体育用品股逆市上行 滔搏(06110)涨4.33% 机构指四季度迎来行业旺季

金吾财讯
Oct 22

金吾财讯 | 体育用品股逆市上行,滔搏(06110)涨4.33%,另外,李宁(02331)、裕元集团(00551)、特步国际(01368)、361度(01361)及安踏体育(02020)均录得涨幅。国信证券发布研报称,运动户外行业线上平台整体三季度增长提速,而价格呈现分化趋势,高端细分定位、新IP的景气度与大众经典款的降价内卷共存,只有能够满足新的细分需求或引领时尚审美趋势的品牌能够实现销量与利润的双丰收。展望四季度迎来行业旺季,节日大促与年度新品发售并存,重点关注品牌营销造势和产品推新的影响力。

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