智通财经APP获悉，中信里昂发布研报称，预期中国运动服饰市场占有率将持续增长，上半年销售额年增4.2%，而运动休闲服饰(AT&A)年增3.1%。但这仍低于整体消费品销售额年增5%的水平，这亦解释了市场对该行业的温和情绪。
报告表示，安踏体育(02020)是主要的市场份额获得者，该行预计，国内品牌的销售额和盈利能力将超国际运动零售商。同时，第三季基数应该会更加稳健，故该行预计品牌零售额在第二季放缓后将季比改善。然而，折扣压力依然存在。
该行小幅调高了首选股安踏体育的盈测，并将目标价上调至116港元。同时维持李宁(02331)“持有”评级，等待更多基本面因素的推动。该行另下调特步国际(01368)的盈测，但基于展期和外汇因素，将目标价上调至6.3港元，并维持“跑赢大市”评级，因风险回报完整无缺。
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