纺织服饰行业:国产运动业绩如期兑现 NIKE处于库存去化阶段

华福证券有限责...
23 Mar

投资要点:国产运动业绩如期兑现,Nike 处于库存去化阶段近期国产运动品牌陆续发布2024 年业绩,收入端在消费环境承压背景下依然实现增长,其中安踏体育/特步国际/361 度分别同比+14%/7%/20%,展现经营韧性。而另外,专业新兴品牌展现较强增长势能,安踏体育旗下其他品牌(迪桑特+可隆)收入同增54%,特步国际旗下专业运动同增57%。行情数据本周家电板块涨跌幅+1.2%,其中白电/黑电/...

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