1月27日，中国第一大体育品牌、全球领先的多品牌体育用品集团——安踏体育用品有限公司（02020）正式宣布，与Pinault家族的投资公司Groupe Artémis 达成购股协议，以15亿欧元现金（全部来源于集团内部自有现金储备）收购全球标志性运动品牌彪马（PUMA）所属公司PUMA SE29.06%的股权，成为其 最大股东。本次交易预计于2026年底前完成，尚需监管部门批准及满足惯例交割条件。 作为中国体育品牌全球化的领航者，安踏集团已成长为市值全球前三、手握十余个国际知名品牌的多品牌体育集团，此次战略股权投资精准契合集团"单聚 焦、多品牌、全球化"核心战略。安踏集团与彪马的强强联合，将构筑起双向赋能的深度共赢格局，让战略布局落地为实打实的资源协同与价值共创。双方 将在品类布局、区域渠道、运营能力等核心维度实现优势互补，安踏可依托彪马在欧美成熟市场的渠道根基、顶级竞技体育资源和潮流品牌影响力，进一步 加速全球化渗透步伐；彪马可借力安踏集团在全球市场的本土化运营经验、成熟数字化能力与高效柔性供应链优势，充分激活增长潜力，最终通过资源共 享、能力协同形成互利共赢的良性循环，成为全球体育品牌跨界协同发展的全新探 ...

从足球赛事到日常跑步、健身等运动，京东致力于为大家提供最全最专业的装备选择。在本次专场活动 中，还有轻便防滑的安踏雄狮系列专业足球鞋，防滑耐磨的安德玛专业足球袜，在运动中起到保护脚踝 作用的迈克达威支撑绑带，还有全面包裹小腿的李宁护腿套。 "计划有变，准备夺冠"持续刷屏！U23国足以全胜战绩首次挺进亚洲杯决赛，中国球迷迎来狂欢时刻。 这支青春之师平均年龄不到22岁，一路过关斩将，不断创造新的历史。北京时间1月24日23时，中国 U23将对阵日本U23，开启冠军之战。大战在即，国足同款成为球迷关注的热点，京东携手耐克、卡尔 美、安踏等推出官方直降12%、爆款限时6折优惠，打开京东APP搜索"国足球衣"即可直达会场，选购 最全最专业的国足同款装备与周边好物。 中国U23对战越南U23的半决赛看点满满，中国队身穿的白色球衣赛前就引发不少关注，在"换衫迎 战"的小插曲后，U23国足身披白袍出战越南，最终以3-0的压倒性战绩赢得胜利，点燃全网的同时也唤 起了中国球迷的荣耀记忆。 不少用户在线上搜索"国足球衣"，京东国足同款会场内多款耐克球衣热销。耐克2025赛季中国队客场男 子速干足球球衣，面料导汗速干，印花寓意坚韧重 ...

距离2026年美加墨世界杯揭幕战还有不到5个月的时间，赛事经济热潮已提前涌动。作为全球小商品集散地的浙江义乌，正借世界杯东风加速驶入体育消 费"快车道"，不少体育及其周边产品销售火热。 赛事激活消费 体育及周边产品销售火热 在义乌国际商贸城三区的体育用品专区，有一家主营足球球迷服的商户。四年前卡塔尔世界杯，当时店老板通过观察各个参赛队球迷服的 订单走势，特别是赛前追单情况，成功预测了阿根廷队会夺冠。体育经济和义乌市场之间，就这样有了一次特别巧妙的联动。 在体育用品市场，不少老板告诉记者，别看离世界杯开幕还有将近5个月，其实从去年五六月份开始，订单就陆续来了，原本的"销售淡 季"变得热闹起来。 一家卖球迷服的店铺，到目前为止，出货量最大的是东道主之一的墨西哥队，订单差不多有30万件。除了东道主，卖得好的还有传统强 队：巴西队、阿根廷队、西班牙队等，比如阿根廷队的球迷服，出货量在20万件左右。 从 "制造红利"到打造"智造优势" "义乌制造"走向世界 销量持续走高的背后，商户们可没少动脑筋。比如巴西队的球迷服，老板为了设计它，专门去了解巴西的文化、地理甚至历史，自己也踢 起了足球，成了真正的球迷。 这款衣服用了黄 ...

