Core Viewpoint - The article highlights the rapid and generous response of various companies and organizations in Hong Kong to the recent fire disaster in Tai Po, showcasing their social responsibility and commitment to aiding affected individuals and communities [3][14]. Group 1: Donations and Contributions - Total donations from various entities have reached several hundred million Hong Kong dollars, demonstrating a strong collective effort to support disaster relief [5]. - Alibaba Group contributed a total of 60 million HKD, including 30 million from the Ma Yun Public Welfare Foundation, 20 million from Alibaba Group, and 10 million from Ant Group [5]. - The Li Ka Shing Foundation pledged an immediate 30 million HKD, with an additional 50 million HKD planned for future support, totaling 80 million HKD [6]. - The Zijing Cultural Group donated 10 million HKD and provided educational materials worth 2 million HKD for nearly 700 affected students [7]. - Other notable contributions include 30 million HKD from the Ho Ying Tung family, 20 million HKD from Chow Tai Fook Group, and various donations from other companies totaling millions [8][9][10]. Group 2: Direct Services and Support - Companies like Baidu Maps and Gaode Maps provided real-time updates on road conditions, helping to facilitate safe navigation around the disaster area [11]. - SF Express opened 146 locations in Hong Kong for free transportation of relief supplies, effectively enhancing the logistics of aid delivery [11]. - Anta Group supplied 20 million HKD worth of cold-weather gear, addressing immediate needs for warmth among the affected population [12]. Group 3: Social Responsibility and Community Impact - The article emphasizes that while financial contributions are significant, the direct services provided by companies during the disaster are equally crucial, reflecting a strong sense of social responsibility [11][14]. - The collective actions of these companies during the crisis highlight their commitment to community welfare, transcending their usual business operations [14].

陈晶晶认为，从适配度看，安踏若竞购彪马，更符合其多品牌、全球化路径，关键在于是否与其国际市 场发展战略协同；而李宁仍处主业调整期，在国际治理、组织重构及跨文化整合方面挑战更大，贸然出 手风险较高。 优他国际品牌投资管理有限公司CEO、时尚产业投资人杨大筠对《证券日报》记者表示："如果说收购 狼爪只是安踏的一道'开胃菜'，那么将彪马纳入麾下无疑是一顿丰盛的'大餐'。彪马更具战略价值，更 适合用来布局一盘全球化'大棋'。" 杨大筠进一步分析认为，在中国纺织服装品牌出海的进程中，运动板块是最关键的突破口，而安踏已是 该赛道中少数具备全球布局能力的中国企业。尽管欧洲运动市场由阿迪达斯主导，但收购PUMA仍被视 为切入该区域最高效的路径之一，也是当前少数能与阿迪达斯形成抗衡格局的可行选项。 近日，市场有消息称，安踏体育用品有限公司(以下简称"安踏")正考虑参与对德国运动品牌彪马 (PUMA)的潜在竞购，并有可能联合私募股权机构共同推进。据悉，除安踏外，李宁有限公司(以下简 称"李宁")、日本亚瑟士等也被视为可能的竞购方。 11月28日，针对相关传闻，安踏对《证券日报》记者回应称："不对市场传闻发表评论。"李宁方面则重 ...

两岸爱心汇聚！ 内地与香港企业 捐资超13.6亿港 元驰援大埔火灾 _南方+_南方 plus 火灾无情，人间 有爱。香港大埔 火灾发生后，社 会各界迅速响 应，积极捐款捐 物。据公开信息 不完全统计，近 百家内地与香港 企业及机构捐赠 现金及物资总额 已超过13.6亿港 元，展现出血浓 于水、同舟共济 的深情厚谊。 内地方面，温氏 股份捐赠4000万 港元现金及物 资，腾讯、安踏 集团、马云公益 基金会、波司登 集团分别捐赠 3000万港元，特 步、阿里巴巴、 李宁等多家企业 也纷纷伸出援 手。香港本地及 国际企业、机构 同样踊跃支援， 众提供紧急救助 与后续重建支 持。我们坚信， 在社会各界的共 同努力下，受灾 同胞定能早日渡 过难关，重建家 园。 | 内地企业机构 | 捐赠金额(含物资) | | --- | --- | | 温氏股份 | 4000 万港元现金及物资 | | 腾讯 | 3000 万港元 | | 安踏集团 | 3000 万港元现金及装备 | | 马云公益基金会 | 3000 万港元 | | 波司登集团 | 3000 万港元现金及物资 | | 中国宏桥 | 3000万港元 | | 特步集团 | ...

体育用品行业的并购风云再度涌起，近期有消息指出，安踏体育正评估收购德国运动品牌彪马（Puma）的可能性。或受该消息影响，彪马股价暴涨超 18%，单日涨幅创近期新高。 据市场消息，作为彪马持股29%的最大股东，法国皮诺家族旗下的Artémis集团已启动战略评估，不仅聘请专业顾问梳理出售方案，更与多家潜在买家展开 初步接触。除安踏外，李宁、日本亚瑟士等企业也被卷入竞购传闻。 然而，截至11月28日，多个被传闻提及的公司均已作出回应。亚瑟士在官方声明中否认有意收购彪马的媒体报道，称该说法并无事实依据，目前公司并未就 收购彪马进行任何洽谈或制定相关计划。安踏集团方面向有关媒体表示，"不评论市场传闻。"李宁公司则回应称，公司未就上述传闻所提及的交易进行任何 实质性谈判或评估。一切重大信息请以本公司官方公告为准。 彪马困局 据了解，彪马是1948年在德国创立的运动品牌，作为全球知名运动品牌之一，它在运动时尚领域具有较高影响力，曾长期稳居全球运动品牌第三的位置，仅 次于耐克和阿迪达斯。据GYbrand全球品牌研究院发布的2025年全球运动品牌价值排行榜显示，在运动品牌领域，耐克、阿迪达斯、露露乐蒙占据前三的位 置，中国品牌 ...

