1月27日消息，据路透社报道，中国安踏体育用品有限公司（2020.HK）周二表示，将以15亿欧元（约合 18亿美元）的价格从皮诺家族手中购入德国运动品牌彪马（PUMG.DE）29.06%的股份，成为彪马的最 大股东。 安踏体育在提交给证券交易所的文件中表示，将以每股35欧元的现金价格购买4300万股彪马股份。这一 价格较彪马周一21.63欧元的收盘价溢价62%，当日彪马股价在交易时段内上涨近17%。周二早盘，安踏 体育股价上涨3.4%。 报道称，此次股份出售正值彪马在失去耐克（NKE.N）和阿迪达斯（ADSGn.DE）的市场份额后，寻求 重振业绩之时。同时，彪马还面临着来自新百伦（New Balance）和霍卡（Hoka）等快速增长品牌的竞 争。 安踏体育表示，相信随着安踏成为彪马的最大投资者，彪马能够提升国际竞争力，并增强品牌认知度。 安踏体育称，一旦交易最终敲定，将寻求在彪马董事会中获得席位。 2025年8月，丁世忠发布公开信提到，安踏并购战略会优先考虑符合公司发展战略，聚焦两类机会：一 是，收购具有强品牌价值和基因的品牌，通过战略重塑实现价值跃升；二是，投资高潜力的新兴品牌， 在早期建立合作，探索共同成 ...

Group 1 - The Hang Seng Index rose by 1.07%, gaining 287 points, while the Hang Seng Tech Index increased by 0.20%. The early trading volume in Hong Kong stocks reached HKD 134.8 billion [1] - Zijin Mining (02899) surged over 4% as it plans to acquire African gold mines for HKD 28 billion, while Zijin Gold International (02259) rose by 10.63% [1] - Anta Sports (02020) increased by 1.38% after announcing a plan to acquire a 29.06% stake in Puma for EUR 1.5 billion [1] - Zhaoyi Innovation (03986) saw a rise of over 5%, with all storage products experiencing price increases, and the company expects a 46% year-on-year growth in net profit for the year [1] - GDS Holdings (09698) rose over 6% due to high demand for AI computing power driving data center growth [1] - Bilibili (09626) increased by nearly 5%, with AI applications becoming the core driver of advertising revenue growth for the platform [1] - Conant Optical (02276) surged over 4% to reach a new high, planning a discounted share placement to raise nearly HKD 1.4 billion for XR-related production lines and R&D [1] - ASMPT (00522) rose over 5% as the company plans to divest its SMT business, which Citigroup believes will help unlock company value [1] - Harbin Electric (01133) jumped 7% after a profit warning, expecting net profit attributable to shareholders to reach approximately HKD 2.65 billion by 2025 [1] - Aidi Kang Holdings (09860) surged over 27% following a report from Jefferies highlighting the company's strategic positioning in AI medical diagnostics and its significant acquisition of Crown Bioscience [1] Group 2 - Wangshan Wangshui-B (02630) briefly rose over 11% to a new high, with research indicating that VV116 has potential therapeutic effects against Nipah virus [2] Group 3 - Yijun Group Holdings (02442) experienced a high-level retreat of over 39%, with its stock price having previously surged 4.4 times within two months of resuming trading [3] - Junda Co., Ltd. (02865) fell over 11%, as the company stated that its recent ventures are still in the technical exploration phase [3]

Core Viewpoint - Anta Sports has signed an agreement to acquire a 29.06% stake in German sports brand Puma from the French Pinault family’s investment company Artémis for €1.506 billion (approximately ¥12.28 billion), positioning Anta as Puma's largest single shareholder if the transaction is completed [2][4]. Group 1: Acquisition Details - The acquisition price is set at €35 per share, to be paid in cash using Anta's internal resources [6]. - The agreement includes additional payment clauses, requiring Anta to pay extra if a third-party acquisition occurs within 15 months post-transfer or if Anta initiates a delisting offer [6]. - The transaction is subject to several conditions, including antitrust reviews, approval from Anta's shareholders, and clearance from China's National Development and Reform Commission [6]. Group 2: Puma's Financial Challenges - Puma has been facing significant operational challenges, with revenue growth stagnating in 2023 and 2024, and a net loss of €247 million reported in the first half of 2025 [5]. - The company's third-quarter report indicated a 10.4% year-over-year decline in sales after currency adjustments, alongside a net loss of €62.3 million and a 17.3% increase in inventory [5]. - The sale of Puma shares by Artémis is viewed as a strategy to alleviate its financial burden due to high debt from multiple acquisitions [5]. Group 3: Strategic Considerations for Anta - Anta's Chairman, Ding Shizhong, emphasized the long-term value and potential of the Puma brand, expressing confidence in Puma's management and strategic transformation [6]. - The acquisition aligns with Anta's global strategy, which has seen successful integration of international brands like AmerSports and the operational success of FILA [7]. - Anta aims to leverage its supply chain management to enhance Puma's brand value while maintaining its operational independence [7].

