申万宏源研究指出, 苏超联赛热度高涨,观赛人数持续新高!海澜之家作为苏超官方战略合作伙伴,打造品牌曝光与销售转化双引擎。此外海澜之家此外还赞助了村BA 等多项其他“草根”体育赛事,也获得国际马联官方服装供应商资格,持续激活主品牌运动势能,书写国民品牌与体育赛事融合发展的新篇章。预计在锡马、苏超等现象级赛事IP 热度催化之下,海澜之家25Q2终端零售有望呈良好的复苏态势。公司深度合作苏超,在为期7个月的赛程中将持续制造品牌话题性及曝光,有望促进基本盘零售持续改善,且低估值、高分红属性突出,对当前市值有较强支撑,维持“买入”评级。
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