特步国际(01368)今日盘中大涨5.12%,引起市场广泛关注。该公司近期发布的2025年中期业绩报告显示,业绩表现优异,尤其是专业运动品牌的强劲增长成为推动股价上涨的主要因素。
根据公司公告,特步国际2025年上半年收入同比增加7.1%至68.4亿元人民币,股东应占溢利同比增长21.5%至9.1亿元人民币。值得注意的是,公司专业运动部门收入大幅增长32.5%至7.9亿元人民币,主要由专业跑鞋品牌索康尼(Saucony)带动。此外,公司主品牌"特步"收入也实现了4.5%的增长,达到60.5亿元人民币,其中电商渠道表现尤为突出,实现双位数增长。
公司对2025年下半年行业前景保持乐观态度。特步表示,体育用品的需求持续展现韧性,加上健康意识的提升、跑步参与度稳健增长,以及政府刺激消费的政策等利好因素,公司有信心能够有效应对短期波动,并持续提升价值创造能力。此外,公司还宣布将升级零售战略,启动直接面向消费者模式,并在核心商圈开设全新的旗舰店和概念店。投资者对公司的业绩表现和未来增长前景表示认可,推动股价上涨。
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