Sportswear stocks rose collectively in Hong Kong. As of press time, YUE YUEN IND (00551) gained 4.46% to HK$17.35, LI NING (02331) climbed 4.58% to HK$18.49, 361 DEGREES (01361) advanced 3.07% to HK$6.05, and XTEP INT'L (01368) increased 2.98% to HK$5.53.

Analysts noted that textile and apparel exports improved month-on-month in November amid U.S.-China tariff policy adjustments, boosting export chain sentiment. Recent sales data showed Feng Tay/YUE YUEN (footwear segment)/Makalot reported year-on-year revenue changes of -11.8%/-2.4%/+0.5% in November, with YUE YUEN and Makalot showing sequential recovery. Market watchers remain optimistic about opportunities in sportswear manufacturing tied to Nike’s supply chain rebound.

Meanwhile, Guosheng Securities highlighted brand apparel stocks with steady growth or turnaround potential. Top picks include Nike’s key China retailer Topsports, while the sportswear sector’s operational resilience and long-term growth prospects favor leading players like ANTA Sports and LI NING.