Group 1: Nike's Management Change and Performance - Nike has announced a management change in its Greater China region, with current head Dong Wei stepping down and Cathy Sparks appointed as the new Vice President and General Manager [3][4] - Dong Wei has been with Nike for 20 years and was recently promoted to Chairman and CEO of Nike Greater China, but the company is facing declining performance in the region, with Q2 FY2026 revenue at 14.23 billion yuan, down 17% year-on-year [4] - The decline in revenue is attributed to a drop in direct sales and digital business, with EBIT halving, down 49% year-on-year, indicating a need for strategic reform under the new leadership [4][5] Group 2: China Duty Free Group and LVMH Partnership - China Duty Free Group has reached a strategic cooperation agreement with LVMH to acquire DFS for up to $395 million, which includes retail stores in Hong Kong and Macau and exclusive rights to several brands in the Greater China region [6][7] - DFS has shown stable financial performance, with revenues of 4.1 billion yuan and 2.7 billion yuan for 2024 and 2025 respectively, making it a valuable asset for China Duty Free Group [7] - The acquisition will enhance China Duty Free Group's high-end brand supply chain, as DFS has partnerships with over 750 global brands [8] Group 3: IKEA's New Retail Strategy - IKEA has launched an instant retail service on JD.com, marking its first foray into this business model, covering 13 stores in major cities [9] - This new service aims to improve delivery efficiency and reduce consumer barriers, with a minimum purchase of 99 yuan for free delivery within a 4 km radius [9] - IKEA's sales in China have declined, with a reported revenue of approximately 11.15 billion yuan for FY2024, down 7.6% year-on-year, indicating a need for adaptation to changing consumer preferences [10] Group 4: Haidilao's New Concept Store - Haidilao has opened its first "sugar water shop" as a thematic store, integrating hot pot and dessert offerings to cater to diverse consumer needs [12] - The shop operates independently and has already achieved over 100 orders daily, indicating a successful trial of the "store within a store" model [13] Group 5: Walmart's Collaboration with Xiaohongshu - Walmart has partnered with Xiaohongshu to open a co-branded retail experience space called "Mashi Store," focusing on customer-centric shopping experiences [14] - The store features eight "interest islands," each showcasing specific lifestyle products, reflecting Walmart's ongoing transformation to attract younger consumers [14] Group 6: Financial Updates from Various Companies - Yonghui Supermarket expects a net loss of 2.14 billion yuan for 2025, marking its fifth consecutive year of losses due to store adjustments and supply chain reforms [18] - Kraft Heinz China is restructuring its sales regions to accelerate national expansion and seek new growth opportunities [19] - Nestlé is moving forward with the sale of its water business, valued at 5 billion euros, indicating a strategic shift in its portfolio [20]

香港聯合交易所有限公司及證券及期貨事務監察委員會對本聆訊後資料集的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示概不就因本聆訊後資料集全部或任何部分內容而產生或因依賴該等 內容而引致的任何損失承擔任何責任。 Ridge Outdoor International Limited 樂欣戶外國際有限公司 （於開曼群島註冊成立的股份有限公司） 的聆訊後資料集 警告 本聆訊後資料集乃根據香港聯合交易所有限公司（「聯交所」）及證券及期貨事務監察委員會（「證監會」）的 要求而刊發，僅用作提供資訊予香港公眾人士。 本聆訊後資料集為草擬本，其內所載資訊並不完整，亦可能會作出重大變動。閣下閱覽本文件，即代表閣 下知悉、接納並向樂欣戶外國際有限公司（「本公司」，連同其子公司統稱「本集團」）、本公司的獨家保薦 人、保薦人兼整體協調人、獨家整體協調人、顧問及包銷團成員表示同意： 倘在適當時候向香港公眾人士提出要約或邀請，有意投資者務請僅依據於香港公司註冊處處長註冊的本公 司招股章程作出投資決定。該文件的文本將於發售期內向公眾人士刊發。 (a) 本文件僅向香港公眾人士提供有關本公司的資料，概無任何其他目的。投資者不應根 ...

近日，厦门延江新材料股份有限公司（以下简称"延江股份"，300658.SZ）的股价走势堪称戏剧性。这 支以纸尿裤面层材料为主营业务的"日用品股"，在披露收购半导体材料商预案后复牌，开盘直冲20%涨 停，随即急坠至下跌5%，一日内振幅达24.9%，最终以涨停价17.78元/股收盘。1月20日，延江股份发布 公告，公司股票交易于1月19日、20日连续两个交易日收盘价格涨幅累计超过30%，根据相关规定，属 于股票交易异常波动。 延江股份证券部工作人员对《中国经营报》记者表示，目前上述交易经过对标的审计，提请董事会审 议，以及监管部门审核的过程，具体的进展，以后续公告为准。 标的连续三年亏损 1月18日晚间，延江股份披露重大资产重组预案：拟通过发行股份及支付现金方式，收购宁波甬强科技 有限公司（以下简称"甬强科技"）98.54%股权，并向实控人控制的厦门延盛及延江股份董事长谢继华本 人募集配套资金。 值得注意的是，这场收购在筹划阶段已现"端倪"。2025年12月31日，即延江股份与甬强科技签署收购意 向协议当日，延江股份股价单日大涨11.68%；停牌前20个交易日，股价累计涨幅达24.64%，剔除板块 因素后仍涨20 ...