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：中国基金报 记者 赵心怡 【导读】安踏集团斥资15亿欧元（约合123亿元人民币）收购彪马29.06%股权 市场传言终于"靴子落地"，安踏集团宣布将收购彪马29.06%股权。 1月27日，中国体育用品巨头安踏集团宣布，以15亿欧元现金收购德国运动品牌彪马（PUMA）29.06% 的股权，交易对手为法国皮诺家族（Pinault）旗下投资公司Groupe Artémis。 若交易于2026年底前完成，安踏将成为彪马最大股东。但安踏明确表示，暂不发起全面要约收购。 对于此次收购，安踏集团董事局主席丁世忠表示："收购彪马的股权成为其最大股东，是安踏集团深入 推进'单聚焦、多品牌、全球化'发展战略的重要里程碑。彪马是具有标志性意义的全球知名品牌，有着 深厚的品牌资产。我们期待与彪马公司相互学习并分享经验，携手合作充分释放其品牌势能。" 丁世忠还提到："这将有助于进一步推动安踏集团的全球化进程，促进包括中国在内的全球体育产业繁 荣，同时为全球消费者和利益相关者创造长期价值。" 资料显示，彪马成立于1948年，是德国运动品牌的标志性代表，以深厚的 ...

1月27日，安踏集团宣布与Pinault家族的投资公司Groupe Artémis 达成购股协议，收购彪马（PUMA）所 属公司PUMA SE 29.06%的股权。现金对价为15亿欧元。 责任编辑：王翔 1月27日，安踏集团宣布与Pinault家族的投资公司Groupe Artémis 达成购股协议，收购彪马（PUMA）所 属公司PUMA SE 29.06%的股权。现金对价为15亿欧元。 安踏集团表示，此举是安踏集团深入推进全球化战略的重要一步，将提升其在全球体育用品市场的影响 力、知名度以及竞争力。本次交易预计有望于2026年底前完成，但仍需要得到相关监管部门批准及满足 惯例交割条件。此次股权收购资金全部来源于安踏集团的内部自有现金储备。 安踏集团表示，此举是安踏集团深入推进全球化战略的重要一步，将提升其在全球体育用品市场的影响 力、知名度以及竞争力。本次交易预计有望于2026年底前完成，但仍需要得到相关监管部门批准及满足 惯例交割条件。此次股权收购资金全部来源于安踏集团的内部自有现金储备。 安踏集团董事局主席丁世忠表示："收购彪马的股权成为最大股东，是安踏集团深入推进'单聚焦、多品 牌、全球化'发展战略的 ...

视频丨柳润瑛 我国首个万亿GDP地市辖区来了。 1月27日，深圳市南山区八届人大六次会议开幕。南山区区长李小宁作政府工作报告时透露， 2025年南山区GDP预计超万亿，成功迈入"万亿城区"。 记者丨陈思琦 编辑丨孙超逸 根据政府工作报告，2025年，南山区向"新"而行，将最优资源投向最新未来，各种"现象级创 新"不断涌现。具体包括：创新推出"六个一""六个券"政策体系；大湾区首个人工智能生态社 区"模力营"集聚成势，199家AI新锐企业入营深造；"机器人谷"品牌凸显，200多家机器人企 业集聚发展；"独角兽走廊"声名鹊起，80余家高成长企业屹立潮头。 出品丨21财经客户端 21世纪经济报道 编辑丨黎雨桐 上海百亿奶酪龙头，61岁女老板被免职 安踏成彪马最大股东，股价拉升超3% 全国首个秒级通关模式，落地广东 SFC 21君荐读 2018年，上海浦东作为国家级新区GDP首破万亿；2022年，北京海淀作为地市级区GDP破万 亿。如今，全国第三个"万亿城区"花落深圳南山。 21世纪经济报道记者梳理发现，1990年建区时，南山区GDP仅78亿元，到2005年突破千亿， 用时15年；2010年迈上第二个"千亿"，仅用5 ...

