里昂发表研究报告指，留意到内地运动服饰品牌持续扩大市占率，上半年销售按年增长4.2%，优于服装及配饰行业的3.1%增幅。该行首选安踏，将2025至27年销售额预测轻微上调2%，净利润预测上调1%，目标价由114港元上调至116港元，予“跑赢大市”评级。至于李宁，该行维持“持有”评级，目标价16港元。同时，该行将特步目标价由5.9港元上调至6.3港元，基于风险回报比维持“跑赢大市”评级。
里昂发表研究报告指，留意到内地运动服饰品牌持续扩大市占率，上半年销售按年增长4.2%，优于服装及配饰行业的3.1%增幅。该行首选安踏，将2025至27年销售额预测轻微上调2%，净利润预测上调1%，目标价由114港元上调至116港元，予“跑赢大市”评级。至于李宁，该行维持“持有”评级，目标价16港元。同时，该行将特步目标价由5.9港元上调至6.3港元，基于风险回报比维持“跑赢大市”评级。
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