Core Insights - The second Sports Goods Industry Innovation Consortium conference was held in Beijing, where significant technological advancements were announced, including the "Fluorine-Free Anta Membrane Technology" and "Six-Degree Core Warmth Technology" [4][5] - Anta Group's "AI365 Strategy" was introduced, aiming to enhance efficiency, drive growth, and improve user experience through AI applications across various business areas [6][7] Group 1: Technological Innovations - The "Fluorine-Free Anta Membrane Technology" is a core technology developed in collaboration with Donghua University, achieving international leadership in static water pressure and moisture permeability [5] - The "Six-Degree Core Warmth Technology," developed by Anta's collaboration with academic institutions, utilizes basalt fiber technology to create high-performance composite materials suitable for extreme temperatures [5][6] - The consortium also launched the Tianji High-Performance Materials Initiative, focusing on breaking the technological monopoly of international giants in high-end materials [5][6] Group 2: AI and Digital Transformation - Anta Group's "AI365 Strategy" outlines three main directions for digital transformation: cost reduction and efficiency enhancement, growth driving, and user experience improvement [6] - The "Linglong Design Model," the first AI design model in the sports goods industry, leverages over 30 years of data to enhance design efficiency across multiple dimensions [6][7] - An AI innovation platform was established, integrating resources from major tech companies and universities to drive technological innovation across the entire supply chain of the sports goods industry [7] Group 3: Consortium Growth and Vision - The Sports Goods Industry Innovation Consortium, led by Anta Group, aims to foster collaborative innovation and establish an open innovation ecosystem, growing from 13 to 34 member units in just one year [7] - The consortium emphasizes the importance of technological self-reliance and collaboration to strengthen the industry's foundation and expand innovation boundaries [6][7]

Core Insights - The second Sports Goods Industry Innovation Consortium conference was held in Beijing, where Anta Group unveiled its "AI365 Strategy" and "Linglong Design Model" [1][6] Group 1: Technological Innovations - Anta Group introduced two major technological breakthroughs: the "Fluorine-Free Anta Membrane Technology" and "Six-Degree Core Warmth Technology," showcasing a full-chain innovation from lab to market [3] - The "Fluorine-Free Anta Membrane Technology" is the core technology of the membrane technology platform, while the "Six-Degree Core Warmth Technology" utilizes inorganic basalt fiber to create high-performance composite materials [3][5] - The Tianji High-Performance Materials Initiative aims to link industry, academia, and research through various mechanisms, promoting innovation across the entire "materials-equipment-standards" chain [3] Group 2: AI Strategy - Anta Group's "AI365 Strategy" focuses on three main directions: cost reduction and efficiency enhancement, growth driving, and user experience improvement [5] - The strategy encompasses six application areas: marketing, design, product, supply chain, retail, and operations, with a goal to achieve over 50% internal AI usage within three years [5] - The "Linglong Design Model," based on over 30 years of Anta's accumulated data, significantly enhances the efficiency of design personnel [6] Group 3: Consortium Growth and Collaboration - The Sports Goods Industry Innovation Consortium, led by Anta Group, aims to foster industry collaboration and establish an open innovation ecosystem, growing from 13 to 34 member units in just one year [8] - New members include prestigious universities and research institutions, as well as various supply chain companies and AI innovation enterprises [8]

Core Viewpoint - The era of "technological sovereignty" has fundamentally changed the logic of global industrial competition, making technological innovation a necessity for survival and development rather than an option [1][6]. Group 1: Industry Innovation and Collaboration - The establishment of the "Sports Goods Industry Innovation Consortium" led by Anta aims to create an open and collaborative innovation platform to overcome common technological bottlenecks in the industry [3][5]. - The consortium has provided continuous R&D support and resource sharing, forming a technology innovation system that integrates enterprises, markets, and research [5][6]. - Anta's approach not only represents a technological revolution but also a development path that addresses how Chinese companies can systematically provide "innovation certainty" across the entire industry chain in a highly competitive global environment [6][18]. Group 2: Technological Advancements and Market Position - Anta achieved a historical revenue high in the first half of 2025, with a 14.3% year-on-year increase to RMB 38.54 billion, marking 12 consecutive years of growth and maintaining the top position in the Chinese market for four years [8]. - Over the past decade, Anta has invested more than RMB 20 billion in R&D innovation, establishing a strong foundation for market leadership through continuous technological investment [9][48]. - The gap between domestic brands and international giants is rapidly closing, with both sides now in a position of coexistence and competition rather than mere following [11][51]. Group 3: Material Science and Product Innovation - Anta's "fluorine-free membrane technology" and "six-degree core warming technology" represent significant advancements in material science, with the former achieving international advanced levels at one-third the price of international brands [13][16]. - The application of basalt fiber technology in outdoor apparel demonstrates a breakthrough in material innovation, with potential applications extending beyond sportswear to aerospace and medical fields [15][16]. - The innovation in core materials is expected to accelerate the localization of key materials in the industry, helping China's textile and apparel industry transition from a participant in the global value chain to a standard setter [18][54]. Group 4: AI Integration and Future Strategy - Anta has expanded its AI capabilities significantly, launching the "AI365 Strategy" to integrate AI across all business functions, including marketing, design, and supply chain [35][41]. - The introduction of the "Linglong Design Model" aims to enhance design efficiency, reducing development cycles by over 50% and increasing selection rates for design proposals by 30% [37][39]. - Anta plans to achieve over 50% internal AI usage coverage within three years, aiming to create value exceeding RMB 5 billion, thereby building a systematic competitive advantage centered on intelligent technology [42][43]. Group 5: Value Reassessment and Competitive Edge - Anta's role as a leader in the industry is reshaping its valuation logic, transitioning from a focus on acquisitions to building a technology-driven ecosystem [49][51]. - The company's deepening R&D investments and systematic ecological layout are critical drivers of its competitive edge, enabling it to break free from homogeneous competition and move towards higher-dimensional value competition [52][54]. - The establishment of a mature technological ecosystem allows Anta to efficiently connect R&D with market needs, promoting effective technology transfer and reducing reliance on external technologies [53][54].