智通财经APP获悉，花旗发布研报称，决定关闭对安踏体育(02020)及李宁(02331)的短期看法，并开设为期30日的正面催化剂观察。主要催化因素为Nike在中国市场的份额有可能被安踏及李宁夺取，带来正面市场情绪。根据滔搏(06110)公告及Nike网站，耐克将自2027年1月起终止与中国零售商的大部分线上分销业务，转向线上DTC(直营)策略，预期将导致其未来在华市场份额流失，并对中国本土及竞争品牌产生积极影响。
该行重申对中国运动服饰股的相对偏好顺序，依次为安踏、李宁及滔搏。安踏与李宁亦同时名列该行看好的10只具吸引估值的大型中国消费股之列。该行维持安踏及李宁“买入”评级，目标价分别为108.8港元及22.8港元。
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