智通财经APP获悉，特步国际(01368)跌逾4%，截至发稿，跌4.39%，报5.45港元，成交额2273.2万港元。
消息面上，特步国际发布2024年第三季度中国内地业务营运状况，截至2024年9月30日止3个月，特步主品牌零售销售(包括线上线下渠道)实现中单位数同比增长，零售折扣水平为约七五折，渠道库存周转为四个月。中金发布研报指出，由于3Q24主品牌流水增长略低于预期，且开店节奏放缓，管理层认为全年收入指引达成存在一定压力，但有信心通过控制费用、降本增效来实现全年利润指引。
该行续指，3Q24运动用品行业客流承压，特步主品牌流水同比增长中单位数，其中线下渠道略增、线上同比增长高双位数；童装表现好于成人装。十一国庆期间特步主品牌流水增长提速，叠加双十一电商购物节，10月至今主品牌线上、线下渠道均有同比双位数以上增长，特别是线下客流明显恢复。折扣和库存方面，主品牌3Q24零售折扣环比稳定在75折，库存周转天数稳定在4个月左右。
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