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安利股份(300218.SZ):与耐克合作有序推进,符合计划预期,目前处于逐步放量阶段

Anhui Anli Material Technology (300218.SZ): The cooperation with nike is progressing in an orderly manner, in line with the planned expectations, and is currently in a gradual volume expansion phase.

Gelonghui Finance ·  Sep 23 15:20

Anhui Anli Material Technology (300218.SZ) stated during an investor relations event on September 23 that functional shoe materials are one of the company's advantageous product categories. The company has already covered domestic major sports brands such as Anta, Li Ning, Xtep, 361 Degrees, China Dongxiang, and Peak, accumulating good customer resources and channel relationships. The reputation and brand effect have started to show. The company is an important supplier for Puma and ASICS, and the cooperative relationship is good. The cooperation with Nike is progressing in an orderly manner and is in line with expectations of the plan. Currently, it is gradually expanding production, with more development projects and increasing orders in the main department of Anhui Anli Material Technology, indicating strong future growth momentum. In the first half of 2024, the company will become a supplier for Adidas, Under Armour's Equipment Division, and cultivate new growth drivers. It is actively contacting international brand customers including New Balance, HOKA, and On Running, and striving to serve them. At the same time, there is an increase in sales of high-end sports shoe materials such as TPU, and the expansion efforts for large customers are showing initial results and gradually increasing, achieving rapid growth in the functional shoe materials category.

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