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【Brokerage Focus】Changjiang Securities maintains a "Buy" rating for ANTA SPORTS (02020), pointing out the synergistic efforts of the brand across multiple channel store types.
Jinwu Financial News | Changjiang Securities released a research report indicating that ANTA SPORTS (02020) has announced its sales figures for Q4 2024 and the entire year. In Q4, the retail sales of ANTA/FILA brands grew by high single digits year-on-year, while other brands saw a retail sales increase of 50%-55% year-on-year. For the entire year, the sales growth for ANTA/FILA/Other brands was high single digits/medium single digits/40%-45% respectively. The firm stated that in the short term, sales performance is recovering, offline performance is returning to normal, and online events like Singles' Day Sales and Double Twelve have shown good performance. ANTA brand inventory discount control is relatively favorable, leading to championship performance.
FILA changes leadership in China.
The successor faces growth pressure.
Ping An Securities: Clothing brands may usher in a new round of market trends before the festival. Focus on two investment themes.
Based on the optional Consumer repair logic, Apparel Manufacturing and export-related companies may迎来 opportunities.
While Shareholders of ANTA Sports Products (HKG:2020) Are in the Red Over the Last Three Years, Underlying Earnings Have Actually Grown
[Hong Kong Stock Connect] Anta (02020) responds that it will no longer serve as the official partner of the China Olympic Committee from 2025 to 2028.
Jinguo Financial News | According to Jiemian News, regarding the decision not to serve as an official partner of the China Olympic Committee from 2025 to 2028, the Anta brand responded to the media by stating, "We will invest more in a wider range to support the construction of a strong sports nation, continue to provide first-class sports equipment for 25 Chinese national teams, and fully promote the lifetime security public welfare project for outstanding athletes." The Anta brand also stated that it will encourage and support more Chinese athletes at the 2026 Milan Winter Olympics and the 2028 Los Angeles Olympics.
Zhito's exclusive supply | Xiaohongshu's A-share Concept stocks have surged, and are the Hong Kong Stocks symbols being brewed?
A large number of "TikTok refugees" are flocking to Xiaohongshu, leading to a significant increase in A-shares related to Xiaohongshu Concept, where stocks such as Hangzhou Onechance Tech Corp. and Foshan Yowant Technology have continuously hit the daily limit up. In contrast, related stocks in the Hong Kong market are performing relatively flat due to a lack of Volume.
103916021 : k
103827803 : good