招商证券：运动需求多元化世界杯有望催化新运动潮流_老虎社区_美港股上老虎

招商证券：运动需求多元化世界杯有望催化新运动潮流

智通财经06-01

智通财经APP获悉，招商证券发布研报称，户外及运动时尚品牌维持高增，传统运动品牌仍在修复。1）从制造端看，建议优选受益品牌产业链标的，尤其是和足球相关，推荐申洲国际(02313)（和阿迪足球服合作密切，大客户是NIKE、Adidas）；晶苑国际(02232)（和运动有密切合作，北美出口占比高）、裕元集团(00551)（部分足球产品有合作，估值低）、华利集团(300979.SZ)（阿迪、ON、NB均...

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