港股详情

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体育用品

2,361.629

-19.603-0.82%

涨家数：2

跌家数：5

平家数：1

市盈率：- -

高：2,379.934

开：2,376.804

低：2,347.635

收：2,381.232

数据加载中...

特步国际(1368.HK)：零售保持平稳产品矩阵优化

安踏体育04月22日主力净流出2572万元散户资金买入

波司登04月22日获主力加仓691万元

滔搏(06110)出现大手卖出120万股，成交价$2.96，涉资355.2万

阿斯达克财经

从FILA到狼爪：安踏的"买买买"战略能否再创奇迹？

2.9亿美元抄底！安踏为何盯上这个德国老牌？

三七二十一-Vol34｜安踏又收购高端品牌，曹德旺深度入局汽车业

特步索康尼狂飙40%？中国区已不再是耐克们的"舒适区"

Ofweek维科网

安踏第四次“扩表”

李宁2024年报点评：2024年平稳收官稳中求进蓄力长期

业绩稳增，特步国际（01368）估值为何仍下行？

中信证券：特步国际(01368)主品牌销售符合公司预期索康尼品牌有望持续接棒第二增长曲线

李宁(02331)打造世界地球日特别活动展现环保产品全链路推进成果

特步助力全球首个人形机器人半马成功举办探索"体育+科技"的无限可能

20亿，收购狂安踏又拿下了狼爪

豪掷2.9亿美元安踏收购狼爪是补位还是豪赌？

中国经营网

特步国际：库存优化索康尼继续发力

李宁的“中年危机”和攻守之道

安利股份：公司是安踏战略合作伙伴，有着良好全面的战略合作

格隆汇资讯

FILA增速放缓，安踏多品牌全球化布局将走向何方？

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15:25","pubTimestamp":1745306722,"startTime":"0","endTime":"0","summary":"再出手并购，这一次，安踏看上了德国狼爪。近日，安踏集团宣布以2.9亿美元全资收购德国知名户外品牌Jack Wolfskin（狼爪），这是继始祖鸟、萨洛蒙之后，安踏在高端户外领域的又一次重要布局。狼爪集团也表示很高兴达成这笔协议，并相信安踏将成为狼爪这一标志性品牌的优秀管理者。安踏2024年财报显示，其营收达708.26亿元，同比增长13.6%。究其根本，FILA增长失速的一个主要原因可能是市场红利消失。","market":"us","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://www.lanjinger.com/d/255692","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":"lanjinger_stock","symbols":["BK1500","BK1589","LU0140636845.USD","LU1831875114.USD","IE00BQXX3C00.GBP","LU0261947096.USD","IE00B031HY20.USD","LU0251144936.SGD","LU0048597586.USD","LU0244354667.USD","BK1502","LU0708995583.HKD","LU0326950275.SGD","02020","LU0251143458.SGD","LU0594300179.USD","IE00BQXX3D17.EUR","LU0052750758.USD","LU0320764599.SGD","BK1227","IE0008368742.USD","IE0031814852.USD","LU0650527681.SGD","BK1512","LU0261950470.USD","IE00B031J352.USD","LU2039709279.SGD","82020","IE00BQXX3F31.USD","LU0463099449.HKD","LU1188198961.HKD","ANPDY","LU0605514214.HKD","BK1521","IE00BGV7N243.SGD","LU0594300419.USD","IE0008369823.USD","LU0048575426.USD","LU2488822045.USD","BK1168"],"gpt_icon":0},{"id":"2529319215","title":"2.9亿美元抄底！安踏为何盯上这个德国老牌？","url":"https://stock-news.laohu8.com/highlight/detail?id=2529319215","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529319215?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 13:48","pubTimestamp":1745300924,"startTime":"0","endTime":"0","summary":"在全球运动品牌竞争愈发激烈的背景下，安踏体育再次出手，以2.9亿美元收购德国户外品牌狼爪。安踏是中国市场占有率第一、全球第三大的综合性体育用品集团，安踏的成功并非偶然。早在2009年，安踏便通过收购FILA实现了品牌的华丽转身。此次收购狼爪，安踏是否能复制这一成功模式，值得期待。迎合市场需求的战略布局安踏的收购狼爪，显然是为了补足其在大众户外市场的空白。","market":"sh","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/2025/04/22134849743690.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":["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":"2529901363","title":"三七二十一-Vol34｜安踏又收购高端品牌，曹德旺深度入局汽车业","url":"https://stock-news.laohu8.com/highlight/detail?id=2529901363","media":"21财经网","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529901363?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 12:16","pubTimestamp":1745295369,"startTime":"0","endTime":"0","summary":"本期播客的前半段，我们一起来看看安踏砸2.9亿美元买下德国狼爪，可这牌子被倒手5次都没救活，安踏能否妙手回春呢？曹德旺家族高调跨界新能源，正力新能上市首日飙到210亿港元，但客户全靠几家车企、创始团队被质疑套现，这到底是真风口还是资本游戏？本周精选的最新资讯与解读，尽在三七二十一。