智通财经APP获悉，体育用品股集体走高，截至发稿，宝胜国际(03813)涨8.47%，报0.64港元；滔搏(06110)涨7.3%，报3.97港元；李宁(02331)涨4.84%，报18.64港元；安踏体育(02020)涨3.47%，报98.4港元；361度(01361)涨3.5%，报4.44港元。
消息面上，政府工作报告明确扩内需、振消费是2025年政府工作首要任务。银河证券认为，政策加持下有望利好三大赛道。1、国内体育产业政策支持力度较大，国民健康消费理念不断提升，对体育服饰行业长期规模增长提供动力。同时，户外运动逐步兴起，带动更多户外场景需求，利好体育服饰龙头企业。2、男装具有相对刚性消费属性的特点，具有一定消费韧性，行业结构不断优化，龙头优势逐步体现，预计在政策赋能下会有所改善。
中信证券表示，伴随消费环境与政策预期逐步明朗，纺服板块有望在2025年迎来修复性机会。同时在过去两年消费环境的不确定性下，部分细分板块与龙头公司仍积极求变，该行建议积极把握零售新业态变革；品牌势能进入向上周期；消费环境复苏带动经营修复；核心优势稳固，关税等外部扰动逐步落地，同时股息率具备吸引力。
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