港股詳情

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安踏體育

73.250

-0.400-0.54%

成交量：598.57萬

成交額：4.39億

市值：2,048.80億

市盈率：13.05

高：74.200

開：73.900

低：72.750

收：73.650

52周最高：95.868

52周最低：65.519

股本：27.97億

香港流通股本：27.97億

量比：0.64

換手率：0.21%

股息：2.59

股息率：3.54%

每股收益(LYR):5.613

淨資產收益率：24.76%

總資產收益率：10.47%

市淨率：2.45

市盈率(LYR):13.05

市銷率: 2.06

資料載入中...

總覽公司新聞資訊公告

安踏體育(02020)出現大手買入28.76萬股，成交價$74.5，涉資2.143千萬

阿斯达克财经

安踏體育2026年中期業績：營收435.07億元，經調整淨利潤72.30億元

《大行》野村：lululemon(LULU.US)次季業績轉弱中國運動服首選安踏(02020.HK)

阿斯达克财经

安踏半年報：看起來完美的財報，藏着「主品牌安踏」的隱憂

红星资本局

《大行》花旗：中國消費品上半年業績好淡參半調整板塊優選次序

阿斯达克财经

安踏，快被自己養大的「小弟」擠下主位了

安踏集團2026上半年收入增長12.9% 多品牌矩陣全面發力

经济参考网

安踏該試試分拆了？

李寧花錢築壁壘，安踏靠「買品牌」狂奔，國產運動「四強」走出四條路｜半年報盤點

每日经济新闻

安踏的「買手神話」，到頭了嗎？

《大行》摩通降李寧(02331.HK)評級至「中性」首選安踏(02020.HK)

