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体育用品

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04月11日 16:08 北京时间

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安踏体育(2020.HK)：Q1部分品牌流水超预期收购狼爪多品牌行稳致远

安踏21亿元“押注”狼爪，旗下国际户外品牌面临相互竞争压力

安踏押注下一个“始祖鸟”

安踏收购德国狼爪：一场“防御性”扩张

21世纪经济报道

每日卖空追踪 | 滔搏 04月11日卖空量成交652.1万股，卖空比例为17.07%

中证广银理财沪港深健康龙头指数上涨0.08%，前十大权重包含安踏体育等

每日全球并购：安踏体育收购Callaway Germany Holdco GmbH | 三只松鼠收购松鼠甄养（4/11）

智通港股解盘 | 中欧合作汽车先行精准发力芯片国产替代加速

安踏2.9亿美元买下“狼爪”，“厦门首富”丁世忠收购“永不止步”？

21亿全资收购狼爪，安踏品牌矩阵再添新成员- DoNews专栏

安踏加码户外运动市场，拟以2.9亿美元收购德国品牌“狼爪”

业绩增速掉队李宁的深蹲与起跳

Ofweek光电信息网

滔搏04月11日获主力加仓1033万元

安踏体育1Q25业绩完成度好于预期，进一步深化单聚焦、多品牌、全球化战略

浦银国际证券

安踏拟斥资超20亿收购狼爪原有品牌业绩增速缓慢

大摩：基于安踏收购Jack Wolfskin予增持目标价117港元

李宁专业品类维持高速增长，管理层预期2025年收入和毛利率表现稳定

安踏体育Q1超预期，收购德国狼爪户外矩阵进一步丰满

安踏2.9亿美元收购狼爪：全球化布局再落子，技术协同撬动户外市场新格局

交银国际上调李宁目标价至16.25港元维持“中性”