shownote：00:48 安踏收购德国狼爪：一场“防御性”扩张02:40 曹德旺家族入局锂电，正力新能有多少实力？","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=nesSN2025042212161194dd9ed6&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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09:46","pubTimestamp":1745286375,"startTime":"0","endTime":"0","summary":"继去年取得可圈可点的业绩后，日前特步国际公布2025Q1中国内地业务营运状况：特步主品牌零售销售稳步增长，渠道库存周转约四个月；索康尼则继续担起增长重任，零售销售增超40%。中国区不再是耐克们的\"舒适区\"中国市场已不再是国际巨头的\"舒适区\"，体育服化赛道只是其中之一。在这个范式转换的关键期，中国市场不再是跨国公司的\"温柔乡\"，而进化为孕育新商业文明的\"热带雨林\"。","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=nesSN2025042209464594dd74f0&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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09:03","pubTimestamp":1745283789,"startTime":"0","endTime":"0","summary":"2024年，安踏集团表现最为突出的是“其他品牌”，收入增速达到54%。因此，安踏的第四次扩表几乎只能来自于全球化战略，狼爪作为在海外有一定认知度的老品牌，可以很好的弥补安踏出海成白牌的问题。就像用户们调侃的，“安踏收购谁，谁就会涨价”，安踏的几次扩表成功都得益于品牌出圈后的量价齐升。","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=nesSN20250422091040a461b9d7&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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稳中求进蓄力长期","url":"https://stock-news.laohu8.com/highlight/detail?id=2529231248","media":"华创证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529231248?lang=zh_cn&edition=fundamental","pubTime":"2025-04-22 00:00","pubTimestamp":1745251200,"startTime":"0","endTime":"0","summary":"2024 年公司实现营收286.8 亿元,同比+3.9%;归母净利润30.1 亿元,同比-5.5%,对应归母净利率10.5%。3)电商渠道:经营稳步改善,2024 年线上客流量同比提升高个位数,2024 年收入同比+10.3%至83 亿元。盈利能力改善,减值扰动净利率。综合来看,公司2024 年归母净利率10.5%,同比-1.0pcts,主要系公司计提投资性房地产减值影响。25 年预计收入基本持平,品牌影响力或继续提升。根据公司年报业绩交流,管理层预计2025 年收入端基本持平,净利率保持高单位数。","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=nesSN20250422142623a46208d8&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, 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11:38","pubTimestamp":1745206693,"startTime":"0","endTime":"0","summary":"主品牌保持增长，第二增长品牌继续高增，盈利水平不断爬升的特步国际估值为何仍起不来？主品牌以及索康尼共同驱动业绩稳定增长，近五年收入和股东净利润复合增速分别为13.53%及24.64%。索康尼已成为该公司的第二增长曲线，并已迅速成为行业中的跑者新贵。稳健的业绩增长以及持续提升的盈利水平，特步国际积极回报股东，过去五年来，一直保持着不低于50%的高派息比率，2024年还进行了首次特别派息。","market":"us","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/1281390.html","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":"stock_zhitongcaijing","symbols":["BK1512","BK1168","BK1583","01368","BK1502"],"gpt_icon":0},{"id":"2529819088","title":"中信证券：特步国际(01368)主品牌销售符合公司预期 索康尼品牌有望持续接棒第二增长曲线","url":"https://stock-news.laohu8.com/highlight/detail?id=2529819088","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529819088?lang=zh_cn&edition=fundamental","pubTime":"2025-04-21 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展现环保产品全链路推进成果","url":"https://stock-news.laohu8.com/highlight/detail?id=2529969816","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529969816?lang=zh_cn&edition=fundamental","pubTime":"2025-04-21 09:13","pubTimestamp":1745197988,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，2025年4月20日，在世界地球日来临之际，由中国运动品牌李宁打造的李宁Nature自然空间限时快闪在成都春熙路银石广场落地，正式开启李宁“每一步都向前，让世界更美好”地球日特别活动。