浙商证券指出，近期出台政策主要包括国务院关于促进服务消费高质量发展的意见，以及上海消费券的发放，这些政策在条款上比较符合预期，但在金额上还是比较超预期，虽然没有直接提到服装相关消费，但预计运动场景的丰富也有望刺激消费者在细分运动/户外领域的增量消费，期待后续更多鼓励运动户外发展类的政策颁布。Sporting goods stocks are among the top gainers. As of the time of publication, Xtep Int'l rose by 7.33% to HK$6.30; Yue Yuen Ind rose by 7.17% to HK$14.94; Anta Sports rose by 6.95% to HK$101.6; Li Ning rose by 5.96% to HK$18.48.
According to the Securities Times app, sporting goods stocks are leading the gains, as of the time of publication,$XTEP INT'L (01368.HK)$up 7.33%, at 6.30 Hong Kong dollars;$YUE YUEN IND (00551.HK)$up 7.17%, at 14.94 Hong Kong dollars;$ANTA SPORTS (02020.HK)$up 6.95%, at 101.6 Hong Kong dollars;$LI NING (02331.HK)$Rising by 5.96%, closing at 18.48 Hong Kong dollars.
Zheshang Securities stated in a research report that policy-driven consumer growth continues to improve, and the mainland consumer goods industry's valuation may see a revaluation opportunity. Although retail market sales growth is still under pressure, it has further improved compared to September. Sales growth in specific industries such as household appliances and apparel retail exceeded expectations, while the sports outfits, dining, and tourism industries largely met expectations. The industry rating has been raised to "outperform the market".
Zheshang Securities pointed out that recent policy measures mainly include the State Council's opinions on promoting the high-quality development of service consumption, as well as the distribution of dining vouchers in Shanghai. These policies are relatively in line with expectations in terms of clauses but exceed expectations in terms of amounts. While not directly mentioning clothing-related consumption, an enriched sports scene is expected to stimulate incremental consumption in the subdivision of sports/outdoor areas. Expect more policies to encourage the development of sports and outdoor activities in the future.
Editor/ping
