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]
始祖鸟“炸山”引众怒!安踏股价一天蒸发77亿