【花旗：李宁重夺中国奥委会官方体育服装合作权 对安踏影响负面】金十数据1月16日讯，花旗发表报告指，李宁(02331.HK)重夺中国奥委会官方体育服装合作权，认为这项高知名度的赞助对李宁的长期品牌资产有正面影响，可望重振其销售成长。在管理层最近就2025年展望进行沟通之后，这项交易对李宁的平均售价和销售比率的短期财务影响可能已被投资者充分预期。对李宁评级“中性”，目标价14.36港元。此外，该行认为对安踏(02020.HK)影响负面，因为来自李宁的竞争日趋激烈，以及其部分产品线包括国旗系列和冠军系列等的不确定性，因可能会导致李宁投诉，其需要中国奥委会决定。该行认为安踏进取的2025年双位数收入增长指引有下行风险。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.