智通财经APP获悉，滔搏(06110)盘中涨超7%，截至发稿，涨5.46%，报3.86港元，成交额1.25亿港元。
消息面上，阿迪达斯此前发布业绩。2024财年收入和营业利润均好于管理层指引，此前几个季度已连续上调指引，主品牌不变汇率收入增长13%，所有市场、渠道及品类均实现正向增长。其中，大中华区Q4收入增长加速至16%，全年收入增长10%。国信证券指出，阿迪达斯品牌大中华区销售势头良好，全年预期乐观，重视批发渠道本土化运营，重点推荐核心零售商滔搏。
第一创业指出，滔搏作为阿迪达斯和耐克等国际知名运动品牌的重要下游经销商，有望受益于阿迪达斯和耐克品牌力的恢复。随着阿迪达斯和耐克业绩的提升、市场份额的扩大以及品牌影响力的增强，滔搏作为其销售渠道的重要一环，或将获得更多的产品供应支持、市场推广资源以及销售增长机会，进而推动自身业绩的提升。
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