智通财经APP获悉，特步国际(01368)涨近3%，截至发稿，涨2.09%，报5.85港元，成交额3546.25万港元。
消息面上，近日，特步国际公布2025年第二季度中国内地业务营运状况，特步主品牌零售销售(包括线上线下渠道)取得低单位数同比增长；索康尼零售销售(包括线上线下渠道)取得超过20%同比增长。截至2025年6月30日止6个月，特步主品牌零售销售(包括线上线下渠道)取得中单位数同比增长，渠道库存周转约四个月至四个半月；索康尼零售销售(包括线上线下渠道)取得超过30%同比增长。
中金发布研报指出，2Q25特步主品牌零售流水同比增长低单位数，公司坚持以专业影响大众的策略，季内跑步及户外品类引领整体增长(1H25跑步品类销售额同比增长双位数)，儿童品类表现好于成人。分月份来看，4-5月销售表现好于6月，主要由于五一黄金周以及618销售周期延长带动。虽然季内有五一黄金周及618电商大促影响，特步主品牌零售折扣维持七至七五折，环比保持稳定。考虑到下半年有较多马拉松赛事活动，公司主动进行滚动备货，6月末渠道库存周转4-4.5个月。7月以来特步主品牌销售表现好于6月，线上优于整体销售。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.