金吾财讯 | 港股体育用品板块普跌，截至发稿，乐欣户外（02720）跌5.82%，李宁（02331）跌5.12%，361度（01361）跌3.67%，滔搏（06110）跌2.53%，安踏体育（02020）跌2.23%，本间高尔夫（06858）跌2.21%。申万宏源表示，上周多家公司发布中报，运动板块26H1稳健增长，但Q2、Q3受天气影响流水走弱，折扣加深，库存稳健，其中李宁26H1收入152.4亿元，同比增长2.8%，归母净利润18.2亿元，同比增长4.5%;361度收入61.6亿元，同比增长8.0%，归母净利润9.3亿元，同比增长8.0%。中银证券研究指，体育板块受“十五五”规划影响，关注度有望提升。暑期过半，期待传统暑期出行最高峰7月下旬至8月下旬能为市场带来更多增量。
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