在2024年体育大年的市场机遇下，大多数的体育消费品公司都交出了一份不错的成绩单。 目前，李宁的业务板块有跑步、篮球、综训、羽毛球、乒乓球和运动生活六大核心品类。记者注意到， 相较于其他的品类，去年跑步品类表现较为突出，其零售流水增长25%。 "2024年整个品类发展的时候，我们认为跑步品类有优势，需要扩大生意空间，也有市场占有率，因此 2024年，我们做了很多投入，也主动获取生意机会。"可以看到跑步品类零售流水去年有25%的增 长。"钱炜透露，"三大核心IP跑鞋，赤兔、超轻、飞电，2024年已经达1060万双，持续扩大跑步品类的 市场份额。 根据国家统计局数据显示，2024年，社会消费品零售总额同比增长3.5%，其中，限额以上单位服装、 鞋帽、针纺织品类商品零售额同比增长0.3%，而其中体育、娱乐用品类同比增长11.1%。 截至目前，国内几家头部的体育用品公司的2024年的业绩已经披露完毕。规模最大的安踏 （02020.HK）去年的营收同比增长13.6%至708.26亿元；归母净利润同比增长16.5%至119.27亿元。特步 国际（01368.HK）去年收入同比增长6.5%至135.77亿元，普通股股权持有 ...

据直新闻报道，3月18日，有记者提问，有报道称，在长江和记集团同意出售在巴拿马业务后，中国政府正就该集团出售 海外港口对其开展调查。外交部能否证实并提供更多细节？外交部发言人表示，有关具体情况请向主管部门询问。作为 原则，我想强调，中方一贯坚决反对利用经济胁迫、霸道霸凌侵犯损害他国正当权益的行为。 李嘉诚（资料图） 巴拿马运河（资料图） 回顾过去一段时间，长和在最近11个交易日里，市值累计已蒸发323.6亿港元，即使对于李嘉诚这样的富豪来说，这也不 是一个小数字。尤其值得一提的是，本月20号，长和发布了去年的业绩报告，数据显示去年长和总营收同比增长了 3.3%，是个比较亮眼的数据，按照常理，长和的股价不该继续下跌才对。至于长和股价下跌刹不住的原因，其实也不难 猜到，主要是李嘉诚出售港口的交易，可能会触发法律方面的问题。 李嘉诚（资料图） 随着李嘉诚旗下长江和记将43个港口打包出售给贝莱德财团的事情愈演愈烈，李氏家族已经被推到了舆论的风口浪尖 上，不仅官方两度发文、五连质问，就连民间的声讨也是极为强烈。按照原定时间，4月2日将是长江和记和贝莱德财团 签署交易案的日期，按照美国对巴拿马运河的觊觎和重要的战略位置， ...

作为一手打造出这个"IP宇宙"的创始人，王宁此番豪言，是建立在泡泡玛特刚刚发布的极佳业绩基数上的——泡泡玛特3月26日发布的2024年业绩报告显 示，2024年泡泡玛特营收首次突破百亿元大关，为130.4亿元，同比增长106.9%；经调整净利润34.0亿元，同比增长185.9%。 这份营收、利润双双超预期增长的亮眼成绩单中，最为核心的贡献是海外市场。2024年，泡泡玛特海外及港澳台业务营收达50.7亿元，占总收入38.9%，其 中东南亚市场以24亿元营收、619%增速贡献近半壁江山，成为四大区域中收入占比最高以及业务增速最快的区域。值得关注的是，其北美单店坪效已达国 内1.5倍，TikTok渠道收入同比激增5779.8%。 "海外市场我们希望能再勇敢一点，争取拿更好的门店，开更多地区的旗舰店，能把整个品牌往上走。如果非要说OKR（目标与关键成果），那就是希望有 一天（公司）成为世界的泡泡玛特。"王宁表示。 新华财经上海3月28日电（谈瑞、周子涵）本周三泡泡玛特（09992.HK）的2024年度业绩发布会，如同一场粉丝见面会般洋溢着轻松欢快的氛围。在摩根士 丹利的分析师抛出第一个关键问题之后，泡泡玛特的股价便应 ...

