上海证券指出，整体消费环境弱复苏的背景下，政策扩内需消费信心提振，户外经济催热运动服饰销售高景气，建议关注高确定性机会与细分高增赛道。该行指出，体育产业已成为助力经济增长、推动经济社会转型升级的重要力量，在培育经济发展新动能上作出重要贡献。国家大力催动改革创新赋能体育高质量发展，我们认为运动服饰高景气或持续。Sporting goods stocks rose across the board. As of press release, Taobo (06110) rose 7% to HK$2.75; 361 (01361) rose 5% to HK$4.41; Li Ning (02331) rose 3.49% to HK$17.78; TEP International (01368) rose 3.17% to HK$5.86; and Anta Sports (02020) rose 2.85% to HK$84.8.
The Zhitong Finance App learned that sporting goods stocks were higher across the board. As of press release, Taobo (06110) rose 7% to HK$2.75; 361 (01361) rose 5% to HK$4.41; Li Ning (02331) rose 3.49% to HK$17.78; TEP International (01368) rose 3.17% to HK$5.86; and Anta Sports (02020) rose 2.85% to HK$84.8.
According to the news, in October 2024, sports and entertainment companies had zero year-on-year growth of 26.7%, with a cumulative year-on-year increase of 11.5% in January-October. Since this year, their performance has outperformed other optional consumer categories, fully demonstrating the resilience of demand.
Shanghai Securities pointed out that against the backdrop of a weak recovery in the overall consumption environment, the policy expanded domestic demand boosted consumer confidence, and the outdoor economy boosted a boom in sportswear sales. It is recommended to focus on high-certainty opportunities and segmented high-growth tracks. The bank pointed out that the sports industry has become an important force in helping economic growth and promoting economic and social transformation and upgrading, and has made important contributions in cultivating new momentum for economic development. The country vigorously promotes reform and innovation to enable the high-quality development of sports. We believe that sportswear is booming or continuing.
