纺服板块普升李宁涨3.36% 机构料服装制造及出口相关企业或将迎来机遇_老虎社区_美港股上老虎

纺服板块普升李宁涨3.36% 机构料服装制造及出口相关企业或将迎来机遇

金吾资讯02-26

金吾财讯 | 纺服板块普升，李宁(02331)涨3.36%，安踏体育(02020)涨2.58%，宝胜国际(03813)涨1.72%，申洲国际(02313)涨1.57%，特步国际(01368)涨1.36%，滔搏(06110)涨0.93%。

平安证券提到，基于可选消费修复逻辑，该行认为，服装制造及出口相关企业或将迎来机遇，且服装及家居出海企业或将延续红利。同时，服装品牌企业经过估值调整后，或将迎来新一轮行情。

交银国际表示，2025年年初至今，消费市场展现出与往年不同的新趋势，消费结构进一步优化升级。体育消费热度攀升，下沉市场表现亮眼。消费者对体育健康的重视程度持续提升，这一趋势在下沉市场尤为明显，70%以上门店位于低线城市的361度，其春节期间实现了双位数的销售额同比增长，体育消费正向低线城市快速渗透。

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