L'industrie de la glace et de la neige a un grand potentiel et les Jeux olympiques d'hiver ont suscité l'enthousiasme. À Pékin, la Chine a remporté 6 MÉDAILLES d'or, quatre d'argent et deux de bronze en date du 16 février. En plus des athlètes sur le terrain, l'enthousiasme pour Les sports de glace et de neige ont également été enflammés par les Jeux olympiques d'hiver. L'institut chinois du tourisme a publié les données du rapport sur le développement du tourisme de glace et de neige en Chine (2022). , on s'attend à ce que le tourisme de loisirs de neige 2021-2022 atteigne 305 millions, les revenus du tourisme de loisirs de neige devraient atteindre 323,3 milliards de yuans, la Chine passe du stade de l'expérience du tourisme de neige et de glace au stade de la demande de vie rigide.
Récemment, les vêtements de ski et le matériel de ski se sont bien vendus, et l'engouement pour la glace et la neige devrait se poursuivre, optimiste quant aux performances des entreprises liées. Malgré les flambées répétées, les ventes de ski ont maintenu une croissance positive au cours des deux dernières années. Selon Magic Mirror, les ventes d'équipements de ski à la veille de la Fête du Printemps ont atteint 188 millions de yuans, en hausse de 66 % sur un an, et les ventes de vêtements de ski ont atteint 127 millions de yuans, en hausse de 55 % sur un an. Selon les données de Tao, depuis l'ouverture cérémonie des Jeux olympiques d'hiver (du 4 février au 15 février), le taux de vente du magasin phare officiel de Lululemon a augmenté de 174 %, ce qui montre le bon effet de plantation de la cérémonie d'ouverture. Le magasin phare officiel du comité d'organisation olympique a connu une croissance de 44 %, avec un excellent taux de croissance sous la base haute.
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.
