转自：前瞻产业研究院 行业主要上市公司：探路者(300005.SZ)、泰慕士(001234.SZ)、嘉麟杰(002486.SZ)、三夫户外(002780.SZ)、 安踏体育(2020.HK)、李宁(2331.HK)、特步国际(1368.HK)、361度(1361.HK)等 本文核心数据：中国运动服出口规模;中国运动服出口地区份额;上市企业海外竞争力对比等 中国运动服进出口规模近期有所下滑 运动服在我国体育体育用品出口中占据重要地位，2025年一季度中国体育用品出口中，运动服以6.97亿美元 的出口额占据重要地位，仅次于健身器材和户外用品，显示出其在体育用品出口中的竞争力和市场需求。 根据海关总署披露数据，2015-2025年4月中国运动服出口金额波动变化。2015-2019年相对稳定在20亿美元 规模;2020年受疫情冲击影响，运动服出口规模大幅下滑;2021-2022年曾出现显著增长，2023-2024年又出现 回落;2025年1-4月运动服出口金额6.79亿美元，同比下降7.54%，可能与全球贸易政策调整、国际市场竞争加 剧等因素有关。 欧美地区是中国运动服产品主要出口目的地 2024年中国运动服出口目的 ...

以下文章来源于36氪财经 ，作者谢芸子 郑怀舟 36氪财经 . 36氪旗下官方账号。洞见市场，比99%的投资者更聪明。 文 ｜ 谢芸子 编辑 ｜ 郑怀舟 来源｜ 36氪财经（ID：krfinance） 封面来源 ｜ 品牌官方微 博 因为一场收购，一个国产瑜伽品牌获得了市场的更多关注。 2023年10月，安踏体育发布公告称，公司旗下的一家附属公司，已成功收购MAIA ACTIVE（玛伊娅，以下简称MAIA）75.13%的股份。 MAIA成立于2016年，是专为亚洲女性设计瑜伽服装的国产品牌。在此前的报道中，2022年，MAIA主打产品"腰精裤"的销量就突破了30万条；另据此前官 方预测，在这一年度，MAIA的全平台的销售额约5亿元。 然而，在线上线下融合的过程中，MAIA遇到瓶颈，选择拥抱安踏获得更全面的发展。 2023年12月，MAIA创始人在朋友圈发文称，"将在未来一个月卸任MAIA的实际工作，但会继续作为股东与创始人支持MAIA。" 次年5月，原安踏集团零售副总裁赵光勋被任命为MAIA ACTIVE的品牌总裁，直接向安踏集团专业运动群首席执行官、安踏主品牌负责人CEO徐阳汇报。 而在安踏体育2024年的半 ...

中新网泉州6月21日电 (孙虹 曾玲华)"台商焕新 泉台共兴"海峡两岸中小企业交流活动20日在泉州台商投 资区举行，200余名台商台胞齐聚一堂，通过实地考察、政策对接，共探泉台融合发展新路径，奏响两 岸经贸合作的"同心曲"。 作为两岸融合发展的前沿阵地，泉州台商投资区始终秉持"两岸一家亲"理念，先行先试、积极探索，在 大陆首创"台胞台企登陆第一数据港"和"台胞医保/健保福建线上服务平台"等便民惠台举措，从台胞台 企实际需求出发，让台胞在大陆创业生活更便捷、更舒心。如今，超200家台资企业在这里落地生根、 深耕细作，在生物医药、机械制造等领域与本地企业协同奋进，共同书写着两岸合作共赢的精彩篇章。 (完) 活动期间举办的"政策干货"专场推介会上，泉州台商投资区招商、医保等部门围绕台资企业落地扶持、 人才补贴等惠台政策，进行细致解读，并现场演示"台胞医保/健保福建线上服务平台"操作流程。 据了解，该平台已为来自福建、广东、湖南等地61名台胞办理83笔健保业务预审，涉及医疗费用69.98 万元。目前，1523名台胞参加泉州市基本医疗保险，真正实现"数据多跑路，台胞少跑腿"。 近年来，泉州台商投资区在深化两岸经贸合作上 ...