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） ...

11月26日，中国香港大埔宏福苑发生火灾，灾情牵动社会各界的心，多家企业捐款驰援火灾救援，凝聚 温暖与力量共渡难关。 华润集团宣布，华润慈善基金向本次香港火灾事故捐赠现金2000万港元，用于援助火灾紧急救援，对火 灾造成伤亡的市民、消防员开展医疗救助、过渡安置、生活物资补给及情绪疏导等。 安踏集团宣布，捐赠总额3000万港元的现金及防寒装备（1000万港元现金及2000万港元防寒装备），用 于受灾同胞的紧急安置及过渡期基本生活保障。 特步集团宣布，捐赠2000万港元现金及装备，用于受灾同胞灾后安置，为同胞送去即时保障与温暖。特 步将持续密切关注灾情进展，全力提供后续支援。 波司登宣布，捐赠1000万港元现金及2000万港元物资，驰援香港大埔灾后安置。 农夫山泉宣布，捐赠1000万港币现金及500万港币物资，专项用于紧急救助及灾后恢复工作。 蜜雪冰城宣布，捐赠2000万港元，驰援香港大埔火灾，用于受灾居民的医疗救助、紧急安置及生活救助 等救援工作。 蒙牛乳业联合中华慈善总会捐赠1000万港元现金，以及价值200万港元的在港蒙牛产品紧急驰援。该笔 款物将用于受灾居民的过渡安置、生活物资补给、心理辅导等工作。 本报 ...

2025年彪马业绩彻底"失速"。今年第三季的业绩显示，经汇率调整后销售额暴跌10.4%至19.557亿欧 元，净亏损达6230万欧元，毛利率下降260个基点至45.2%。今年前三季度，彪马的销售额同比下降 4.3%至59.74亿欧元，毛利率下降130个基点至46.1%；净亏损3.09亿欧元，上年同期的净利润为2.57亿欧 元。 未来业绩预期也不乐观。彪马预计，2025年全年，经汇率调整后销售额预计下降低双位数百分比；预计 报告口径息税前利润亏损；资本支出约为2.5亿欧元。 陷入困境的德国运动品牌彪马（Puma）可能正成为中国体育用品巨头安踏集团的下一个收购目标。 近日，据媒体援引知情人士报道，安踏体育正在考虑收购德国运动品牌彪马。安踏目前已与顾问机构合 作评估此次交易的潜在可行性。若最终决定推进，安踏可能会效仿此前以52亿美元收购始祖鸟母公司 AmerSports的模式，与私募股权公司组成财团共同出价。 受此消息影响，彪马德国股价在11月27日大幅飙涨18.91%，创下近一年来最大单日涨幅。这一强劲表 现与彪马年内股价已跌去54.42%的惨淡走势形成鲜明对比。 11月28日，21财经·南财快讯记者向安踏集团求 ...

Core Viewpoint - Anta Group announced a donation of a total of HKD 30 million, consisting of HKD 10 million in cash and HKD 20 million in cold-weather gear, to support emergency relief and basic living needs for disaster-affected individuals following a significant fire incident in Hong Kong [1] Group 1 - The fire incident occurred on November 26 in the Tai Po District of Hong Kong, resulting in major casualties and property damage [1] - Anta Group has mobilized resources to assist affected individuals and expressed commitment to continuously monitor the situation and support recovery efforts [1]

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 - Anta Sports is evaluating a potential acquisition of Puma, which is currently facing significant operational challenges, including a more than 50% decline in stock price this year and a downward revision of its 2025 guidance, anticipating operational losses [1][2][9]. Group 1: Acquisition Interest - Multiple Asian sports brands, including Anta Sports, Li Ning, and Asics, are showing interest in acquiring Puma, reflecting their ambition for international expansion [4][7]. - Anta's potential acquisition of Puma could serve as a gateway to the Western market, given Anta's strong track record in revitalizing underperforming assets [7]. - Li Ning has stated that it has not engaged in any substantial negotiations regarding the acquisition of Puma as mentioned in the news [7]. Group 2: Puma's Operational Challenges - Puma is undergoing a "reset period" due to a sharp decline in sales post-pandemic, weakened brand appeal, and high inventory levels, compounded by increasing competition in the sports apparel market and tariff impacts [6][9]. - The company reported a double-digit decline in quarterly sales, acknowledging challenges such as weak brand momentum and high inventory levels [9]. - In July, Puma revised its 2025 guidance, now expecting a low double-digit percentage decline in sales, a significant shift from previous expectations of low to mid-single-digit growth [9]. - The new CEO, Arthur Hoeld, has initiated a turnaround plan that includes layoffs, narrowing the product range, and improving marketing operations [9][11].