来源：环球网 2025年底圆满落幕的上海马拉松比赛上，萨洛蒙精英运动员全球首穿由品牌服装设计团队打造的 FALCON FLY上海限定版以国内女子组第三名成绩冲线，连续两年站上领奖台，再度引燃路跑赛事关注 热度。 此前，法国专业户外运动品牌Salomon萨洛蒙于2025届上海体博会回归中国路跑市场，并在2026年1月 初正式上市FALCON FLY 高端竞训跑服系列首发冬季跑服，以品牌基因中的"滑雪竞速DNA"和"开创精 神"，重构跑服的多元想象，打造全新的高质感、多场景竞训跑服系列，标志着服装品类成为萨洛蒙战 略的全新增长点，为萨洛蒙以专业鞋服矩阵回归高端路跑市场注入动力。 此外，曾获得环勃朗峰越野跑UTMB冠军、二次西部100冠军、三次硬石100冠军的萨洛蒙国际精英运动 员Courtney Dauwalter亦在2025美国双城马拉松赛场上，以2:49:51的成绩再破个人最佳记录。国内外不 同领域的赛场中，萨洛蒙顶尖运动员们皆展现出"路野双修"的全能实力。 品牌路跑赛事层面，萨洛蒙于2025年9月底在上海新天地推出全球首场GravelShanghai无固定路线挑战 赛，颠覆传统赛事设计，采用独特的"无固定路 ...

新华社重庆1月4日电（记者周闻韬）无人机光影秀陪伴跨年，登高祈福寄托美好祝愿，多元消费场景更新迭代……今年元旦假期，重庆推出覆盖 演出、非遗、冰雪等多领域的特色活动，山城独特的自然与人文景观吸引力持续凸显，旅游消费市场"热气腾腾"。 跨年夜，重庆在长江、嘉陵江两江交汇处举办了大型无人机光影秀展演，"水陆空"三维立体联动，8000架无人机翩然起舞，搭配江面激光水秀巡 游，呈现一场长达50分钟的视觉盛宴，吸引超30万人现场观看。 依托无人机光影秀带来的人流，重庆南岸区推出"2026南岸迎新消费嘉年华"系列活动，聚焦南滨C湾、南坪商圈双核联动，推出跨年迎新、全域 促销、文旅融合等主题惠民消费活动20余场，涵盖商业综合体、餐饮、汽车等多个领域上千户商家，营造浓厚消费氛围。 "跨年夜当日，无人机光影秀核心区域长嘉汇弹子石老街营收同比增长超52%，南滨路沿线主要酒店平均入住率超95%。"重庆市南岸区商务委副 主任刘江勇说，节日期间，全区接待游客超120万人次，实现消费总额超7.4亿元，同比增长6.1%。 重庆市商务委有关负责人介绍，元旦假期，全市组织开展了"迎新消费季"消费促进活动，以"政策+活动"双轮驱动扩大优质商品和 ...

（央视财经《第一时间》）随着各大雪场的陆续开板，眼下，滑雪服、滑雪板以及造雪机的需求不断释放，记者在河南 郑州走访多个户外装备门店和滑雪装备生产企业了解到，消费者在追求保暖与性能基础上，更加注重个性化的表达，企 业的个性化订单倍增。 记者在河南郑州的多家户外运动装备门店看到，各种滑雪服、护目镜、滑雪手套等滑雪相关装备都被摆在最显眼的位 置。目前，滑雪类装备的销量呈现上升趋势。 随后记者来到河南巩义市的一个滑雪板生产企业，在生产车间内，记者看到，经过切割、打磨、粘合、印花等一系列工 序，一副副滑雪板下线后，立即就被打包封装发往全国各地客户手中。 河南某体育用品有限公司外贸部经理 贺晓静：对于板子的性能要求会更高，要求更多的材质参与进来，比如加入钛合 金、碳纤维、碳纤维层、碳纤维条。去年这种复杂的订单只有几千片，今年能加到1万多片甚至快2万片。 郑州某运动品牌门店工作人员 李薇薇：随着天气的变冷，滑雪服的销量会上涨，上涨幅度在15%-20%。打底层是速干层 的，卖得比较好，基本上已经处于断货的状态。 转载请注明央视财经 编辑：孙艺璇 ...

12月2日，户外品牌Jack Wolfskin（狼爪）发布闭店通知，宣布因公司运营策略调整，其小红书旗舰店预计于2025年12月31日正式结束运营。 相关通知还提及，自公告发布当天起，该店铺就进入运营收尾阶段，会逐步停止销售功能；不过店铺结束运营前已生成的订单，会持续提供完整售后服务至 2025年12月31日，期间消费者若有售后问题，仍能通过小红书平台联系店铺解决。 狼爪1981年在德国创立，其户外运动产品以功能性、材质、技术性设计等著称，涵盖徒步、自行车、滑雪以及露营等应用场景，2007年进入中国市场。公开 资料显示，截至今年8月，狼爪全球拥有376家门店，亚洲有212家门店。 2025年4月，安踏体育（02020.HK）宣布将全资收购狼爪，基础对价为现金2.9亿美元（约合21亿人民币），这笔交易于6月2日正式完成交割。值得一提的 是，该收购对价较2019年狼爪被其前母公司 Topgolf Callaway Brands Corp. 收购时的4.76亿美元，缩水了近40%，这也和此前狼爪业务表现不佳给前母公司带 来业绩压力有关。 安踏集团曾在收购公告中表示，受益于狼爪独有的材料科技及德国工程设计团队的丰富经 ...

