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1yue4ri,yamafentiyuzhengshixiangmeiguozhengquanjiaoyiweiyuanhuidijiaof-1zhaogushu,jihuayi“as”weigupiaodaimashenqingipo。jubaodao,yamafenguzhigaoda100yimeiyuan(yuehe700yirenminbi)。ruruoshangshichenggong,antazuoweizuidagudong,jiangchengweicicishangshidezuidayingjia。
zheibujinshiantadeshengli,gengshiantadailingde“caituanchengyuan”deshengli。2019nian,anta 、fangyuanziben、anamered investments(lululemonchuangshirenchip wilsondegerentouzigongsi)jitengxun,chizi46yiouyuan(yueherenminbi360yiyuan)wanchengduiyamafendeshougou,cijuyebeichengwei“zhongguotiyuyongpinxingyeshishangzuidadeyicikuaguoshougouan”。genju1yue22rigengxindezhaogushuxianshi,rujinantazhangu44.5%,tengxunzhan4.5%。
dangnianzheichanghaoduzaiyeneibingbubeiquanrankanhao,antadongshijuzhuxijianceodingshizhongyejiangqikanzuoshi“chuangyedaojintian,suozuodefenliangzuizhongdeyicijueding”。buguoshougouhoudeyamafenyilufanhua,sandazhupinpaishizuniao、saluomeng、weierxunjiezaixunmengzengzhang。youqizaizhongguoshichang,shixialiuxingde“zhongchansanbao”zhong,yamafenzhanjuerwei(shizuniao、saluomeng)。qianbujiu,zhongchanzuchengdeduiwugengshi“maikong”leshizuniao——qiyikuanshoujia8200yuandelongnianchongfengyiyiduchaozhi12000yuan,zaidewushangbiaodaole16000yuan。
zheishijifeile、disangtehou,antayangchengdejige“xingui”,yeshiantazhuanxing“danjujiao、duopinpai、quanqiuhua”xincelvehoudechengguo。
zai 2023 niandehurunbaifuzhongguofuhaopaixingbangshang,duoweiantaguanlizheruxuan,qizhongdingshizhong/dingshijiaxiongdizaicichengweiquanzhoushoufu。tongguo“maimaimai”,quanzhoushoufuyeyuelaiyuekaojincengtichude“2025nianqianyiyingshou”demubiao。
从烟草大王到运动大鳄
yourenpingjiayamafendelishi,gengxiangshiyijianshanyushangyeyunzuode“touzigongsi”。
ziliaoxianshi,chengliyu1950niandeyamafenyoufenlansijiajiaoyujigoulianshouchuangban,tadeqianshenshiyijianyancaogongsi。tamendemudeshitongguoyamafenzhuanqudelirunweifenlandejiaoyuyanjiu“gongxue”。zaibuduanzhuanqulirunhou,yamafenzaierhoushijinianluxujinjunchuanyun、chubanhezaozhiye,zhidao20shijiqishiniandai,tamaixiabingqiuqiugunhebaohuzhuangbeishengchanshangkoho-tuote,jinrutiyulingyu。
yiru“timen”shensihai,yamafenyouluxushougouweierxun、saluomeng、shizuniaodengyundong、huwaipinpai,congyancaoshangchengzhangweiguojitiyujutou。2004nian,taqiegediaoqitayewuzhuanzhutiyu,binggengmingwei“amer sports”。
2000nianzuoyou,yamafentongguodailishangjinruzhongguo,zaizhongguoshichangcong0dao1,zhuyaoguigongyusangejiaose:dailishang、yamafenzhongguoyijianta。zai2011niandao2018niande8nianjian,yamafenzaizhongguoshichangdeyingyeshouruzengjiale10bei,dajianledicengjichu,zhidao2019nianbeiantashourunangzhong。
yamafenjiangyewufenchengsankuai:jishufuwu、huwaibiaoyanheqiu、qiupaiyundong,meikuaidouyoudaibiaopinpai:shizuniao、saluomengheweierxun,sankuaiyewudebeihoushiyamafenduixingye、renqundejujiao。
juzhaogushu,weilejinxinghelihuadepinpaizuhe,yamafenzhanlvexingfangqilebufenpinpai,biru2019niantamenbolilemavic,2021nianhe2022nianxiangjibolileprecorhesuunto。
qusherangyamafenhuodelebucuodeyejibiaoxian。bijiao2020nianhe2022nian,yamafendeshourucong24yimeiyuanzengjiadao35yimeiyuan,fuhenianzengzhanglvwei20.4%,maolilvcong47.0%zengjiadao49.7%。zaizuixindezhaogushuomingshuzhong,yamafenpilule2023nianyingshouchao43.5yimeiyuan,tongbizengzhangyue23%。
