港股异动 | 体育用品股普跌 终端零售复苏力度偏弱 越南税改影响有限
体育用品股普跌，截至发稿，361度(01361)跌4.05%，报3.32港元；特步国际(01368)跌2.46%，报4.36港元；中国动向(03818)跌1.92%，报0.255港元；裕元集团(00551)跌0.33%，报8.97港元。
光大证券指出，短期处于冬装消费旺季，虽然终端零售复苏力度偏弱、双十一表现不尽如人意，但结合去年四季度基数较低以及24年春节较晚的利好，该行认为短期品牌服饰行业在季度数据上仍有上行表现。长期而言，该行更加看重品牌的长期生命力、公司的经营健康度（如库存、折扣、终端渠道的掌控能力）等情况，关注公司的长远期发展和份额提升机会。
方正证券表示，此次越南税改对国内纺织龙头企业影响有限。越南等东南亚等地区仍在人工工资、关税、税收等维度具备竞争优势，产业格局并不会发生重大变化，无碍于优质纺织企业核心竞争力，对企业盈利有限。该行指出，当下运动品牌去库周期接近尾声，24年在低基数叠加品牌补库需求下，服装订单改善确定性较高，具体幅度与欧美服装消费景气度挂钩，但改善的方向不变。
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