转自：央视新闻客户端 距离2026年美加墨世界杯揭幕战还有不到5个月的时间，赛事经济热潮已提前涌动。作为全球小商品集散地的浙江义乌，正借世界杯东风加速驶入体育消 费"快车道"，不少体育及其周边产品销售火热。 在义乌国际商贸城三区的体育用品专区，有一家主营足球球迷服的商户，四年前的卡塔尔世界杯，当时，这家店的老板通过观察各个参赛队球迷服的订单走 势，特别是赛前的追单情况，成功预测了阿根廷队会夺冠。体育经济和义乌市场之间，就这样有了一次特别巧妙的联动。在体育用品市场，不少老板告诉记 者，别看离世界杯开幕还有将近五个月，其实从去年五六月份开始，订单就陆陆续续来了。原本的"销售淡季"变得热闹起来。 就像这家卖球迷服的店铺，到目前为止，出货量最大的是东道主之一的墨西哥队，订单差不多有30万件。除了东道主，卖得好的还有那些传统强队：巴西 队、阿根廷队、西班牙队等，像阿根廷队的球迷服，出货量在20万件左右。从"制造红利"到打造"智造优势" 销量持续走高的背后，商户们可没少动脑筋。比如巴西队的球迷服，老板为了设计它，专门去了解巴西的文化、地理甚至历史，自己也踢起了足球，成了真 正的球迷。这款衣服用了黄色的主调，因为巴西队获得 ...

人民财讯1月24日电，国内赛事活动接连不断，2026年美加墨世界杯也将在6月份开幕，赛事经济持续升 温。在全球小商品集散地浙江义乌，借国内外赛事商机，不少体育及其周边产品热销。回顾以往世界 杯，每一次都为义乌的市场带来了可观的流量和出口增长。根据义乌体育用品协会估算，上一届卡塔尔 世界杯32强锁定后，"义乌制造"几乎占到整个世界杯周边商品市场份额的70%。不光是世界杯要来了， 像"浙BA"等地方联赛也办得火热，再加上全民健身越来越受欢迎，奖杯、奖牌成了"刚需"。 责任编辑：郭建 人民财讯1月24日电，国内赛事活动接连不断，2026年美加墨世界杯也将在6月份开幕，赛事经济持续升 温。在全球小商品集散地浙江义乌，借国内外赛事商机，不少体育及其周边产品热销。回顾以往世界 杯，每一次都为义乌的市场带来了可观的流量和出口增长。根据义乌体育用品协会估算，上一届卡塔尔 世界杯32强锁定后，"义乌制造"几乎占到整个世界杯周边商品市场份额的70%。不光是世界杯要来了， 像"浙BA"等地方联赛也办得火热，再加上全民健身越来越受欢迎，奖杯、奖牌成了"刚需"。 责任编辑：郭建 ...

跟往年不太一样，今年设计的款式更加丰富，穿着群体也更加多元了。每款球迷服都新增了儿童版，还有宠物穿的小尺寸版本。这些新款一推出，特别受海 外客户欢迎，不少客户一看样品，当时就表达了下单意向。 本文转自【央视新闻客户端】； 距离2026年美加墨世界杯揭幕战还有不到5个月的时间，赛事经济热潮已提前涌动。作为全球小商品集散地的浙江义乌，正借世界杯东风加速驶入体育消 费"快车道"，不少体育及其周边产品销售火热。 在义乌国际商贸城三区的体育用品专区，有一家主营足球球迷服的商户，四年前的卡塔尔世界杯，当时，这家店的老板通过观察各个参赛队球迷服的订单走 势，特别是赛前的追单情况，成功预测了阿根廷队会夺冠。体育经济和义乌市场之间，就这样有了一次特别巧妙的联动。 在体育用品市场，不少老板告诉记者，别看离世界杯开幕还有将近五个月，其实从去年五六月份开始，订单就陆陆续续来了。原本的"销售淡季"变得热闹起 来。 就像这家卖球迷服的店铺，到目前为止，出货量最大的是东道主之一的墨西哥队，订单差不多有30万件。除了东道主，卖得好的还有那些传统强队：巴西 队、阿根廷队、西班牙队等，像阿根廷队的球迷服，出货量在20万件左右。 从"制造红利"到 ...

