2025年初,中国的服装部门看到大多数A股公司的收入不断下降,而运动服装品牌比户外服装要好。
In early 2025, China’s apparel sector saw most A-share firms post declining revenue, with sportswear brands outperforming outdoor wear.
2025年初,中国服装行业在48家A股上市公司中有31家报告说,在竞争不断加剧的情况下,收入和利润不断下降。
In early 2025, China’s apparel sector saw 31 of 48 A-share listed firms report declining revenue and profits amid rising competition.
Anta以38.54亿元为首,增长14.3%,其次是李宁集团和HLA集团。
Anta led with 38.54 billion yuan in revenue, growing 14.3%, followed by Li-Ning and HLA Group.
Meterbonwe 和 Youngor等小型品牌面临大幅下降, 而75%接受调查的公司收入不到20亿元。
Smaller brands like Metersbonwe and Youngor faced steep drops, while 75% of surveyed companies earned under 2 billion yuan.
Harson Group的收益最大,达到67.03%。
Harson Group posted the largest gain at 67.03%.
体育服品牌依然强劲,但户外服饰公司挣扎不休。
Sportswear brands remained strong, but outdoor wear firms struggled.
公司正在对研发进行投资,扩展到生活方式部分,并探索海外市场以适应不断变化的消费者需求。
Companies are investing in R&D, expanding into lifestyle segments, and exploring overseas markets to adapt to shifting consumer demand.