The FILA Performance Of Anta Was The Best, And The Revenue Of The First Half Of The Group Was 10 Billion.

Although global geopolitical politics is full of uncertainty, there is a pluralistic matrix of this moat.

Performance is still rising steadily.

According to the domestic sportswear giant

(02020.HK) the first half performance report released today showed that group sales rose 44.1% to 10 billion 600 million yuan in the 6 months to June 30th, and net profit rose 33.8% to 1 billion 940 million yuan over the same period, all exceeding analysts' expectations.

Among them, Anta brand in the second quarter retail sales recorded double-digit year-on-year growth rate, a double-digit increase in the first half; and other brands including Fila, the second quarter retail sales surged 90% to 95% year-on-year, in the first half of the growth rate is also up to 85% to 90%.

By category,

Department sales increased by 21.3% to 4 billion 108 million yuan, accounting for 46.3% of total sales; sales of clothing department rose 64.6% to 6 billion 65 million yuan, accounting for 50.3% of total sales; sales of accessories Department rose 51.3% to 380 million yuan, accounting for 3.4% of total sales.

Among them, basketball performance is the most beautiful, accounting for 1/3 of the total income.

As of the end of the reporting period, Anta group has 9650 stores nationwide, a net increase of 183 stores compared with the same period last year.

There are 1248 Fila stores, 85 Descente stores, 189 Kolon Sport stores, 63 KingKow stores and 81 Sprandi stores.

After 20 years of development, Anta group, which was founded in 1991, has become the largest comprehensive sporting goods Brand Company in China. It officially landed on the Hongkong main board exchange in 2007.

For the first half of the performance, Anta Group CEO Ding Shizhong said that thanks to the favorable domestic policy environment, as well as its own productivity and product competitiveness, the group's sales performance has been rising steadily.

During the period, the group continued the strategy of "single focus, multi brand and all channels", keeping up with the trend and attracting new young consumers.

Zheng Jie, executive director and CEO of the group, said that in the second half of this year and the further development in the future, innovation will be the core pillar of Anta's business.

In the first half of, Anta launched a number of innovative products with Anta DNA, such as the Thompson series, which opened the youth market in China's basketball market, the Desente series entered the high-end professional market, and Fila took a good step in the younger market.

In addition, NASA series and Anta children's series have been welcomed by the market.

The efficient supply chain and the new logistics center enable the group's brand products to be sent to the consumers faster, so as to help the brand establish or consolidate a trustworthy image in the minds of consumers.

In the list of the 2018 most valuable 50 clothing brands in the world, released by Brand Finance and British brand value, Anta ranks twenty-eighth, and is one of the ten brands with the fastest growing brand value.

At the same time, Anta group has realized that the most fashionable sportswear and clothing have become the biggest growth power at present. Therefore, in view of the needs of consumers for functionalization, differentiation and high-end, strategic adjustment has been carried out in many links such as product R & D, production and distribution.

As one of the key points of product innovation, the cost of R & D activities in the group period accounts for about 6.2% of the cost of sales.

During the period, Anta group's main growth engine Fila launched a new young brand Fila Fusion, and invited 90 star Wang Yuan as spokesperson to attract more young consumers.

Although Fila's current stores are mainly concentrated in the first and second tier cities of China, the brand continues to seek new growth opportunities in other potential markets, which will be opened in Hongkong, Macao and Singapore in the future.

During the period, the number of Fila stores maintained a steady growth. The brand opened two flagship stores in Nanjing road and Huaihai Road in Shanghai in May this year.

In July 30th, Anta group announced its 10 brand AntapluS.

AntapluS is the main fashion sport style. It is divided into professional sports AKOS and leisure sports Sport Lounge two product lines. It is built by a diversified international designer team. It is the independent brand established by the group to cater to the international trend. The first store has opened in Changchun, and has also entered the flagship store of Anta brand in Tmall.

On the other hand, the children's clothing market has experienced rapid growth in the past few years, and the momentum is expected to remain strong. Anta group has grasped this opportunity in time. Its Anta children not only launched a series of high cost performance and comfortable sporting goods, specializing in the mass market of children aged from fourteen to two or three, but also focused on the location of the shop in the two or three line cities.

In the past decade, Anta group has constantly broken through the existing business models, from the 1 stages of the initial production and wholesale, to the 2 stage of brand wholesale, and then to the 3 stage of brand retailing. Now, with the single stage, the multi brand and the whole channel, the group has experienced the sweetness of daring innovation.

In the earnings report, Anta group also said that with the growing number of middle class in China, consumers will continue to build brands that consumers want to buy, and continue to enhance their product innovation and quality, and design and research capabilities independently.

Zheng Jie revealed in the meeting that the future group will continue to buy in the subdivision area, focusing on the professional sports brand that matches Anta group's positioning, or the brand with strong sports attributes and complementary Anta.

As Anta's brand layout is mainly concentrated in the Greater China region, the next purchase direction will pay more attention to the relevant sports brands worldwide.

It is noteworthy that, with the Anta group's market capitalization all the way to 100 billion level, the industry has speculated that it is the most potential buyer of the German sports brand Puma.

Similar to Fila, Puma has attracted a great deal of popularity since its invitation to women's fashion director in 2014, and its brand performance has also soared over the years since the invitation of Rihanna.

However, Anta group was short selling by GMT in June this year.

In the report, GMT pointed out that Anta's profitability was unbelievable. It believed that Anta was either the best sporting goods company in the world, or a Swindlers Company, but was more inclined to the latter. It also said Anta's stock price was only HK $10.

Subsequently, the board of directors of Anta group strongly denied the guesses in the report, saying that the speculation was not accurate and misleading.

For the 2018 fiscal year, Anta Group believes that market opportunities and challenges coexist, and will focus on the public in the future.

By adding more subdivision categories to satisfy consumers' changing preferences and needs, and expanding online and offline networks simultaneously, the distance between brands and consumers can be narrowed.

Furui Group has a positive attitude towards the future development of Anta group. In a report, it pointed out that Anta sports has the potential to continue to increase its market share, and the revenue and net profit in the next two years is expected to continue to rise.

According to Credit Suisse, Anta group's growth momentum is strong in July this year, and the expansion of product line will have a positive effect on the improvement of profitability.

After the release of the financial report, Anta group (02020.HK) shares surged 5.9%, but at the close ended, they fell 10.1% to HK $36.5 per share, with a market value of HK $97 billion 900 million.