港股异动 | 安踏体育(02020)涨超5%领涨体育用品股 行业Q4流水稳健增长 库存压力有望减轻
体育用品股今日回暖，截至发稿，安踏体育(02020)涨5.07%，报67.4港元；滔搏(06110)涨3.67%，报5.09港元；特步国际(01368)涨3.17%，报3.9港元；李宁(02331)涨2.91%，报15.56港元。
中银国际指出，体育服饰公司陆续发布公告，Q4流水稳健增长，期待2024年轻装上阵。整体来看，体育服饰公司Q4零售流水在内需波动背景下保持稳健增长，随着各大公司去库存战略推进下库存压力减轻，看好2024年各大体育服饰公司轻装上阵，发力产品与营销，并有望在奥运年的催化下保持快速增长。
光大证券则指出，港股运动鞋服龙头四季度流水和库存表现符合预期、经过股价回调估值已经具备较强性价比、而长期竞争力并未变化，我们继续推荐安踏体育、李宁、特步国际。
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