智通财经APP获悉，体育用品股跌幅扩大，截至发稿，滔搏(06110)跌5.19%，报3.65港元；裕元集团(00551)跌4.99%，报12.96港元；361度(01361)跌4.79%，报4.37港元；特步国际(01368)跌3.65%，报5.28港元。
国盛证券指出，品牌服饰2024年板块公司利润承压，期待2025年稳健增长。该行指出，服饰品牌零售近期表现稳健，我们估计核心服装品牌商1~2月流水多数同比持平或略有增长，期待后续伴随着基数走低、增速有所改善。运营层面，我们判断当前品牌服饰公司库存可控、折扣健康，2025年板块业绩有望迈入稳健增长阶段。
摩根士丹利发布研报称，年初至今中国运动服饰需求出现温和改善，产业折扣预计将从第二季开始改善，一旦在2025年第二季度市场库存清理基本完成，应能看到行业价格回升，预计中国运动服饰市场将持续复苏，预计小众及高端品牌表现可能会继续超越主流品牌，业界共识似乎显示Nike在中国的去库存化预计或在4月左右时间完成。
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