빙설 산업은 잠재력이 크고, 동계올림픽은 열의를 불태웠다. 베이징에서 중국은 2월 16일 기준으로 금메달 6개, 은메달 4개, 동 2개를 획득했다. 빙설 스포츠도 동계 올림픽에 의해 촉발되었습니다. 중국 관광 연구소는 중국 빙설 관광 발전 보고서(2022)를 발표했습니다. 데이터에 따르면 2016년부터 2017년까지 2021년 시즌 20254백만 명의 눈 레저 관광 수를 보여줍니다 , 2021-2022년 눈 레저 관광은 3억 500만, 눈 레저 관광 수입은 3233억 위안에 달할 것으로 예상되며, 중국은 눈과 얼음 관광 체험 단계에서 경직된 생활 수요 단계에 도달할 것으로 예상됩니다.
최근 스키복과 스키 장비가 잘 팔리고 있고, 빙설에 대한 열정이 계속될 것으로 보이며 관련 업체들의 실적도 낙관적이다. 반복되는 발병에도 불구하고 지난 2년간 스키 판매는 플러스 성장을 유지했다. Magic Mirror, 춘절 전날 스키 장비 판매액은 1억 8,800만 위안으로 전년 대비 66% 증가했으며 스키 의류 판매는 1억 2,700만 위안으로 전년 대비 55% 증가했습니다. Tao 데이터에 따르면 개장 이후 동계올림픽(2월 4일~2월 15일) 행사 기간 동안 룰루레몬 공식 플래그십 스토어의 판매율이 174% 증가하며 개점식의 좋은 파종 효과를 보여주고 있다. 올림픽 조직위의 공식 플래그십 스토어는 44% 성장했으며 높은 기반 아래에서 우수한 성장률을 보였습니다.
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.