阿斯达克财经

安踏體育(02020)出現大手買入9.4萬股，成交價$75.9，涉資713.46萬

阿斯达克财经

異動解讀｜安踏體育盤中下跌3.06%，中報後市場消化核心品牌增速放緩隱憂

安踏體育8月無新增發行或股份變動，股本維持穩定

安踏體育（02020）披露董事會及專門委員會最新成員構成

安踏體育(02020)：將沒收未獲領取的股息

安踏增長重心變了：上半年兩大核心品牌增速降至個位數，迪桑特等其他品牌暴增44%，撐起三分之二新增收入

運動鞋服企業業績分化户外賽道成博弈焦點

中国经营网

大行評級丨中銀國際：上調安踏目標價至99.5港元，公司有望持續跑贏行業

【券商聚焦】交銀國際維持安踏體育（02020）買入評級指多品牌優勢進一步凸顯

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16:38","pubTimestamp":1788770320,"startTime":"0","endTime":"0","summary":"截至2026年6月30日止六个月，安踏体育实现营业收入435.07亿元，同比增长12.9%。经调整股东应占净利润为72.30亿元，同比增长9.6%。毛利率为63.9%，较上年同期提升0.5个百分点；经营溢利率为27.0%，同比上升0.7个百分点。经营现金流净流入为116.30亿元，同比增长54.2%。我相信，只要始终以消费者为中心，做好品牌、做好产品，协助每个品牌健康成长，安踏体育必将能够持续创造长期价值，与消费者、合作伙伴和股东共同成长。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"安踏体育2026年中期业绩：营收435.07亿元，经调整净利润72.30亿元","news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665396628","title":"《大行》野村：lululemon(LULU.US)次季業績轉弱 中國運動服首選安踏(02020.HK)","url":"https://stock-news.laohu8.com/highlight/detail?id=2665396628","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665396628?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 11:17","pubTimestamp":1788751020,"startTime":"0","endTime":"0","summary":"野村发表报告指，lululemon公布2026财年第二季业绩，固定汇率下季度收入按年下跌5%至24.2亿美元，低于市场预期的24.6亿美元。野村指出，lululemon于内地市场表现转弱，管理层指社交媒体对其在华促销活动的负面评论伤害品牌情绪，且因未参与618购物节后续促销，电商表现疲软。野村在中国运动鞋服覆盖范围内首选安踏，因其长期受惠于户外活动及新兴运动的增长，以及多品牌策略有助安踏在运动鞋服行业竞争中应对挑战。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250912114418137_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250912114418137_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543135/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543135/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["IE00BQXX3C00.GBP","IE00BQXX3D17.EUR","LU0140636845.USD","LU2177674079.SGD","IE0008368742.USD","LU2488822045.USD","IE00B031HY20.USD","LU0463099449.HKD","82020","LU1188198961.HKD","LU2039709279.SGD","LU0326950275.SGD","BK1521","IE0008369823.USD","LU0594300419.USD","IE00BQXX3F31.USD","BK1500","BK1168","LU0261950470.USD","IE00BGV7N243.SGD","BK1502","LU0261947096.USD","LU0320764599.SGD","LU0244354667.USD","LU0251144936.SGD","LU0823426480.USD","IE00BMCWC346.EUR","LU1831875114.USD","LU0605514214.HKD","IE00BYV24P56.USD","BK1512","ANPDY","BK1227","LU0594300179.USD","LU0251143458.SGD","IE0031814852.USD","LU0048597586.USD","LU0048575426.USD","LU0823426308.USD","LU0650527681.SGD","LU0708995583.HKD","LU2008162690.USD","BK1589","02020","LU0052750758.USD","IE00B031J352.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665368243","title":"安踏半年報：看起來完美的財報，藏着「主品牌安踏」的隱憂","url":"https://stock-news.laohu8.com/highlight/detail?id=2665368243","media":"红星资本局","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665368243?lang=zh_tw&edition=fundamental","pubTime":"2026-09-05 17:18","pubTimestamp":1788599932,"startTime":"0","endTime":"0","summary":"安踏（02020.HK）刚刚交出了一份数字上无可挑剔的半年报：营收435.1亿元，历史上首次半年破400亿；净利润同比暴涨34.9%（包含了AmerSports配售事项产生的15.49亿元一次性权益摊薄利得，剔除后同比增加12.9%）。股息大方派发，大和、里昂两家投行接连上调目标价。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609053866016419.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609053866016419.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["02020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664855313","title":"《大行》花旗：中國消費品上半年業績好淡參半 調整板塊優選次序","url":"https://stock-news.laohu8.com/highlight/detail?id=2664855313","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664855313?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 10:39","pubTimestamp":1788489540,"startTime":"0","endTime":"0","summary":"花旗指出，在该行中国消费品覆盖范围内，2026年上半年业绩分别有27%高于预期、38%符合预期及35%低于预期。