这是半佛仙人的第1999篇原创 安踏今天发了财报。 依然和之前一样猛。 首先是业绩再创历史新高。 营收同比增长1 3. 3%至人民币80 2 . 1 9亿元，连续四年在中国市场没有对手，全球范围内坐 稳前三。 如果算上亚玛芬集团，总收入超过了1278亿元。 安踏集团和亚玛芬体育的市值常年排名全球运动品牌前五，这也体现了资本市场对于安踏 真金白银的青睐。 集团经营利润同比提升1 5%至190.91亿元。 这么说吧，这已经是体育克苏鲁了。 每一年的安踏，都觉得去年的安踏，弱爆了。 其实，这已经不能算新闻了，毕竟安踏日常就是，把过去的自己按在地上反复摩擦。 撇 除 2 0 24 年 亚 玛 芬 集 团 上 市 及 配 股 有 关 会 计 影 响 ， 股 东 应 占 溢 利 同 比 增 加 1 3 . 9% 至 1 3 5 .88亿元。 大家也知道安踏猛，但是不知道安踏能这么猛。 不但创新高了，还更稳健了。 其次是高于市场预期。 人类的想象力似乎跟不上安踏的战斗力。 因为这一切是在已经有巨大的规模的前提下实现的。 规模就是增长的敌人。 任何行业到了这个体量，想往前挪一步都得脱层皮。 但安踏仿佛违背了这个规律。 但安踏 ...

Core Viewpoint - The Hong Kong consumer sector is experiencing volatility, with the Hong Kong Consumer ETF (513230) declining over 1% amid mixed performances from various holdings. The introduction of AI strategies in the sports goods industry and new tax policies on gold are expected to influence market dynamics positively in the long term [1]. Group 1: Market Performance - The Hong Kong Consumer ETF (513230) is tracking the CSI Hong Kong Stock Connect Consumer Theme Index, which includes leading companies in both internet e-commerce and new consumption sectors [2]. - Notable declines were observed in stocks such as XPeng Motors-W, MGM China, Alibaba-W, Kuaishou-W, and Samsonite, while stocks like Bosideng, Guming, Wanzhou International, and Yum China showed gains [1]. Group 2: Strategic Developments - Anta Group has launched the "AI365 strategy" and introduced the first AI design model in the sports goods industry, establishing AI as a key direction for innovation and development [1]. - The Ministry of Finance and the State Taxation Administration announced new tax policies regarding gold, effective from November 1, 2025, to December 31, 2027, which may impact investment strategies in the gold sector [1]. Group 3: Industry Outlook - Shanghai Securities anticipates rapid growth in AI toys due to supportive policies and economic recovery, while the long-term investment appeal of gold is expected to strengthen amid ongoing Federal Reserve rate cuts and trade tensions [1]. - The demand for gold jewelry is projected to continue rising, with traditional gold and IP gold accessories leading new trends [1]. - The government is promoting reforms and innovations to enhance the quality of development in the sports sector, with sustained consumer activity in sports apparel expected [1].