异动解读 | 体育消费热潮推动 安踏体育盘中大涨5%

异动解读
Mar 03, 2025

刚刚消息,3月3日早盘,安踏体育(02020.HK)股价大涨5.04%,报89.95港元/股,成交额1.38亿港元。这一大涨行情引发了市场的广泛关注。

安踏是国内领先的体育用品品牌,主要产品包括运动鞋、服装和配件等。最新财报显示,安踏实现营收369.63亿港元,净利润84.6亿港元,毛利236.86亿港元。据机构统计,95%的分析师给予了"买入"评级。

消息面上,近期多家机构表示,随着国民健康意识的提高以及政府的大力推广,全民健身运动热潮正在升温。尤其是在下沉城市和乡村市场,体育消费需求快速释放。作为行业龙头品牌,安踏或将从中获益,这可能是当天涨停的主要原因。但暂时缺乏进一步的直接利好消息,具体原因还需继续观察。

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