尽管结构性趋势未变，包括转向体验／服务消费以追求情感价值、更重视健康福祉、银发经济兴起，以及新兴渠道与多品牌等，该行仍因应各公司更新的2026年下半年展望，调整板块优选次序。若2026年下半年刺激消费政策好于预期，该行预期海底捞、李宁及中国中免有望表现跑赢。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250221110020839_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250221110020839_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542921/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542921/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0572944931.SGD","00300","02319","LNNGY","LU1807302812.USD","LU2008162690.USD","LU0594300419.USD","LU0029864427.USD","82331","LU1769817096.USD","LU0737861699.HKD","09633","LU0072462343.USD","LU2488822045.USD","BK1610","BK1589","IE0031814852.USD","BK1224","BK1200","BK1227","02331","LU0320764755.SGD","LU0543330483.HKD","LU0048580855.USD","ANPDY","LU1769817179.HKD","01179","01880","BK1588","LU0029875118.USD","LU0384037296.USD","LU0274383008.USD","LU1102505762.USD","LU1119993845.HKD","LU1188198961.HKD","09987","LU2187417386.USD","82020","IE00B031J352.USD","06862","HK0000306685.HKD","02020","LU1831875114.USD","LU0244354667.USD","LU1267930573.SGD","LU1981816686.USD","LU0228367735.SGD","LU0348825331.USD","LU0259732245.USD","01579"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664800933","title":"安踏，快被自己養大的「小弟」擠下主位了","url":"https://stock-news.laohu8.com/highlight/detail?id=2664800933","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664800933?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 08:36","pubTimestamp":1788482185,"startTime":"0","endTime":"0","summary":"作者 | 金角财经 麦颖仔小弟们越来越强，安踏快要被挤下主位了。按各板块收入倒推，安踏集团上半年新增收入约49.7亿元，其中近三分之二来自这些“其他品牌”。或是因此，安踏集团已将未来的打法，从“攻城”调整为“守城”。MAIA ACTIVE则盯住女性瑜伽和健身市场，外界一度把它视为安踏进攻lululemon腹地的一支“长矛”。安踏的小弟们也在继续强化这些专业标签。市场分化浪潮下，安踏在左，“迪桑特们”在右。2026年1月，安踏再次出手，宣布","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1788253226288321483","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU1188198961.HKD","BK1512","IE00BQXX3F31.USD","IE00BQXX3D17.EUR","BK1227","IE00BMCWC346.EUR","LU0594300179.USD","LU2008162690.USD","IE0031814852.USD","LU0048597586.USD","BK1500","LU0326950275.SGD","82020","LU0823426308.USD","LU0261947096.USD","ANPDY","BK1502","LU0463099449.HKD","LU0244354667.USD","02020","IE00BYV24P56.USD","LU0708995583.HKD","IE00BGV7N243.SGD","LU0605514214.HKD","LU0261950470.USD","IE0008368742.USD","LU0650527681.SGD","LU2488822045.USD","LU0823426480.USD","LU0320764599.SGD","BK1168","IE00B031J352.USD","BK1589","LU0251144936.SGD","LU0594300419.USD","IE00BQXX3C00.GBP","LU0251143458.SGD","LU0140636845.USD","LU0048575426.USD","IE0008369823.USD","IE00B031HY20.USD","LU2039709279.SGD","BK1521","LU1831875114.USD","LU2177674079.SGD","LU0052750758.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664887775","title":"安踏集團2026上半年收入增長12.9% 多品牌矩陣全面發力","url":"https://stock-news.laohu8.com/highlight/detail?id=2664887775","media":"经济参考网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664887775?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 21:38","pubTimestamp":1788442699,"startTime":"0","endTime":"0","summary":"近日，安踏体育用品有限公司（简称“安踏集团”）发布2026年上半年业绩公告：收入同比增长12.9%至435.1亿元；经营利润同比提升16.1%至117.6亿元；整体毛利率提升0.5个百分点至63.9%，经营利润率提升0.7个百分点至27%，核心盈利指标均超市场预期。安踏集团加上其收购的亚玛芬集团，上半年总收入约为679.8亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609033864337453.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609033864337453.