智通财经APP获悉，裕元集团(00551)涨超3%，截至发稿，涨3.65%，报16.46港元，成交额1732.59万港元。
中金发布研报称，据Euromonitor，2024年全球运动鞋规模1,677亿美元，预计未来5年保持中单位数增长。全球运动鞋品牌份额集中，2025年CR10达57%，制鞋行业亦呈集中格局，裕元集团是全球最大的运动鞋制造商，该行测算出货量份额超10%，附属公司宝胜国际是大中华区领先的运动鞋服零售商。
中金续指，2026年关税扰动或减弱，裕元集团主要品牌客户库存均处于可控状态，以Nike为代表的品牌加速产品创新，叠加多个优质品牌的成长，预计2026年制造业务收入端有望稳定增长，同时此前新建产能爬坡和产能负载不均问题改善，预计制造业务业绩有望修复。
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.