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安踏体育20250703
2025-07-03 15:28
安踏体育 20250703 摘要 安踏主品牌受控货策略及国际品牌竞争影响,618 期间表现略低于预期, 但 FILA 和迪桑特等品牌表现优异,整体上半年收入达标或超预期。 安踏体育下半年预计通过优化电商渠道、强化兴趣电商布局及投资新店 型(Arena、超级安踏等)来改善业绩,虽新店型费用投放较高,但预 期盈利能力将逐步提高。 FILA 上半年经营利润率有所下调,但实际下滑幅度小于市场预期,新任 CEO 推动架构营运以保持流水增长,确保符合对外指引。 受利率环境影响,安踏体育今年利息收入预计减少。去年财务数据受 a 码 IPO 及 placement 收益等一次性利得影响,今年 a 码预计将有盈利 贡献。 狼爪品牌于今年 6 月完成交割并入安踏集团报表,目前仍处于亏损状态, 公司正进行人员重组和战略规划,短期内虽有拖累,但长期发展潜力可 期。 安踏计划通过提升高端城市门店占比和电销、丰富高端产品线、推出黑 标产品及超级安踏冠军店等新业态,在三年内超越耐克。 安踏体育调整营销策略,聚焦核心零售业务,加强与女性消费者联系, 优化供应链,并明确户外品牌差异化定位,以应对市场竞争。 Q&A 安踏体育在 2025 年第二 ...
【港股收评】三大指数涨跌不一!钢铁、水泥股爆发
Jin Rong Jie· 2025-07-02 09:09
Group 1: Market Performance - The Hong Kong stock market showed mixed results, with the Hang Seng Index rising by 0.62%, the Hang Seng China Enterprises Index increasing by 0.54%, while the Hang Seng Tech Index fell by 0.64% [1] - The steel sector experienced significant gains, with Chongqing Steel rising by 91.11%, China Oriental Group by 11.45%, and China Iron and Steel by 20.97% [1] - The cement sector also saw strong performance, with China National Building Material up by 8.27% and Anhui Conch Cement up by 6.21% [1] Group 2: Industry News - Reports indicate that approximately half of the steel mills in Tangshan have received notifications for a production cut of 30% from July 4 to July 15, which could reduce daily production by 30,000 tons [1] - In the solar energy sector, leading photovoltaic glass companies plan to collectively reduce production by 30% starting in July, which is expected to lower domestic glass output to around 45 GW [2] - International copper prices surged, with a peak reaching $9,984, prompting Goldman Sachs to revise its 2025 copper price forecast upward to $9,890 per ton [2] Group 3: Sector Performance - Coal, heavy machinery, and transportation sectors showed active performance, while consumer sectors like home appliances and beer also performed strongly [3] - Conversely, sectors such as tobacco, film, cosmetics, and automotive dealerships faced declines, with stocks like Smoore International and China Tobacco Hong Kong dropping by 3.51% and 1.95% respectively [3] - Popular sectors like SaaS, chips, and short video concepts experienced weakness, with companies like Kingsoft Software and Yika falling by 9.66% and 5.62% respectively [3]
安踏再下出海“大棋”!美国首店落地比佛利山庄
Guan Cha Zhe Wang· 2025-07-01 11:42
2023年7月,安踏与NBA天才球星欧文正式签约。在结束了与耐克的千万级球鞋代言合同后,欧文在几十家运动品牌的"橄榄枝"中选择了安踏。 (文/霍东阳 编辑/张广凯) 安踏的国际扩张还在加码。 除了计划在2025财年在包括在新加坡、马来西亚和菲律宾等地继续开设更多门店,发展直营业务外,安踏的美国首家零售门店也在紧锣密鼓地筹备中。 2024年末,安踏CEO徐阳曾明确透露,安踏计划2025年在美国开设不止一家品牌直营店,地点或在洛杉矶的比佛利山庄和纽约的第五大道。 据安踏官方账号发布的内容,安踏首席创意官、篮球代言人凯里·欧文在位于加利佛尼亚州比佛利山庄安踏门店探访,并表示美国首家门店即将开业。 有媒体分析称,在与耐克的合作过程中,欧文渴望在球鞋设计中拥有更大的自由度和话语权。而作为安踏篮球代言人、首席创意官欧文深度参与了产品设 计、品牌策划及文化共创。 欧文的专属个人产品线首款签名鞋KAI 1于2024年3月发布,定价125美元,仅为耐克同款产品价格的60%,这也是安踏面向美国市场发布的首款产品。 据《华丽志》报道,这款球鞋是限量发售的,面世不久后就全部售罄,安踏也一跃成为了二手球鞋交易平台StockX 2024 ...
