Core Viewpoint - The outdoor brand Arc'teryx faces a significant public relations crisis following a controversial fireworks event in the Himalayas, which has raised concerns about environmental protection and the brand's commitment to sustainability [2][9]. Group 1: Event and Response - On September 19, Arc'teryx collaborated with artist Cai Guoqiang for a fireworks display in Tibet, which quickly sparked global criticism regarding environmental impact [2]. - Following the backlash, Arc'teryx and Cai Guoqiang deleted related social media posts and issued apologies [3][4]. - The brand's official statement on Instagram expressed regret and indicated a need to adjust their working methods to prevent similar incidents in the future [6]. Group 2: Brand Image and Consumer Trust - Arc'teryx, known for its environmental technology, saw its "environmental pioneer" image severely damaged due to the fireworks sponsorship [7]. - The brand's dual apology letters, differing in tone for domestic and international audiences, led to further criticism, with some perceiving it as insincere [8]. - The incident has prompted discussions about the need for Arc'teryx to establish an ecological restoration fund to rebuild consumer trust [17]. Group 3: Financial Performance and Growth Challenges - Arc'teryx's parent company, Amer Sports, reported strong financial performance with a 23% year-over-year revenue increase to $1.236 billion in Q2 2025, driven by significant growth in the Greater China region [20][21]. - However, Arc'teryx is experiencing a slowdown in growth momentum, with declining same-store sales growth and a decrease in operating profit margin [22]. - The brand is transitioning from a "clothing brand" to a "full-category outdoor equipment retailer," with a focus on expanding its footwear line, which has shown over 60% growth [26][27]. Group 4: Market Position and Future Outlook - Arc'teryx's success has been tied to the middle-class consumer's environmental values, but the recent crisis has undermined this value system [15]. - The brand's identity as a premium outdoor label has been challenged, leading to questions about the authenticity of its environmental commitments [30]. - Despite the crisis, there is a belief that middle-class consumers will not abandon Arc'teryx entirely, but the brand must take decisive actions to restore trust [30].

目前，始祖鸟烟花争议事件也波及安踏集团。多个名称带有"安踏"的社交平台账号都有网友涌入留言， 其中安踏集团官方微博已设置关注及评论限制，用户无法关注或评论其以往发布内容；其抖音账号多条 视频也被隐藏。截至发稿，安踏集团尚未对上述事件公开表态。#安踏旗下不止始祖鸟# 转自：贝壳财经 【始祖鸟烟花争议持续发酵，#始祖鸟烟花争议波及母公司安踏#】在喜马拉雅山脉烟花秀争议后，蔡国 强工作室和户外品牌始祖鸟于9月21日分别发表声明致歉。不过也有网友称始祖鸟在海外社交媒体平台 发布的英文说明内容与国内版本存在差异。部分网友质疑，始祖鸟文中提到的"与中国团队沟通调整工 作方式"有"甩锅"的嫌疑。据了解，始祖鸟母公司亚玛芬体育已于2019年被安踏全资收购。 ...

Core Viewpoint - Anta Sports' stock price has declined significantly, influenced by the controversy surrounding its brand Arc'teryx's fireworks event in the Himalayas, leading to a market capitalization loss of 7.72 billion HKD [1][2][3] Company Performance - Anta Sports reported a revenue of 38.544 billion CNY for the first half of the year, representing a year-on-year growth of 14.3%, while the net profit attributable to shareholders decreased by 8.9% to 7.031 billion CNY [6] - Amer Sports, which is owned by Anta, achieved a revenue of 2.709 billion USD in the first half of the year, a year-on-year increase of 23.46%, with a net profit of 153 million USD [4][5] Market Reaction - On September 22, Anta Sports' stock opened at 92.35 HKD and fluctuated, reaching a low of 89.75 HKD, ultimately closing down 2.84% at 94.05 HKD, resulting in a total market value of 264.018 billion HKD [1][2] - The controversy surrounding the fireworks event has led to negative public sentiment, which has further impacted the stock performance of Anta Sports [3][4] Brand Strategy - Arc'teryx plans to continue its store expansion strategy, with a net addition of approximately 25 stores globally by 2025, focusing on North America while optimizing its store network in the Greater China region [5][6] - The brand aims to enhance its presence in high-quality and high-efficiency locations, despite a net closure of some historical partnership stores in the Greater China area this year [6]

9月22日，安踏体育用品有限公司（以下简称"安踏集团"或"安踏体育"）股价开盘下跌4.6%，盘中一度 跌超7%。截至上午收盘，安踏体育股价下跌3.56%，报93.35港元/股，当日上午总市值已蒸发96.85亿港 元。 新华社文中提到，遵守法律法规是底线，而对生态环境和自然的敬畏是高线。在世界屋脊，保护生态环 境的红线理应比底线站得更高。守护好这里的生灵草木、万水千山，才是捍卫这片净土的更高准则。查 问题的同时，更要尽快对燃放地开展生态评估，尽早推动生态修复。烟花燃放后的化学残留物，即便肉 眼不可见，一旦渗入高寒草甸土壤或水源，将对当地的土壤、植被、动物乃至饮用水造成长期且难以逆 转的危害。对于造成的损害，要尽最大努力及时补救。 福州公孙策公关合伙人詹军豪对《证券日报》记者表示，此次活动与始祖鸟"敬畏自然""与自然和谐共 生"的品牌理念相悖。在生态脆弱的喜马拉雅山脉燃放烟花，易引发公众对品牌"言行不一"的质疑，削 弱品牌理念传播效果，损害品牌长期建立的环保形象。 从财报来看，今年上半年，安踏集团收入同比增长14.3%至385.4亿元，股东应占溢利同比增长14.5%至 70.31亿元，经营利润同比增长17%至10 ...

