金吾财讯 | 体育用品股普跌，截至发稿，李宁(02331)跌5.60%，安踏体育(02020)跌3.87%，361度(01361)跌2.24%，滔搏(06110)跌2.03%，特步国际(01368)跌1.62%。消息面上，此前中银国际发布研报指，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。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，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，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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