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0052750758.USD","LU0140636845.USD","LU0650527681.SGD","BK1502","LU0261947096.USD","IE00BQXX3C00.GBP","IE00BQXX3F31.USD","LU0244354667.USD","LU0708995583.HKD","LU0823426480.USD","IE00BMCWC346.EUR","LU0261950470.USD","ANPDY","BK1168","LU0048575426.USD","LU0251144936.SGD","LU1188198961.HKD","LU0251143458.SGD","02020","BK1500","LU0463099449.HKD","LU0594300419.USD","LU2008162690.USD","IE00BQXX3D17.EUR","LU2488822045.USD","IE0008368742.USD","LU2177674079.SGD","IE00B031HY20.USD","IE00BYV24P56.USD","BK1227","LU0594300179.USD","LU2039709279.SGD","BK1521","BK1589","IE00BGV7N243.SGD","82020","IE00B031J352.USD","IE0031814852.USD","BK1512","LU0326950275.SGD","LU0605514214.HKD","LU0320764599.SGD","LU0048597586.USD","LU0823426308.USD","IE0008369823.USD","LU1831875114.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664879679","title":"安踏該試試分拆了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2664879679","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664879679?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 19:03","pubTimestamp":1788433380,"startTime":"0","endTime":"0","summary":"虽然安踏并购成功率极高，也达到了预期效果，后续若有优质标的，依然可以继续抄底拓展版图。安踏推动控股的亚玛芬独立上市后，亚玛芬在业绩与市值上均做出了亮眼表现。未来，将经过安踏改造且已取得优异成绩的新品牌独立分拆，依然是安踏的可选项。种种因素下，安踏或许可以试试分拆了。站在后视镜视角来看，安踏的后来居上，核心在于以并购打造出了产业经营的标杆案例，并撬动了长期的价值增长。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/roll/2026-09-03/doc-iniqpzps1099006.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE0031814852.USD","LU0261950470.USD","IE00B031HY20.USD","LU0605514214.HKD","LU0052750758.USD","LU0251144936.SGD","IE00BQXX3C00.GBP","LU2039709279.SGD","IE00BQXX3D17.EUR","BK1227","BK1589","IE0008369823.USD","IE00B031J352.USD","LU0048597586.USD","LU0140636845.USD","LU0048575426.USD","LU0251143458.SGD","IE00BYV24P56.USD","LU0463099449.HKD","LU0823426480.USD","IE00BMCWC346.EUR","82020","LU1831875114.USD","LU0320764599.SGD","02020","LU1188198961.HKD","LU0244354667.USD","LU2488822045.USD","ANPDY","LU0650527681.SGD","LU0326950275.SGD","LU0708995583.HKD","LU2177674079.SGD","LU0261947096.USD","BK1521","IE00BQXX3F31.USD","LU0823426308.USD","LU2008162690.USD","BK1502","BK1512","LU0594300419.USD","IE00BGV7N243.SGD","BK1168","LU0594300179.USD","BK1500","IE0008368742.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664821126","title":"李寧花錢築壁壘，安踏靠「買品牌」狂奔，國產運動「四強」走出四條路｜半年報盤點","url":"https://stock-news.laohu8.com/highlight/detail?id=2664821126","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664821126?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 14:20","pubTimestamp":1788416448,"startTime":"0","endTime":"0","summary":"过去两年，运动消费最热的两个关键词，一个是户外，一个是跑步。马拉松赛事重新挤满城市街头，碳板跑鞋价格持续走高，安踏、李宁、特步、361度均在加码跑步赛道。从三四百元的入门款到千元级竞速鞋，一场围绕专业运动的竞争，几乎重塑了国产运动品牌的市场形象。不过从2026年上半年财报来看，跑鞋依旧火热，但安踏、李宁、361度三家企业内部，服装品类的增长速度已经超过鞋类。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609033863978949.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609033863978949.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["02331","LU0823426480.USD","IE0008369823.USD","BK1589","82331","LU1188198961.HKD","IE00BYV24P56.USD","LU0052750758.USD","LU2125910500.SGD","IE0008368742.USD","LU0541501648.USD","LU0823426308.USD","BK1500","IE00BQXX3D17.EUR","BK1168","LU2008162690.USD","IE0031814852.USD","IE00B031J352.USD","LU0251143458.SGD","LU0048580855.USD","LNNGY","LU0572944931.SGD","LU0348805143.USD","LU0708995583.HKD","IE00BQXX3F31.USD","IE00B031HY20.USD","LU0072462343.USD","LU0326950275.SGD","LU0594300419.USD","LU0048575426.USD","LU0605514214.HKD","BK1502","LU0327786744.USD","BK1227","LU2039709279.SGD","82020","LU1102505762.USD","IE00BQXX3C00.GBP","IE00BMCWC346.EUR","BK1512","LU0251144936.SGD","LU0650527681.SGD","ANPDY","BK1610","LU0463099449.HKD","BK1521","LU0261947096.USD","LU0244354667.USD","02020","LU0370786039.