Core Viewpoint - Negative public opinion is currently limited to the brand Arc'teryx, which is owned by Anta's joint venture partner Amer Sports [1] - Anta's direct outdoor brands, Descente and Kolon, are likely to be minimally affected [1] - Citigroup maintains a "Buy" rating on Anta with a target price of HKD 111.60 [1] Company Analysis - The negative sentiment surrounding Arc'teryx does not extend to Anta's other brands [1] - The impact on Anta's direct brands is expected to be negligible, indicating resilience in its portfolio [1] Market Outlook - Citigroup's positive outlook on Anta suggests confidence in the company's performance despite external challenges [1] - The target price reflects potential growth opportunities within the market [1]

港股午间收盘，恒生指数跌0.99%，恒生科技指数跌1.18%。科网股多数下跌，美团、京东跌超3%，网 易跌逾2%。快手跌近3%，日前国家网信部门依法查处其平台破坏网络生态案件。安踏体育跌3.56%， 安踏旗下始祖鸟品牌因"赞助艺术家在喜马拉雅放烟花"致歉。 ...

Group 1 - The Hang Seng Index closed at 26,281.16 points, down 0.99% [1] - The Hang Seng Tech Index closed at 6,220.31 points, down 1.18% [1] - The semiconductor, gold and precious metals, and industrial engineering sectors led the gains, while conglomerates, materials, and industrial support sectors lagged [1] Group 2 - Anta Sports fell over 3% [1] - Kuaishou dropped over 2% [1]

Group 1 - The Hang Seng Index closed down 0.99%, while the Hang Seng Tech Index fell by 1.18% [1] - Most tech stocks declined, with Meituan and JD.com dropping over 3%, and NetEase falling more than 2% [1] - Kuaishou experienced a nearly 3% drop following a crackdown by the national internet authority on its platform for damaging the online ecosystem [1] Group 2 - Anta Sports saw a decline of 3.56%, as its subsidiary brand Arc'teryx issued an apology for sponsoring an artist who set off fireworks in the Himalayas [1]

2025.09. 22 本文字数：1532，阅读时长大约3分钟 作者 | 一财阿驴 11:31 A股午盘｜沪指涨0.07% 上证指数涨0.07%，深成指涨0.17%，创业板指跌0.09%。消费电子、贵金属、液冷服务器、华为昇 腾概念涨幅居前，影视、旅游、光伏板块走弱。 个股方面，工业富联、德明利双双续创历史新高，工业富联涨超8%，德明利录得两连板。 沪深两市半日成交额1.34万亿，较上个交易日缩量1511亿。全市场超3400只个股下跌。 10:49 机器人概念股涨幅扩大，横河精密20cm涨停，万马股份、大洋电机、盈趣科技等十余只个股 涨停。 | 代码 | 名称 | 涨幅 | 现价 | | --- | --- | --- | --- | | 300239 | 横河精密 | +20.00% | 48.48 | | 301013 | 利和兴 | +15.37% | 30.70 | | 301512 | 智信精密 | +14.11% | 52.89 | | 688360 | 德马科技 | +11.87% | 26.57 | | 301308 | 江波龙 | +11.16% | 142.23 | | 832978 | ...

近日，户外品牌始祖鸟联手艺术家蔡国强合作，在喜马拉雅山脉放烟花一事引发广泛争议。9月21日，西藏日喀则市网信办官方账号"云端珠峰"就此事发布 情况通报称，已成立调查组第一时间赶赴现场核查，后续将根据调查结果依法依规处理。通报发布后，蔡国强工作室与始祖鸟品牌相继发声致歉，表示将主 动配合第三方机构及相关部门，针对此次烟花秀对当地自然生态造成的影响进行多方面评估，尽全力采取补救恢复措施。 | © 先壹章 传闻 2019年9月 19:22 19:52 | 亚玛芬体育用品贸易（上海）有限公司 | | (x) 查一下 | | --- | --- | --- | --- | | L 士 一 白 甘十六日 つにイ | いいいパリササナ | 4ス吉の174 つ | 以吉信自 000 | 企查查APP显示，始祖鸟关联公司亚玛芬体育用品贸易（上海）有限公司成立于2007年，法定代表人为马磊，注册资本250万美元，经营范围包括体育用品 及器材零售、食品销售、软件开发等，由亚玛芬体育香港有限公司全资持股。 抽查检查信息显示，该公司曾在2017年4月被上海市卫生和计划生育委员会监督所抽查，结果为不合格。 | 序号 | 检查实施机关 | ...