Is- och snöindustrin har stor potential och vinter-OS har väckt entusiasm. I Peking har Kina vunnit 6 guldmedaljer, fyra silver och två bronsbrons den 16 februari. Utöver idrottarna på planen har entusiasmen för is- och snösporter har också antänts av vinter-OS. Kinas turistinstitut släppte Kinas utvecklingsrapport för is- och snöturism (2022) data visar att antalet snöfritidsturism från 2016 till 2017 säsongen 20,2021 säsongen 20254 miljoner , förväntas 2021-2022 snö fritid turism kommer att nå 305 miljoner, snö fritid turism intäkter förväntas nå 323.300 miljoner yuan, är Kina från snö och is turism erfarenhet skede till stela livet efterfrågan skede.
Nyligen säljs skidkläder och skidutrustning bra, och entusiasmen för is och snö förväntas fortsätta, optimistisk om relaterade företags resultat.Trots de upprepade utbrotten har skidförsäljningen upprätthållit en positiv tillväxt de senaste två åren.Enl. Magic Mirror, försäljningen av skidutrustning på tröskeln till vårfesten nådde 188 miljoner yuan, en ökning med 66 procent från år till år, och försäljningen av skidkläder nådde 127 miljoner yuan, en ökning med 55 procent från år till år. Enligt Tao-data, sedan öppningen ceremonin för de olympiska vinterspelen (4 februari till 15 februari), har försäljningen av Lululemon officiella flaggskeppsbutik ökat med 174 procent, vilket visar den goda planteringseffekten av öppningsceremonin. Den olympiska organisationskommitténs officiella flaggskeppsbutik har vuxit med 44 procent, med en utmärkt tillväxttakt under den höga basen.
Anta Sports, as a long-term brand partner with the Olympic Organizing Committee around the Winter Olympic Games, has the most certain revenue.The logic of Anta Sports: 1) The Olympic Games will enhance its brand influence.Compared with the 2022 Beijing Winter Olympics in the 2021 Summer Olympics, the influence of the Anta brand is more obvious.2) With improved product professionalism and significant ASP improvement, Anta brand has launched new technologies such as "hot technology" in response to the Olympic demand. In the future, the product professionalism improvement and price belt will be further improved.3) From the perspective of the brand matrix, in addition to Anta's main brand, Anta Group has high-end outdoor brands such as Descente, Archaeopteryx and Salomon, which is expected to benefit from the continuous enthusiasm for ice and snow sports in China.According to Tao data and channel feedback, Anta's active sales are good since the beginning of 2022, especially since the opening ceremony of the Winter Olympics, and the discount and inventory are in a healthy condition. Combined with the order meeting in the first three quarters, we believe that the annual revenue growth rate of 18 percent -25 percent is relatively certain.
The ice, snow and snow sports shoes clothing supply chain is expected to profit.Benefiting from the expansion of demand for snow and ice sports shoes and clothing, upstream textile and shoes and clothing contract manufacturers are expected to achieve growth in orders and performance.Among them: Taihua New Material (15.040,0.11,0.74 percent ) is a provider of outdoor clothing fabrics such as ski clothing and assault clothing. The company has obvious advantages in nylon 66 and recycled nylon, and is expected to benefit from the development trend of nylon 66 replacing nylon 6.In recent years, the company has been recognized by the downstream brand customers through the vertical integrated layout of nylon filament plus fabric, and is expected to continue to expand the procurement share of high-quality brand customers.Shengtai Group (11.730,0.27,2.36 percent ) is a contract manufacturer of domestic and foreign high-end clothing brands. It has obvious advantages in the vertical integrated layout of fabric and clothing. The top five customers account for more than 50 percent . Anta Fila is the fourth largest customer of the company, and the order growth rate is good.We believe that other Anta's brands are also expected to become quality customers of the company.Huali Group (83.620,1.08,1.31 percent ) and Shenzhou International, as the quality representatives of sports shoes clothing, sell good downstream customers and are recognized by emerging sports brands, providing follow-up order guarantee.Shenzhou International entered the Lululemon supply system, and 21Q4 began to receive orders and arrange production; Huali Group is highly recognized by On-Running, and is expected to contribute certain order revenue in 22 years.
