体育用品股盘初活跃 李宁(02331)涨2.93% 体育消费为“十五五”扩大消费规划重点领域

金吾财讯
10 hours ago

金吾财讯 | 港股体育用品股盘初表现活跃,截止发稿,裕元集团(00551)涨3.31%,李宁(02331)涨2.93%,特步国际(01368)涨2.13%,安踏体育(02020)涨1.76%,361度(01361)涨1.76%,滔搏(06110)涨1.62%,宝胜国际(03813)涨1.43%。消息面上,山西证券新近研究称,2026年上半年,纺织服装社零同比增长6.7%,其中线上穿类商品商品零售额同比增长6.2%,纺织服装终端消费良好增长。7月13日,国务院批复同意《扩大消费“十五五”规划》,新一轮扩消费顶层设计全面落地。其中体育消费成为本次《规划》重点赋能的领域,“十五五”时期,各地将把扩大消费作为经济和社会发展的重要任务,结合区域发展实际落实各项政策,精准挖掘体育消费潜力,推动体育产业提质增效、全民体育消费扩容升级。纺织服装行业作为传统优势产业,将通过推进产业提质升级、加大产品与技术创新力度、健全产业健康有序发展促进机制等举措,同时落实消费品工业“三品”战略(增品种、提品质、创品牌),扩大优质产品供给,并借助人工智能等数字技术提升消费体验,从而推动纺织服装商品消费的扩容升级,更好地满足居民多元化、品质化的穿着消费需求。进入中报业绩披露期,建议关注运动服饰公司自身在渠道结构优化、产品持续升级方面积极作为。

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