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安踏体育
94.650
+1.550
1.66%
手动刷新
成交量:
672.29万
成交额:
6.37亿
市值:
2,656.83亿
市盈率:
15.54
高:
95.600
开:
94.000
低:
93.850
收:
93.100
数据加载中...
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跟安踏、七匹狼联姻,中国最大茶叶公司又要IPO了
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·
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2025服装业“半年考”:零售增速放缓,运动品牌领跑资本赛道
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·
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昨天
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消费琪谈
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昨天
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华源证券
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·
07-21
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07-21
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格隆汇
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07-21
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华兴证券
·
07-21
每日卖空追踪 | 安踏体育 07月21日卖空量成交33.82万股,卖空比例为5.17%
市场透视
·
07-21
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07-21
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07-21
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财经网
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07-21
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18:45","pubTimestamp":1753267555,"startTime":"0","endTime":"0","summary":"2024年,中国茶叶市场规模超过3500亿元,但如此巨大的市场却未诞生一家纯茶叶类的A股上市公司。早在2013年,中国最大茶叶公司——八马茶业就尝试在A股上市,在中小板、创业板、主板总共试了3次,但均以失败告终;今年3月21日,上交所公布中国茶叶主动撤回IPO申请,宣告IPO终止。面对资本市场的种种质疑,八马茶业在今年7月17日获得中国证监会境外上市及“全流通”备案。八马茶业、中国茶叶、澜沧古茶等头部茶企的市占率均不足1%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723195502a45edf49&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:54","pubTimestamp":1753260867,"startTime":"0","endTime":"0","summary":"部分国际服装品牌已经披露,关税成本压力将会在2025年下半年体现在部分终端产品价格上,而另一部分成本或由品牌方和供应链共同承担。运动品牌的集体崛起绝非偶然。7月14日,美邦服饰发布公告,预计2025年上半年归母净利润仅为700万元至1000万元,较上年同期的7678万元暴跌86.98%至90.88%。探究太平鸟此次半年业绩预减的核心原因,公告中直指零售端的失速与成本的刚性压力之间的尖锐矛盾。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723170549a6bcf063&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1753259425,"startTime":"0","endTime":"0","summary":"安踏体育北京时间07月23日,涨1.66%,卖空量成交53.92万股%,较上一交易日减少7.7%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723172102a6bcfb06&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:55","pubTimestamp":1753228548,"startTime":"0","endTime":"0","summary":"户外新消费赛道仍保持高景气。本文摘自:中国银河证券2025年7月22日发布的研究报告《行业周报_纺织服饰_Q2服装零售稳增,户外赛道高景气》分析师:郝帅研究助理:艾菲拉·迪力木拉提评级体系:评级标准为报告发布日后的6到12个月行业指数相对市场表现,其中:A股市场以沪深300指数为基准,新三板市场以三板成指或三板做市指数为基准,北交所市场以北证50指数为基准,香港市场以恒生指数为基准。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723080322a45d65a1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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收入预计双位数增长,利润增速由于25H1 毛利率相对高基数预计略慢于收入,但仍保持正向成长;九兴控股、裕元集团由于产能爬坡可能带来25H1 利润率的波动。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723205633a6bd723a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:13","pubTimestamp":1753161229,"startTime":"0","endTime":"0","summary":"2020年,八马茶业实控人王文彬的儿子王焜恒与安踏体育老板丁世忠的女儿丁斯晴结婚,《2022胡润百富榜》显示。截至2024年,八马茶业的铁观音销售量已连续10余年位居全国第一,岩茶销售量连续5年全国领先。2023年3月,八马茶业转战深交所主板并获受理,但半年后再度主动撤回申请。截至2024年9月,其门店总数达3498家,其中加盟店占比高达92.1%。招股书显示,七匹狼控股的泉州百应公司是八马茶业此前投资者之一。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250722143714a45b808b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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关注主品牌提效进展","url":"https://stock-news.laohu8.com/highlight/detail?id=2553258292","media":"华源证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553258292?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 00:00","pubTimestamp":1753113600,"startTime":"0","endTime":"0","summary":"25H1 公司所有其他品牌仍维持高速增长,主品牌及FILA 表现稳定。主品牌Q2 零售金额增速略低于预期,关注线上线下渠道增效计划实施效果。我们持续看好公司多品牌运营下主品牌及FILA 贡献运营稳定性以及户外赛道贡献运营成长性,叠加规模化下费率可控且具备海外扩张预期,维持“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250722193953a45c4a17&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1753113600,"startTime":"0","endTime":"0","summary":"观察代表性的国际品牌耐克、阿迪达斯和亚瑟士股价,以2019 年初价格为基准,耐克走势呈倒V 型,前半程翻倍上涨而后半程全部回吐;阿迪达斯N 型反转,前期大涨近80%而后大幅下跌至-45%水位,再反转至累计上涨20%;亚瑟士持续新高,累计大涨近11倍。