安踏多品牌战略已成为驱动公司增长的重要引擎。 根据今年上半年国家统计局数据，中国社零总额同比增长 5.0%，6 月份增速为 4.8%；其中，上半年 服装、鞋帽、针纺织品类行业的增速为 3.1%，6 月这一数字仅为 1.9%。 作为纺织服装行业的头部，2025 上半年安踏集团整体收入实现 14.3% 的高速增长，规模达到 385.4 亿元，其在国内体育用品领域的优势得到进一步扩大。 在各业务结构化表现中，2025 上半年安踏品牌和 FILA 品牌的收入规模分别为 169.5 亿元和 141.8 亿 元，同比增长为 5.4% 和 8.6%；包括迪桑特、可隆在内的所有其他品牌收入为 74.1 亿元，增速达到 61.1%。 在利润结构上，2025 上半年安踏整体的毛利率和经营溢利率为 63.4% 和 26.3%，其中，安踏品牌为 54.9% 和 23.3%、FILA 品牌为 68% 和 27.7%、所有其他品牌则为 73.9% 和 33.2%。 在如此大环境下，安踏品牌和 FILA 品牌仍保持了优于行业的稳定增长，但对安踏集团整体增长最具 想象空间的则是其他品牌业务，安踏多品牌的运营成果在这份半年报里得到了更加具象化 ...

Core Insights - Anta Group held its third Innovation Awards ceremony in Xiamen, awarding over 1 million in total prizes, recognizing 21 innovative achievements across various categories [1] - The awards aim to enhance brand value and consumer perception through innovative products, technologies, and business models, laying a solid foundation for long-term growth [1] - Anta Group's commitment to innovation is reflected in its goal to become a global benchmark for innovation by 2030, as stated by the company's Executive Director and Co-CEO [2] Group 1: Innovation Awards - The Innovation Awards received nearly 300 submissions this year, with 21 projects recognized, including 8 in product innovation, 7 in technology innovation, and 6 in business model innovation [1] - The "PG7" running project won the gold award for product innovation, while the "Polyimide Technology" thermal material project and the "AI Simulation Engine" project won gold in technology innovation [1] - The awards have been held for three consecutive years, encouraging participation from all employees across various brands and departments within the group [1] Group 2: Innovation Initiatives - Anta Group launched the industry's first sports goods industry innovation accelerator, inviting startups to participate in strategic research and commercial applications of cutting-edge sports technology [3] - The innovation accelerator focuses on three key areas: advanced materials, digital intelligence, and logistics innovation, aiming to attract innovative resources and lead industry technological advancements [3] - A strategic partnership was established with Yushutech and Hong Kong Polytechnic University to research humanoid robots in sports science, enhancing the open innovation ecosystem in China's sports industry [3] Group 3: Future Investment in Innovation - Anta Group has invested a total of 20 billion in innovation over the past decade and plans to invest an additional 20 billion in the next five years for independent research and development [4] - The company holds the highest number of patent applications in the industry, with 5,830 patents, and is the first in the world to receive ISO56001 international innovation management system certification [4] - Anta Group has established a global open innovation ecosystem involving 7 design and R&D centers, over 70 universities and research institutions, and a significant number of experts and suppliers [4]