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664007892","title":"安踏的「買手神話」，到頭了嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2664007892","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664007892?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 16:06","pubTimestamp":1788336360,"startTime":"0","endTime":"0","summary":"安踏品牌上半年收入同比增长4.8%，经营溢利率却下降0.8个百分点至22.5%，低于集团的27.0%。内卷加剧的大众赛道，将其推进“增收不增利”的尴尬区间。7月15日，安踏集团确认“徐阳因家庭原因辞任安踏品牌CEO”。而接手安踏品牌的赖世贤，履历写满了“效率”二字。但危险的是，两个品牌正在稀释赖以立足的专业根基。2023年10月，安踏收","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/s/2026-09-02/doc-iniqmmyy2937086.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0251143458.SGD","ANPDY","LU2008162690.USD","IE00B031HY20.USD","82020","LU0823426308.USD","LU0244354667.USD","IE00BMCWC346.EUR","BK1227","LU0261950470.USD","LU2488822045.USD","LU2039709279.SGD","LU0320764599.SGD","LU0594300419.USD","IE00BGV7N243.SGD","IE00BQXX3F31.USD","LU1188198961.HKD","LU0261947096.USD","LU0823426480.USD","LU0650527681.SGD","LU0140636845.USD","BK1500","IE0008369823.USD","IE00B031J352.USD","02020","LU2177674079.SGD","LU0594300179.USD","BK1589","IE0031814852.USD","LU0605514214.HKD","IE00BQXX3D17.EUR","LU1831875114.USD","IE0008368742.USD","BK1168","BK1521","IE00BQXX3C00.GBP","LU0708995583.HKD","LU0048575426.USD","LU0326950275.SGD","BK1512","LU0052750758.USD","LU0048597586.USD","IE00BYV24P56.USD","BK1502","LU0251144936.SGD","LU0463099449.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664415895","title":"《大行》摩通降李寧(02331.HK)評級至「中性」 首選安踏(02020.HK)","url":"https://stock-news.laohu8.com/highlight/detail?id=2664415895","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664415895?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 12:36","pubTimestamp":1788323760,"startTime":"0","endTime":"0","summary":"摩根大通发表研究报告指，中国体育用品行业正进入更具挑战性的阶段。安踏体育表现突出，销售及核心盈利分别增长13%及13%，明显领先李宁及特步国际。展望下半年，该行指7至8月行业整体仍然艰难，需求不确定性及促销环境料将持续。在此背景下，安踏仍是该行首选，评级“增持”，目标价130元；将李宁评级由“增持”下调至“中性”；基于估值考虑，维持特步国际“增持”评级。沽空资料截至 2026-09-02 12:25。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230828120218112_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230828120218112_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542598/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542598/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02331","02020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664893213","title":"安踏體育(02020)出現大手買入9.4萬股，成交價$75.9，涉資713.46萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2664893213","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664893213?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 11:25","pubTimestamp":1788319500,"startTime":"0","endTime":"0","summary":"[大手成交]安踏体育(02020)在上午11:25出现大手买入，成交量为9.4万，成交价为港币$75.9，涉资713.46万。至目前为止，股价跌3.127%，今日最高价为$77.9，而最低价为$75.85，总成交量为393.425万股，总成交金额港币$3.006亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609024399/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609024399/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["IE0031814852.USD","IE00BYV24P56.USD","LU0326950275.SGD","BK1512","LU0823426308.USD","BK1168","LU0140636845.USD","LU0261950470.USD","LU0823426480.USD","IE00BQXX3C00.GBP","BK1502","LU0463099449.HKD","LU0048597586.USD","BK1589","IE00B031J352.USD","LU0052750758.USD","IE00BQXX3F31.USD","02020","IE00BQXX3D17.EUR","LU0594300179.USD","BK1227","LU0251144936.SGD","BK1521","LU0048575426.USD","LU0708995583.HKD","ANPDY","IE00BMCWC346.EUR","LU2039709279.SGD","IE0008368742.USD","LU0320764599.SGD","LU2008162690.USD","LU2488822045.USD","LU0650527681.SGD","LU0244354667.USD","LU2177674079.SGD","IE00B031HY20.USD","82020","LU1831875114.USD","IE00BGV7N243.SGD","LU0605514214.HKD","LU0594300419.USD","LU0261947096.USD","BK1500","IE0008369823.USD","LU1188198961.HKD","LU0251143458.