《大行》中银国际降李宁(02331.HK)目标价至15.3元 行业首选安踏(02020.HK)

阿斯达克财经
Jan 21, 2025

中银国际发表研报指,虽然大部分中国体育用品公司已公布较亮丽的2024年第四季经营数据,但行业改革持续,各大品牌都在争夺市场份额,因此相信市场今年竞争或将加剧。李宁(02331.HK) 重夺中国奥委会官方体育服装合作权,终结安踏(02020.HK) 与中国奥委会连续多年的合作,中银国际相信将改变行业格局,预期安踏等品牌将会采取更多措施去稳定品牌长期增长轨迹,包括寻找新品牌代言人、新赛事赞助及进军新...

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