港股詳情

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體育用品

2,383.761

+22.1320.94%

漲家數：7

跌家數：- -

平家數：1

市盈率：- -

高：2,401.331

開：2,361.629

低：2,332.328

收：2,361.629

資料載入中...

從FILA到狼爪：安踏的"買買買"戰略能否再創奇蹟？

2.9億美元抄底！安踏為何盯上這個德國老牌？

三七二十一-Vol34｜安踏又收購高端品牌，曹德旺深度入局汽車業

特步索康尼狂飆40%？中國區已不再是耐克們的"舒適區"

Ofweek维科网

安踏第四次“擴表”

李寧2024年報點評：2024年平穩收官穩中求進蓄力長期

業績穩增，特步國際（01368）估值為何仍下行？

中信證券：特步國際(01368)主品牌銷售符合公司預期索康尼品牌有望持續接棒第二增長曲線

李寧(02331)打造世界地球日特別活動展現環保產品全鏈路推進成果

特步助力全球首個人形機器人半馬成功舉辦探索"體育+科技"的無限可能

20億，收購狂安踏又拿下了狼爪

豪擲2.9億美元安踏收購狼爪是補位還是豪賭？

中国经营网

特步國際：庫存優化索康尼繼續發力

李寧的“中年危機”和攻守之道

安利股份：公司是安踏戰略合作伙伴，有着良好全面的戰略合作

格隆汇资讯

FILA增速放緩，安踏多品牌全球化佈局將走向何方？

每日賣空追蹤 | 滔搏 04月17日賣空量成交329.5萬股，賣空比例為20.14%

波司登回購500萬股金額1948萬港元

波司登(03998)4月17日斥資1947.71萬港元回購500萬股

中國動向04月17日主力淨流入21萬元散戶資金拋售

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15:25","pubTimestamp":1745306722,"startTime":"0","endTime":"0","summary":"再出手并购，这一次，安踏看上了德国狼爪。近日，安踏集团宣布以2.9亿美元全资收购德国知名户外品牌Jack 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13:48","pubTimestamp":1745300924,"startTime":"0","endTime":"0","summary":"在全球运动品牌竞争愈发激烈的背景下，安踏体育再次出手，以2.9亿美元收购德国户外品牌狼爪。安踏是中国市场占有率第一、全球第三大的综合性体育用品集团，安踏的成功并非偶然。早在2009年，安踏便通过收购FILA实现了品牌的华丽转身。此次收购狼爪，安踏是否能复制这一成功模式，值得期待。迎合市场需求的战略布局安踏的收购狼爪，显然是为了补足其在大众户外市场的空白。","market":"us","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://finance.jrj.com.cn/2025/04/22134849743690.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":"jinrongjie_stock","symbols":["LU0244354667.USD","LU0261947096.USD","LU0708995583.HKD","BK1512","IE0008369823.USD","LU0320764599.SGD","LU0650527681.SGD","BK1502","LU0251143458.SGD","LU0594300419.USD","IE00BQXX3D17.EUR","LU0052750758.USD","LU2488822045.USD","LU0048597586.USD","IE00BGV7N243.SGD","LU1831875114.USD","BK1589","IE00BQXX3F31.USD","LU0594300179.USD","IE0008368742.USD","LU2039709279.SGD","LU0463099449.HKD","LU0140636845.USD","BK1168","LU0251144936.SGD","LU0261950470.USD","02020","ANPDY","LU0326950275.SGD","IE00BQXX3C00.GBP","BK1500","LU0605514214.HKD","BK1521","82020","IE0031814852.USD","IE00B031J352.USD","LU0048575426.USD","LU1188198961.HKD","BK1227","IE00B031HY20.USD"],"gpt_icon":0},{"id":"2529901363","title":"三七二十一-Vol34｜安踏又收購高端品牌，曹德旺深度入局汽車業","url":"https://stock-news.laohu8.com/highlight/detail?id=2529901363","media":"21财经网","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529901363?lang=zh_tw&edition=fundamental","pubTime":"2025-04-22 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09:46","pubTimestamp":1745286375,"startTime":"0","endTime":"0","summary":"继去年取得可圈可点的业绩后，日前特步国际公布2025Q1中国内地业务营运状况：特步主品牌零售销售稳步增长，渠道库存周转约四个月；索康尼则继续担起增长重任，零售销售增超40%。中国区不再是耐克们的\"舒适区\"中国市场已不再是国际巨头的\"舒适区\"，体育服化赛道只是其中之一。在这个范式转换的关键期，中国市场不再是跨国公司的\"温柔乡\"，而进化为孕育新商业文明的\"热带雨林\"。","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=nesSN2025042209464594dd74f0&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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09:03","pubTimestamp":1745283789,"startTime":"0","endTime":"0","summary":"2024年，安踏集团表现最为突出的是“其他品牌”，收入增速达到54%。因此，安踏的第四次扩表几乎只能来自于全球化战略，狼爪作为在海外有一定认知度的老品牌，可以很好的弥补安踏出海成白牌的问题。就像用户们调侃的，“安踏收购谁，谁就会涨价”，安踏的几次扩表成功都得益于品牌出圈后的量价齐升。","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=nesSN20250422091040a461b9d7&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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穩中求進蓄力長期","url":"https://stock-news.laohu8.com/highlight/detail?id=2529231248","media":"华创证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529231248?lang=zh_tw&edition=fundamental","pubTime":"2025-04-22 00:00","pubTimestamp":1745251200,"startTime":"0","endTime":"0","summary":"2024 年公司实现营收286.8 亿元,同比+3.9%;归母净利润30.1 亿元,同比-5.5%,对应归母净利率10.5%。3)电商渠道:经营稳步改善,2024 年线上客流量同比提升高个位数,2024 年收入同比+10.3%至83 亿元。盈利能力改善,减值扰动净利率。综合来看,公司2024 年归母净利率10.5%,同比-1.0pcts,主要系公司计提投资性房地产减值影响。