9月3日,国盛证券近日发表研报总结,H股运动鞋服:基本面表现稳健,关注优质公司。1)2025上半年运动鞋服重点公司营收同比增长9.1%至659亿元,扣除2024上半年同期的一次性收益和亏损后,归母净利润增长8.2%至105.4亿元,呈现稳健增长表现。2)从标的公司运营趋势来看,渠道端门店数量保持平稳,同时加大差异化门店的拓展力度(例如安踏的冠军店、超级安踏,361度的超品店等),产品端聚焦跑步赛道...
Source Link9月3日,国盛证券近日发表研报总结,H股运动鞋服:基本面表现稳健,关注优质公司。1)2025上半年运动鞋服重点公司营收同比增长9.1%至659亿元,扣除2024上半年同期的一次性收益和亏损后,归母净利润增长8.2%至105.4亿元,呈现稳健增长表现。2)从标的公司运营趋势来看,渠道端门店数量保持平稳,同时加大差异化门店的拓展力度(例如安踏的冠军店、超级安踏,361度的超品店等),产品端聚焦跑步赛道...
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