Anhui Anli Material Technology (300218.SZ) recently stated during a reception with institutional investors that the company is a core supplier of Nike Equipment and has a good partnership. The company is the only qualified supplier of Chinese shoe polyurethane synthetic leather and composite materials for Nike on the Chinese mainland. Due to the company's late entry into the Nike shoe supplier system, the cooperation between the company and Nike is in the stage of accumulating strength and volume, achieving growth in sales business compared with the same period in 2022, but the revenue and proportion are relatively small by contrast.

The company is actively promoting its cooperation with Nike Equipment and Shoe Department. Currently, Nike has many new projects and products in development at the company, including Nike football, sports bags, and sports leisure shoe materials. This increases the opportunity and the momentum is good, which is in line with expectations and is expected to present a "low base, fast growth" trend.

This year, the company's holding subsidiary Anli Vietnam entered the global shoe materials supplier system for Nike, and is actively promoting the Anli Vietnam Nike laboratory certification. Nike is an important incremental customer and a significant growth space for the company. Future momentum is strong and the space is broad.