKD","LU2008162690.USD","IE00BQXX3F31.USD","LU2039709279.SGD","LU0261947096.USD","LU0605514214.HKD","IE00BGV7N243.SGD","LU2488822045.USD","LU0251144936.SGD","BK1589","LU1831875114.USD","BK1168","LU0048597586.USD","IE0008368742.USD","IE00B031HY20.USD","IE00BQXX3D17.EUR","IE0031814852.USD","IE00B031J352.USD","LU0140636845.USD","BK1521","LU0326950275.SGD","LU2177674079.SGD","LU0048575426.USD","LU1188198961.HKD","BK1500","IE00BQXX3C00.GBP","LU0320764599.SGD","82020","IE0008369823.USD"],"gpt_icon":0},{"id":"2548876377","title":"安踏体育(02020)出现大手卖出7.02万股，成交价$93.0，涉资652.86万","url":"https://stock-news.laohu8.com/highlight/detail?id=2548876377","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548876377?lang=zh_cn&edition=fundamental","pubTime":"2025-07-03 15:59","pubTimestamp":1751529540,"startTime":"0","endTime":"0","summary":"[大手成交]安踏体育(02020)在下午03:59出现大手卖出，成交量为7.02万，成交价为港币$93.0，涉资652.86万。至目前为止，股价无升跌，今日最高价为$94.3，而最低价为$92.55，总成交量为623.754万股，总成交金额港币$5.803亿。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_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/aamm-content/AAT2507037771/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02020","IE0031814852.USD","LU0708995583.HKD","LU0140636845.USD","IE00B031HY20.USD","LU1188198961.HKD","LU2488822045.USD","BK1512","LU0261950470.USD","LU2177674079.SGD","LU0650527681.SGD","LU0048575426.USD","IE00BQXX3F31.USD","LU0251143458.SGD","LU0261947096.USD","82020","LU0251144936.SGD","LU0605514214.HKD","LU0320764599.SGD","BK1168","LU1831875114.USD","LU2008162690.USD","IE0008368742.USD","LU0594300179.USD","ANPDY","BK1502","IE00BQXX3D17.EUR","BK1589","LU0463099449.HKD","BK1500","IE00BQXX3C00.GBP","LU0326950275.SGD","LU0244354667.USD","BK1227","IE0008369823.USD","LU0048597586.USD","IE00B031J352.USD","IE00BGV7N243.SGD","LU0052750758.USD","LU0594300419.USD","BK1521","LU2039709279.SGD"],"gpt_icon":0},{"id":"2548882482","title":"安踏美国首家旗舰店9月比弗利山庄开业 毗邻香奈儿爱马仕","url":"https://stock-news.laohu8.com/highlight/detail?id=2548882482","media":"观点网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548882482?lang=zh_cn&edition=fundamental","pubTime":"2025-07-03 12:30","pubTimestamp":1751517000,"startTime":"0","endTime":"0","summary":"观点网讯：近日，安踏（ANTA）宣布其美国首家旗舰店将于2025年9月在加州比弗利山庄正式营业。该门店选址于罗迪欧大道顶级商圈，毗邻香奈儿、爱马仕等奢侈品牌专卖店。据了解，这是安踏首次在北美市场布局实体零售终端。业内人士分析，此举旨在通过奢侈品牌集聚效应，重塑其在海外市场的高端品牌形象。此前安踏通过收购亚玛芬体育旗下始祖鸟等品牌，已逐步完善全球化高端矩阵。免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。","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=nesSN2025070313202497982d91&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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21:01","pubTimestamp":1751461295,"startTime":"0","endTime":"0","summary":"3安踏将于比佛利山庄开设品牌在美国的首家零售门店近日，安踏宣布将于加利福尼亚州比佛利山庄开设安踏品牌在美国市场的首家零售门店。此前，安踏在北美市场主要依托Dick’s Sporting Goods、Foot Locker等多品牌零售商渠道完成产品分销，并通过美国官网提供在线购买。此次直营门店的落地，意味着安踏开始在美国打造更具主导权的品牌零售网络与用户触点。","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=nesSN20250702211206a72ab4de&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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19:29","pubTimestamp":1751455740,"startTime":"0","endTime":"0","summary":"2025上半年中国服装上市企业50强榜单出炉，总市值突破8500亿，运动品牌成绝对主角。AI识股安踏体育以2652.8亿市值断层领跑，是第二名申洲国际的3倍多，甚至超过第2至5名市值总和。千亿市值企业仅安踏一家，但其较2024年末增长22%；申洲、华利、波司登进入500亿俱乐部，百亿企业有12家。运动品牌集体崛起：前五名占两席，特步、361度挤进前20；上游代工厂也稳居前列。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-07-02/doc-infeasqh2453983.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":["BK1500","LU0052750758.USD","IE00BGV7N243.SGD","BK1168","LU0048597586.USD","LU0251143458.SGD","BK1521","IE00BQXX3C00.GBP","LU0650527681.SGD","IE0031814852.USD","LU0605514214.HKD","LU0463099449.HKD","IE00BQXX3D17.EUR","BK1227","IE00B031J352.USD","LU0261947096.USD","LU0594300179.USD","LU0251144936.SGD","LU2177674079.SGD","ANPDY","LU0594300419.USD","BK1502","LU0048575426.USD","LU1831875114.USD","LU0326950275.SGD","IE0008368742.USD","LU0261950470.USD","IE00BQXX3F31.USD","LU0140636845.USD","02020","IE0008369823.USD","IE00B031HY20.USD","LU2488822045.USD","82020","LU2008162690.USD","LU1188198961.HKD","LU2039709279.SGD","BK1512","LU0244354667.USD","BK1589","LU0320764599.SGD","LU0708995583.HKD"],"gpt_icon":0},{"id":"2548860859","title":"每日卖空追踪 | 安踏体育 07月02日卖空量成交65.02万股，卖空比例为6.21%","url":"https://stock-news.laohu8.com/highlight/detail?id=2548860859","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548860859?lang=zh_cn&edition=fundamental","pubTime":"2025-07-02 16:30","pubTimestamp":1751445028,"startTime":"0","endTime":"0","summary":"安踏体育北京时间07月02日，跌1.59%，卖空量成交65.02万股%，较上一交易日减少36.48%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20250702172053a4cadd8f&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, 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