记者现在在义乌国际商贸城三区的体育用品专区，这家商户主营的是足球球迷服，大家还记得四年前的卡塔尔世界杯吗？当时这家店的老 板通过观察各个参赛队球迷服的订单走势，特别是赛前那一波波的追单情况，成功预测了阿根廷队会夺冠！您看，体育经济和义乌市场之间就 这样有了一次特别巧妙的联动。 央视网消息：距离2026年美加墨世界杯揭幕战还有不到5个月的时间，"赛事经济"热潮已提前涌动。作为全球小商品集散地的浙江义乌， 正借世界杯东风加速驶入体育消费"快车道"，不少体育及其周边产品销售火热。一起来看前方记者带来的观察。 赛事经济的"东风"已吹到义乌 这两天，记者在体育用品市场里转了转，不少老板表示，别看离世界杯开幕还有将近五个月，其实从去年五六月份开始，订单就已经开始 陆陆续续来了，原本的"销售淡季"因为世界杯的商机变得热闹起来。 就像这家店铺，咱们来看看今年卖得最火的球迷服。到目前为止，出货量最大的是东道主之一的墨西哥队，订单差不多有30万件。除了东 道主，卖得最好的依然是那些传统强队——巴西、阿根廷、西班牙……像阿根廷队，出货量也在20万件左右。 从"制造红利"到打造"智造优势" 畅销的背后，商户们可没少动脑筋。比如记者手 ...

Market Performance - The Hong Kong stock market indices experienced a rapid rise near midday, with the Hang Seng Tech Index reaching a peak increase of 1.8% before closing up 1.11% [1] - The Hang Seng Index and the China Enterprises Index turned from declines to gains, rising by 0.37% and 0.31% respectively, indicating overall market stability despite a significant drop in US stocks overnight [1] Sector Highlights - Major technology stocks contributed to the market rebound, with Baidu and Kuaishou both rising over 3%, and Alibaba increasing by more than 2% [1] - Consumer electronics stocks showed the most significant gains, with Skyworth Group's shares surging over 37% after resuming trading, reaching a historical high due to a strategic partnership with Sony in the home entertainment sector [1] - TCL Electronics saw a nearly 15% increase, reflecting strong performance in the consumer electronics segment [1] - Semiconductor stocks remained active, driven by an upward cycle in AI-driven storage chips, with Zhaoyi Innovation hitting a new high since its listing [1] Commodity and Gold Market - Spot gold prices surpassed $4,880 for the first time, marking a year-to-date increase of over 13%, leading to a rise in gold stocks and non-ferrous metal stocks, with companies like Lingbao Gold and Zhaojin Mining reaching historical highs [1] Underperforming Sectors - Sportswear stocks faced notable declines, with Anta Sports dropping over 4% and Li Ning falling nearly 3% [1] - Real estate stocks, which had previously surged, showed renewed weakness, while banking and insurance stocks also performed poorly, with Agricultural Bank, Industrial and Commercial Bank, and Construction Bank all declining by more than 1% [1]

