安踏体育(02020)今日盘中大涨5.03%,引发市场关注。从板块角度来看,国内儿童服装市场规模预计还将持续扩大,年轻一代消费者崇尚健康生活方式,都为安踏等运动品牌带来发展机会。
具体来看,安踏的子品牌安踏儿童去年流水突破100亿元大关,成为运动行业内首个达到这一规模的儿童品牌。家长对儿童运动装备的品质日益重视,专业运动品牌凭借优秀产品功能和科技实力脱颖而出。而安踏儿童多年来持续加强专利技术和创新研发,其"水冷科技""犟弹科技"等产品受到消费者青睐。除线下渠道外,安踏儿童还大力发力线上直播等新兴渠道,提升品牌曝光度。
此外,另一子品牌FILA也在寻求转型之路。过去十年FILA曾是安踏业务中的明星,但近年来受产品力不足、品牌失焦等问题影响,增长陷入停滞。FILA最新任命了新掌门人江艳,对她在重塑FILA品牌形象和调整发展战略寄予厚望。
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