金吾财讯 | 体育用品股走低，滔搏(06110)跌3.89%，李宁(02331)跌3.39%，乐欣户外(02720)跌3.10%，裕元集团(00551)跌2.38%，特步国际(01368)跌1.94%，安踏体育(02020)跌1.49%，中国动向(03818)跌1.16%。中银国际研究报告指出，尽管美伊冲突显示出一定的缓和迹象，但该行对2026年大多数体育鞋服公司的盈利前景持更加谨慎的看法。因耐克(NKE)业绩复苏之路似乎比预期更加艰难，该行进一步降低对与耐克相关企业的预期。中银国际认为，今年次季至末季，体育鞋服公司面临的下行风险依然较高。中东冲突已扰乱全球供应链，即使有世界杯的推动作用，“及时补货”仍会变得更加困难且成本更高。此外，该行预计短期内(至少在8月中报之前)，体育鞋服公司的盈利可见度将显著下降，原因包括：1）高油价可能影响需求；2）制造成本可能上升。在研究覆盖范围内，中银国际目前更看好李宁(02331)，其业绩似乎已显现触底反弹的迹象。而对于申洲国际(02313)和滔搏(06110)，则持更为保守的观点。将行业评级由“增持”下调至“中立”。
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