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| 滔搏 04月11日卖空量成交652.1万股，卖空比例为17.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=2526925386","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526925386?lang=zh_cn&edition=fundamental","pubTime":"2025-04-11 23:15","pubTimestamp":1744384537,"startTime":"0","endTime":"0","summary":"滔搏北京时间04月11日，涨2.18%，卖空量成交652.1万股，较上一交易日增加144.78%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250411231542a6b7ed38&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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21:19","pubTimestamp":1744377579,"startTime":"0","endTime":"0","summary":"数据统计显示，中证广银理财沪港深健康龙头指数近一个月下跌5.21%，近三个月上涨7.42%，年至今上涨0.17%。从中证广银理财沪港深健康龙头指数持仓样本的行业来看，医药卫生占比48.86%、可选消费占比29.98%、金融占比18.58%、公用事业占比1.69%、工业占比0.89%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/04/11211949504328.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["IE0031814852.USD","LU0594300419.USD","LU0261947096.USD","BK1512","LU0048575426.USD","LU0708995583.HKD","IE00BQXX3D17.EUR","BK1589","LU0594300179.USD","LU1831875114.USD","82020","LU0048597586.USD","ANPDY","IE00B031J352.USD","LU0244354667.USD","LU0650527681.SGD","LU0261950470.USD","IE00B031HY20.USD","IE00BQXX3C00.GBP","LU0052750758.USD","BK1502","LU2039709279.SGD","LU1188198961.HKD","IE00BQXX3F31.USD","LU0251143458.SGD","LU0251144936.SGD","LU0140636845.USD","LU0605514214.HKD","LU0320764599.SGD","LU0326950275.SGD","BK1168","IE00BGV7N243.SGD","BK1521","BK1500","LU0463099449.HKD","BK1227","02020","IE0008369823.USD","IE0008368742.USD","LU2488822045.USD"],"gpt_icon":0},{"id":"2526664136","title":"每日全球并购：安踏体育收购Callaway Germany Holdco GmbH | 三只松鼠收购松鼠甄养（4/11）","url":"https://stock-news.laohu8.com/highlight/detail?id=2526664136","media":"晨哨并购","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526664136?lang=zh_cn&edition=fundamental","pubTime":"2025-04-11 20:25","pubTimestamp":1744374300,"startTime":"0","endTime":"0","summary":"-每日资讯-1、安踏体育收购Callaway Germany Holdco GmbH安踏体育附属公司安踏与Topgolf Callaway Brands Corp.订立买卖协议，拟以2.9亿美元基础对价收购Callaway Germany Holdco GmbH100%的股本权益，收购完成后目标公司将成为安踏的间接全资附属公司。收购完成后，创辉珠宝在目标公司的持股比例将从13%增加至30%。董事会认为收购将与集团现有业务产生协同效应，加速全球布局，目标集团将成为集团在亚洲的第二个电池处置中心。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-04-11/doc-inesvcmn4764333.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1188198961.HKD","ANPDY","LU0048597586.USD","LU0326950275.SGD","02020","BK1168","BK1589","IE00B031J352.USD","IE0008368742.USD","LU0320764599.SGD","LU0605514214.HKD","LU0261947096.USD","BK1512","LU0251143458.SGD","LU0594300419.USD","BK1227","IE00BQXX3C00.GBP","BK0209","LU2039709279.SGD","300783","LU0463099449.HKD","LU0594300179.USD","IE0031814852.USD","LU0244354667.USD","LU0052750758.USD","IE00BQXX3F31.USD","IE00BQXX3D17.EUR","IE00B031HY20.USD","IE0008369823.USD","82020","LU2488822045.USD","IE00BGV7N243.SGD","LU0048575426.USD","LU0708995583.HKD","BK1521","BK1500","LU0140636845.USD","LU1831875114.USD","BK1502","LU0251144936.SGD","LU0261950470.USD","LU0650527681.SGD"],"gpt_icon":0},{"id":"2526653166","title":"智通港股解盘 | 中欧合作汽车先行 精准发力芯片国产替代加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2526653166","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526653166?lang=zh_cn&edition=fundamental","pubTime":"2025-04-11 19:56","pubTimestamp":1744372596,"startTime":"0","endTime":"0","summary":"摩通数据显示，这两项数据均创下历史最高流出纪录。在目前关税水平下，美国输华商品已无市场接受可能性。上述品种均涨幅超6%;今天提振市场信心的是芯片，中国在精准发力，中国半导体行业协会4月11日发布《关于半导体产品“原产地”认定规则的紧急通知》。美国总统特朗普4月10日在内阁会议上表示，谈及关税影响，特朗普承认，在经济过渡期总会存在困难。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1277597.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0594300419.USD","LU1188198961.HKD","IE00B031HY20.USD","LU0244354667.USD","ANPDY","BK1512","LU0605514214.HKD","LU0261947096.USD","LU0261950470.USD","IE00BQXX3F31.USD","LU0052750758.USD","LU0140636845.USD","159813","HSTECH","LU0594300179.USD","BK1544","LU2488822045.USD","IE00BGV7N243.SGD","IE0008368742.USD","BK1227","LU0326950275.SGD","BK1502","BK1589","82020","LU0251144936.SGD","LU1831875114.USD","02020","IE0008369823.USD","LU0463099449.HKD","LU0048597586.USD","LU0708995583.HKD","BK1521","BK4614","IE00B031J352.USD","BK1198","LU0320764599.SGD","LU0048575426.USD","YANG","IE0031814852.USD","IE00BQXX3C00.GBP","LU2039709279.SGD","LU0650527681.SGD","BK1168","IE00BQXX3D17.EUR","BK1500","LU0251143458.SGD"],"gpt_icon":1},{"id":"2526668939","title":"安踏2.9亿美元买下“狼爪”，“厦门首富”丁世忠收购“永不止步”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2526668939","media":"市场资讯","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526668939?lang=zh_cn&edition=fundamental","pubTime":"2025-04-11 19:36","pubTimestamp":1744371360,"startTime":"0","endTime":"0","summary":"　　“始祖鸟”之后，安踏又拿下“狼爪”！　　