“校企协同育人”锻造毕业生“硬实力” 为学生铺设从校园直达企业就业“快车道”
Yang Shi Wang· 2025-06-29 06:11
Group 1 - The core viewpoint emphasizes the importance of "school-enterprise collaborative education" models to cultivate practical talents urgently needed by enterprises and promote high-quality employment for graduates [1][3] - Tsinghua University has established strategic partnerships with over 10 military central enterprises, organizing immersive work experiences for more than 600 students annually to enhance job matching [1][3] - In the past five years, over 2,300 graduates from Tsinghua University have found employment in the national defense, manufacturing, and energy sectors, with a notable increase in graduates signing contracts in the western and northeastern regions compared to the same period in 2024 [3] Group 2 - Hefei University of Technology has innovatively implemented a school-enterprise collaborative education model, integrating resources from both schools and enterprises to enhance students' practical skills and employment competitiveness [4] - The "Xiaomi Engineer Training Camp" at Hefei University of Technology involves senior engineers from Xiaomi Group teaching students over a 15-day course, with successful participants receiving early job offers [6][7] - Beijing Sport University has established strategic partnerships with large enterprises to create a comprehensive school-enterprise collaborative education mechanism, focusing on sports equipment development and event teaching [9][10] Group 3 - The collaboration between Beijing Sport University and enterprises has led to the establishment of a sports technology research center, where numerous students participate in research and practical training [10] - Over 70% of graduates from the Education College at Beijing Sport University become teachers in primary and secondary schools, bringing scientific training and teaching concepts into future education [10]
珠宝美妆、纺服轻工行业2025年中期投资策略:逢低布局产品结构化升级、运营提效的细分赛道龙头
CMS· 2025-06-28 08:29
证券研究报告 | 行业策略报告 2025 年 06 月 28 日 逢低布局产品结构化升级&运营提效的细分赛道龙头 ❑ 个护:长期成长逻辑不改,国货龙头引领行业。 1)卫生巾:Q2 舆情扰动仍短期存在,优质国货份额提升长期逻辑不改。315 舆情影响仍在 Q2 短期存在,我们认为主要是小品牌借机营销造势引流短期扰 动格局、消费者大促囤货倾向减弱、对主流品牌囤货型消费量下降两个方面 产生影响,长期看影响将逐步削弱,行业份额仍有望向线上营销积极、产品 积极创新且具备线下渠道沉淀的品牌集中,重点关注百亚股份、豪悦护理; 2)需求稳定,功效护理驱动单价提升。口腔护理需求量刚性且相对稳,消费 者在基础清洁的基础提出功效护理的进阶需求,催生细分赛道发展机会,国 产龙头品牌凭借线下较为完善的经销渠道布局、长期积累的品牌口碑,积极 顺应牙膏品类线上化趋势,有望实现份额提升,重点关注登康口腔。 ❑ 品牌服饰:终端零售稳中有升,户外表现突出。从社零数据来看,鞋服针纺 织品 25 年 1-5 月同比增速为 3.3%(24 年 1-5 月为 2.0%),25H1 终端鞋服 零售在正常基数下稳中有增。从不同品类服饰的收入(或零售)增速表现 ...
安踏集团荣获全球权威机构 “卓越职场”认证
Zhong Guo Xin Wen Wang· 2025-06-27 06:54
Great Place To Work®是备受全球知名企业推崇的权威认证。其评估体系堪称雇主品牌的"黄金标准", 通过匿名调研、文化审计及专家评审,甄选出兼具"高绩效+高信任"文化的标杆企业。目前该认证已覆 盖全球160余个国家、超2万家优秀企业参与,其中包括Microsoft微软、Cisco思科、NVIDIA英伟达、 Dow陶氏、Walmart沃尔玛等众多世界500强企业,中国有联想、腾讯等约20家企业获得过认证。 根据该机构的调研数据,安踏集团首次参评即以领先得分上榜,在员工自豪感指标上表现尤为突出,这 一维度的得分反映了安踏集团企业文化体系对组织认同感的有效构建,也彰显出其在雇主品牌影响力上 的领先地位。 文化体系驱动商业成功 近日,安踏集团荣获全球权威职场文化评估机构——Great Place To Work®颁发的"卓越职场"认证。作 为中国体育用品行业中首家获此殊荣的企业,安踏集团以89%的信任指数高分一次性通过认证,得分高 于2024年340多家大中华区参评企业的平均水平,标志全球权威机构对其在企业文化建设与雇主品牌塑 造方面的高度认可。 安踏集团荣获Great Place To Work®颁发 ...