新京报记者 王真真 编辑 陈莉 校对 刘军 1月27日，安踏集团与Pinault家族的投资公司Groupe Artémis 达成购股协议，收购全运动品牌彪马 （PUMA）所属公司PUMA SE 29.06%的股权。现金对价为15亿欧元，此次股权收购资金全部来源于安 踏集团的内部自有现金储备。 安踏集团透露，本次交易预计有望于2026年底前完成，但仍需要得到相关监管部门批准及满足惯例交割 条件。 安踏集团董事局主席丁世忠表示：收购彪马的股权成为最大股东，是安踏集团深入推进"单聚焦、多品 牌、全球化"发展战略的重要里程碑。 ...

Group 1 - Anta Sports (2020.HK) shares rose by 3.41% to HKD 78.95 following the announcement of a share purchase agreement with Groupe Artémis to acquire 29.06% of Puma SE for a cash consideration of EUR 15.06 billion (approximately RMB 12.278 billion) at EUR 35 per share [1] - The transaction is expected to be completed by the end of 2026, pending regulatory approvals and customary closing conditions [1] - Anta aims to enhance its global market position and brand recognition through this strategic minority stake acquisition, becoming the largest shareholder of Puma [1] Group 2 - Puma has been creating products for elite athletes for over 75 years, focusing on categories such as football, running, training, basketball, golf, and motorsports [2] - The Puma Group includes brands like Puma, Cobra Golf, and stichd, with products sold in over 120 countries and approximately 20,000 employees globally [2] - The company's headquarters is located in Herzogenaurach, Germany [2]

Core Viewpoint - Anta Group has announced the acquisition of a 29.06% stake in PUMA SE from Groupe Artémis for €1.5 billion, marking a significant step in its global strategy to enhance its influence and competitiveness in the sports goods market [1][4][7] Group 1 - The acquisition is part of Anta Group's strategy to deepen its global presence and is expected to enhance its brand recognition and market competitiveness [4][7] - PUMA is recognized for its strong brand assets and global influence, particularly in key sports markets such as Europe, Latin America, Africa, and India, with a focus on categories like football, running, training, basketball, and motorsports [4] - The transaction is anticipated to be completed by the end of 2026, pending regulatory approvals and customary closing conditions, with funding sourced entirely from Anta Group's internal cash reserves [4][7] Group 2 - Anta Group's Chairman, Ding Shizhong, emphasized that becoming the largest shareholder of PUMA is a milestone in the company's "single focus, multi-brand, globalization" development strategy [7] - The company aims to collaborate with PUMA to leverage its brand potential and contribute to the global sports industry's growth, creating long-term value for consumers and stakeholders [7] - Following the completion of the transaction, Anta Group plans to appoint suitable representatives to the supervisory board of PUMA, ensuring the preservation of PUMA's brand identity and exploring further cooperation opportunities [7]

2025年12月，源自韩国的国际首家海外旗舰店MUSINSA STANDARD在上海开业，这背后是MUSINSA 与安踏体育用品有限公司共同结成战略合作伙伴，双方共同投资成立合资公司"MUSINSA中国"。 此前传言沸沸扬扬的一件大型收购案尘埃落定。1月27日，安踏体育用品有限公司（2020.HK，下称"安 踏集团"）宣布，与Pinault家族的投资公司Groupe Artémis 达成购股协议，收购运动品牌彪马（PUMA） 所属公司PUMA SE 29.06%的股权，现金对价为15亿欧元（约合123.9亿人民币）。 值得注意的是，通过此次收购，安踏集团会成为彪马公司的最大股东，"安踏集团+亚玛芬+彪马"的全 球营收将直逼阿迪达斯。 安踏一路以来的并购动作频繁，2009年，安踏收购FILA斐乐品牌大中华区的商标及经营权，开启多品 牌发展之路；2016年，安踏与日本运动品牌DESCENTE 迪桑特成立合资公司，控股大中华区；2017 年，安踏与韩国运动品牌Kolon Sport 可隆体育成立合资公司，控股大中华区；2019年，安踏完成了芬 兰体育用品集团Amer Sports 亚玛芬体育的收购，包含始祖鸟、萨洛 ...