智通财经APP获悉，体育用品股延续近期涨势，截至发稿，361度(01361)涨5.95%，报4.9港元；李宁(02331)涨4.07%，报13.3港元；安踏体育(02020)涨3.45%，报78.05港元；滔搏(06110)涨2.87%，报1.075港元。
消息面上，9月30日，国务院办公厅印发《关于发展体育赛事激发消费活力的意见》，从强化赛事活动供给、深化赛事融合发展、激发赛事消费活力、夯实赛事发展基础、提高管理保障能力5个方面部署17项主要任务，提出到2030年基本形成具有中国特色的现代化赛事体系，培育一批具有世界影响力的体育赛事。
万联证券指出，赛事营销放大品牌溢价，运动服饰行业进入规模化与集中化阶段。2026年大型赛事周期集中，米兰冬奥会、美加墨世界杯、名古屋亚运会齐聚，构成行业的核心营销窗口。但赛事驱动从品牌曝光到业绩落地，需要等待观众从观赛向参与的转化，收入兑现存在明显滞后。
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