大行评级丨中银国际:上调安踏目标价至99.5港元,公司有望持续跑赢行业

格隆汇
Aug 28
中银国际发表报告指,安踏体育上半年收入同比增长13%,净利润同比大幅增长35%;若剔除亚玛芬体育股份配售带来的一次性收益,净利润亦同比增长13%。该行认为,业绩有力证明安踏拥有行业领先的执行能力,能够同时管理成熟品牌及高速增长业务,此增长势头有望延续至下半年。安踏重申2026年全年业绩指引,在行业环境下较为少见,反映公司有望持续跑赢行业。该行将其目标价上调至99.5港元,维持“买入”评级。

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