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1119850411","title":"異動解讀｜安踏體育盤中下跌3.06%，中報後市場消化核心品牌增速放緩隱憂","url":"https://stock-news.laohu8.com/highlight/detail?id=1119850411","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1119850411?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 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16:35","pubTimestamp":1788251745,"startTime":"0","endTime":"0","summary":"2026年9月1日，安踏体育用品有限公司公布最新董事会名单及专门委员会成员安排。公告显示，公司董事会由11名成员组成，其中执行董事6名、独立非执行董事4名，另有各委员会成员分工如下：。公告指出，所有委员会均已制定相关职权范围，以支持董事会在审计、提名、薪酬、风险管理及可持续发展等方面的治理工作。公司注册地为开曼群岛，公告出具地为中国香港。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663075981","title":"安踏體育(02020)：將沒收未獲領取的股息","url":"https://stock-news.laohu8.com/highlight/detail?id=2663075981","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663075981?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 16:42","pubTimestamp":1788165776,"startTime":"0","endTime":"0","summary":"智通财经APP讯，安踏体育(02020)发布公告，有关2012年末期及特别股息至2020年中期股息，于2026年9月15日仍未获领取的股息将予以没收及拨归公司所有。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1489416.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00BQXX3F31.USD","IE0008368742.USD","LU0708995583.HKD","LU0594300419.USD","LU0650527681.SGD","LU2488822045.USD","IE0031814852.USD","IE00B031HY20.USD","ANPDY","LU0605514214.HKD","LU0823426308.USD","IE00BQXX3C00.GBP","BK1227","LU2177674079.SGD","LU0320764599.SGD","LU0140636845.USD","BK1512","BK1500","IE0008369823.USD","LU0244354667.USD","LU0048575426.USD","BK4585","BK1168","LU0048597586.USD","LU1188198961.HKD","BK4588","LU0261950470.USD","LU0823426480.USD","VIG","IE00B031J352.USD","LU0594300179.USD","BK1502","LU1831875114.USD","BK1521","82020","LU0261947096.USD","IE00BMCWC346.EUR","02020","LU0251144936.SGD","IE00BGV7N243.SGD","LU2008162690.USD","LU0463099449.HKD","IE00BYV24P56.USD","LU2039709279.SGD","LU0251143458.SGD","LU0052750758.USD","IE00BQXX3D17.EUR","BK1589","LU0326950275.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663110046","title":"安踏增長重心變了：上半年兩大核心品牌增速降至個位數，迪桑特等其他品牌暴增44%，撐起三分之二新增收入","url":"https://stock-news.laohu8.com/highlight/detail?id=2663110046","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663110046?lang=zh_tw&edition=fundamental","pubTime":"2026-08-30 13:02","pubTimestamp":1788066120,"startTime":"0","endTime":"0","summary":"按照财报数据计算，安踏集团上半年收入同比增加约49.6亿元，其中其他品牌增加约32.8亿元。2025年，安踏主品牌收入增速已经降至3.7%，其他品牌则增长59.2%。但这种领先并不主要来自安踏主品牌，而是迪桑特、可隆等其他品牌。其他品牌增长44%，贡献集团约三分之二新增收入相比两大主力品牌，安踏旗下其他品牌依然保持高速增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/bxjj/2026-08-30/doc-iniqakft2909926.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE0008369823.USD","IE00BMCWC346.EUR","LU1188198961.HKD","LU0823426480.USD","IE00BGV7N243.SGD","BK1521","BK1168","BK1512","LU0594300419.USD","LU0048575426.USD","IE00BQXX3C00.GBP","LU0326950275.SGD","LU2488822045.USD","ANPDY","LU0244354667.USD","LU0594300179.USD","LU0823426308.USD","LU0650527681.SGD","BK1589","LU0140636845.USD","IE00BYV24P56.USD","LU2008162690.USD","LU0463099449.HKD","02020","LU0261950470.USD","LU2177674079.SGD","LU0048597586.USD","LU0052750758.USD","LU1831875114.USD","IE00BQXX3D17.EUR","LU0320764599.SGD","LU0605514214.HKD","IE0008368742.USD","BK1227","IE00BQXX3F31.USD","LU0251144936.SGD","IE0031814852.USD","LU0261947096.USD","BK1500","IE00B031J352.USD","LU0708995583.HKD","IE00B031HY20.USD","LU2039709279.SGD","82020","LU0251143458.SGD","BK1502"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663013724","title":"運動鞋服企業業績分化 户外賽道成博弈焦點","url":"https://stock-news.laohu8.com/highlight/detail?id=2663013724","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663013724?lang=zh_tw&edition=fundamental","pubTime":"2026-08-29 04:10","pubTimestamp":1787947826,"startTime":"0","endTime":"0","summary":"近日，运动鞋服企业陆续交出了2026年上半年成绩单，国内市场的“分化”特征也随之展露。