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安踏体育全球化战略:未来三年东南亚市场实现千店计划
Zhi Tong Cai Jing·2025-09-12 07:01

Core Insights - Anta Sports (02020) announced its goal to implement a thousand-store plan for the Anta brand in Southeast Asia over the next three years during the third Asian Vision Forum held in Singapore [1] - The company's Southeast Asia business revenue is expected to nearly double year-on-year by the first half of 2025, demonstrating the effectiveness of its high-value products, localization, and digital strategies [1] - Anta's "brand + retail" business model has successfully expanded overseas, validated by the operations of other brands like Fila and Descente in Southeast Asia, showcasing the success of its "single platform, multi-brand, all-channel" strategy [1] Business Strategy - Anta has established its Southeast Asia headquarters in Singapore, using it as a strategic hub to strengthen its market position and gradually expand into South Asia, Australia, and New Zealand [1] - The company operates multiple brands under the Amer Sports Group through a "single platform, multi-brand, all-channel" model, creating a seamless online and offline sales ecosystem for each brand [1] - Anta adheres to a strategy of "global thinking, local execution," actively exploring replicable overseas expansion models and development paths [1] Financial Performance - By the first half of 2025, Anta's Southeast Asia revenue is projected to nearly double year-on-year, with the addition of new offline business in the U.S. and the Middle East contributing to an overall overseas revenue growth of over 150% [1] - The global market share outside of China for Anta and Amer Sports Group is nearly 30% [1]