智通财经APP获悉，波司登(03998)现涨超5%，截至发稿，涨5.61%，报4.14港元，成交额2.43亿港元。
消息面上，日前，中央区域协调发展领导小组办公室印发了《推动东北地区冰雪经济高质量发展助力全面振兴取得新突破实施方案》。申万宏源表示，我国冰雪运动市场高速发展，政策发力叠加亚冬奥会在即，有望再次推动冰雪消费热潮，提振四季度旺季冰雪运动需求。国产服装品牌乘行业东风，加码户外冰雪赛道，有望持续受益。
值得注意的是，6月16日，波司登与哈尔滨市政府签署了战略合作协议。11月9日，“尔滨X波司登”城市限定系列羽绒服正式步入市场。国元国际指出，波司登是中国羽绒服品类的龙头品牌，羽绒服主品类持续保持高增长，近年来还持续拓展产品至户外和防晒品类，扩宽公司渠道，公司产品和旗下品牌也贴合冰雪产业及经济的趋势，看好羽绒服品类渗透率的提升以及公司的长期发展。
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