港股异动 | 安踏体育(02020)早盘涨超3% 下周将发中期业绩 二季度两大主品牌流水表现好于同业

智通财经
Aug 19

智通财经APP获悉,安踏体育(02020)早盘涨超3%,截至发稿,涨2.77%,报74.1港元,成交额1.54亿港元。

消息面上,安踏体育拟于8月26日举行董事会会议批准中期业绩。公司此前发布二季度经营数据,期内安踏品牌零售流水同比增长低单位数,FILA品牌零售流水同比增长低单位数,所有其它品牌零售流水同比增长25%-30%。

浦银国际发布研报称,二季度两大主品牌流水表现好于同业;其他品牌维持高增速,多品牌战略持续深化。该行指出,根据上半年各品牌流水表现,预测公司上半年整体收入同比增长13%左右。两大主力品牌稳定的零售折扣,和整体品牌结构的持续改善,有望抵消并表狼爪的负面影响,预计上半年整体毛利率保持稳定或同比小幅提升。

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