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港股异动 | 体育用品股普遍反弹 李宁(02331)涨超4% 野村指明年行业整体有望跑赢其他主要消费板块

香港株の急騰 | スポーツ用品株は普遍的に反発し、Li Ning(02331)は4%以上上昇しています。野村は、来年、業種全体が他の主要な消費セクターを上回る可能性があると指摘しています。

智通財経 ·  2023/12/11 22:58

スポーツ用品株が普遍的に反発しており、執筆時点で、Li-Ning (02331) は4.26%上昇し、19.08香港ドルとなっています。 Anta Sports Products Ltd. (2020) は3.32%上昇し、5.91香港ドルとなっています。中国富士康科技集団股份有限公司 (03818) は3.04%上昇し、0.237香港ドルとなっています。

Zhitong Finance and Economics app learned that sports equipment stocks rebounded generally. As of press time, Li-Ning (02331) was up 4.26% at HKD 19.08, Anta Sports Products Ltd. (2020) was up 3.32% at HKD 5.91, China Trends Holdings (03818) was up 3.04% at HKD 0.237, and Baosheng International Holdings Limited (03813) was up 3.03% at HKD 0.68.

On the news front, Li-Ning recently announced that it will acquire a Hong Kong department store, part of which will be used as its Hong Kong headquarters. The person responsible for Li-Ning said that the company’s international strategic layout is in an active development stage. The decision of Li-Ning to establish a headquarters in Hong Kong is an important milestone in its internationalization process. In addition, the company announced that it plans to use funds of up to HKD 3 billion to buy back shares under the share buyback plan.

Nomura recently issued a research report, pointing out that the sales recovery trend of the mainland sportswear market is unstable this year, while the industry continues to carry out promotional activities. It is expected that under the consumption downgrading, the competition in the market in 2024 will still be fierce. However, it is believed that benefiting from the rising participation rate in sports, the sportswear industry as a whole can outperform other major consumer sectors, and reiterates an optimistic view of the industry's long-term development.

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