事件:公司发布2025Q1 经营情况公告,公司整体表现超预期。根据公司披露,2025Q1安踏品牌流水同比增长高单位数,Fila 品牌流水同比增长高单位数,其他品牌流水同比增长65%~70%。安踏品牌:2025Q1 流水稳健增长,库存健康。2025Q1 安踏品牌流水同比增长高单位数,细分子品牌看我们预计安踏大货/儿童或均有高单位数增长。从渠道层面看,在春节假期带动下,我们预计安踏电商增长或有双位数,...
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