A indústria de gelo e neve tem um grande potencial, e as Olimpíadas de Inverno despertou entusiasmo. Em Pequim, a China conquistou 6 MEDALHAS de ouro, quatro de prata e duas de bronze até 16 de fevereiro. Os esportes de gelo e neve também foram iniciados pelos Jogos Olímpicos de Inverno. O instituto de turismo da China divulgou o relatório de desenvolvimento do turismo de gelo e neve da China (2022) os dados mostram que o número de turismo de lazer na neve de 2016 a 2017 temporada de 20,2021 temporada de 20254 milhões , é esperado para 2021-2022 turismo de lazer de neve chegará a 305 milhões, receita de turismo de lazer de neve deverá chegar a 323,3 bilhões de yuans, a China é de neve e gelo estágio de experiência de turismo em estágio de demanda de vida rígida.
Recentemente, roupas de esqui e equipamentos de esqui são bem vendidos, e espera-se que o entusiasmo pelo gelo e neve continue, otimista sobre o desempenho das empresas relacionadas. Apesar dos surtos repetidos, as vendas de esqui mantiveram um crescimento positivo nos últimos dois anos. Espelho Mágico, as vendas de equipamentos de esqui na véspera do Festival da Primavera atingiram 188 milhões de yuans, um aumento de 66% ano a ano, e as vendas de roupas de esqui chegaram a 127 milhões de yuans, um aumento de 55% ano a ano. cerimônia dos Jogos Olímpicos de Inverno (4 de fevereiro a 15 de fevereiro), a taxa de vendas da loja oficial Lululemon aumentou 174 por cento, mostrando o bom efeito de plantio da cerimônia de abertura. A loja oficial do Comitê Organizador Olímpico cresceu 44%, com uma excelente taxa de crescimento sob a base alta.
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.
