Core Viewpoint - The era of "technological sovereignty" has fundamentally changed the logic of global industrial competition, making technological innovation a necessity for survival and development rather than an option [1][6]. Group 1: Industry Innovation and Collaboration - The establishment of the "Sports Goods Industry Innovation Consortium" led by Anta aims to create an open and collaborative innovation platform to overcome common technological bottlenecks in the industry [3][5]. - The consortium has provided continuous R&D support and resource sharing, forming a technology innovation system that integrates enterprises, markets, and research [5][6]. - Anta's approach not only represents a technological revolution but also a development path that addresses how Chinese companies can systematically provide "innovation certainty" across the entire industry chain in a highly competitive global environment [6][18]. Group 2: Technological Advancements and Market Position - Anta achieved a historical revenue high in the first half of 2025, with a 14.3% year-on-year increase to RMB 38.54 billion, marking 12 consecutive years of growth and maintaining the top position in the Chinese market for four years [8]. - Over the past decade, Anta has invested more than RMB 20 billion in R&D innovation, establishing a strong foundation for market leadership through continuous technological investment [9][48]. - The gap between domestic brands and international giants is rapidly closing, with both sides now in a position of coexistence and competition rather than mere following [11][51]. Group 3: Material Science and Product Innovation - Anta's "fluorine-free membrane technology" and "six-degree core warming technology" represent significant advancements in material science, with the former achieving international advanced levels at one-third the price of international brands [13][16]. - The application of basalt fiber technology in outdoor apparel demonstrates a breakthrough in material innovation, with potential applications extending beyond sportswear to aerospace and medical fields [15][16]. - The innovation in core materials is expected to accelerate the localization of key materials in the industry, helping China's textile and apparel industry transition from a participant in the global value chain to a standard setter [18][54]. Group 4: AI Integration and Future Strategy - Anta has expanded its AI capabilities significantly, launching the "AI365 Strategy" to integrate AI across all business functions, including marketing, design, and supply chain [35][41]. - The introduction of the "Linglong Design Model" aims to enhance design efficiency, reducing development cycles by over 50% and increasing selection rates for design proposals by 30% [37][39]. - Anta plans to achieve over 50% internal AI usage coverage within three years, aiming to create value exceeding RMB 5 billion, thereby building a systematic competitive advantage centered on intelligent technology [42][43]. Group 5: Value Reassessment and Competitive Edge - Anta's role as a leader in the industry is reshaping its valuation logic, transitioning from a focus on acquisitions to building a technology-driven ecosystem [49][51]. - The company's deepening R&D investments and systematic ecological layout are critical drivers of its competitive edge, enabling it to break free from homogeneous competition and move towards higher-dimensional value competition [52][54]. - The establishment of a mature technological ecosystem allows Anta to efficiently connect R&D with market needs, promoting effective technology transfer and reducing reliance on external technologies [53][54].

Core Viewpoint - The article highlights the significant breakthrough in the high-performance waterproof and breathable materials sector with the launch of the fluorine-free Anta membrane, marking a pivotal moment for China's sustainable material innovation [1][10]. Group 1: Product Innovation - Anta, in collaboration with Donghua University, has developed the fluorine-free Anta membrane, which is the first domestically produced high-performance waterproof and breathable material in China [1]. - The Anta membrane utilizes self-researched high moisture-permeable biopolymers and micro-nano structural adjustments, significantly enhancing moisture permeability while ensuring waterproofing through innovative surface modifications and adhesives [7][8]. - The membrane has achieved international advanced levels in key performance indicators, with a static water pressure of 18,000 mmH₂O and a moisture permeability rate of 7,000 g/m²•24h, as verified by third-party laboratories [7]. Group 2: Sustainable Development - The Anta membrane incorporates biobased polymers, with a biobased content of 20%, replacing petroleum-based polymers, aligning with future sustainability trends [8]. - Anta aims to increase the proportion of sustainable products to 50% and use 50% sustainable raw materials by 2030, marking a significant step in its sustainable development strategy [10]. Group 3: Market Impact and Strategy - The successful transition from laboratory to market for the Anta membrane involved extensive testing and optimization, achieving high standards in product performance and yield rates [9]. - The pricing of the Anta membrane is set at one-third of similar international materials, facilitating broader access to high-performance waterproof and breathable technology [9]. - The new generation of "Storm Armor" featuring the Anta membrane is expected to launch in overseas markets, with projected sales exceeding 500,000 units by 2026, positioning it as a landmark product in the high-performance fluorine-free jacket market [10].

Core Viewpoint - The "Fluorine-free Anta Membrane," developed by a research team from Donghua University, has been officially launched globally, addressing a significant challenge in the high-performance waterproof and breathable materials industry, which has been dominated by international brands [1][3]. Group 1: Product Development - The research team utilized molecular design to create a high-permeability bio-based polymer material, significantly enhancing moisture permeability through micro-nano structure regulation technology [3]. - Key breakthroughs were achieved in fluorine-free water-repellent surface modification and fluorine-free adhesives, ensuring stable waterproof performance [3]. - The material has been validated by third-party laboratories, achieving a hydrostatic pressure of 18,000 mmH₂O and a moisture permeability rate of 7,000 g/m² per 24 hours, comparable to international advanced levels [3][5]. Group 2: Performance Metrics - The 18,000 mmH₂O water resistance level is capable of withstanding heavy rain, making it suitable for extreme sports such as mountaineering, hiking, and skiing [5]. - The national standard for waterproofing in China is ≥5,000 mmH₂O, with high waterproof standards set at ≥10,000 mmH₂O; the new material exceeds the professional waterproof level of ≥18,000 mmH₂O [5]. Group 3: Collaboration and Market Strategy - In 2021, Donghua University partnered with Anta to establish an innovation research institute focused on clothing innovation materials, leading to breakthroughs in the fluorine-free Anta Membrane and its subsequent application testing and mass production development [5]. - The team conducted over a hundred mass production experiments and collaborated with scientific experts for real-world testing, providing solid data support for the technology's implementation [5]. - The goal is to enhance the competitiveness of Chinese self-developed materials in the global market, with the "Storm Armor" jacket featuring the fluorine-free Anta Membrane set to be launched globally [8].