Core Points - The company reported a stable growth in operating performance for the year, achieving a revenue of 709.4 billion yuan, a year-on-year increase of 6.4%, and a net profit of 42.9 billion yuan, up 88.2% from the previous year [2] - The company aims to build a world-class insurance financial group by focusing on five key areas: excellent functionality, efficient operations, clear core business, modern governance, and international competitiveness [3] - In 2025, the company will implement its strategy by focusing on six reforms and four solid actions to enhance innovation and management efficiency [4][5] Financial Performance - The company achieved a return on equity (ROE) of 16.7%, an increase of 7.1 percentage points year-on-year [2] - The company handled nearly 500,000 claims daily, with a payout of 1.23 billion yuan [2] Strategic Development - The company emphasizes the importance of serving the public and contributing to social governance and economic development [3] - The strategic focus includes enhancing risk management, improving service quality, and optimizing product offerings [6][7] Reform Initiatives - The company plans to deepen governance reforms, enhance strategic management, and improve resource allocation to respond effectively to market competition [5] - The company will also focus on digital transformation and talent development to create a conducive working environment [5][6]

（原标题："玩科技"的李宁，去年卖出1060万双跑鞋 | 深研财报） 3月28日，国内领先运动品牌李宁公布了去年的业绩报告。2024年，全年业绩基本符合预期，收入上升 3.9%至286.76亿元；净利润为30.13亿元，净利率10.5%，拟派末期股息每股20.73分。 增长3.9%，全年业绩基本符合预期 2024年，李宁集团实现收入286.76亿元，较2023年同期上升3.9%，这主要得益于集团在核心业务领域的 稳健表现以及对市场的精准把握。 具体来看，鞋类收入143.00亿元，同比增长6.8%，占总营收的一半；服装收入120.50亿元，同比下降 2.9%；器材及配件收入23.25亿元，同比增长29.3%。 毛利方面，2024年达到141.56亿元，同比上升6.0%，集团整体毛利率为49.4%，较去年提升1个百分点， 主要得益于线上渠道的拓展和成本控制优化。 按销售渠道划分，中国市场的销售收入为28.14亿元，同比增长3.9%。其中，电子商务渠道销售增长 10.3%，特许经销商业务收入增长2.6%。 尽管收入增长稳健，但集团权益持有人应占溢利较去年下降，为30.13亿元；权益持有人应占溢利率为 10.5%，较 ...

Group 1 - The article discusses the challenges faced by TOP TOY in competing with Pop Mart, highlighting that the strategy of replicating domestic models in overseas markets may not be effective as competition intensifies [2] - The article emphasizes that the overseas market competition will likely mirror the domestic competition landscape, leading to fierce competition among brands and stores [2] Group 2 - The article reports a surge in the number of new energy companies planning to list in Hong Kong, with over 20 companies announcing their intentions since last year [4] - Factors contributing to this trend include the recovery of the Hong Kong stock market and supportive policies, indicating a critical period for the internationalization of China's new energy industry [4] Group 3 - The article mentions that Manus AI is seeking to raise funds at a valuation of at least $500 million, which represents a fivefold increase from its previous valuation [4] - The company is in discussions with potential investors, including U.S. venture capital firms, for a financing round that could reach tens of millions of dollars [4] Group 4 - The article highlights that Tesla is significantly impacted by the tariffs imposed by the Trump administration, with CEO Elon Musk stating that the effects are still substantial [5][6] - The article also notes that Junsheng Electronics has managed to mitigate the impact of tariffs through its global supply chain strategy, primarily sourcing from its factory in Mexico [6] Group 5 - The article reports that Chery Automobile has launched new models in the Czech Republic and plans to establish nearly 30 sales outlets in the country by the end of 2025 [6]

Group 1 - The core argument of the article revolves around the evolution of economic models, particularly the transition from a dual economy to a consumption-driven economy, emphasizing the importance of domestic demand expansion as a key driver of GDP growth [2][6][15] - The article references the Lewis model and its relevance today, suggesting that while the model may not fully capture current economic realities, its insights into the transition from agriculture to industry and the eventual rise of consumption remain significant [2][6] - The article discusses the three stages of economic development as proposed by economists Fei and Ranis, highlighting the shift from surplus labor in agriculture to increased wages and consumption in industrial sectors [5][8] Group 2 - The article outlines the three stages of consumption investment, indicating that the current economic environment is likely in the second stage, where the focus is on "improvement-type" consumption [7][8] - It identifies sectors that will benefit from this transition, including utilities, durable goods, and healthcare in the first stage, followed by high-end durable goods and leisure in the second stage, and finally, elder care and related services in the third stage [8] - The article emphasizes the importance of identifying "new consumption" related companies in the Hong Kong market, which are expected to thrive under the current economic conditions [9][11] Group 3 - The article provides a list of companies in the Hong Kong market that are part of the Hang Seng Consumption Index, including well-known brands in various sectors such as dining, sportswear, and home appliances [10][11] - It highlights the performance of the Hang Seng Consumption ETF, noting its significant liquidity and tracking accuracy, which makes it an attractive investment vehicle for those looking to capitalize on the consumption trend [12][13] - The article concludes with a summary of the "Special Action Plan to Boost Consumption," indicating a shift from an export-oriented economy to a consumption-driven one, focusing on high-quality goods and services [14][15]

