招银国际发表报告指出,特步(01368.HK) 2025财年的趋势向好,但该行目前仍稍为谨慎。对于Xtep品牌,管理层对2025财年的看法比2024财年正面,有可能是因为近期销售超预期及政府刺激政策后市场情况改善。在2025财年,增长动力仍然很多,包括开大店关小店(而且位置会更好),加速第九代店的铺设(目前占比为六成),推出新店形式(如跑步场景),电商渠道推出更多高性价比产品,进一步改善童装业务(...
Source Link招银国际发表报告指出,特步(01368.HK) 2025财年的趋势向好,但该行目前仍稍为谨慎。对于Xtep品牌,管理层对2025财年的看法比2024财年正面,有可能是因为近期销售超预期及政府刺激政策后市场情况改善。在2025财年,增长动力仍然很多,包括开大店关小店(而且位置会更好),加速第九代店的铺设(目前占比为六成),推出新店形式(如跑步场景),电商渠道推出更多高性价比产品,进一步改善童装业务(...
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