《中国经营报》记者注意到，从销售数据上看，安踏（安踏体育，02020.HK）以435.1亿元的营收领跑，同比增长12.9%，其营收规模超过李宁（02331.HK）、特步（特步国际，01368.HK）、361度（01361.HK）三家之和。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608293858910550.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608293858910550.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["01368","82020","LNNGY","LU0320764599.SGD","LU0261950470.USD","BK1521","BK1583","IE0008369823.USD","BK4533","LU0786609619.USD","LU0823426308.USD","LU2098885051.SGD","NKE","BK4581","BK4585","02331","LU0128525929.USD","LU0702159343.USD","LU1267930227.SGD","LU0048575426.USD","LU1102505762.USD","LU2008162690.USD","LU0348805143.USD","LU0593848301.USD","01361","BK4588","IE00BQXX3C00.GBP","LU0889566641.SGD","LU0823411888.USD","IE00B031J352.USD","LU2045819591.USD","BK1227","ANPDY","BK4146","LU0572944931.SGD","BK4561","LU2488822045.USD","IE00BGV7N243.SGD","02020","LU1166156734.SGD","82331","LU0052756011.USD","LU0594300179.USD","LU2177674079.SGD","LU0310800379.SGD","LU0702159699.USD","LU0708994859.HKD","LU0541501648.USD","STYL","LU1102505929.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662842053","title":"大行評級丨中銀國際：上調安踏目標價至99.5港元，公司有望持續跑贏行業","url":"https://stock-news.laohu8.com/highlight/detail?id=2662842053","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662842053?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 11:19","pubTimestamp":1787887177,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["IE0031814852.USD","BK1227","82020","LU1831875114.USD","LU0052750758.USD","IE00BQXX3C00.GBP","LU0650527681.SGD","IE00B031J352.USD","LU0463099449.HKD","IE00B031HY20.USD","IE00BMCWC346.EUR","02020","LU0251144936.SGD","LU1188198961.HKD","LU2177674079.SGD","LU0320764599.SGD","LU0140636845.USD","ANPDY","BK1168","LU0048575426.USD","LU0048597586.USD","LU2039709279.SGD","IE0008369823.USD","BK1512","BK1521","BK1589","LU0326950275.SGD","LU0251143458.SGD","LU0708995583.HKD","BK1502","IE00BQXX3F31.USD","LU0605514214.HKD","BK1500","LU0261947096.USD","LU0823426480.USD","LU2008162690.USD","IE0008368742.USD","LU0823426308.USD","IE00BYV24P56.USD","IE00BQXX3D17.EUR","LU0244354667.USD","LU0261950470.USD","LU0594300179.USD","IE00BGV7N243.SGD","LU0594300419.USD","LU2488822045.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662603792","title":"【券商聚焦】交銀國際維持安踏體育（02020）買入評級 指多品牌優勢進一步凸顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2662603792","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662603792?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 09:20","pubTimestamp":1787880048,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际研报指，安踏体育 1H26实现收入435.1亿元，同比+12.9%，其中安踏/FILA/其他品牌分别+4.8%/6.1%/44.2%；毛利率/经营利润率分别同比升0.5/0.7ppts至63.9%/27.0%，超出市场预期。管理层维持全年指引不变，即安踏/FILA/其他品牌流水同比增长低单位数/中单位数/20+%。FILA在服装及线上业务等带动下收入保持增长，同时其线下店效同比提升，共同推动其经营利润率同比提升1.0ppts至28.7%。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989827","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["KCE","02020"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":2,"totalSize":200,"code":"91000000","status":"200"}]}}