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]

Core Viewpoint - Anta Sports experienced a significant drop in stock price following a controversial fireworks event involving its subsidiary, Arc'teryx, which raised concerns about environmental impact [2][3] Group 1: Stock Performance - On September 22, Anta Sports' stock opened down 4.6% and fell over 7% at one point, closing down 3.56% at HKD 93.35 per share, resulting in a market value loss of HKD 96.85 billion [2] Group 2: Controversial Event - The controversy arose from a fireworks display titled "Ascension" by artist Cai Guoqiang in the Himalayas, which was criticized for potential ecological damage [2][3] - Anta Sports stated that any matters related to the event would be based on Arc'teryx's official announcements [2] Group 3: Responses and Reactions - Arc'teryx issued an apology and committed to cooperating with environmental assessments and remediation actions, while also accelerating environmental protection initiatives in Tibet [2][3] - Media outlets like People's Daily and Xinhua criticized the event, questioning the ecological implications and the appropriateness of such artistic expressions in fragile environments [3][4] Group 4: Financial Performance - In the first half of the year, Anta Sports reported a revenue increase of 14.3% to CNY 38.54 billion, with a net profit increase of 14.5% to CNY 7.031 billion and an operating profit margin of 26.3% [4] - Amer Sports, the parent company of Arc'teryx, saw a revenue growth of 23.5% in the Greater China region, with a notable 42.4% increase in revenue [4]

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]

Market Overview - The Hang Seng Index closed down by 0.99% and the Hang Seng Tech Index fell by 1.18% [1] - Most tech stocks declined, with Meituan and JD.com both dropping over 3% and NetEase falling more than 2% [1] Company-Specific Developments - Kuaishou experienced a nearly 3% drop following a legal action by the national internet authority regarding its platform's disruption of the online ecosystem [1] - Anta Sports saw a decline of 3.56% after its brand, Arc'teryx, issued an apology for sponsoring an artist who set off fireworks in the Himalayas [1]

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 | ...

Group 1 - The outdoor brand Arc'teryx collaborated with artist Cai Guo-Qiang to launch a fireworks display in the Himalayas, which has sparked widespread controversy [1] - The local government in Shigatse, Tibet, has established an investigation team to assess the situation and will handle the matter according to the investigation results [1] - Both Cai Guo-Qiang's studio and Arc'teryx have issued apologies and committed to cooperating with third-party organizations to evaluate the ecological impact of the fireworks display and to take remedial actions [1] Group 2 - Amer Sports, the parent company of Arc'teryx, was acquired by Anta Sports in 2019, linking the controversy to Anta as well [6] - Following the controversy, Anta Sports' stock fell by 4.60% to HKD 92.35 per share, resulting in a market value loss of HKD 12.5 billion [6] - Anta Sports has faced significant public scrutiny, with many users demanding a response on social media platforms, leading to restrictions on comments and visibility of past posts [6][7]

Group 1 - Anta Sports (02020.HK) experienced a decline of 4.60%, closing at HKD 92.35 per share, resulting in a market capitalization loss of HKD 12.5 billion [1] - The outdoor brand Arc'teryx, owned by Anta, faced backlash for an event involving a large fireworks display in the Himalayas, which was criticized for environmental insensitivity [3] - Following the criticism, both Arc'teryx and artist Cai Guoqiang issued apologies, and local authorities in Shigatse have initiated an investigation into the incident [3]