Group 1 - The core viewpoint of the article highlights that Yue Yuen Industrial Holdings Limited (00551) has seen a stock increase of over 3%, currently trading at HKD 16.46 with a transaction volume of HKD 17.33 million [1] - According to a report by CICC, the global athletic footwear market is projected to reach USD 167.7 billion in 2024, with a forecasted mid-single-digit growth over the next five years [1] - The market share of global athletic footwear brands is concentrated, with the top 10 brands expected to account for 57% of the market by 2025 [1] Group 2 - Yue Yuen is identified as the largest athletic footwear manufacturer globally, holding over 10% of the shipment volume share [1] - The subsidiary, Pou Chen Corporation, is recognized as a leading athletic footwear retailer in Greater China [1] - CICC indicates that by 2026, tariff disruptions may weaken, and major brand clients of Yue Yuen are maintaining controllable inventory levels, which is expected to stabilize revenue growth in the manufacturing business [1] Group 3 - The report notes that brands like Nike are accelerating product innovation, which, along with the growth of several premium brands, is anticipated to contribute to the recovery of manufacturing business performance [1] - Issues related to the ramp-up of newly built capacities and uneven capacity utilization are expected to improve, further supporting the performance of the manufacturing business [1]
港股异动 | 裕元集团(00551)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