金吾财讯 | 体育用品股逆市走高，李宁(02331)涨5%，361度(01361)涨3.47%，安踏体育(02020)涨2.5%，特步国际(01368)涨0.53%。里昂研究报告指，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，但仍落后整体消费品5%的按年增速，亦可以解释到板块情绪相对温和。
该行指，安踏体育为市占率最大赢家，而国际品牌则流失份额。该行预期其覆盖的内地品牌将在收入及盈利能力上超越国际运动零售商。另外，第三季的基数较低，品牌的零售额有望按季改善，但折扣压力仍然存在。
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