特步国际（01368）今日盘中大涨5.03%，引起市场广泛关注。截至发稿，该股报6.04港元，成交额8061.97万港元。
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，数据显示公司业绩符合市场预期。特步主品牌零售销售同比实现中单位数增长，零售折扣水平约7至75折，渠道库存周转约4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%。中信里昂分析师表示，特步国际第一季度零售表现大体符合预期。
此外，市场分析人士指出，特步国际作为国内领先的运动品牌，主要收入来源于国内市场，海外业务占比较低，因此美国加征关税对公司的直接影响有限。相反，如果关税事件持续发酵，可能会刺激国内需求增长，对运动用品的消费需求带来正面影响。随着消费环境逐步回暖，国产运动品牌有望持续受益。投资者对特步国际的长期发展前景保持乐观态度，推动股价上涨。
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