体育用品股普涨 361度(01361)涨4.08% 机构指中长期我国户外行业仍具成长空间

金吾财讯
Jan 19

金吾财讯 | 体育用品股普涨,截至发稿,361度(01361)涨4.08%,李宁(02331)涨3.73%,裕元集团(00551)涨1.42%,鹰美(02368)涨1.14%,中国动向(03818)涨1.11%,安踏体育(02020)涨0.43%。东方财富证券发布研报称,截至2025年4月初,我国户外运动参与人数已突破4亿人,即户外运动参与率约30%。在新业态等共同构成丰富的消费矩阵,户外玩家的忠诚度兑现强大购买力。我国全民运动热潮仍将持续升温,其将受益于来自政策端、供给端及需求端的多重推动,我国户外行业中长期看仍存在较好成长空间。未来下沉市场存在较大市场空白可待后续渗透,而国产品牌相对具备性价比,也多在积极布局“品质升级、品牌突围”,后续或存较好渗透空间。

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