Local Sports Brands Increase Steadily, Outdoor Products Companies Recover

The 2015, the first year of China's sports industry, has brought a substantial impact on the sports sector in the stock market. At the time of the annual report of the listed companies, the Shanghai Securities Daily found that the impact of the sports industry warming on the sporting goods market has been revealed by some sports products companies' performance bulletins.

Local sports brands grow steadily

As one of the traditional sports brands in China,

The 2015 annual performance announcement released by sports is quite bright. Its business revenue has broken 10 billion yuan for the first time. It became the first sporting goods company in China to enter the "billion club".

According to Anta's earnings report, the company's revenue reached a record 11 billion 126 million yuan during the reporting period, up 24.7% from the same period last year, and its gross margin reached 5 billion 185 million yuan, an increase of 28.8% over the same period last year.

Net profit increased by about 20% over the same period last year, reaching 2 billion 40 million yuan.

At the same time, Anta also announced the operation of the physical storefront.

By the end of 2015, the number of Anta stores, Anta children sporting goods stores and FILA stores was 7031, 1458 and 591 respectively. It is estimated that by the end of 2016, the number of Anta stores will reach about 7100, and that of Anta children's sporting goods stores will reach 1800, and the number of FILA stores will increase to 650.

Lining, another local sports product giant, also brought good news.

According to the earnings announcement issued by the company, according to the financial information in the first 11 months of 2015, it is expected that the profit and loss of the company's equity holders in 2015 will be approximately flat.

It is understood that this performance preview ended Lining's embarrassment of losses for three consecutive years since 2012.

The company said the profit was due to the steady rise in annual sales and gross margin in 2015 and the decline in the expenditure ratio.

In addition, despite the rest of the tradition

No specific results have been announced yet, but the data from the major companies have already been revealed.

As a whole, orders for major sports brands have been increasing for several consecutive quarters.

The order performance of the two quarter of 2016 revealed that the sales volume of its functional sporting goods was J, and the amount of orders in the second quarter of 2016 increased by 10% compared with the same period in 2015. It has been increasing for 11 consecutive quarters since the fourth quarter of 2013.

Lining and PEAK also increased their orders in the two quarter of this year, with growth expected to range from 10% to 20%.

It is worth mentioning that footwear products are called the main driving force for the increase of orders for major brands.

Outdoor products companies recover

At the end of last year, the announcement of the 2015 annual performance Bulletin released by Sanfo outdoor (002780) showed that the operating income of the company in 2015, 1-12 yuan was 328 million yuan, up 12.52% over the same period last year. Operating profit was about 41 million 340 thousand yuan, an increase of 12.08% over the same period last year. Net profit was about 30 million 960 thousand yuan, an increase of 11.18% over the same period last year.

Li Changfa, vice president of China Textile Association outdoor supplies branch, said publicly: "based on the slowdown in sales in the previous two years, the whole industry has been adjusted, and the effect has already appeared."

He suggested that the competition in the outdoor products industry was intensified, the homogenization of products was serious, the rent and manpower cost increased, and the restriction of three public consumption led to the reduction of group purchase and so on, which slowed down the growth rate of industries in varying degrees.

The annual report of 2015 China outdoor products released by China Textile Association outdoor products sub branch in February 26th put forward that China's outdoor market is growing.

Data show that in 2015, the total retail sales of China's outdoor products rose from 20 billion 80 million yuan in 2014 to 22 billion 190 million yuan, an increase of 10.51% over the same period last year. The total shipment volume increased from 10 billion 970 million yuan in 2014 to 12 billion 310 million yuan, an increase of 12.22% over the same period last year.

On the other hand, the "big brother" Pathfinder (300005) in the outdoor industry focuses on structural adjustment and pformation.

The company has said on the investor interaction platform that the outdoor industry has shifted from the extensive growth stage of the past to the stage of continuous deepening and health adjustment.

Considering that the trend of domestic economic environment and consumption warming is still uncertain, it is expected that this "deepening consolidation" industry growth trend will continue for a period of time.

Specific performance, the company's overall revenue in 2015 was about 3 billion 760 million yuan, an increase of nearly 120%.

The travel service sector accounts for about 52% of the company's total revenue, and the outdoor goods sector accounts for about 48% of the total revenue.

Net profit declined slightly compared with the same period last year.

From the specific figures, the total revenue of the outdoor goods sector is about 1 billion 806 million yuan, and the growth rate is about 5.71%. The income of the travel service sector is about 1 billion 954 million yuan, which has an effect of about -2000 yuan on the overall net profit of the company during the reporting period.