汇丰研究发表报告，指安踏(02020.HK) 去年业绩符合预期，惟投资者对毛利的担忧令股价受压。管理层料今年安踏核心品牌及Fila的增长及核心经营利润率最少与去年持平。该行将目标价由123.6元降至121.2元，维持评级“买入”。
该行表示，尽管管理层相信需求可因为内地政府的刺激政策而改善，现料安踏核心品牌、Fila及其他品牌按年增长分别达高单位数、中单位数及逾30%，品牌利润率按年持平。该行料其今年核心纯利按年升6%至124.49亿元人民币(下同)。加上Amer Sports的联属盈利贡献，在可比基础下安踏今年纯利料升13%至134.42亿元。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-20 12:25。)
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