智通财经APP获悉,特步国际(01368)再涨超4%,截至发稿,涨4.57%,报5.49港元,成交额6120.64万港元。
消息面上,特步国际此前公布2025年第一季度中国内地业务营运状况,特步主品牌零售销售同比中单位数增长,零售折扣水平约七至七五折,渠道库存周转约四个月。索康尼零售销售增长实现超过40%同比增长。中信里昂表示,特步国第一季度零售大体符合预期。
国证国际指出,公司主品牌库存和折扣保持健康,索康尼继续快速增长。该行指出,公司收入基本来自国内,海外流水占比低,美国加关税对公司销售的直接冲击不大。但如关税事件持续演变,或将刺激内需增长,对运动品的消费需求带来正面影响。
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