报告导读：25H1运动赛道领跑行业，其余板块个股仍具亮点。A股品牌Q2收入增速环比改善，主因电商与直营渠道驱动。利润端承压环比加剧，但也有歌力思、九牧王等个股实现扣非净利正增。港股运动由电商渠道领增，专业垂类品牌维持高速成长，盈利水平整体稳定，品牌大多维持此前指引。品牌概览：1）业绩回顾：25H1港股运动收入/归母净利同比增速中位数分别为+9%/+12%，领跑行业，A股品牌收入表现分化，尽管归母...
Source Link报告导读：25H1运动赛道领跑行业，其余板块个股仍具亮点。A股品牌Q2收入增速环比改善，主因电商与直营渠道驱动。利润端承压环比加剧，但也有歌力思、九牧王等个股实现扣非净利正增。港股运动由电商渠道领增，专业垂类品牌维持高速成长，盈利水平整体稳定，品牌大多维持此前指引。品牌概览：1）业绩回顾：25H1港股运动收入/归母净利同比增速中位数分别为+9%/+12%，领跑行业，A股品牌收入表现分化，尽管归母...
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