港股异动 | 体育用品股集体回暖 库存去化接近尾声 机构称板块已处历史地位
体育用品股今日集体回暖，截至发稿，特步国际(01368)涨2.96%，报4.52港元；李宁(02331)涨2.49%，报19.74港元；滔搏(06110)涨1.83%，报6.11港元；安踏体育(02020)涨0.47%，报74.75港元。
申万宏源表示，短期而言，尽管消费环境弱复苏，但运动产品需求韧性仍在；库存去化接近尾声，短期调整后仍有潜力。中长期而言，运动赛道逐渐步入稳步增长阶段，但结构性机会持续涌现，细分赛道需求崛起更加考验各公司的多品牌、多运营能力。
该行指出，板块年初至今回调较多，当前已处于历史低位，即使考虑后续增长中枢放缓，当前国货品牌PEG也基本在1倍及以下，而海外品牌约2倍左右。当前首推多品牌前瞻布局、管理能力优异的安踏体育，建议关注产品力突出、存货正加速去化的李宁；以及产品和渠道进步明显、高性价比优势突出的361度、特步国际。
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