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, promoting consumption upgrades to lead industrial upgrades and achieving a dynamic balance between supply and demand [1][3] Group 1: Key Areas of Focus - The plan outlines 19 key tasks across five areas, focusing on industries such as smart connected vehicles, smart home products, consumer electronics, modern textiles, food, and green building materials [1] - It emphasizes the development of innovative applications and the creation of flagship products and enterprises, along with establishing testing platforms in various consumer goods sectors [1] Group 2: Expanding Product Supply - The plan advocates for the development of leisure and sports products, targeting new demands from event economies and outdoor activities, and promoting high-quality sports equipment [2] - It aims to diversify product offerings for specific demographics, including children's products, quality student supplies, trendy items, and age-appropriate products [2] Group 3: Innovation and Internal Demand Activation - By 2027, the plan targets a significant optimization of the consumer goods supply structure, aiming to create three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [3] - The policy is expected to positively impact various industries, including smart vehicles, home products, and health-related goods, by fostering technological innovation and responding to new market demands [3][4] Group 4: Focus on Specific Demographics - The policy particularly addresses the needs of specific consumer groups, promoting the refinement and quality enhancement of products for children, students, and the elderly [4] - New consumption formats such as live e-commerce and instant retail are expected to develop in an orderly manner, injecting vitality into core business districts and new product launches [4]

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, promoting consumption upgrades to lead industrial upgrades and achieving a dynamic balance between supply and demand [1][2]. Group 1: Key Areas of Focus - The plan outlines 19 key tasks across five areas, focusing on industries such as smart connected vehicles, smart home products, consumer electronics, modern textiles, food, and green building materials [1]. - It emphasizes the development of leisure and sports products, targeting new demands from event economies, outdoor economies, and winter sports, while promoting high-quality sports equipment [1][2]. Group 2: Targeted Consumer Needs - The plan aims to match diverse consumer needs by enriching the supply of baby products, enhancing quality student supplies, expanding trendy products, and optimizing products for the elderly [2][3]. - It also seeks to cultivate new consumption scenarios and business models, including the promotion of product launches, orderly development of platform consumption, and regulated shared consumption [2]. Group 3: Future Goals - By 2027, the plan targets a significant optimization of the consumer goods supply structure, aiming to create three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [2]. - By 2030, it envisions a high-quality development pattern where supply and consumption interact positively, with a steady increase in consumption's contribution to economic growth [2]. Group 4: Industry Impact - The implementation of the plan is expected to positively impact multiple industries, including smart connected vehicles, smart home products, consumer electronics, and green building materials, driving technological innovation through the creation of flagship products and innovative application scenarios [2][3]. - The sports and leisure product sectors are anticipated to benefit from new demands arising from event and outdoor economies, gaining new growth momentum [2].

Core Insights - Amer Sports reported a 30% year-on-year revenue growth to $1.756 billion for Q3 2025, with a gross margin increase to 56.8% and a net profit surge of 156% to $143 million, exceeding market expectations [2] - The company raised its revenue growth guidance for the fiscal year 2025 to 23%-24%, up from the previous estimate of 20%-21% [2] Group 1: Revenue and Profit Performance - The revenue from the Greater China region grew by 47% to $462 million [2] - The technical apparel segment, including Arc'teryx, saw a revenue increase of 31% to $683 million [4] - The outdoor sports equipment segment, including Salomon, experienced a 36% revenue growth to $724 million [4] - The ball sports and racquet sports segment, centered around Wilson, grew by 16% to $350 million [4] Group 2: Market Performance - All four regions reported double-digit revenue growth: - Americas: 18% increase to $574 million - Greater China: 47% increase to $462 million - EMEA: 23% increase to $529 million - Asia-Pacific (excluding Greater China): 54% increase to $192 million [6] - The revenue share from Greater China increased to 26.28%, with strong momentum expected to continue into Q4 2025 [6] Group 3: Challenges and Strategic Shifts - The technical apparel segment, including Arc'teryx, faced a 100 basis point decline in profit margin to 19.0% [8] - Arc'teryx is transitioning from a clothing brand to a full-category outdoor equipment company, establishing a footwear division and focusing on women's product lines [8] - The sales proportion of Arc'teryx footwear is expected to rise from 8% to 13% by 2030, with women's products targeted to achieve a 30% sales share by the same year [8] Group 4: Competitive Landscape - Arc'teryx fell out of the top twenty in Tmall's outdoor sales ranking for the Double 11 shopping festival, with domestic brands like Camel and Kolon taking leading positions [9] - The top ten brands included six domestic brands, indicating a strong rise of local competitors in the outdoor market [9]

