股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 特步國際控股有限公司 呈交日期: 2025年12月2日 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01368 | 說明 | 不適用 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 2,806,072,356 | | 0 | | 2,806,072,356 | | 增加 / 減少 (-) | | | | | | | | | 本月底結存 | | | 2,806,072,356 | | 0 | | 2,806,072,356 | 第 2 頁 共 10 頁 v 1.1.1 I. 法定/註冊股本變動 | 1 ...

Group 1: New Consumption - The report emphasizes the continuous exploration of new products, channels, and brand changes within the new consumption sector, highlighting the resilience of leading companies despite market concerns about revenue growth and profit realization in 2026 [8][15][9] - Key sectors include eyewear, with a focus on AI and AR technologies, recommending companies like 康耐特光学 for their innovative approaches [18][30] - The潮玩 (trendy toys) sector is noted for its high growth potential, particularly with brands like 泡泡玛特 and their successful IP strategies [34][38] - The personal care and household cleaning segment is undergoing a transformation, driven by the rise of platforms like 抖音, which enhances brand visibility and sales conversion [54][55] Group 2: Export Chain - The report identifies the light industry export chain as a key area, emphasizing the importance of high pricing power, market diversification, and mature overseas production capabilities [10] - Recommendations include关注匠心家居, 共创草坪, and other companies that demonstrate strong performance in international markets [10] Group 3: Cyclical Opportunities - The report suggests a focus on quality leaders in the cyclical sector, particularly in home textiles and furniture, where companies like 水星家纺 and 欧派家居 are highlighted for their strong market positions [11][11] - The report notes the increasing differentiation within the home goods market, recommending companies that offer value and competitive pricing [11]

作为国内马拉松赛季在年末的焦点之战，2025年上海马拉松今天刚刚结束，作为中国仅有的两场世界田联白金标赛事之一，今年它创下超过35万人的报名 新纪录。 从最终成绩来看，作为其在国内唯一赞助的顶级马拉松赛事，耐克强势捍卫了自己的"主场"，男子和女子全场前三名的六位全球精英选手全部穿着耐克跑 鞋冲线，其中Alphafly 3与Vaporfly系列成为赛道上的最大赢家。而国内选手的成绩榜有两个冲击者：国内男子冠军丰配友穿着特步160X 7.0 PRO以2:08:36 的成绩完赛，杨克古和李大林紧随其后，均选择了Nike Alphafly 3；女子组方面，张德顺与吴冰包揽前两名，同样穿着Nike Alphafly 3，季军姚妙也拿到跟 去年同样的排名，她穿的是萨洛蒙刚刚推出的S/LAB PHANTASM 3。 | 排名 | | 品牌 | | 数量 | | --- | --- | --- | --- | --- | | 1 | | 耐克 | | 22 | | 2 | | 李宁 | | 17 | | 3 | | 阿迪达斯 | | 11 | | 4 | | 安德玛 | | 9 | | 5 | | On昂跑 | | 8 | ...

霸王茶姬向香港东华三院捐款50万港元，并捐赠1000条毛毯； 据不完全统计，截至11月28日下午3点，参与捐赠的快消企业有： 安踏集团捐赠总额3000万港元（含1000万港元现金及2000万港元防寒装备）；波司登捐赠3000万港元； 农夫山泉捐赠1000万港元现金及500万港元物资； 李宁集团捐赠2000万港元现金及装备； 特步集团捐赠2000万港元现金及装备； 361°集团捐赠1500万港元现金及装备； 喜茶捐赠500万港元； 茶百道捐赠500万港元； 蜜雪冰城捐赠2000万港元； 香港新界大埔区宏福苑五级火灾发生后，内地多家快消企业迅速响应，第一时间启动捐赠行动，以现 金、物资等形式支援当地救援工作及受灾同胞安置，用实际行动传递企业担当。 温氏股份捐赠现金及物资共计4000万港元； 伊利集团联合中国红十字基金会捐赠1000万港元； 周大福集团捐赠2000万港元，并为受灾居民提供临时住宿、食物等支援； 老铺黄金捐赠1000万港元； 百胜中国携旗下品牌捐赠300万元人民币； 海天调味食品股份有限公司捐赠1000万港元。 （文章来源：中国经营报） ...