安踏体育在并购的道路上又攻下一城。　　4月10日，安踏公告计划以2.9亿美元收购德国老牌户外品牌——Jack Wolfskin（狼爪）。　　目前，在安踏“单聚焦、多品牌、全球化”的战略下，一旦收购成功，狼爪将是安踏丰富品牌矩阵，加速全球化布局的一张明牌。　　截至4月11日收盘，安踏股价报84.45港元/股，上涨2.82%，总市值2369亿港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/s/2025-04-11/doc-inesuxcq4874366.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE00B031HY20.USD","LU0594300179.USD","ANPDY","IE0031814852.USD","BK1227","LU0244354667.USD","82020","LU0320764599.SGD","LU0251143458.SGD","02020","LU0605514214.HKD","BK1502","LU0052750758.USD","LU2488822045.USD","LU0594300419.USD","LU0048575426.USD","IE00BQXX3C00.GBP","LU0251144936.SGD","IE00BQXX3D17.EUR","LU2039709279.SGD","IE0008368742.USD","IE00B031J352.USD","BK1512","LU0261950470.USD","LU0261947096.USD","BK1500","IE00BQXX3F31.USD","LU1188198961.HKD","LU0463099449.HKD","LU0326950275.SGD","LU0650527681.SGD","LU0140636845.USD","LU1831875114.USD","BK1168","IE00BGV7N243.SGD","LU0048597586.USD","LU0708995583.HKD","BK1589","IE0008369823.USD","BK1521"],"gpt_icon":0},{"id":"2526659453","title":"21亿全资收购狼爪，安踏品牌矩阵再添新成员- DoNews专栏","url":"https://stock-news.laohu8.com/highlight/detail?id=2526659453","media":"iDoNews","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526659453?lang=zh_cn&edition=fundamental","pubTime":"2025-04-11 17:47","pubTimestamp":1744364828,"startTime":"0","endTime":"0","summary":"安踏官宣收购德国狼爪4月10日，安踏体育方面宣布消息，公司将全资收购来自德国的户外运动品牌JACK WOLFSKIN业务。收购狼爪为安踏带来的主要影响共有两点。这次同狼爪的互动，并不是安踏首次向海外品牌抛出橄榄枝。多品牌战略助力安踏业绩高涨3月19日，安踏发布2024年度业绩报告。公司去年收入超708亿元，旗下已有斐乐、迪桑特等多个国际知名品牌特别声明：本文为合作媒体授权DoNews专栏转载，文章版权归原作者及原出处所有。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041118051794d2c9b8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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17:47","pubTimestamp":1744364820,"startTime":"0","endTime":"0","summary":"收购完成后，“狼爪”将成为安踏间接全资附属公司。2019年，美国高尔夫用品集团Topgolf Callaway Brands Corp以约4.76亿美元的对价收购了“狼爪”。安踏集团称，可望在本次收购完成后实现供应链、产品研发、零售营运等方面的协同效应。从安踏的这些品牌来看，“狼爪”与迪桑特、可隆体育的目标客群存在交叉。另外，2024年亚玛芬营收同比增长18%至51.83亿美元，其中以始祖鸟品牌为主的功能性服饰业务营收增长36%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041117552694d2c768&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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李宁的深蹲与起跳","url":"https://stock-news.laohu8.com/highlight/detail?id=2526330639","media":"Ofweek光电信息网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526330639?lang=zh_cn&edition=fundamental","pubTime":"2025-04-11 16:20","pubTimestamp":1744359600,"startTime":"0","endTime":"0","summary":"李宁的二次崛起，得益于“国潮”风兴起。比如2022年沸沸扬扬的“军装门”事件，虽然事后李宁对此进行了澄清与道歉。尽管公司表示，此次收购是李宁品牌迈向国际化战略布局的重要一环。截至2024年末，上述物业计提折旧及减值后的账面价值为19.39亿元。无论体量还是增速，均盖过李宁一筹。查阅黑猫投诉平台，截至2025年4月10日，李宁品牌累计相关投诉5522条。作为运动品牌两大巨头，李宁、安踏被称国","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202504111631219735266f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:17","pubTimestamp":1744359434,"startTime":"0","endTime":"0","summary":"04月11日, 滔搏股价涨2.18%，报收2.81元，成交金额1.05亿元，换手率0.62%，振幅5.82%，量比0.63。滔搏今日主力资金净流入1033万元，连续4日净流入，上一交易日主力净流入111万元。近一年数据显示，该股主力连续4日净流入后，次日上涨概率为46.15%，平均涨幅为3.32%。该股近5个交易日下跌13.60%，主力资金累计净流入3540万元；近20日主力资金累计净流入8423万元，其中净流入天数为15日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250411171120a6b7984a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:15","pubTimestamp":1744359352,"startTime":"0","endTime":"0","summary":"安踏品牌1Q25流水同比增长高单位数，基本符合市场预期。此次收购预计将在2Q25末或3Q25初完成，意味着安踏2025年仅会合并狼爪下半年的财报。基于公司单聚焦、多品牌、全球化的战略方针，我们有信心安踏将在不久的将来提升狼爪的品牌竞争力以及运营效率，从而实现狼爪的收入增长以及盈利提升。维持安踏“买入”评级及目标价不变。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250411163139a455e909&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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原有品牌业绩增速缓慢","url":"https://stock-news.laohu8.com/highlight/detail?id=2526682016","media":"财中社","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526682016?lang=zh_cn&edition=fundamental","pubTime":"2025-04-11 15:34","pubTimestamp":1744356840,"startTime":"0","endTime":"0","summary":"安踏表示，将通过本次收购进一步强化和拓展户外运动版图。安踏2024年收入708.3亿元，同比增加13.6%；股东应占溢利实现156亿元，同比大幅增长52.4%。但《财中社》发现，安踏自有品牌增速缓慢，依靠连续收购专业户外品牌，实现业绩逆袭。与安踏同样出自晋江，身为国产运动品牌的特步国际，在2024年全年收入135.8亿元，同比增长6.5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250411154004a455d84b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:14","pubTimestamp":1744341281,"startTime":"0","endTime":"0","summary":"投资要点安踏公布Q1超预期流水表现，并收购德国户外品牌Wolfskin，户外矩阵进一步丰满？安踏主品牌：如期展现活力25Q1主品牌流水增长高单位数，其中预计大货及儿童增速类似，线上增长低双位数。折扣方面，Q1线下折扣同比基本持平，线上折扣有小幅度加深；库销比环比改善。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250411113500a6b75900&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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