原标题：中高协：进一步优化高尔夫球青少年竞赛体系 首先，为了让青少年更好地从"接触"高尔夫过渡到"热爱"高尔夫，韦庆峰说，协会对运动技术基准 等相关内容做出创新，让评价标准不仅仅停留在"名次和杆数"中。此外，协会还通过调研和座谈，调整 并逐步实施更加科学和公平的积分体系，让更多优秀青少年选手涌现高尔夫球场。 而在竞赛体系方面，韦庆峰也表示，中国高尔夫球职业赛事、业余赛事和青少年赛事以及国家队选 拔的路径基本打通。"继2024年U19队伍的成立，今年协会将继续成立U16和U13队伍，为青少年提供更 多发展机会。" 同时，为帮助高尔夫球在中国均衡发展，2025年中国高尔夫球协会推出政策性赛事，帮助和扶持中 国各省市办赛。"我们希望以更便利的方式让全年龄段人群参与到这项运动中来。"韦庆峰说。 2024年11月，中国国家青少年高尔夫球队(以下简称"国青队")正式成立。5月落幕的2025亚太高联 青少年高尔夫球锦标赛上，国青队斩获了男子团体冠军、混合团体季军以及女子团体第四名的优异成 绩。 中国高尔夫球协会秘书长韦庆峰说，国青队的成立也意味着协会将在政策和资源等方面向青少年 (培养)倾斜。此外，协会通过多方面举措完善和 ...

Core Insights - The Chinese outdoor sports market is projected to exceed 300 billion yuan in total consumption by 2024, with a growth rate of nearly 40% [1] - The outdoor sports industry in China is becoming a significant force in driving the overall sports industry development, with increasing consumer demand and participation [1][2] - The outdoor sports sector is experiencing rapid growth, with a notable shift towards high-performance gear over luxury brands [1][2] Industry Trends - The outdoor sports industry in China has become one of the fastest-growing segments within the sports industry over the past decade [2] - There is a growing trend of outdoor sports becoming more popular and diversified, with an increasing number of participants engaging in various outdoor activities, including niche extreme sports [2] - The integration of outdoor sports with cultural tourism and commercial activities is deepening, reflecting a broader trend of lifestyle changes among consumers [2][3] Consumer Behavior - The rise in outdoor sports consumption is linked to increased disposable income and changing lifestyles, with outdoor activities becoming a key component of new consumption patterns [2] - Urbanization and the implementation of health initiatives in China are driving the demand for outdoor activities, as people seek closer connections with nature [2][3] Future Outlook - China is expected to maintain high growth potential in the global outdoor sports market for the foreseeable future [3] - The industry needs to transition from extensive development to high-quality, differentiated, and standardized growth, focusing on brand development and professionalization [3][4] - The outdoor sports boom reflects changes in consumer structure and lifestyle, contributing to economic transformation and providing new growth opportunities in urban and rural areas [4]

Group 1 - The company PELLIOT, a private outdoor sports group based in Lixin County, has submitted its prospectus to the Hong Kong Stock Exchange for a main board listing, with CICC and CITIC Securities as joint sponsors [1] - PELLIOT faces challenges related to its early marketing strategies, which may have misled consumers about its brand origin, presenting itself as a foreign brand to enhance product pricing [1][2] - The company has a low level of research and development investment, with only four invention patents among a total of 45 patents, indicating a lack of technological accumulation compared to competitors [7][10] Group 2 - PELLIOT's revenue for the years 2022, 2023, and 2024 is projected to be 378 million, 908 million, and 1.766 billion RMB respectively, with net profits of approximately 24.31 million, 152 million, and 283 million RMB [7] - The marketing strategy heavily relies on high-profile celebrity endorsements, with sales and distribution expenses exceeding 30% of total revenue during the same period [7][9] - The company has a significant issue with product quality, as evidenced by a high online return rate of 8.7% in 2024, which is above the industry average of 5% [14] Group 3 - PELLIOT operates on a light asset model, relying on OEM partnerships for production, which may lead to uncertainties in ongoing operations and quality control issues [11][12] - The company has faced numerous consumer complaints regarding product quality, with 453 complaints recorded on a consumer complaint platform, highlighting issues such as poor stitching and material defects [12][13] - Refund liabilities have increased significantly, reaching 44.26 million RMB by the end of 2024, marking a 133.45% growth from 2023 [14][15]

过去10年，中国制造业的用工成本几乎翻了一倍，有些行业甚至涨得更多。原材料价格也受全球供应 链、能源政策和环保要求的影响，一路上涨。 每次提到出海，很多人脑子里蹦出来的第一个词就是： 这些变化倒逼企业必须升级，推动自动化、智能化技术的普及，而在海外，竞争也不再只是拼价格那么 简单了。 所以，如果还觉得"便宜就能赢"，那这条路只会越走越窄；我认为，真正推动中国企业走出去的，是供 需错配带来的结构性机会。 01 什么是供需错配？别着急，我跟你讲几个案例： 成本战略。 好像只要中国企业走出去，一定靠着"便宜"打天下。但问题是：这套打法，现在还管用吗？ 中国在人工和原材料方面确实还有一定优势，但早就不是"白菜价"了。 2015年，一家叫影石的中国公司刚刚成立。那时，运动相机市场几乎被GoPro垄断；这家初创企业没有 硬刚，也没有靠价格战去拼，而是找到了一个别人没做、但用户需要的场景缺口：滑雪拍摄。 滑雪者高速滑行，动作剧烈，普通相机抖得根本没法看。而影石就抓住痛点，做出了全球第一款自带超 强防抖功能的运动相机，这一下子戳中了Vlogger、极限运动爱好者的心窝。 几年后，它不仅站稳了脚跟，还反向打入美国市场，成为Go ...

