智通财经APP获悉，体育用品股普遍高开，截至发稿，李宁(02331)涨3.5%，报19.24港元；安踏体育(02020)涨1.92%，报95.5港元；特步国际(01368)涨1.59%，报6.4港元；滔搏(06110)涨0.98%，报3.09港元。
消息面上，国务院办公厅发文提出，加快构建现代体育产业体系，不断提振体育消费，增强体育产业整体实力和竞争力。到2030年，培育一批具有世界影响力的体育企业和体育赛事，体育产业发展水平大幅跃升，总规模超过7万亿元，在构建新发展格局中发挥重要作用。
上海证券指出，在政策扩内需提振消费信心的背景下，户外经济催热运动服饰销售高景气，建议关注高确定性机会与细分高增赛道。该行指出，体育产业已成为助力经济增长、推动经济社会转型升级的重要力量，在培育经济发展新动能上作出重要贡献。国家大力催动改革创新赋能体育高质量发展，运动服饰高景气或持续。
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