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]

针对近期旗下户外品牌始祖鸟的烟花秀争议，9月22日，控股公司安踏体育官方客服向南都湾财社记者 表示，对此事表示抱歉，并称已将采访问题转达给相关部门。 同日，就此次始祖鸟营销活动是否有更多环保科学论证等问题，南都湾财社记者发送采访邮件至安踏体 育官方及投资者关系处，截至发稿前均未得到回应。 9月22日，安踏体育（2020.HK）开盘报92.350港元，而上一交易日收市报96.800港元，截至9月22日上 午9:50，安踏体育报91.650港元，跌5.32%。 近段时间，始祖鸟联合艺术家蔡国强在西藏喜马拉雅山脉江孜热龙地区燃放烟花一事持续在社交平台发 酵，尽管始祖鸟海内外官方账号都针对此事发布致歉信，但未能平息公众情绪。南都湾财社记者注意 到，在社交平台上，部分网友发文抵制退货，还有部分KOL发文称不与始祖鸟进行合作。 据"云端珠峰"9月21日通报，就始祖鸟烟花秀争议，日喀则市委、市政府高度重视，已成立调查组第一 时间赶赴现场核查，后续将根据核查结果依法依规处理。 安踏体育为始祖鸟（Arc'teryx）母公司亚玛芬体育（Amer Sports,Inc.）的控股股东。安踏体育今年半年 报显示，今年上半年，集团营收同 ...

作为始祖鸟母公司亚玛芬体育的重要投资方，安踏体育的股价出现明显波动，今日早间开盘下跌逾 4%。 （文章来源：新华财经） ...

9月22日，港股安踏体育低开4.6%。21日，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。 | 安踏体育(2020) | < W | | | --- | --- | --- | | 集合竞价 09-22 09:20:58 通 | | | | 92.350 额 9378万 股本 28.07亿 市盈 15.9 | | | | 万得 | 20 | | | 市值1 2592亿 市净 3.71 | -4.450 -4.60% 换 0.04% | | | 人民币柜台 88.150 0.000 0.00% | | | | 分时 | 五昌 日K | 甲名 ( | | 盘目 成交 | 叠加 | 均价:93.179 | | 4.96% 卖10 92.800 3400(5) | 101.600 | | | 卖9 92.750 1000(1) | | | | 卖8 92.700 2400(1) | | | | 卖7 92.650 -- (0) | | | | 卖6 92.600 1.70万(1) | | | | 0.000 25 92.550 2.907(2) | 96.800 | | | 卖4 92.500 3.30 ...

港股安踏体育股价下跌4.6%，旗下始祖鸟联合蔡国强在喜马拉雅山的烟花秀惹争议。 来源：滚动播报 ...

Group 1 - Anta Sports (02020) saw a nearly 5% increase in intraday trading, currently up 3.02% at HKD 97.15, with a trading volume of HKD 1.018 billion [1] - Anta's Vice President and President of Southeast Asia, Wang Huayou, expressed confidence in achieving 1,000 Anta brand stores in Southeast Asia over the next three years as part of their expansion strategy [1] - The company is focusing on a global strategy, establishing its Southeast Asia headquarters in Singapore to strengthen market advantages and gradually expand into South Asia, Australia, and New Zealand [1] Group 2 - Credit Lyonnais stated that Anta is confident in achieving double-digit sales growth for the full year of 2025, with signs of improvement observed in late August and September [1] - Anta plans to expand its store count in ASEAN countries to 1,000 within three years, with over 200 stores expected by the first half of 2025 [1] - The management is optimistic about enhancing operational superiority through a multi-brand strategy, and Credit Lyonnais remains positive about Anta's strong execution capabilities [1]

每经AI快讯，9月16日，港股安踏体育(02020.HK)涨超3%，截至发稿，涨3.35%，报97.05港元，成交额 2.5亿港元。 ...

安踏体育(02020)涨超3%，截至发稿，涨3.35%，报97.05港元，成交额2.5亿港元。 山西证券发布研报指出，2025年8月，纺织服装社零单月增速边际小幅改善，1-8月累计同比增长2.9%， 其中体育娱乐用品社零呈现更快增长，1-8月累计同比增长20.6%，8月单月增长16.9%。从盈利水平看， 品牌服饰行业零售折扣同比略微加深，但整体处于可控水平。受益于有效费用管控，经营利润率稳中有 升。从库存角度看，行业库存保持稳定可控水平。 中信里昂指出，安踏对于达到2025全年双位数销售增长很有信心，8月下旬以及9月到现在显示出改善的 迹象。其强劲主要受到多品牌矩阵的支持，日渐依赖于品牌以及服务，这迎合一些日益兴起的小众运动 项目如户外，网球，高尔夫及瑜伽。公司成本控制也谨慎。海外业务将日益成为收入的贡献者，安踏计 划三年内在东盟国家门店数量扩展至1000个，2025年上半年超过200个，管理层正以多品牌战略以提升 运营的优越性，中信里昂对安踏强劲的执行力保持乐观。 ...

Core Viewpoint - Anta Sports (02020) shows a strong performance with a stock increase of over 3%, currently at HKD 97.05, with a trading volume of HKD 250 million [1] Group 1: Industry Insights - The textile and apparel retail sector shows a slight improvement in monthly growth rates, with a cumulative year-on-year growth of 2.9% from January to August 2025 [1] - The sports and entertainment goods retail sector demonstrates a faster growth rate, with a cumulative year-on-year increase of 20.6% and a monthly growth of 16.9% in August [1] - The retail discount levels in the branded apparel industry have slightly deepened year-on-year but remain at a manageable level, contributing to stable operating profit margins [1] Group 2: Company Performance - Anta is confident in achieving double-digit sales growth for the full year of 2025, with signs of improvement observed from late August to the present [1] - The company's strong performance is supported by a multi-brand strategy, increasingly focusing on niche sports such as outdoor activities, tennis, golf, and yoga [1] - Anta's cautious cost control measures are in place, and overseas business is expected to become a significant contributor to revenue, with plans to expand store numbers in ASEAN countries to 1,000 within three years, exceeding 200 stores by the first half of 2025 [1] - The management's multi-brand strategy aims to enhance operational superiority, and Citic Lyon expresses optimism regarding Anta's strong execution capabilities [1]

Core Viewpoint - CITIC Securities maintains a target price of HKD 116 for Anta Sports (02020) and a "outperform" rating, expressing confidence in the company's ability to achieve double-digit sales growth by 2025 [1] Group 1: Sales Growth and Market Strategy - Anta Sports shows signs of improvement in late August and September, supported by a multi-brand matrix and increasing reliance on brand and service [1] - The company is focusing on emerging niche sports such as outdoor activities, tennis, golf, and yoga, which aligns with current market trends [1] Group 2: Cost Control and Operational Efficiency - Anta Sports is exercising cautious cost control, which is expected to enhance operational efficiency [1] - The management is optimistic about the execution of its multi-brand strategy to improve operational superiority [1] Group 3: International Expansion - Anta plans to expand its store count in ASEAN countries to 1,000 within three years, with over 200 stores expected to open by the first half of 2025 [1] - The overseas business is anticipated to become an increasing contributor to revenue [1]