Industri ais dan salji mempunyai potensi besar, dan Sukan Olimpik Musim Sejuk telah mencetuskan semangat. Di Beijing, China telah memenangi 6 PINGAT emas, empat perak dan dua gangsa pada 16 Februari. Selain atlet di atas padang, semangat untuk sukan ais dan salji juga telah dinyalakan oleh Sukan Olimpik Musim Sejuk.Institut pelancongan China mengeluarkan laporan pembangunan pelancongan ais dan salji China (2022) data menunjukkan bahawa bilangan pelancongan santai salji dari 2016 hingga 2017 musim sebanyak 20,2021 musim sebanyak 20254 juta , dijangka 2021-2022 pelancongan santai salji akan mencapai 305 juta, pendapatan pelancongan masa lapang salji dijangka mencapai 323.3 bilion yuan, China adalah dari peringkat pengalaman pelancongan salji dan ais ke peringkat permintaan kehidupan tegar.
Baru-baru ini, pakaian ski dan peralatan ski dijual dengan baik, dan keghairahan terhadap ais dan salji dijangka berterusan, optimistik tentang prestasi syarikat berkaitan. Walaupun wabak berulang kali, jualan ski telah mengekalkan pertumbuhan positif dalam dua tahun yang lalu. Menurut Cermin Ajaib, jualan peralatan ski pada malam Festival Musim Bunga mencapai 188 juta yuan, meningkat 66 peratus tahun ke tahun, dan jualan pakaian ski mencapai 127 juta yuan, meningkat 55 peratus tahun ke tahun.Menurut data Tao, sejak pembukaan majlis Sukan Olimpik Musim Sejuk (4 Februari hingga 15 Februari), kadar jualan kedai utama rasmi Lululemon telah meningkat sebanyak 174 peratus, menunjukkan kesan penanaman yang baik dari upacara pembukaan. Kedai utama rasmi Jawatankuasa Penganjur Olimpik telah berkembang sebanyak 44 peratus , dengan kadar pertumbuhan yang sangat baik di bawah asas yang tinggi.
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.