3月20日，安踏体育（02020.HK）股价盘中大跌5.01%。该公司近期公布的2024年财报显示，虽然整体业绩稳健，但旗下FILA品牌增速明显放缓，引发投资者担忧。
根据财报，安踏体育2024年全年营收达708.26亿元，同比增长13.6%，但较上一年16.23%的增速有所放缓。其中，FILA品牌收入同比仅增长6.1%，达到266.3亿元，远低于安踏主品牌和其他品牌的增速。FILA品牌一直被视为集团业务增长引擎和利润来源，其增速放缓直接影响了投资者信心。
此外，安踏体育整体毛利率也出现下滑，主要受FILA分部毛利率下降影响。分析人士指出，FILA品牌面临的挑战包括消费群体变化、高端市场竞争加剧等因素。尽管安踏体育正在调整FILA品牌策略，但短期内扭转颓势仍需时日。投资者对安踏体育能否维持高速增长产生疑虑，导致股价承压。
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