智通财经APP获悉，安踏体育(02020)涨近5%，截至发稿，涨4.9%，报82.35港元，成交额3.27亿港元。
长江证券发布研报称，安踏体育发布2024Q4及全年流水情况。Q4安踏/FILA品牌零售流水分别同比高单位数/高单位数增长，其他品牌零售流水同比增长50%-55%。全年维度，安踏/FILA/其他品牌流水分别同比高单位数/中单位数/40%-45%的增长。该行考虑24Q4安踏及FILA品牌较优零售表现，略上调业绩预期，综合预计公司2024-2026年实现归母净利润120/138/154亿(不考虑Amer上市贡献一次性收益16亿元)，分别同比增长18%/15%/11%。
该行表示，短期来看，流水表现恢复，线下回归正常表现，线上双十一双十二等节日均有不错的业绩表现。安踏品牌库存折扣控制较优，冠军及鞋店表现良好，2025年超级安踏有望模型跑通奠定高增基础，品牌多渠道店型协同发力。FILA各个子品牌零售表现优异，高品牌调性有望支撑2025年延续稳健增长。迪桑特&可隆高基数下延续高增速，逐渐成长为集团增长第三级。
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