* 中国体育用品代理零售商--滔搏6110.HK周四早盘高开2.3%，随后涨幅扩大至8.6%。
* 花旗在报告中表示，对滔搏开启30天上行催化剂观察，耐克表态将与中国零售合作伙伴重构运营模式，强化高端品牌定位，由此看来，耐克似乎排除了终止滔搏线上经销权的可能性。
耐克几乎所有的中国经销商并非与其独家合作，而是在门店同步售卖阿迪达斯等竞品；若中国经销商失去耐克线上经销权，他们或许会将资源转向阿迪达斯、国产品牌等竞品，并加速关停耐克线下门店。
耐克若单方面收回经销商线上经销权（初衷为抬升平均售价），该行为或被认定构成限制市场竞争，存在被中国监管机构启动反垄断调查的风险。
* 滔搏今年迄今暴跌36.1%，同期恒生指数.HSI下滑9.4%。
* 恒生综合行业指数 - 非必需性消费.HSCICD盘中一度升4.1%。（完）
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