124亿现金收购29%股权 安踏将成彪马最大股东 公司股价一度涨超3%
Mei Ri Jing Ji Xin Wen·2026-01-27 06:14

Core Viewpoint - Anta Group has reached a share purchase agreement with Groupe Artémis to acquire 29.06% of Puma SE for €1.5 billion, funded entirely by Anta's internal cash reserves [1][3]. Group 1: Transaction Details - The transaction is expected to be completed by the end of 2026, pending regulatory approvals and customary closing conditions [2]. - Anta will pay a total of €1,505,516,600 (approximately ¥12.4 billion) for 43,014,760 shares of Puma, at a price of €35 per share [3][4]. Group 2: Strategic Importance - The acquisition is a significant milestone in Anta's strategy of "single focus, multi-brand, globalization," enhancing its position in the global sports goods market and brand recognition [3]. - Puma, founded in 1948 and headquartered in Germany, is a leading global sports brand with a wide influence in professional and lifestyle sports [6]. Group 3: Puma's Financial Performance - Puma has experienced declining performance, with a net profit of €360 million in 2023, dropping to €342 million in 2024, and a net loss of €247 million in the first half of 2025 [6]. - In Q3 2025, Puma reported a net loss of €62.3 million, and plans to cut approximately 900 white-collar jobs globally by the end of 2026 as part of cost-reduction measures [6]. Group 4: Anta's Recent Acquisitions - Anta has previously acquired international brands, including the full acquisition of German outdoor brand Jack Wolfskin for $290 million (approximately ¥2.1 billion) in April 2025 [7]. - Anta is also the largest shareholder of Amer Sports Inc., having completed its acquisition in 2019, which includes brands like Arc'teryx and Salomon [8]. Group 5: Anta's Financial Performance - Anta reported a revenue increase of 14.3% to ¥38.54 billion in the first half of 2025, achieving a historical high, with adjusted net profit rising by 7.1% to ¥6.597 billion [9].