港股异动 | 特步国际(01368)跌超4% 大和指其核心特步品牌或面临增长放缓及竞争加剧

智通财经07-07

智通财经APP获悉，特步国际(01368)跌超4%，股价触及3.65港元创2024年8月以来新低。截至发稿，跌4.44%，报3.66港元，成交额3651.29万港元。

消息面上，大和发布研报称，最新的渠道检查显示，今年第二季体育用品行业的零售销售价值(RSV)按季放缓，且RSV按月波动增加，进一步降低了特步的短期可预测性。同时，特步核心品牌转型会打乱批发销售业务，并需要前期投入，因此或会分薄特步的短期收入和利润率。

尽管索康尼品牌可以继续保持高增长，但核心特步品牌或面临增长放缓及竞争加剧所带来的挑战。该行下调特步今年的每股盈测约12%，又将目标价由5.2港元降至3.9港元，评级由“跑赢大市”降至“持有”。

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