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特步国际(01368.HK)中期纯利增长21.5%至9.136亿元,专业运动分部增长强劲,中期息拟派每股18港仙
Ge Long Hui· 2025-08-18 04:30
Core Insights - The company reported a 7.1% increase in revenue from continuing operations, reaching RMB 6.8376 billion for the first half of 2025 [1] - The main brand revenue grew by 4.5% to RMB 6.0525 billion, while the professional sports segment saw a significant increase of 32.5% to RMB 785.1 million [1] - The gross profit margin for continuing operations stood at 45.0%, with operating profit rising by 9.1% to RMB 1.3048 billion [1] - Net profit attributable to ordinary shareholders was RMB 913.6 million, reflecting a year-on-year growth of 21.5% [1] - The board declared an interim dividend of HKD 0.18 per share, with a payout ratio of 50.0% [1] Business Performance - As of June 30, 2025, the company operated 6,360 adult stores and 1,564 youth stores in mainland China and overseas [1] - The e-commerce segment remained a key growth driver, accounting for over 30% of the main brand's revenue, with double-digit year-on-year growth [1] - The company utilized data-driven analysis to create personalized strategies for each online channel, enhancing customer engagement and maximizing conversion rates [1] Financial Health - The balance sheet remains robust, with cash and cash equivalents increasing by 94.3% to RMB 1.9128 billion compared to RMB 984.7 million on December 31, 2024 [2]
特步MSCI ESG评级达AA级,居中国体育用品行业榜首
Nan Fang Du Shi Bao· 2025-08-18 03:51
近日,国际权威指数机构摩根士丹利资本国际公司(MSCI)公布最新2025年度环境、社会及管治 (ESG)评级结果。特步跃升MSCI ESG AA级,成为首家荣获AA级的中国体育用品企业。据悉,在本 次评级中,特步在碳足迹管理、供应链劳工管理、化学品安全、劳工管理及公司治理五大评级议题的分 数大幅提升,充分体现了国际市场对特步在ESG管理方面的认可,也顺应了功能性产品与消费者价值观 深度融合的消费趋势。 碳足迹管理方面,在特步发布的2024年度ESG报告中,首次披露范围3碳排放数据。这也是特步第9年发 布ESG报告。这一关键数据的公布,展现出特步对供应链碳排放的深度洞察与积极应对,凸显其全价值 链绿色转型的坚定决心。特步通过对范围三排放的梳理,能更精准定位减排重点环节,制定针对性策 略,引领上下游合作伙伴协同减碳,加速实现 "2030年自营排放减碳42%、2050年实现碳中和" 的双碳 目标。同时,新增两家工厂投入使用光伏,2024年光伏使用量较2023年增加95%。 Run to Green环保展。 MSCI是全球领先的投资决策支持工具和服务提供商,也是全球最权威的ESG指数评级机构之一。公开 资料显示,特步 ...
港股异动丨361度涨近8%,与斯坦德机器人战略合作
Ge Long Hui A P P· 2025-08-18 02:35
根据战略合作协议,集团将与工业机器人领域的领先企业斯坦德在机器人可穿戴、机器人轻量化及高性 能材料方面进行战略合作。集团亦将利用其积累的国际市场资源,助力斯坦德在全球销售具身智能机器 人,特别是在商用场景下所使用的具身智能机器人,以加速国际业务扩展。此外,集团计划将斯坦德的 具身智能机器人逐步引入到全球鞋物零售门店。同时,集团打算在其全球门店展示及销售这些具身智能 机器人。 格隆汇8月18日|361度(1361.HK)盘初一度涨近8%,报6.42港元。消息面上,公司公布,全资附属公司 三六一度(厦门)体育科技,与斯坦德机器人(无锡)股份订立战略合作协议,旨在利用双方各自的优势及 资源,在机器人穿用的服装、鞋类、配饰等装备(机器人穿戴)及具身智能机器人材料领域建立战略合作 关系。 斯坦德是一家在中国成立的有限公司,是一家专门从事工业级移动机器人的研究、开发及应用的高新技 术企业。其核心业务涵盖自主移动机器人和柔性物流解决方案的全链条服务。361度认为,订立战略合 作协议为集团开拓机器人穿戴设备及具身智能机器人材料领域的重要举措,此项举措符合集团"科技为 本,品牌为先"的品牌策略,有助于推动创新及提升运动科技实力 ...