25 年预计收入基本持平,品牌影响力或继续提升。根据公司年报业绩交流,管理层预计2025 年收入端基本持平,净利率保持高单位数。","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=nesSN20250422142623a46208d8&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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11:38","pubTimestamp":1745206693,"startTime":"0","endTime":"0","summary":"主品牌保持增长，第二增长品牌继续高增，盈利水平不断爬升的特步国际估值为何仍起不来？主品牌以及索康尼共同驱动业绩稳定增长，近五年收入和股东净利润复合增速分别为13.53%及24.64%。索康尼已成为该公司的第二增长曲线，并已迅速成为行业中的跑者新贵。稳健的业绩增长以及持续提升的盈利水平，特步国际积极回报股东，过去五年来，一直保持着不低于50%的高派息比率，2024年还进行了首次特别派息。","market":"sh","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":"http://www.zhitongcaijing.com/content/detail/1281390.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":["01368","BK1583","BK1512","BK1168","BK1502"],"gpt_icon":0},{"id":"2529819088","title":"中信證券：特步國際(01368)主品牌銷售符合公司預期 索康尼品牌有望持續接棒第二增長曲線","url":"https://stock-news.laohu8.com/highlight/detail?id=2529819088","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529819088?lang=zh_tw&edition=fundamental","pubTime":"2025-04-21 09:47","pubTimestamp":1745200043,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中信证券发布研报称，特步国际(01368)公布2025年一季度经营数据，主品牌1Q25流水同比增长中单位数。分渠道看，电商/线下流水分别同比增长20%/低单位数，且折扣&库存延续健康水平。索康尼品牌1Q25流水同比增长40%+水平，延续高增势头。根据公司经营电话会，4月以来主品牌销售符合公司预期，同时索康尼品牌维持快速增长。公司正进行特步主品牌DTC业务转型储备，渠道、商品、零售运营规划稳步推进，预计下半年正式开启第一批经销商门店分销权收回。索康尼品牌全年发力品牌势能提升，有望持续深耕跑步产品并增强服装及OG产品，有望持续接棒第二增长曲线。","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":"http://www.zhitongcaijing.com/content/detail/1281362.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01368","LU0405327494.USD","BK0188","LU2495084118.USD","BK1512","LU1655091616.SGD","BK1564","BK1147","LU2148510915.USD","BK0012","LU1997245094.SGD","LU1720050803.USD","LU1794554557.SGD","BK1516","LU0405327148.USD","BK0183","06030","BK1502","LU1064130708.USD","BK1583","LU1997245177.USD","LU2289578879.USD","BK1168","BK1521","BK0196","LU1997244956.HKD","LU1064131003.USD","BK0276","600030","LU1328615791.USD","BK0028"],"gpt_icon":0},{"id":"2529969816","title":"李寧(02331)打造世界地球日特別活動 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探索\"體育+科技\"的無限可能","url":"https://stock-news.laohu8.com/highlight/detail?id=2529769862","media":"美通社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529769862?lang=zh_tw&edition=fundamental","pubTime":"2025-04-20 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安踏收購狼爪是補位還是豪賭？","url":"https://stock-news.laohu8.com/highlight/detail?id=2528110820","media":"中国经营网","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528110820?lang=zh_tw&edition=fundamental","pubTime":"2025-04-19 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| 滔搏 04月17日賣空量成交329.5萬股，賣空比例為20.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2528258487","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528258487?lang=zh_tw&edition=fundamental","pubTime":"2025-04-18 00:05","pubTimestamp":1744905925,"startTime":"0","endTime":"0","summary":"滔搏北京时间04月17日，涨3.91%，卖空量成交329.5万股，较上一交易日减少30.26%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=nesSN20250418000532a6be2ef1&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, 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散戶資金拋售","url":"https://stock-news.laohu8.com/highlight/detail?id=2528760833","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528760833?lang=zh_tw&edition=fundamental","pubTime":"2025-04-17 16:17","pubTimestamp":1744877821,"startTime":"0","endTime":"0","summary":"04月17日，中国动向股价收平报0.34元，成交金额160万元，换手率0.08%，振幅2.94%，量比1.04。中国动向今日主力资金净流入21万元，上一交易日主力净流出29万元。该股近5个交易日下跌1.45%，主力资金累计净流出43万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流出430万元，其中净流出天数为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=nesSN20250417170805a6bdb6c2&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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