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2025上半年中国服装上市企业50强榜单发布,多家以童装业务盈利
Sou Hu Cai Jing· 2025-07-27 03:58
Group 1 - Anta Sports leads the market with a market capitalization of 265.28 billion, more than three times that of the second-ranked Shenzhou International at 83.88 billion, and exceeds the total market cap of the second to fifth ranked companies [1] - Only Anta is a trillion-yuan enterprise, with a growth of 22% compared to the end of 2024; Shenzhou, Huali, and Bosideng have entered the 50 billion club, with a total of 12 companies valued over 10 billion [1] - The top five brands include Anta and Li Ning, while Xtep and 361 Degrees have made it into the top 20; upstream manufacturers like Huali and Yuanyuan remain strong [3] Group 2 - Traditional apparel brands are struggling to transform, with Bosideng relying on down jackets to maintain its fourth position, while Yagor and Hailan Home barely stay in the top ten [3] - The former leading brand, Meibang, has seen its market value drop to less than 1.8% of Anta's, falling to 32nd place [3] - Shenzhou and Huali's combined market value of 145.2 billion exceeds that of the bottom 30 companies at 137.5 billion, highlighting China's supply chain's global influence [4] Group 3 - Niche brands are finding success through specialization, with Biyinlefen doubling its market value in three years by focusing on golf, while Jiangnan Buyi attracts customers with designer appeal [4] - Kute Intelligent's C2M customization opens new markets, and Yaowang Technology reconstructs the consumption chain through live streaming [4] - The industry is evolving dynamically, with some companies leading, others seeking paths, and some exploring new opportunities; supply chain deepening, niche breakthroughs, and brand value reshaping are likely avenues for success in the second half of the year [4]