金吾财讯 | 体育用品股逆市有支撑，鹰美(02368)涨4.93%，361度(01361)涨2.82%，李宁(02331)涨1.62%，中国动向(03818)涨1.20%，乐欣户外(02720)涨1.11%，滔搏(06110)涨0.73%，安踏体育(02020)涨0.47%。中国银河证券表示，大众运动品牌面临的市场环境将从过去增量竞争逐渐过渡到饱和竞争。安踏体育通过不同结构类型门店打通不同商圈消费群体，打造差异化零售体系。李宁则通过加大产品技术迭代，发力跑步产品，同时篮球、时尚等产品线调整接近尾声，预期市场份额开始转升。特步国际通过渠道DTC转型和加码跑步赛道继续夯实专业跑步领域市场地位，361度则继续打造极致性价比产品，发力新零售渠道，继续保持稳健增长。在大众品牌发力的同时，新品牌仍是长远发展的基础，安踏体育/特步国际/361度在新品牌建设上仍具看点。
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