Core Viewpoint - Anta Sports has demonstrated robust growth amidst a challenging retail environment, achieving high single-digit growth in Q4 and low double-digit growth for the entire year, highlighting its competitive advantages through a "single focus, multi-brand, globalization" strategy [1][2] Group 1: Industry Context - The sportswear industry is experiencing a divergence, with major brands facing pressure due to macroeconomic factors, an unusually warm winter, and a late Spring Festival, leading to a "weak peak season" scenario [1] - Li Ning reported a low single-digit decline in Q4 revenue, with a net reduction of 41 sales points in the Chinese market [1] - Nike's revenue in the Greater China region fell approximately 17% in Q2 of FY2026, attributed to decreased store traffic and inventory buildup [1] Group 2: Anta's Performance - Anta achieved low single-digit growth in retail sales for the Anta brand in 2025, with core categories like running, basketball, and training products performing well despite a challenging winter sales environment [2] - The brand's strategy focuses on product innovation, with successful launches in professional running shoes that cater to market demands [2] - Anta's e-commerce performance during major sales events like "Double 11" and "Double 12" was strong, effectively mitigating some offline traffic pressures [2] Group 3: FILA and Other Brands - FILA achieved mid-single-digit growth in both Q4 and the full year, maintaining stable operations through product innovation and channel optimization [3] - Other brands under Anta's umbrella saw retail sales growth of 45-50% for the year and 35-40% in Q4, indicating a successful multi-brand strategy [3] - Descente has reportedly surpassed 10 billion in revenue, marking it as a significant contributor to Anta's growth [3] Group 4: Strategic Insights - Anta's multi-brand strategy is characterized by resource sharing, complementary positioning, and risk hedging, effectively covering a wide price range to meet diverse consumer needs [4] - The company benefits from shared supply chains and digital capabilities, which lower marginal costs and enhance operational efficiency compared to competitors [4] Group 5: Future Outlook - The industry faces challenges such as uncertain consumer recovery and intensified competition, but Anta's multi-brand advantages are expected to expand [5] - Short-term demand is anticipated to be released in Q1 due to the delayed winter, while long-term growth will be driven by technological advancements and global expansion [5] - Anta's ongoing overseas expansion, particularly in Southeast Asia, is expected to support its long-term revenue goals and solidify its position as a leading global sports brand [5]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The establishment of China's first national ESG evaluation standard in the financial sector marks a significant step towards supporting the country's green development strategy and enhancing the quality of the bond market [5][9] - The revised Natural Protection Zone Regulations aim to provide legal support for high-quality development of natural reserves, emphasizing ecological protection and sustainable resource use [10][13] - The joint measures by the Ministry of Civil Affairs and other departments focus on fostering the elderly care service sector, promoting high-quality development in the silver economy [14][15] Policy Trends - The national ESG evaluation framework (GB/T 46912-2025) has been officially released and will be implemented starting April 1, 2026, providing a structured approach for ESG evaluation in the financial sector [5][6] - The revised Natural Protection Zone Regulations will enhance the management and protection of natural reserves, ensuring ecological integrity while allowing for sustainable development [10][13] - The Ministry of Civil Affairs and other departments have issued measures to cultivate elderly service providers, focusing on brand building, market integration, and technological empowerment [14][15] Industry Trends - The establishment of the Global South Sustainable Development Research Center at Shanghai Jiao Tong University aims to promote sustainable development practices and knowledge sharing among Southern countries [16][19] - The National Forestry and Grassland Administration announced a target to complete 12.7 million acres of land greening by 2025, with current forest coverage at 25.09% [20][23] International Events - A joint statement between China and Canada supports bilateral investment and trade in both clean and traditional energy sectors [24] - Three Chinese cities have been recognized in the UN's list of "20 Cities Towards Zero Waste," highlighting their leadership in waste reduction and sustainable management [25] Corporate Dynamics - Anta Group has achieved a significant upgrade in its MSCI ESG rating to "AA" and received the highest "A" rating from CDP for climate change performance, reflecting its commitment to sustainability [26][27] - China General Nuclear Power Corporation won the "Outstanding ESG Award" at the 9th China Excellence IR Awards, recognizing its strong ESG governance practices [28] - Qilu Expressway was awarded both "Top 100 ESG Companies" and "Top 100 IRM Companies," showcasing its commitment to ESG principles and investor relations management [29][30]