Group 1 - Multiple companies have pledged significant donations to support fire relief efforts in Hong Kong, demonstrating corporate social responsibility and community support [1][2][3][4][5][6] - China Resources Group has donated 20 million HKD for emergency rescue and medical assistance for victims [1] - Anta Group has committed a total of 30 million HKD, including 10 million HKD in cash and 20 million HKD in cold-weather gear for disaster relief [1] - Xtep Group has announced a donation of 20 million HKD in cash and equipment for disaster recovery efforts [1] - Bosideng has pledged 10 million HKD in cash and 20 million HKD in supplies for post-disaster support [2] - Nongfu Spring has donated 10 million HKD in cash and 5 million HKD in supplies for emergency relief and recovery [2] - Heytea has contributed 5 million HKD for resident support and rebuilding efforts [3] - Alibaba has initiated a donation of 20 million HKD and activated an emergency response mechanism to provide essential supplies [5] Group 2 - Companies are actively coordinating with local organizations to ensure timely delivery of aid and resources to affected residents [5][6] - Meituan's delivery platform Keeta has donated 5 million HKD for transitional housing and community recovery [5] - JD Group has mobilized resources to provide essential supplies and meals to affected individuals and rescue workers [5] - Ctrip Group has pledged 10 million HKD to assist affected residents and communities [5] - Various companies are continuing their support efforts, indicating a sustained commitment to aid the recovery process [6]

Group 1: Incident Overview - A major fire occurred in Hong Kong's Tai Po district, resulting in 94 fatalities, including one firefighter, and 76 injuries, with 11 being firefighters [1] - The Hong Kong government established a relief fund with an initial allocation of 300 million HKD to assist affected residents [1] Group 2: Corporate Donations - Alibaba Group announced a donation of 20 million HKD for immediate relief efforts and additional support for affected families [2] - Tencent Charity Foundation pledged a total of 30 million HKD, including an initial 10 million HKD and an additional 20 million HKD to the relief fund [2] - ByteDance (Hong Kong) and Baidu each committed 10 million HKD for emergency relief and community recovery efforts [2] Group 3: Additional Corporate Contributions - Various companies, including NetEase, Xiaomi, and Kuaishou, each donated 10 million HKD to support emergency relief and community recovery [3] - Anta Group and Bosideng Group each contributed 30 million HKD, while Li Ning Group and Xtep Group donated 20 million HKD each for disaster relief [4][5][6] - Other companies like 361°, Chow Tai Fook, and Nongfu Spring also made significant contributions, totaling millions in cash and supplies [7][8] Group 4: Broader Industry Response - Multiple sectors, including automotive, real estate, and finance, participated in the relief efforts, with companies like Chery Automobile and BYD each donating 10 million HKD [9][10] - Financial institutions and logistics companies, such as Didi and SF Express, also pledged substantial amounts for emergency aid and recovery efforts [15]

Core Viewpoint - Several companies, including BYD, Anta Group, Li Ning Group, 361° Group, and Xtep Group, have announced significant donations to support victims of a severe fire in Hong Kong's Tai Po district, demonstrating corporate social responsibility and community support during crises [1][3][7][10]. Company Contributions - **BYD**: Donated 10 million HKD for medical assistance, emergency housing, and disaster recovery efforts, while expressing respect for frontline rescue workers [1]. - **Anta Group**: Committed a total of 30 million HKD, which includes 10 million HKD in cash and 20 million HKD in cold-weather gear, aimed at providing emergency housing and basic living support for affected individuals [3]. - **361° Group**: Announced a donation of 15 million HKD in cash and equipment to support local rescue and housing efforts, emphasizing collaboration with the community [5][6]. - **Li Ning Group**: Pledged 20 million HKD in cash and equipment to assist affected residents in overcoming the disaster [7]. - **Xtep Group**: Also donated 20 million HKD in cash and equipment specifically for the disaster relief and housing needs of the affected community [10].