世运会破圈,小众运动也有“大生意”
3 6 Ke· 2025-08-18 02:23
Group 1 - The Chengdu World Games showcased lesser-known sports, creating a unique atmosphere that attracted public interest and participation [1][2] - The event featured "part-time athletes" who balanced their sports with everyday jobs, contributing to a relaxed and relatable competition environment [2][4] - The innovative event settings, such as competitions held in cornfields, emphasized a grassroots connection to the community [2][4] Group 2 - Ten brands, including Xtep, Li Ning, and Peak, strategically positioned themselves during the event, leveraging the popularity of niche sports for marketing opportunities [8][11] - Xtep was the first global partner, providing uniforms for various roles within the event, while Li Ning incorporated local culture into their designs [8][11] - Peak and other brands explored international sponsorships and targeted niche sports to differentiate themselves in the competitive landscape [13][15] Group 3 - The legacy of the World Games lies in the potential for niche sports to gain traction and sustainability in the community post-event [16][18] - The rapid growth of the frisbee community during the event indicates a strong interest in maintaining these sports, with permanent facilities being established [16][18] - The future success of these sports will depend on youth engagement and continued brand investment, highlighting a shift in public perception of sports beyond traditional Olympic events [18][20]
361度(01361.HK)涨逾7% 与斯坦德战略合作 拓机器人穿戴及具身智能机器人材料领域
Jin Rong Jie· 2025-08-18 02:20
【财华社讯】361度(01361.HK)今日高开逾6%,截至发稿,涨7.23%,报6.38港元。消息面上,该公司 公布,于2025年8月17日,公司全资附属公司三六一度(厦门)体育科技有限公司与斯坦德机器人(无锡)股 份有限公司订立战略合作协议,旨在利用双方各自的优势及资源,在机器人穿用的服装、鞋类、配饰等 装备及具身智能机器人材料领域建立战略合作关系。 根据战略合作协议,集团将与工业机器人领域的领先企业斯坦德在机器人可穿戴、机器人轻量化及高性 能材料方面进行战略合作。集团亦将利用已积累的国际市场资源,助力斯坦德在全球销售具身智能机器 人,特別是在商用场景下所使用的具身智能机器人,从而加速国际业务扩展。 此外,集团计划将斯坦德的具身智能机器人逐步引入到全球鞋物零售门店。同时,集团打算在其全球门 店展示及销售这些具身智能机器人。 本文源自:财华网 ...
中泰国际每日晨讯-20250818
Market Performance - The Hang Seng Index rose 1.7% last week, closing at 25,270 points[1] - The Hang Seng Tech Index increased by 1.5%, ending at 5,543 points[1] - Average daily trading volume in Hong Kong stocks increased by 8.2% to HKD 242.8 billion[1] Capital Flows - Net inflow through the Hong Kong Stock Connect reached HKD 38.12 billion last week, with a record single-day inflow of HKD 35.88 billion on Friday[1] - Cumulative net inflow into Hong Kong stocks over the past 20 days amounted to HKD 159 billion, indicating strong market sentiment[1] Economic Indicators - In July, the US CPI showed a moderate inflation slowdown, with a probability of a 25 basis point rate cut by the Federal Reserve exceeding 90%[2] - China's economic indicators showed a marginal slowdown, with July's consumption, investment, production, and credit data all falling short of expectations[2] Real Estate Sector - Real estate development investment in China fell by 17.1% year-on-year in July, a larger decline than June's 12.4%[3] - New housing starts and completions dropped by 15.2% and 29.5% year-on-year, respectively, both exceeding June's declines[3] Industry Highlights - The automotive sector saw significant stock price increases, with Great Wall Motors rising 12.9% and Geely Auto up 4.5% last week[4] - The healthcare index surged by 7.1%, driven by strong performance from companies like Fosun Pharma, which saw an 8.7% increase in stock price[5] Renewable Energy - The photovoltaic sector experienced notable gains, with stocks like Xinyi Solar and GCL-Poly Energy rising by 7.0% and 9.7%, respectively[6] - Honghua Wisdom Energy reported a 2.0% increase in net profit, contributing to positive investor sentiment[6]
