智通财经APP获悉，体育用品股全线走高，截至发稿，滔搏(06110)涨7%，报2.75港元；361度(01361)涨5%，报4.41港元；李宁(02331)涨3.49%，报17.78港元；特步国际(01368)涨3.17%，报5.86港元；安踏体育(02020)涨2.85%，报84.8港元。
消息面上，2024年10月，体育娱乐用品社零同比增长26.7%，1-10月累计同比增长11.5%，今年以来，表现优于其它可选消费品类，充分展现需求韧性。
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。
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