滔搏（06110）今日盘中大涨5.26%，引起市场广泛关注。截至发稿，该股报价上涨至3.36港元，成交额达3093.9万港元。
消息面上，体育用品股整体表现强劲，多家同业公司如李宁、裕元集团、特步国际等均录得不同程度涨幅。国信证券发布研报指出，运动户外行业线上平台整体三季度增长提速，四季度将迎来行业旺季。与此同时，滔搏即将于2025年10月22日举行董事会会议，审议截至2025年8月31日止六个月的中期业绩，这可能是推动股价上涨的另一重要因素。
值得注意的是，滔搏正积极进行战略转型。公司近期成为全球专业头饰及服装品牌Ciele在中国的独家合作伙伴，并引入SOAR、norda等品牌，进一步扩大其多品牌布局，尤其是在高增长的户外/跑步类别。分析师认为，这一战略转型效果显著，如Salomon鞋类业务的超预期增长。浦银国际表示，公司高股息率捍卫下行风险，而耐克（Nike）触底反弹也为滔搏带来估值弹性，看好其长期增长空间。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.