特步国际（01368）今日盘中大涨5.14%，截至11时02分，股价报5.53港元。该股今日表现强劲，引起市场广泛关注。
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，整体表现符合市场预期。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。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%，显示出强劲的增长势头。
分析师普遍认为，特步国际第一季度的业绩表现稳健。中信里昂表示，公司主品牌库存和折扣保持在健康水平。此外，国证国际指出，由于特步国际的收入主要来自国内市场，海外业务占比较低，因此美国加征关税对公司销售的直接影响有限。相反，如果关税事件持续，可能会刺激国内需求增长，对运动品牌的消费需求带来正面影响。这些因素共同推动了投资者对特步国际未来发展前景的信心，从而带动股价上涨。
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