港股概念追踪 | 体育产业再迎利好！机构预计Q2中国运动服饰市场将持续复苏(附概念股)

智通财经2025-04-14

智通财经APP获悉，4月11日，央行等四部门联合印发《关于金融支持体育产业高质量发展的指导意见》。其中提到，加大体育用品制造业、体育服务业等领域金融供给力度。聚焦体育用品制造业企业在研发、采购、生产、销售、运输等环节的金融服务需求，提供多层次、综合性金融支持，助力培育一批细分领域的“专精特新”中小企业、“瞪羚”企业和“隐形冠军”企业，促进体育制造业转型升级。相关概念股：安踏体育(02020)、李宁...

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It is expected that China's sportswear market will continue to recover in Q2 (with concept stocks)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"82020":0.6,"82331":0.6,"YANG":1,"02331":0.9,"01368":0.9,"HSTECH":1,"ANPDY":0.6,"06110":0.9,"LNNGY":0.6,"02020":0.9},"content_text":"智通财经APP获悉，4月11日，央行等四部门联合印发《关于金融支持体育产业高质量发展的指导意见》。其中提到，加大体育用品制造业、体育服务业等领域金融供给力度。聚焦体育用品制造业企业在研发、采购、生产、销售、运输等环节的金融服务需求，提供多层次、综合性金融支持，助力培育一批细分领域的“专精特新”中小企业、“瞪羚”企业和“隐形冠军”企业，促进体育制造业转型升级。相关概念股：安踏体育(02020)、李宁(02331)、特步国际(01368)、滔搏(06110)。此外，2025年全国体育产业工作会议4月11日召开，本次会议旨在认真落实全国两会精神，从服务国家发展大局和中国式现代化建设全局出发，围绕体育强国建设，推动体育产业高质量发展。运动品牌行业在2024年呈现较好的景气度，具体表现在双位数的销售额增长伴随单位数的价格提升，运动+户外行业在服饰大盘的比例提升到约1/4。行业增长在服饰品类上体现为价格驱动，包括户外功能性和冬季羽绒涨价因素，而鞋类表现出更好的销量增速，主要来自跑鞋放量增长，另外篮球鞋出现一定的止跌苗头，休闲品类在新平台驱动下也保持快速增长。具体来看，安踏份额稳中有升，服饰由户外品类带来量价齐升的增长，鞋类跑步顺应行业趋势快速增长，篮球品类承压，后续欧文产品矩阵丰富带来销量放量效果值得期待。李宁份额回落但年末出现反弹，主要由跑步品类爆发增长抵消了其他品类的拖累，中端赤兔系列成为现象级单品，高端飞电也增长迅速，篮球初现企稳势头，新年继续加码专业运动资源。特步跑鞋进一步专业化，高端160系列和大众专业跑矩阵共同带动份额回升。361度在高基数下份额稳定，“体测神鞋”飞燃进一步高速增长，但篮球降价未能换来销量增长。在整体较为谨慎的消费环境下运动户外行业仍能呈现量价齐升的增长，背后主要驱动力是功能升级的需求。跑步作为参与门槛较低的运动，适应于入门跑、训练跑、竞速跑以及越野跑等不同场景的产品迎来全面增长，凸显运动参与度上升驱动行业增长的动力强劲。交银国际指出，该行覆盖的大多数公司不依赖出口美国，其中包括体育用品（如安踏、李宁）在内的行业主要原材料为国内采购，且主要经营市场为中国和亚洲市场。方正证券表示，此次美国对等关税幅度、力度均超市场预期。出口、投资、消费作为拉动经济增长的三驾马车，出口承压背景下，更加积极的财政、货币支持政策值得期待，后续促消费提振内需政策有望持续加码落地，推动国内经济平稳向好。摩根士丹利此前研报称，年初至今中国运动服饰需求出现温和改善，产业折扣预计将从第二季开始改善，一旦在2025年第二季度市场库存清理基本完成，应能看到行业价格回升，预计中国运动服饰市场将持续复苏，预计小众及高端品牌表现可能会继续超越主流品牌，业界共识似乎显示Nike在中国的去库存化预计或在4月左右时间完成。相关概念股：安踏体育(02020)：安踏体育主要在中国内地从事生产及买卖体育用品业务,包括鞋类、服装及配饰。该公司专注于中国体育用品市场,旗下有多个品牌,包括“安踏”、“安踏儿童”、“FILA”、“FILA KIDS”和“NBA”品牌。李宁(02331)：公司品牌布局逐渐完善，产品矩阵定位清晰，在消费者覆盖广度和需求深度上与其他国产品牌形成差异化竞争。同时，重视产品研发和设计，继续领跑国产运动品牌，专业与时尚双轮驱动品牌力升级，并在国际头部品牌受上游供应链和无重大科技突破的前提下，未来有望巩固并进一步扩大其市场份额。特步国际(01368)：预计未来3-5年跑步及功能性跑步产品，仍为公司业务的核心增长动力，管理层预计销售贡献将达70%以上，其他类别的销售贡献将为瑜伽和篮球。滔搏(06110)：公司是一家投资控股公司，主要从事运动零售及服务业务。公司主要通过其子公司运营运动鞋服产品销售业务及向其他零售商出租用于联营销售的商业场所业务。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2527154849","isCrawlerRequest":true}