“织”道系列6:运动制造5月跟踪:制鞋、制衣景气弱化,建议布局内需、红利
Changjiang Securities· 2025-06-26 23:30
Investment Rating - The industry investment rating is "Positive" and maintained [8] Core Insights - The footwear and apparel manufacturing sector is experiencing a marginal weakening in sentiment, with inventory levels normalizing and a weak demand environment [5][40] - Orders for key footwear and apparel manufacturers have shown a month-on-month decline in May, indicating a slowdown in order growth [6][36] - The overall retail environment remains weak, with cautious revenue growth guidance from several brand companies [22][40] Summary by Sections Inventory and Demand - U.S. apparel inventory levels are transitioning from stability to an upward trend, with the inventory-to-sales ratio at historical midpoints [13][40] - Retail sales in April showed mixed results across regions, with the U.S. apparel retail growing by 5.8% year-on-year, while Germany and Japan continued to face declines [20][22] Manufacturing Orders - Key footwear manufacturers reported varying revenue changes in May, with some experiencing significant declines [6][36] - Apparel manufacturers also faced revenue declines, with notable decreases in orders for companies like 儒鸿 and 聚阳 [6][36] Investment Strategy - The report suggests focusing on domestic demand and potential dividends due to easing tariff pressures, highlighting long-term quality leaders in textile manufacturing [41] - Specific recommendations include brands like 海澜之家 and 安踏体育, which are expected to benefit from favorable policies and consumer preferences [41]
安踏体育20260626
2025-06-26 15:51
安踏体育 20260626 摘要 安踏体育 2025 年下半年利润率预计同比改善,主要受益于 2024 年下 半年较低的利润率基数。FILA 品牌 2025 年全年指引为中单位数增长, 且有信心达成目标。FILA KIDS 和 FILA Fusion 子品牌增长速度快于 FILA 主品牌。 2024 年安踏体育鞋类产品营收占比约为 44%,显著高于 2021 年约 20%的占比,得益于 FILA 鞋类产品的战略部署,包括潮流鞋款和功能 性鞋类的推出。FILA 品牌计划加大力度对现有门店进行装修升级,并已 开设 ICONA 店和 FILA Box 店等新形象门店。 安踏冠军店店效达到 50 多万至近 60 万元,是安踏所有门店平均店效的 两倍以上。SNEAKERVERSE 概念店店效超过 150 万元,表现可观。超 级安踏门店数量已增至超过 80 家,但上海门店效果相对一般,仍在调 试统一的开店模型。 安踏线上业务增速预计全年快于线下,盈利能力表现良好,尽管线上打 折活动较多导致毛利率较低,但销售及管理费用占比更低。跑步品类在 鞋类销售中占比最高,达到 40%以上,篮球品类近期面临挑战,增长表 现不佳。 Q&A ...
高校多措并举促就业 为青春梦想保驾护航
Huan Qiu Wang· 2025-06-26 09:41
来源:中国新闻网 中新网北京6月26日电 题:高校多措并举促就业 为青春梦想保驾护航 记者 曾玥 又是一年毕业季。 "双选会上初步建立的良好沟通有效降低了我们双方的沟通成本,得益于会上对企业业务和文化的充分 了解,我在面试中关于各类提问的回答更具有针对性,专业能力也获得认可。"樊汶青说,最终找到这 份理想工作,需要感谢学校和学院铺设的这座"桥梁"。 这是中国人民大学为高校毕业生高质量就业全链条护航的一个缩影。据该校就业部门有关负责人介绍, 为满足不同群体毕业生求职就业需求,校院协同举办"一院一会"活动,以精准化、专业化、个性化为核 心,分行业、分群体、分地域推出"小而精、专而优"的专场招聘活动。2024年9月以来,中国人民大学 共计举办用人单位专场招聘宣讲会600余场,大中型双选会60余场,累计参会单位5000余家,提供岗位 27万余个。 中国人民大学2024年秋季经管专场双选会现场。(中国人民大学供图) 除充分发挥校园招聘的主渠道作用外,上述负责人还介绍,中国人民大学进一步加强校地校企人才合 作,共建"需求对接—能力培养—精准就业"全链条服务体系。目前,学校已与各地党政机关、企事业单 位签署战略合作协议,共 ...
第三届全球运动装备创新设计大赛正式启动
Huan Qiu Wang· 2025-06-26 01:48
来源:北青网 2025年6月14日,由清华大学与安踏集团联合打造的第三届全球运动装备创新设计大赛启动仪式在杭州中 国丝绸博物馆举行。本届大赛将以「MovEmpower-动融万象」为主题,清华大学艺术博物馆馆长、文科 资深教授鲁晓波与安踏集团执行董事、联席CEO赖世贤等嘉宾共同出席启动仪式。同期由清华大学-安 踏集团运动时尚联合研究中心发布的《运动时尚产业设计创新趋势研究报告》为全球运动装备产业指明 技术革新方向。 依托于清华大学这一顶尖学术高地与安踏集团在运动装备领域的领军地位,由清华-安踏运动时尚联合研 究中心主办的"全球运动装备创新设计大赛学术论坛暨圆桌论坛"成功举办。 往届作品在中国丝绸博物馆水上步道走秀 "全球运动装备创新设计大赛"已历经两届精心打造,大赛成果斐然:汇聚了来自全球270所高校的近4000件 优秀作品,参赛范围覆盖30余个国家和地区;全球媒体投放达1300家,累计曝光量突破亿次。 往届作品活动现场走秀 本届赛事将在国内外开设多场高校宣讲,面向全球的设计爱好者、院校师生、独立设计师及专业机构征 集创意作品。 第三届全球运动装备创新设计大赛正式启动 由清华-安踏运动时尚联合研究中心历时一年研 ...