NO.3 Labubu预售大放量二手市场价格已松动 ｜2025年6月20日星期五｜ NO.1 安踏任命姚剑为狼爪总裁 在完成收购后，安踏对"狼爪"品牌进行了新的人事任命。6月18日，安踏集团向媒体确认，任命姚剑为 狼爪品牌总裁，负责狼爪品牌全球业务运营。这一任命将于2025年7月1日生效。此举是"为了更好地匹 配集团战略发展规划"。姚剑此前是亚玛芬大中华区总经理，统管"始祖鸟"等多个亚玛芬集团旗下品 牌。 点评：安踏任命姚剑为狼爪总裁，或将借助其管理亚玛芬的经验，提升狼爪业务运营效率，对公司股价 形成一定支撑。这一举措有助于巩固狼爪在大众户外市场的地位，对户外运动板块产生积极影响。 NO.2 有关部门就"国补"下一步计划回应 近期，多地传出以旧换新"国补"暂停或者调整的消息。对此，国家相关主管部门就"国补"下一步计划回 应称，今年国家安排3000亿元超长期特别国债资金支持消费品以旧换新，目前已向地方下达了共计1620 亿元资金，剩余资金将有序下达。2025年的消费品以旧换新政策将全年实施，有关部门正指导地方平稳 有序使用"国补"资金，推动政策发挥更大效能。 点评："国补"剩余资金有序下达利于稳定市场预期，增强 ...

Group 1 - The core viewpoint of the articles highlights the significant growth in user engagement and transaction volume during the 2025 Tmall 618 shopping festival, with 453 brands achieving over 100 million in sales, a 24% increase year-on-year [1] - High-net-worth individuals, specifically the 88VIP members, surpassed 50 million, marking a new high in user scale [1] - The home appliance and 3C digital sectors experienced a substantial boost due to government subsidies, with total sales in these categories increasing by 116% compared to last year's Double 11 [1] Group 2 - Quality live streaming has emerged as a new industry standard, with 81 live streaming sessions achieving over 100 million in sales, and a 21% increase in the number of sessions exceeding 10 million [2] - The beauty sector saw explosive growth, with nearly 100 products surpassing 10 million in sales, while over 50 apparel brands exceeded 100 million, indicating strong consumer demand [2] - New product sales grew by 153%, with 12 new products achieving over 100 million in sales, reflecting a significant increase in consumer interest in new offerings [2] Group 3 - Tmall is heavily investing in supporting quality and original brands through various strategic resources aimed at fostering high-quality growth by 2025 [3]

Core Insights - The article highlights the significant growth in emotional consumption during the "618" shopping festival, indicating that "emotional economy" is becoming a new trend in consumer behavior [1][2][3] Group 1: Market Trends - During the "618" period, 453 brands achieved sales exceeding 100 million yuan, with categories like toys, pets, and outdoor sports experiencing explosive growth [2] - The toy and trendy play industry saw six merchants surpassing 100 million yuan in sales, and nearly 100 merchants exceeding 10 million yuan, with over 2400 stores achieving triple-digit year-on-year growth [2] - Interest-related consumption, such as pets, trendy toys, photography, and outdoor sports, flourished during the "618" period, driven by the pursuit of emotional value [2] Group 2: Consumer Behavior - The demand for emotional regulation in modern society is increasing, making "emotional economy" a potential new growth point [3] - Young consumers are increasingly influenced by emotional release in their purchasing decisions, which is expected to create new consumption hotspots [2][3] Group 3: Business Strategies - Companies are beginning to capitalize on the emotional consumption trend by designing products that resonate with young consumers' emotional needs [4] - Successful products include those that provide emotional value, such as uniquely designed items that evoke feelings of comfort or humor [4] - Businesses are encouraged to enhance their market insight, product design, and flexible production capabilities to adapt to the fast-changing emotional economy [5][6] Group 4: Expert Opinions - Experts emphasize the need for companies to understand consumer emotional demands and innovate products to avoid homogenization [6] - The emotional economy requires businesses to improve brand recognition and loyalty through quality service and positive reputation [6] - Companies should leverage AI tools to better understand user needs and enhance production capabilities to meet the demand for customized emotional products [6]