近日公司已办理完成Creative Outdoor Solutions Corporation（美国户外创意）的注销手续。 特此公告。 浙江永强集团股份有限公司 二○二六年一月二十二日 关于子公司完成注销的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 浙江永强集团股份有限公司（以下简称"公司"）第六届董事会第二十六次会议审议通过了《关于审议注 销子公司的议案》，同意注销全资子公司永强（香港）有限公司的全资子公司Creative Outdoor Solutions Corporation（美国户外创意），并授权公司管理层负责办理该公司的清算、注销等相关工作。具体内容 详见2025年7月11日在公司指定信息披露媒体《证券时报》《中国证券报》《上海证券报》《证券日 报》和巨潮资讯网www.cninfo.com.cn上刊登的相关公告（公告编号：2025-036）。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002489 证券简称：浙江永强公告编号：2026-007 浙江永强集团股份有限公司 ...

截至9月30日，牧高笛股东户数1.23万，较上期减少4.30%；人均流通股7602股，较上期增加4.49%。 2025年1月-9月，牧高笛实现营业收入8.19亿元，同比减少24.21%；归母净利润3664.62万元，同比减少 60.35%。 分红方面，牧高笛A股上市后累计派现4.91亿元。近三年，累计派现2.20亿元。 机构持仓方面，截止2025年9月30日，牧高笛十大流通股东中，诺安多策略混合A（320016）位居第四 大流通股东，持股55.16万股，相比上期增加14.97万股。华夏兴阳一年持有混合（009010）退出十大流 通股东之列。 1月21日，牧高笛涨0.57%，成交额3212.00万元。两融数据显示，当日牧高笛获融资买入额318.21万 元，融资偿还212.30万元，融资净买入105.91万元。截至1月21日，牧高笛融资融券余额合计7142.65万 元。 融资方面，牧高笛当日融资买入318.21万元。当前融资余额7111.20万元，占流通市值的3.08%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，牧高笛1月21日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0. ...

转自：六安新闻网 （来源：六安新闻网） 以科技为骨，打造垂钓者的"第二层皮肤" 阿玛迪斯秉承"功能、舒适、耐久"核心理念，构建起九大功能科技体系。品牌UPF50+高倍防晒技术可阻隔99%以上紫外线，守护烈日下的专注；防水透湿 与防风科技协同，既能抵御湖面风浪雨雪，又能快速排出汗液保持干爽；天然驱虫面料形成隐形防蚊圈，智能加热技术打破低温限制。同时，阿玛迪斯全面 料通过国际认证、符合SGS环保标准，安全更可靠。 如果说科技是专业钓鱼服的"骨骼"，那么以人体工学为核心的设计哲学，就是赋予其生命的"灵魂"。阿玛迪斯通过动态捕捉技术，精准分析抛投、溜鱼、抄 网、观察等全流程的身体伸展与发力模式，采用3D立体剪裁配合膝盖、裆部特殊处理，最大化减少动作束缚。同时，多口袋分区布局方便快速取用鱼饵、 鱼钩，防风袖口、防水拉链与易磨损部位加固设计，让阿玛迪斯专业钓鱼服兼顾实用性与耐用性，完美适配高强度赛事需求。这种"从场景中来，到场景中 去"的设计哲学，让阿玛迪斯专业钓鱼服如"第二层皮肤"般符合垂钓爱好者的需求。 当代钓鱼早已超越"姜太公钓鱼，愿者上钩"的古典图景，进化为融合气象、水文、材料、力学的综合性运动。根据中国钓鱼运动 ...

