【券商聚焦】申万宏源指H股运动户外仍是服装行业相对高景气的赛道

金吾资讯06-19

金吾财讯 | 申万宏源表示，2024年是奥运年，也是洲际足球赛事大年，将成为各大运动品牌集中曝光、产品推新的重要年度，有望提振体育用品终端零售景气度，且持续催化运动板块热度。该行指，国货运动品牌当前库存基本恢复正常，成为全年折扣及毛利率修复的核心驱动。根据各公司24年第一季度运营表现交流会，截至24Q1，安踏/FILA库销比均低于5倍，FILA线上/线下折扣分别改善约3pct/1pct；李宁(...

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