国际品牌产业链方面,我们建议关注耐克新品周期接替的拐点,以及阿迪达斯新品周期接力上行的持续性,看好申洲国际、华利集团和滔搏的配置机会。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250722181619a6ba95ca&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:28","pubTimestamp":1753104537,"startTime":"0","endTime":"0","summary":"八马茶业赴港上市获备案,《招股书》同日失效。7月17日,中国证监会官网发布《关于八马茶业股份有限公司境外发行上市及境内未上市股份全流通备案通知书》,标志着八马茶业赴港上市备案程序圆满完成。截至2024年,八马茶业的铁观音销售量已连续10余年位居全国第一,岩茶销售量连续5年全国领先。IPO牵出500亿泉州“富豪姻亲圈”八马茶业是一个家族色彩非常浓厚的企业。如此估算,王文彬夫妇的三位亲家身家合计逾500亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721213430a459b348&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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20:23","pubTimestamp":1753100596,"startTime":"0","endTime":"0","summary":"在安踏集团,博士后工作站参与研发的“冰溶纱”技术,让产品成为爆款。2024年,运动生物力学博士李昂进入安踏集团博士后工作站。安踏博士后科研工作站是2022年10月14日获国家人力资源和社会保障部全国博士后管委会批准设立的博士后科研工作站,可开展博士后科研人才招收和培养工作。自建站以来,安踏博士后科研工作站已引进5名博士后创新人才进站,2名博士正在引进流程中。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721235559a6b88d2c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:16","pubTimestamp":1753092982,"startTime":"0","endTime":"0","summary":"运动龙头Q2经营分化,把握泡泡玛特回调机会——轻工制造及纺服服饰行业周报友情提示如果您认为我们的研究成果对您有所帮助,请酌情在佣金派点上支持中泰轻工纺服团队!品牌服饰:本周港股运动龙头发布25Q2经营数据,品牌表现有所分化。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721210247a4599fc0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:22","pubTimestamp":1753089733,"startTime":"0","endTime":"0","summary":"格隆汇7月21日丨安踏体育(02020.HK)宣布,董事会将于2025年8月27日(星期三)举行会议,藉以(其中包括)批准集团截至2025年6月30日止六个月的中期业绩,并考虑派付股息。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721172231954acfc6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1753086650,"startTime":"0","endTime":"0","summary":"6月动力电池装车量同比增长36.0%至58.2GWh,单车平均带电量为54.0KWh,环比增长4.2%。6月国内乘用车厂商的零售/批发/生产数量均创当月历史新高,国产品牌零售市场份额达到64.2%。6月乘用车和新能源车零售销量同比分别增长18.1%/29.8%。2025年上半年累计总体乘用车和新能源车零售销量分别为1,094.8万辆/545.8万辆,分别同比增长11.2%/34.1%。6月乘用车销量数据创当月历史新高,国产品牌销量占比达64.2%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721164135a6b78031&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1753086628,"startTime":"0","endTime":"0","summary":"安踏体育北京时间07月21日,跌0.91%,卖空量成交33.82万股%,较上一交易日减少71.35%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721171755a4590e2e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2553719478","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553719478?lang=zh_cn&edition=fundamental","pubTime":"2025-07-21 16:16","pubTimestamp":1753085765,"startTime":"0","endTime":"0","summary":"07月21日, 安踏体育股价跌0.91%,报收92.80元,成交金额6.1亿元,换手率0.23%,振幅2.78%,量比0.68。安踏体育今日主力资金净流出1572.8万元,上一交易日主力净流入8118.2万元。该股近5个交易日上涨5.19%,主力资金累计净流入3.4亿元;近20日主力资金累计净流入4.6亿元,其中净流入天数为12日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721170356a459037b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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指公司盈利能力有望保持稳健","url":"https://stock-news.laohu8.com/highlight/detail?id=2553425790","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553425790?lang=zh_cn&edition=fundamental","pubTime":"2025-07-21 13:57","pubTimestamp":1753077424,"startTime":"0","endTime":"0","summary":"金吾财讯 | 民银国际研报指,25Q2安踏 及FILA流水分别+低单/ +中单,其他品牌超预期高增。管理层对全年目标具备信心——维持安踏牌、FILA、其他品牌流水分别同比增长高单、中单、30%以上的全年流水目标不变。该机构预计集团毛利率有望稳定,原因是高端户外品牌如迪桑特、Kolon高增,对冲安踏及FILA线上增速高于线下的结构影响;25H1大型赛事相对少,新店型例如安踏冠军等表现较好,公司盈利能力有望保持稳健。维持买入评级,维持目标价112.00港元。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962601","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":null,"symbols":["02020"],"gpt_icon":0},{"id":"2553283354","title":"安踏品牌2025年上半年零售金额同比录得中单位数正增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2553283354","media":"财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553283354?lang=zh_cn&edition=fundamental","pubTime":"2025-07-21 11:06","pubTimestamp":1753067178,"startTime":"0","endTime":"0","summary":"据安踏体育2025年第二季度及上半年运营表现显示,2025年第二季度,安踏品牌产品之零售金额(按零售价值计算)同比录得低单位数的正增长;FILA品牌产品之零售金额同比录得中单位数的正增长;所有其他品牌产品(不包括二零二五年四月一日之后新加入本集团的品牌)之零售金额同比录得50-55%的正增长。2025年上半年,安踏品牌产品之零售金额(按零售价值计算)同比录得中单位数的正增长;FILA品牌产品之零售金额同比录得高单位数的正增长;所有其他品牌产品零售金额同比录得60-65%的正增长。(安踏体育)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072111084397adfac1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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