Core Insights - Norr na, a premium outdoor brand from Norway, has opened its first store in Beijing at the high-end commercial landmark SKP, aiming to connect deeply with local consumers and provide a high-end equipment experience for outdoor enthusiasts [1][2] - The brand, founded in 1929, has a rich heritage and is known for its innovative products, including the first European outdoor brand to use GORE-TEX fabric and the development of a mountain tunnel tent [1] - The Beijing SKP store features a comprehensive product matrix focusing on popular outdoor activities in China, such as skiing, mountaineering, trail running, and hiking, with notable collections like the Lofoten ski series and the Trollveggen climbing series [1][2] Product Offerings - The store includes specialized product lines such as the Tamok series for backcountry skiing, the Senja series for trail running, and the Femund series for everyday outdoor activities, showcasing the brand's extensive range and professional advantages in various sports scenarios [2] - The strategic location choices for the stores in Shanghai and Beijing reflect a thoughtful approach to channel layout, targeting high-value consumer segments in core urban areas [2] Brand Strategy - The partnership with Tmall International, announced in May 2025, has led to the establishment of an official flagship store and a limited-time experience store, indicating a rapid expansion in the Chinese market [2] - Norr na's operational strategy emphasizes deep consumer connections through community experiences, such as the "Avalanche Safety and Wilderness Medicine" event, which enhances brand recognition among core outdoor enthusiasts [3] - The focus for the future includes expanding Norr na's presence in premium channels in key cities, deepening connections with professional outdoor communities, and enhancing the brand's professional image to build long-term value [3]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：南财社 A股户外龙头，还是没有出人意料的业绩暴雷了。 1月19日晚，牧高笛发布2025年度业绩预告，预计2025年度净亏损为2200万元~3300万元，扣非后的净 亏损为3200万~4300万。 这也是牧高笛上市以来的首次年度亏损。上一年牧高笛净利润为8376万，同比暴跌了 126.27%~139.40%。 牧高笛的暴雷其实早有迹象。自2022年露营经济爆火以来， 户外龙头牧高笛就进入股民眼中，其当年 净利润也创下历史新高。但自那以后，牧高笛此后每年的净利润都在走下坡路。 尤其是在2025年里，每个季度业绩都在同比下滑，净利润下滑幅度也是越来越大。Q3净利润直接由正 转负，亏损1056万。如果业绩预告计算，2025年第四季度单季度亏损或高达5865万~6965万。最高近 7000万的亏损。 与此同时，牧高笛高管们的薪酬却与持续下滑的业绩背道而驰，反而还在不断上涨。其中董事长的薪酬 在三年里从72万元暴涨至562万元，涨幅近7倍。 01 户外露营红利褪去， A股户外龙头业绩凉了 牧高笛的爆火，源于2022年露营经济的爆发，人们被疫情 ...

Core Viewpoint - The Mammut brand is reportedly up for sale with a valuation of 500 million euros, sparking speculation about potential buyers, including Anta Sports, amidst a competitive outdoor market landscape [5][17]. Group 1: Brand Dynamics - The Mammut brand has two consumer segments identified by their logos: the red label and the white label, which have developed a rivalry, each viewing the other as less authentic [2][8]. - Despite the differences in logo, the products under both labels are similar in material and quality, leading to debates among consumers about brand authenticity [3][7]. - The red label is perceived as more premium, often associated with limited or commemorative editions, while the white label is seen as more accessible [7][10]. Group 2: Market Position and Competition - Mammut's sales figures indicate a significant gap compared to its competitor Arc'teryx, with projected global sales of 415 million Swiss francs (approximately 3.62 billion RMB) for 2024, while Arc'teryx is expected to reach around 20 billion RMB [11]. - The brand's market position has been challenged by quality control issues and a decline in brand influence compared to Arc'teryx, which has benefitted from strategic acquisitions by Anta Sports [13][14]. - Anta's successful branding strategies have positioned Arc'teryx as a luxury brand, further distancing it from Mammut [14][15]. Group 3: Potential Acquisition - The potential sale of Mammut has attracted interest from various Chinese companies, including Anta, Li Ning, and Youngor, indicating a growing interest in the outdoor market [18][19]. - Mammut's sales in the Chinese market have shown impressive growth, with a year-on-year increase of 85% in 2023 and 97% in 2024, suggesting a stable market presence [19]. - Jacobs Capital, the current owner of Mammut, acquired the brand for approximately 210 million euros in 2021, indicating a significant investment that may yield future opportunities regardless of the buyer [19].

责任编辑：小浪快报 1月20日，浙江自然跌5.09%，截至发稿，报25.73元/股，成交9487.52万元，换手率2.58%，总市值36.42 亿元。 截至发稿，陈富权累计任职时间12年156天，现任基金资产总规模45.22亿元，任职期间最佳基金回报 247.18%， 任职期间最差基金回报-21.93%。 资料显示，浙江大自然户外用品股份有限公司位于浙江省台州市天台县平桥镇下曹村，成立日期2000年 9月4日，上市日期2021年5月6日，公司主营业务涉及充气床垫、户外箱包、头枕坐垫等户外运动用品的 研发、设计、生产和销售。主营业务收入构成为：销售商品100.00%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从浙江自然十大流通股东角度 数据显示，农银汇理基金旗下1只基金位居浙江自然十大流通股东。农银研究精选混合（000336）三季 度新进十大流通股东，持有股数74.07万股，占流通股的比例为0.53%。根据测算，今日浮亏损失约 102.22万元。 农银研究精选混合（ ...