Core Insights - Amer Sports reported a strong performance in Q3 of FY2025, with revenue increasing by 30% year-over-year to $1.756 billion and adjusted net profit rising by 161% to $185 million [1] - The company emphasized its unique high-end professional brand portfolio, which is expanding in the global sports and outdoor market, with all three business segments performing well [1][4] Revenue Breakdown - The technical apparel segment led by Arc'teryx saw a revenue increase of 31% to $683 million [1] - The outdoor performance segment centered around Salomon grew by 36% to $724 million [1] - The ball sports and racquet sports segment led by Wilson increased by 16% to $350 million [1] Channel Performance - Direct-to-Consumer (DTC) channel revenue surged by 46%, with DTC revenue for Salomon specifically skyrocketing by 67% [1][4] - Omnichannel growth rebounded to 27% from 15% in the previous quarter, while wholesale channel revenue grew by 11% [1] - The total number of Amer Sports-owned stores reached 631, a 39% increase year-over-year [1] Market Strategy and Future Outlook - Amer Sports plans to strengthen its presence in China, North America, and Europe, aiming for five "€1 billion" strategies to establish global leadership in key segments [12] - The company raised its full-year revenue guidance from 20%-21% to 23%-24%, with adjusted EPS expectations increased to $0.88–$0.92 [10] - The CFO expressed confidence in achieving double-digit sales growth annually through 2026 [12] Regional Performance - Revenue growth in the Greater China region reached 47%, up 5 percentage points from the previous quarter, while the Asia-Pacific market saw a 54% increase [7] - The EMEA market grew by 23%, and the Americas experienced an 18% growth [7] Brand Development - Arc'teryx is expanding its women's product line, with a 40% growth in Q3, and aims to increase the share of women's business in global revenue from 25% in 2025 to 30% by 2030 [5] - The company is also focusing on enhancing the color palette and selection of women's products in stores [5]

Core Viewpoint - Amer Sports (AS.US) shares rose over 4.7% to $32.23 following a quarterly performance that exceeded expectations and an upward revision of the full-year outlook [1] Financial Performance - The company's consolidated net sales increased by 30.4% to $1.76 billion, surpassing expectations, driven by double-digit growth across all product lines and significant growth in China and the Asia-Pacific region [1] - The outdoor sports equipment segment saw a remarkable sales increase of 36%, primarily due to strong performance in Salomon footwear [1] - The technical apparel segment also experienced a sales growth of 31%, attributed to the excellent performance of the Arc'teryx outdoor clothing and gear line [1] Profitability - Adjusted earnings per share more than doubled to $0.33, exceeding expectations by $0.08 [1] - Adjusted gross margin expanded by 240 basis points to 57.9% [1] Future Guidance - The CFO, Andrew Page, indicated that for fiscal year 2026, the company expects revenue growth to reach the high end of its long-term growth algorithm, achieving annual sales growth in the double digits [1] - The company has revised its revenue growth forecast to 23%-24%, up from the previous 20%-21%, projecting revenue between $6.37 billion and $6.42 billion, exceeding the prior estimate of $6.39 billion [1] - Expected earnings per share are now forecasted to be between $0.88 and $0.92, higher than the previous estimate of $0.77 to $0.82 and above the market consensus of $0.86 [1]

Core Viewpoint - Amer Sports (AS.US) shares rose over 4.7% to $32.23 following the release of quarterly results that exceeded expectations and an upward revision of annual performance forecasts [1] Financial Performance - The company's consolidated net sales increased by 30.4% to $1.76 billion, surpassing expectations, driven by double-digit growth across all product lines and significant growth in China and the Asia-Pacific region [1] - The outdoor sports equipment segment saw a remarkable sales increase of 36%, primarily due to strong performance from Salomon footwear products [1] - The technical apparel segment's sales grew by 31%, attributed to the excellent performance of the Arc'teryx outdoor clothing and gear line [1] Profitability - Adjusted earnings per share more than doubled to $0.33, exceeding expectations by $0.08 [1] - Adjusted gross margin expanded by 240 basis points to 57.9% [1] Future Guidance - The CFO, Andrew Page, indicated that for fiscal year 2026, the company expects revenue growth to reach the high end of its long-term growth algorithm, achieving annual sales growth in the double digits to teens percentage [1] - The company now anticipates revenue growth of 23%-24%, up from a previous forecast of 20%-21%, translating to expected revenue of $6.37 billion to $6.42 billion, higher than the prior estimate of $6.39 billion [1] - Expected earnings per share are projected to be between $0.88 and $0.92, above the previous forecast of $0.77 to $0.82 and higher than the market consensus of $0.86 [1]