港股异动 | 特步国际(01368)跌超7%领跌体育用品股 重点公司线上销售表现疲软 机构料行业竞争仍然激烈
体育用品股持续走低，截至发稿，特步国际(01368)跌7.03%，报4.1港元；李宁(02331)跌6.7%，报19.5港元；361度(01361)跌4.61%，报3.31港元；裕元集团(00551)跌1.04%，报8.55港元。
东海证券指出，重点公司线上销售方面，根据魔镜数据，阿迪达斯、耐克、李宁11月线上销售额同比-35%、-1%、-72%，线上表现疲软。里昂此前则表示，运动服饰消费仍会持续下滑，预计大部分运动服饰厂商将在明年初完成库存清理，相应的折扣减少将带动品牌的毛利率受惠。该行预期，明年行业竞争仍然激烈，因为平均售价推动增长的机会较低，同时，广告及促销费用将会增加。
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