安踏集团上半年收入超385亿元 增长14.3%

Core Viewpoint - Anta Sports Products Co., Ltd. reported record high performance for the first half of 2025, with a revenue increase of 14.3% year-on-year to RMB 38.54 billion, maintaining steady growth for 12 consecutive years and ranking first in the Chinese market for four years [2][3]. Group Performance - All brands under Anta achieved record high revenues in the first half of 2025, with Anta brand revenue growing by 5.4% to RMB 16.95 billion, surpassing industry average growth rates [3][4]. - The group continues to support 36 Chinese national teams, enhancing its brand presence and social value [3]. Retail Innovation and Global Expansion - Anta is accelerating retail innovation with five new store formats, including "Anta Arena" and "Anta Palace," which are competitive in first and second-tier markets [4]. - The company is expanding its global footprint, with new operations in Southeast Asia, the Middle East, and plans for flagship stores in North America and Europe [4]. Brand Performance - FILA brand revenue increased by 8.6% to RMB 14.18 billion, driven by a "high-end sports fashion" positioning and a focus on middle-class consumers [5][6]. - Other brands under Anta saw a significant revenue increase of 61.1% to RMB 7.41 billion, showcasing the group's effective multi-brand management [7]. Strategic Acquisitions - Anta completed the acquisition of the German outdoor brand JACK WOLFSKIN, aiming to revitalize its brand and product offerings over the next 3-5 years [8]. - The group also formed a joint venture with South Korean fashion group MUSINSA to develop its presence in the Chinese market [8]. Direct-to-Consumer (DTC) Strategy - Anta's DTC strategy has strengthened, with nearly 90% of sales coming from direct consumer channels, enhancing brand growth potential [9]. - The company has invested RMB 10 billion in innovation and R&D in the first half of 2025, focusing on technological advancements and supply chain efficiency [9]. Social and Environmental Responsibility - Anta has been recognized as a "Great Place to Work," highlighting its commitment to employee welfare, with over 65,500 employees [11]. - The company has made significant contributions to social causes, donating over RMB 3.04 billion, and has been included in the Hang Seng ESG 50 index for its sustainability efforts [11].