安踏集团2026上半年收入增长12.9% 多品牌矩阵全面发力

经济参考网09-03 21:38

近日，安踏体育用品有限公司（简称“安踏集团”）发布2026年上半年业绩公告：收入同比增长12.9%至435.1亿元；经营利润同比提升16.1%至117.6亿元；整体毛利率提升0.5个百分点至63.9%，经营利润率提升0.7个百分点至27%，核心盈利指标均超市场预期。安踏集团加上其收购的亚玛芬集团，上半年总收入约为679.8亿元。　　安踏品牌坚持“大众定位、专业突破、品牌向上”的核心战略，上半年收入...

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FOLD折纸科技，通过物理学可动科技实现高缓震与快速回弹；安踏C家族、马赫系列等四大跑鞋家族上半年总销量突破560万双，风暴甲等服装爆款销量突破200万件。在零售端，安踏推行分层差异化策略，安踏竞技场店及“安踏市集”等新店型落地核心商圈，在全国为不同客群提供“千店千面”的定制化服务。　　斐乐品牌持续巩固高端运动时尚核心定位，上半年收入同比增长6.1%至150.5亿元，经营利润同比增长9.7%至43.2亿元，经营利润率提升至28.7%。围绕“品牌向上、商品革新、零售升级”三大战略支柱，网球及高尔夫两大心智品类持续高增长，蕨草鞋、蘑菇鞋在内的FILA老爹鞋售出超500万双，Muse套装为代表的女士套装售出超60万件，各项营运指标显著提升。　　其他品牌上半年收入同比高速增长44.2%至106.9亿元，经营利润同比增长43.9%至35.4亿元，维持业绩和高口碑双增。其中，迪桑特聚焦滑雪、高尔夫、铁人三项专业精英运动，在门店数量稳定的基础上持续提升店效，打造多家亿元店；可隆深耕越野跑、重装徒步，壳类和徒步鞋保持50%以上高增长；MAIA ACTIVE专注高质感专业瑜伽路线，整体经营向好；狼爪确立“全场景专业徒步”定位，全新形象门店与产品将于下半年在中国和欧洲陆续落地。　　在全球化方面，安踏集团以多品牌业务持续深耕东南亚市场，有序拓展中东、非洲、北美、欧洲等全球重点市场。在全球不同市场，集团实施“本地化”运营思路，针对性部署本地化的商品运营策略和品牌营销活动，通过直营零售门店打造卓越零售能力，结合线上渠道全渠道触达消费者，开辟了新的增长曲线。在北美及欧洲等发达国家成熟市场，与Foot Locker、DSG等全球主流零售渠道及亚马逊平台合作。截至2026年6月30日，安踏集团在中国以外区域约有500家单品牌店，上半年安踏品牌海外流水大幅增长44%。　　在AI创新方面，安踏集团研发投入约11.1亿元，持续推进“AI 365”战略，充分发挥产品、销售及供应链等方面的数据优势。安踏集团通过自主研发的“灵犀”大模型，可在15秒内将设计思路从草图快速转化为设计稿，打造覆盖全价值链的AI工具矩阵。同时，安踏集团连续第十一年发布《环境、社会及管治（ESG）报告》，在MSCI 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