ANTA SPORTS(HK:02020) 第一财经·2025-11-03 12:51Core Viewpoint - The article emphasizes the significant transformation of China's sports industry through digitalization and AI, aiming for a total scale exceeding 7 trillion yuan by 2030, with 2025 being a pivotal year for "AI + Sports" development [1][12]. Group 1: AI365 Strategy and Digital Transformation - Anta Group introduced the "AI365 Strategy," marking the first comprehensive AI transformation strategy in China's sports goods industry, focusing on efficiency, growth, and user experience [12]. - The "Linglong Design Model" is a key project under this strategy, aimed at enhancing the design process and providing a quantifiable path for the digital transformation of the textile industry [10][14]. Group 2: Efficiency and Innovation in Design - The Linglong Design Model significantly optimizes the shoe and apparel design process, boasting features like text-to-image generation and rapid expansion of popular designs, which can increase design efficiency by 400% and reduce the development cycle by 80% [6][8]. - The model leverages over 30 years of Anta's accumulated design data, enhancing creativity while maintaining human emotional connections [8][9]. Group 3: Long-term Investment in Technology - Anta has committed to a long-term investment strategy in technology, with a cumulative innovation investment of 20 billion yuan over the past decade, and plans to invest an additional 20 billion yuan in the next five years [15][16]. - This investment strategy aims to create a virtuous cycle of continuous improvement in technology and market feedback, positioning Anta as a leader in the digital transformation of the sports industry [16]. Group 4: Market Impact and Competitive Advantage - Anta's AI initiatives are expected to reshape the competitive landscape of the sports goods industry, shifting the focus from traditional marketing and channel expansion to efficiency and value competition [21][24]. - The company's vision includes becoming a world-leading multi-brand sports goods group, emphasizing global innovation and proactive market positioning [21][23].