特步国际（01368）今日盘中大涨5.14%，截至11时02分，股价报5.49港元，成交额超过6120万港元，引发市场关注。
消息面上，特步国际近期公布了2025年第一季度中国内地业务营运状况。数据显示，特步主品牌零售销售同比实现中单位数增长，零售折扣水平维持在约七至七五折，渠道库存周转约为四个月。更值得注意的是，公司旗下的索康尼品牌表现亮眼，零售销售同比增长超过40%。中信里昂对此表示，特步国际第一季度的零售表现大体符合预期。
此外，国证国际分析指出，尽管近期美国加征关税的消息引发市场担忧，但对特步国际的直接影响有限。这是因为公司的收入主要来自国内市场，海外业务占比较低。该机构甚至认为，如果关税事件持续发酵，可能会刺激国内需求增长，从而对运动品牌的消费需求带来正面影响。这一分析进一步增强了投资者对特步国际未来发展的信心。
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