智通财经APP获悉，体育用品股全线回暖，截至发稿，李宁(02331)涨4.19%，报20.38港元；安踏体育(02020)涨2.61%，报80.45港元；特步国际(01368)涨2.42%，报5.08港元；滔搏(06110)涨2.09%，报2.93港元。
申万宏源发布研报称，体育议题贯穿两会，彰显国家对体育事业的高度重视和长远规划，有望持续激发体育消费，提升国民健康素质。继续看好体育运动板块长期发展潜力，下周即将开启年报业绩发布窗口，关注业绩催化，预计品牌端表现分化。
国信证券此前指出，随着中国步入深度老龄化社会，银发经济正成为消费市场的重要增长引擎，特别关注运动产业和适老化产品的发展机会。2025年运动鞋服市场规模达4377亿元，户外越野跑鞋等细分品类增速超150%，中老年群体对舒适、实用型运动装备的需求稳步提升，市场空间广阔。
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.