Core Viewpoint - Yuanyuan Group (00551) has seen a stock increase of over 3%, currently at HKD 16.46, with a trading volume of HKD 17.33 million. The company is positioned favorably within the global athletic footwear market, which is projected to grow steadily in the coming years [1]. Industry Summary - According to a report by CICC, the global athletic footwear market is expected to reach USD 167.7 billion in 2024, with a forecasted mid-single-digit growth rate over the next five years [1]. - The market share among global athletic footwear brands is becoming increasingly concentrated, with the top 10 brands (CR10) expected to account for 57% of the market by 2025 [1]. Company Summary - Yuanyuan Group is recognized as the largest athletic footwear manufacturer globally, holding over 10% of the shipment volume share [1]. - The company's subsidiary, Pou Sheng International, is a leading athletic footwear and apparel retailer in Greater China [1]. - CICC anticipates that by 2026, tariff disruptions may lessen, and the inventory levels of major brand clients, including Nike, are currently manageable. This is expected to support stable revenue growth in the manufacturing segment, aided by accelerated product innovation from key brands and improvements in production capacity issues [1].
裕元集团涨超3% 机构称26年关税扰动或减弱 公司主要品牌客户库存均处于可控状态