在被称为体育大年的2024年，李宁各专业运动品类也都实现了稳健的发展。过去一年，李宁围绕跑步、篮球、综训、羽毛球、乒乓球和运动生活六大核心品 类实现综合品类深入经营。其中，李宁跑步、篮球、综训三大品类零售流水占比达到64%，撑起了集团大部分的营收增长。其中，李宁跑步品类零售流水增 长25%，"超轻"、"赤兔"、"飞电"三大系列销量突破1060万双.。助力国内外运动员夺得66个马拉松及越野赛冠军，累计登台128次，实现中国品牌跑鞋成绩 提速至"203"时代。同时，助力无锡马拉松成为2024年度单场"破三"人数赛事全球前五，中国第一，大幅提升了李宁品牌的市场关注度与专业形象。 再看篮球业务，在科技"碳核芯"、"GCU" 的加持下，李宁在篮球市场的影响力进一步提升。均衡型驭帅ULTRA、突破型伽馬、冲击型吉米巴特勒3代等多款 专业实战篮球鞋广泛入围球鞋推荐榜单，深受球迷认可，其中"伽马"更是频频被列入年度实战篮球鞋榜单之首。 3月28日，李宁交出了一份预期内的业绩报告。2024年，李宁实现收入286.76亿元，同比增加3.9%；净利润为30.13亿元。在整体大环境颇具挑战性的2024 年，李宁实现稳健增长。而这种" ...

智通财经APP讯，天府文旅(000558.SZ)发布公告，近期，公司已分别与中共大邑县委宣传部("大邑县委 宣传部")、自贡市文化广播电视和旅游局("自贡市文广旅局")、绵阳文化旅游集团有限公司("绵阳文旅 集团")、雅安文化旅游集团有限责任公司("雅安文旅集团")、广元市文化旅游康养发展集团有限公司 ("广元市文旅康养集团")签署了《影视文旅融合发展合作框架协议书》。公司拟分别与内江市文广旅 局、攀枝花市文广旅局签署《影视文旅融合发展合作框架协议书》。 协议双方拟进行项目合作，完善甲方影视配套，完善影视拍摄全产业链服务配套项目等，打造集制作、 出品、数字版权交易于一体的影视全产业链服务体系。 以上系列战略合作框架协议的签署，旨在通过多方合作推动公司深耕影视业务，延伸影视制作产业链， 促进影旅业务融合发展。一是以影视文旅为牵引，充分发挥各方优势，协同挖掘市场潜力，加深文化产 业领域的合作，推动区域旅游、文化、影视产业高质量融合发展，实现城市IP与影视IP的有机联动，打 造影视文旅地标。二是深耕影视制片服务，拟进一步完善影视制作业务中专业化勘景、服化道支持体 系，以及为剧组提供吃住行服务等业务，同时建立拍景资源 ...

Core Viewpoint - The performance of leading domestic sports brands 361°, Xtep, Anta, and Li Ning in their 2024 annual reports exceeded market expectations, marking a significant competition in the "hundred billion" market [1] Group 1: Company Performance - 361° led the industry with a revenue growth of 19.6%, becoming a new member of the "hundred billion first tier" [1] - Xtep achieved a historical net profit of 1.238 billion yuan through strategic restructuring focused on core business [1] - Anta maintained its position as the industry leader with a revenue of 70.8 billion yuan [1] - Li Ning's revenue grew by 3.9% to 28.68 billion yuan, but it faces pressure from slowing growth [1] Group 2: Market Dynamics - The year 2024 is highlighted as a "sports year" with major international events like the Paris Olympics and the European Cup, boosting the sports goods market [1] - Major brands are leveraging event marketing to capture consumer attention [1] Group 3: Strategic Approaches - Anta employs a multi-brand strategy to cover high-end outdoor and mass markets, while Li Ning focuses on "sports fashion" to enhance premium capabilities [3] - Xtep concentrates on its main brand and Saucony to solidify its professional running segment [3] - 361° utilizes a "three innovations" strategy—technology, channel, and event innovation—to break into the mass market [3] Group 4: Financial Insights - 361° reported a 22.58% growth in main brand revenue and a 19.5% increase in children's business revenue, with e-commerce maintaining double-digit growth [4] - The company invests 3%-4% of its revenue in R&D, supporting innovations like CQT carbon critical technology [4] Group 5: Competitive Landscape - Domestic sports brands have surpassed international brands in overall revenue, with Anta, Li Ning, Xtep, and 361° collectively generating over 123 billion yuan, compared to Nike and Adidas's combined revenue of about 75 billion yuan [6] - Despite this, international brands maintain a structural advantage in the high-end market, with Nike and Adidas holding over 50% market share in the 800 yuan and above price segment [7] Group 6: Future Outlook - The sports industry remains a key focus for national development, entering a phase of "high-quality development" [7] - Companies that leverage technological innovation, optimize consumer experience through scenario innovation, and expand globally are expected to achieve further growth [7]