金吾财讯 | 体育用品股普升，李宁(02331)涨4.29%，安踏体育(02020)涨3.87%，特步国际(01368)涨2.23%，裕元集团(00551)涨2.13%，中国动向(03818)涨1.32%。消息面上，华鑫证券表示，政策推动建设高质量户外运动目的地，有望形成运动服饰装备需求新增长。国家发展改革委、体育总局发布《关于建设高质量户外运动目的地的指导意见》，意见中明确，到2030年，全国建设100个左右高质量户外运动目的地，成为推动户外运动产业成为新的经济增长点。此外，意见中还提出6个方面要求，其中明确推动户外运动产品及服务升级，提升产品质量和服务水平，改善消费体验；健全户外运动赛事活动体系，丰富群众性、全国性赛事，加强赛事活动国际合作。这些方面有望拉动大众对于运动服饰和装备的消费需求，形成行业市场规模新增量。该行持续看好国内运动服饰市场扩容发展，更多细分赛道有望崭露头角，取得亮眼增长。
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