Core Insights - The article highlights the increasing popularity of campus sports events, driven by both policy support and the demand from youth, particularly the Z generation [6][9] - Major sports brands are actively sponsoring campus sports events, establishing deep connections with educational institutions to enhance brand loyalty among students [4][8] Group 1: Campus Sports Events - The 2025CURA National Relay Finals recently took place, featuring 42 universities, showcasing the growing trend of campus sports events [4] - The implementation of the "Student Physical Fitness Plan" has led to a significant increase in sports participation among university students, with 85% meeting weekly exercise standards [7] - Over 60% of university students actively follow campus sports events, indicating a strong interest in athletic activities [7] Group 2: Brand Involvement - Adidas has initiated the China University Student Road Running League, with over 40 universities participating and more than 40,000 student participants in various running events [8] - Other brands like Nike, Under Armour, Anta, and Xtep are also entering the campus market through sponsorships and partnerships with university sports events [8][10] - The competition for the Z generation as a consumer base is intensifying, with the annual consumption scale of university students projected to reach approximately 850 billion yuan in 2024 [9] Group 3: Future Trends - The article predicts that more sports brands will invest in youth and campus sports in the near future, recognizing the potential of this demographic [8] - The sponsorship model is evolving from a simple "event + sponsorship" to a more integrated ecosystem involving universities, brands, media, and technology companies [10][11] - This collaborative approach aims to create sustainable sports IPs, enhancing the overall value of campus sports events and addressing funding and resource challenges [11]

Core Insights - The popularity of college sports events is on the rise, driven by policy support and the demand from youth [4][6] - Sports brands are increasingly sponsoring college sports events and engaging in collaborative projects with educational institutions [3][4][9] Group 1: Market Trends - The "Student Physical Fitness Strengthening Plan" has led to a significant increase in college sports participation, with over 85% of students meeting weekly exercise standards [4] - Adidas has organized over 10,000 running events in collaboration with more than 40 universities, engaging over 300,000 students in the past two years [4][8] - The annual consumption scale of college students in China is estimated to be around 850 billion yuan, indicating a substantial market potential [7] Group 2: Brand Strategies - Major sports brands like Nike, Under Armour, and Anta are actively entering the campus market through sponsorships and partnerships [4][5][8] - Nike focuses on college running events to reach a large student runner demographic, while Under Armour has partnered with the Asian University Basketball League [4][5] - The collaboration between brands and universities is evolving into an ecosystem involving media and technology companies, enhancing the sustainability of college sports events [8][9] Group 3: Consumer Behavior - Generation Z is becoming a significant consumer group, with a strong interest in sports and fitness, as well as a desire for personalized and social experiences [3][7] - College sports events serve as a platform for young people to express themselves and build connections, providing brands with valuable engagement opportunities [7][9] - The integration of sports brands into college culture is seen as a way to foster brand loyalty that extends into students' professional lives [3][6]

Core Insights - The company Xtep has achieved significant success at the recently concluded 15th National Games, with athletes wearing Xtep apparel winning a total of 18 medals, including 9 gold medals [2] - Xtep has established a strong presence in the running sector through systematic research and innovation, developing four major technology platforms: XTEP FIT, XTEP DURA, XTEP ACE+, and XTEP POWER, which cater to various technical needs of athletes [2] - The XTEP FIT technology is based on data from 300,000 foot shapes of Chinese individuals, ensuring a stable fit during long-duration high-intensity competitions [2] - Xtep has built a technical barrier in the professional endurance sector, having assisted 107 domestic athletes in winning a total of 507 marathon championships as of August this year [3] - In the marathon sector, Xtep achieved the highest overall wearing rate in six core events by 2025, with the Beijing Marathon leading at a 32.8% wearing rate for three consecutive years [3]