361°集团战略携手斯坦德机器人公司,开启品牌智能化进阶新征程
Ge Long Hui· 2025-08-18 01:40
Core Insights - The strategic partnership between 361° and Standard Robots marks a significant step in integrating technology into product innovation within the sports industry [1][4] - The collaboration aims to establish a new company focused on AI and create a "Future Sports Exploration Laboratory" to develop smart wearable equipment [4][5] - The partnership emphasizes a deep integration of AI technology to enhance consumer experiences and address real-world sports challenges [5][8] Group 1: Strategic Collaboration - 361° and Standard Robots will jointly create a company dedicated to AI innovations in sports equipment, including clothing, footwear, and accessories [4][5] - The collaboration aims to merge traditional sports manufacturing with artificial intelligence, facilitating a transformation in the value chain of manufacturing and retail [4][9] - The partnership is seen as a historic leap for 361°, embedding smart technology into its brand identity [4][5] Group 2: Technological Integration - Standard Robots, a leader in industrial mobile robotics, will leverage its expertise to enhance the application of robotics in the sports sector [4][9] - The collaboration will focus on developing smart manufacturing solutions, including intelligent warehousing and logistics, to improve operational efficiency [9] - The introduction of smart robots in 361° retail stores aims to create innovative shopping experiences for consumers [9][8] Group 3: Market Positioning - 361° plans to continue its focus on market insights, targeting professional, youthful, and international segments with innovative products [13] - The partnership is positioned as a pioneering exploration in the AI era, aiming to meet diverse consumer needs with technologically advanced and aesthetically appealing products [13] - The collaboration is expected to enhance 361°'s role in leading the smart sports lifestyle and fulfilling its social responsibilities [8][13]
港股异动 | 361度(01361)高开逾6% 计划将斯坦德具身智能机器人逐步引入到全球鞋物零售门店
智通财经网· 2025-08-18 01:40
公告称,集团一直致力于专注科技产品的功能性,前瞻性地布局了适用于人体和具身智能机器人的特殊 材料及相关设计。根据战略合作协议,集团将与工业机器人领域的领先企业斯坦德在机器人可穿戴、机 器人轻量化及高性能材料方面进行战略合作。集团亦将利用已积累的国际市场资源,助力斯坦德在全球 销售具身智能机器人,特别是在商用场景下所使用的具身智能机器人,从而加速国际业务扩展。此外, 集团计划将斯坦德的具身智能机器人逐步引入到全球鞋物零售门店。同时,集团打算在其全球门店展示 及销售这些具身智能机器人。 361度(01361)高开逾6%,截至发稿,涨6.39%,报6.33港元,成交额272.82万港元。 消息面上,361度发布公告,于2025年8月17日,公司一家全资附属公司三六一度(厦门)体育科技有限公 司与斯坦德机器人(无锡)股份有限公司(斯坦德)订立战略合作协议,旨在利用双方各自的优势及资源, 在机器人穿用的服装、鞋类、配饰等装备(机器人穿戴)及具身智能机器人材料领域建立战略合作关系。 ...
361度高开逾6% 计划将斯坦德具身智能机器人逐步引入到全球鞋物零售门店
Zhi Tong Cai Jing· 2025-08-18 01:34
公告称,集团一直致力于专注科技产品的功能性,前瞻性地布局了适用于人体和具身智能机器人的特殊 材料及相关设计。根据战略合作协议,集团将与工业机器人领域的领先企业斯坦德在机器人可穿戴、机 器人轻量化及高性能材料方面进行战略合作。集团亦将利用已积累的国际市场资源,助力斯坦德在全球 销售具身智能机器人,特别是在商用场景下所使用的具身智能机器人,从而加速国际业务扩展。此外, 集团计划将斯坦德的具身智能机器人逐步引入到全球鞋物零售门店。同时,集团打算在其全球门店展示 及销售这些具身智能机器人。 361度(01361)高开逾6%,截至发稿,涨6.39%,报6.33港元,成交额272.82万港元。 消息面上,361度发布公告,于2025年8月17日,公司一家全资附属公司三六一度(厦门)体育科技有限公 司与斯坦德机器人(无锡)股份有限公司(斯坦德)订立战略合作协议,旨在利用双方各自的优势及资源, 在机器人穿用的服装、鞋类、配饰等装备(机器人穿戴)及具身智能机器人材料领域建立战略合作关系。 ...
361度与斯坦德机器人订立战略合作协议
Group 1 - The core point of the article is the strategic cooperation agreement between 361 Degrees (01361.HK) and Stand Robot (Wuxi) Technology Co., Ltd. aimed at leveraging each other's strengths and resources in the field of wearable robotics and intelligent robotic materials [1] Group 2 - The agreement involves collaboration on products such as clothing, footwear, and accessories designed for robotic wearables [1]