金吾财讯 | 安踏体育(02020)逆市走强，截至发稿，涨3.14%，报96.85港元，成交额4.69亿港元。中信里昂指，安踏对于达到2025全年双位数销售增长很有信心，8月下旬以及9月到现在显示出改善的迹象。其强劲主要受到多品牌矩阵的支持，日渐依赖于品牌以及服务，这迎合一些日益兴起的小众运动项目如户外，网球，高尔夫及瑜伽。公司成本控制也谨慎。海外业务将日益成为收入的贡献者，安踏计划三年内在东盟国家门店数量扩展至1000个，2025年上半年超过200个，管理层正以多品牌战略以提升运营的优越性，中信里昂对安踏强劲的执行力保持乐观。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.