东方证券：科技消费引领传统行业增量本土消费品牌将获更多发展空间

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智通财经APP获悉，东方证券发布研报称，科技人员的消费偏好将成为传统消费的核心增量，也将成为影响行业中长期发展的重要看点之一。参考海外科技人士对服饰时尚的消费变迁，基于对国内科技人士服饰时尚消费发展阶段的预期，落实到投资机会，目前该行重点推荐旗下拥有众多高功能舒适性户外运动品牌的体育龙头安踏体育(02020)、强国潮标签的李宁(02331)、高科技功能性家纺龙头罗莱生活(002293.SZ)和...

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href=http://www.zhitongcaijing.com/content/detail/1446396.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，东方证券发布研报称，科技人员的消费偏好将成为传统消费的核心增量，也将成为影响行业中长期发展的重要看点之一。参考海外科技人士对服饰时尚的消费变迁，基于对国内科技人士服饰时尚消费发展阶段的预期，落实到投资机会，目前该行重点推荐旗下拥有众多高功能舒适性户外运动品牌的体育龙头安踏体育(02020)、强国潮标签的李宁(02331)、高科技功能性家纺龙头罗莱生活(002293.SZ)和水星...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1446396.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1102505929.USD","symbol_name":"FIDELITY SUSTAINABLE EMERGING MARKETS EQUITY  \"A\" (USD) 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Cucinelli的定制T恤，科技男的着装风格也在不断跃迁。该行认为，在消费升级的过程中，科技人员对服饰时尚消费品的核心追求仍具备一定的一致性：极简和去Logo化、实用功能突出（有科技赋能最佳）、耐用易打理、产品采用优质的原材料、品牌推崇环保可持续的理念等。该行判断目前国内科技人士的服饰时尚消费仍处于从极简到舒适功能性的阶段，相关定位的品牌有更好的发展机会。目前国内科技产业正处于百舸争流、高速发展的阶段，行业有巨大的机会但也有全球产业竞争带来的挑战，基于这样的背景，该行判断目前国内科技人士的服饰时尚消主要处于从极简到舒适功能性升级的阶段，具备“强大的实用功能+容易打理+科技赋能+良好的材质”等特征的品牌具有较好的被科技人士青睐的机会。服饰时尚的消费最终是文化理念和影响力表达的重要载体之一科技产业的发达也将为本土消费品牌特别是设计师品牌提供良好的发展土壤。5月刚结束的Met Gala（纽约大都会艺术博物馆慈善晚宴），因为众多科技巨头公司领导者的参与，一度被市场戏称为“Tech Gala”。该行认为科技巨头对时尚圈的参与一方面与个人品味追求、公司全球化发展以及文化影响力提升等诉求有关，另一方面与公司的投资布局等有密切的联系。而本次Met Gala上不少科技巨头放弃了高奢品牌，转而选择了独立设计师品牌也反映了科技人士对时尚消费品的独特追求以及对富有创业精神的品牌的支持。该行认为，国内科技产业全面引领经济发展的大背景也将进一步助力文化自信，而科技人士服饰时尚的消费升级也是中期的大趋势，因此该行预计后续有本土文化特色的消费品牌中长期将获得更多发展空间。风险提示国内消费复苏节奏低于预期、行业竞争加剧、相关公司新品销售低于预期等。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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东方证券：科技消费引领传统行业增量 本土消费品牌将获更多发展空间

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东方证券：科技消费引领传统行业增量本土消费品牌将获更多发展空间