目前，运用了生物基材料的李宁跑鞋产品已突破1000万双。","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":"http://www.zhitongcaijing.com/content/detail/1281356.html","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":"stock_zhitongcaijing","symbols":["BK1227","BK1502","LU1048588211.SGD","LU0048580855.USD","LU0572944931.SGD","LU0823426480.USD","LU0541501648.USD","BK1512","02331","LU2125910500.SGD","LU0823426308.USD","LU0072462343.USD","LU0348805143.USD","LU0370786039.SGD","LU2045819591.USD","LU1102505762.USD","BK1589","LU1880383366.USD","BK1610","LU0327786744.USD","LU0593848301.USD","LU0541502299.USD","LU1102505929.USD","LNNGY","82331"],"gpt_icon":0},{"id":"2529769862","title":"特步助力全球首个人形机器人半马成功举办 探索\"体育+科技\"的无限可能","url":"https://stock-news.laohu8.com/highlight/detail?id=2529769862","media":"美通社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529769862?lang=zh_cn&edition=fundamental","pubTime":"2025-04-20 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08:00","pubTimestamp":1745107231,"startTime":"0","endTime":"0","summary":"斥资20亿拿下狼爪收购狂安踏又拿下了一个户外品牌。随后，不差钱的安踏开始直接出钱收购，2023年，安踏对女性运动品牌玛伊娅进行股权收购，这次全资拿下狼爪。截至2025年1月，狼爪在全球拥有495家专卖店，其中226家分布在欧洲，269家位于亚洲。丁世忠强调，收购狼爪是安踏集团全球化的新里程碑。2020年，FILA营收174.5亿元，占安踏营收的49.1%，首次超过安踏主品牌。2015年，狼爪宣布收回中国代理权，改成自主经营，从此走上下坡路。","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=nesSN20250420082014a45f60c9&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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安踏收购狼爪是补位还是豪赌？","url":"https://stock-news.laohu8.com/highlight/detail?id=2528110820","media":"中国经营网","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528110820?lang=zh_cn&edition=fundamental","pubTime":"2025-04-19 04:53","pubTimestamp":1745009615,"startTime":"0","endTime":"0","summary":"本报记者李媛北京报道从单品牌到多品牌，从中国走向全球，安踏的野心再一次被清晰勾勒。2025年4月10日，安踏集团宣布以2.9亿美元收购德国知名户外品牌JackWolfskin（狼爪），标志着其在全球户外运动领域的纵深布局迈出关键一步。安踏收购德国狼爪品牌的举动，不仅是资本市场关注的焦点，更是体育用品行业发展逻辑的一个缩影。","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://finance.eastmoney.com/a/202504193381673043.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0048597586.USD","LU0251144936.SGD","LU0048575426.USD","LU0594300419.USD","BK1521","LU0594300179.USD","82020","IE00B031J352.USD","LU1188198961.HKD","IE00BQXX3F31.USD","ANPDY","LU0320764599.SGD","LU0605514214.HKD","LU0140636845.USD","IE00BQXX3D17.EUR","LU2488822045.USD","IE00BGV7N243.SGD","LU0463099449.HKD","BK1500","LU0650527681.SGD","LU0261950470.USD","BK1502","LU0244354667.USD","LU0052750758.USD","IE0031814852.USD","LU0261947096.USD","LU2039709279.SGD","02020","LU1831875114.USD","IE0008369823.USD","BK1227","IE0008368742.USD","IE00B031HY20.USD","LU0251143458.SGD","BK1168","BK1512","IE00BQXX3C00.GBP","LU0326950275.SGD","LU0708995583.HKD","BK1589"],"gpt_icon":0},{"id":"2528307878","title":"特步国际：库存优化 索康尼继续发力","url":"https://stock-news.laohu8.com/highlight/detail?id=2528307878","media":"天风证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528307878?lang=zh_cn&edition=fundamental","pubTime":"2025-04-19 00:00","pubTimestamp":1744992000,"startTime":"0","endTime":"0","summary":"索康尼继续发力索康尼作为集团的第二增长曲线，已迅速成为跑者新贵。在中国马拉松比赛中，索康尼的穿着率排名前三，进一步巩固其作为百年跑鞋品牌的地位。随着索康尼继续扩大中国的业务规模，公司将进一步推动其品牌战略，并将持续推出形象更为提升的旗舰店和概念店，以配合其服装和生活休闲产品矩阵的发展。","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=nesSN20250419152732a45ebcef&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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