Is- og snøindustrien har et stort potensial, og vinter-OL har tent entusiasme.I Beijing har Kina vunnet 6 gullmedaljer, fire sølv og to bronsebronse per 16. februar. I tillegg til utøverne på banen har entusiasmen for is og snø sport har også blitt antent av vinter-OL. Kina turisme institutt utgitt Kina is og snø turisme utviklingsrapport (2022) data viser at antall snø fritid turisme fra 2016 til 2017 sesongen av 20.2021 sesongen av 20254 millioner , forventes å 2021-2022 snø fritid turisme vil nå 305 millioner, snø fritid turisme inntekter forventes å nå 323,3 milliarder yuan, er Kina fra snø og is turisme erfaring scenen i stiv liv etterspørsel scenen.
Den siste tiden selges skibekledning og skiutstyr godt, og entusiasmen for is og snø forventes å fortsette, optimistisk med tanke på resultatene til relaterte selskaper.Til tross for de gjentatte utbruddene har skisalget holdt en positiv vekst de siste to årene.Iht. Magic Mirror, salget av skiutstyr på tampen av vårfestivalen nådde 188 millioner yuan, opp 66 prosent fra år til år, og salget av skiklær nådde 127 millioner yuan, opp 55 prosent fra år til år. I følge Tao-data siden åpningen seremonien under de olympiske vinterleker (4. februar til 15. februar), har salgshastigheten til Lululemons offisielle flaggskipbutikk økt med 174 prosent, noe som viser den gode planteeffekten av åpningsseremonien. Den offisielle flaggskipbutikken til den olympiske organisasjonskomiteen har vokst med 44 prosent, med en utmerket vekstrate under den høye 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.