shangzhangdeyejiquxianli,sandahexinpinpaizaiqunianqiansanjiduyingshouzhanbichaojiucheng。chengliyu1989niandeshizuniaochengweilesandapinpailizengzhangshitouzuimengdeneige,jiezhi2023nian9yue30ridejiugeyue,shizuniaodanpinpaideyingshoucong5.7yimeiyuanshangshengzhi9.41yimeiyuan,zhangfuda65%。
buguo,zaiyingshoushang,shizuniaobingfeiyamafende“yige”,chengliyu1947niandesaluomengshiyamafende“xiaoguan”,qiquniansanjiduyingshouwei9.49yimeiyuan,tongbizengzhangyue34%,zhanzongshouruchaosancheng。
buguo,yamafenmuqianrengweinengyingli。2020-2022nian,yamafendejingkuisunfenbiewei2.37yimeiyuan、1.26yimeiyuan、2.53yimeiyuan,sanniangongkuisun6.16yimeiyuan。duicizhaogushushangtidao,dabufenzhangmiankuisunlaiziyuboliqitazipinpaidaozhideguzhikuisun,yinweizi2018niankaishi,yamafenjujiaohexinpinpaibingjingjianlechanpinzuhe。
借势中国“户外爆发”风口
yaoshuoqunianshenmezuire,chongfengyihehuwaiyidingbangshangyouming。
zheijinianhuwaiyundongfengchaochixushengwen,chongfengyishizheigexingyezhongfushidedianxingdaibiao,shinengzhixia,toubupinpaishichangzengzhang。beichengwei“zhongniannanrensanbaozhiyi”deshizuniao,zhengzaijinruzhongchanrenqundeshenghuozhong,bujiuqian,weidaxunshenzheshizuniaochongfengyizaidianshiju《woderenjianyanhuo》liangxiang,wangyouxiaotan:“chongfengyizhenshinanrenzuihaode‘pifu’。”
shizuniaozaizhongguoshichangdezhimingdubiaozhang,bufendeyiyuantayunyingnengli。
“womenxiangxin,suizheyamafenpinpaijixushoudaozhongguoxiaofeizhederenke,womenzhengchuyuzhuazhuzhongguoshichangzengzhangjihuidechujijieduan。”zhaogushuzhong,yamafenbiaoshi。bingruantahuixiahou,yamafendeyidadongzuobianshibuduanjiasupinpaizaizhongguoshichangdeshentou,ladongyejidechixuzengzhang。
shujuxianshi,yamafenzaidazhonghuaqucong2020niande2.023yimeiyuanzengzhangdao2022niande5.238yimeiyuan,fuhenianzengzhanglvwei60.9%,gaidiqudeyingyelirunlvchaoguolezhengtiyewulirunlv。
erhexindezengzhanghaishilaizishizuniao。yamafenqingxiliechulezijidesandaguanjianshichang,qizhongbaokuoyishizuniaoweishoudebeimeihedazhonghuaqu,yisaluomengweishoudeouzhou,yijiyiweierxunweidaibiaodebeimei。qunianqiansanjidu,shizuniaodazhonghuaquyingshouwei4.53yimeiyuan,gongxianlejinbachengyingshou。
zhaogushuzhongfanfutidaoleyigeguanjiancishimendian,qishangdianweizhishishiyongxiangxishujufenxixuanzede,yamafenzhuanzhuyuyouhuashangdianguimo、tishengshengchanli、xiaolv,bingjiangmeigemendiandoushejichengnengbiaodapinpaidiaoxingdemoyang。
ruweiyushanghaihuaihaizhonglu、aimashizhengduimiandeshizuniaoquanqiuqijiandian,shigaipinpaiquanqiuzuidamendian,you700㎡kongjian,neihanlengjingwu、panyanqu、yuwu、bingwudengduogehuwaichangjing。ju36kr,antacaopanhou,shizuniaobiankaichucidian,antaduishizuniao、saluomengdengkaidiandeyaoqiushimendianyaoda、goumingliang,loucengyaojiangdi,dianyuanyaogouzhuanye。
zaiantadejingyingxia,shizuniaozhujianxianxianchuletadeguanjianci:shechipin、huwai、zhongchan,pinpaifuhaochenggongjianli。zuixindexiaoxicheng2yue15riqi,shizuniaoquanxianchanpinjiangzhangjia20%-30%。
keyishuo,yamafenzaizhongguoshichangdechubuchenggonghendachengdushangyushizuniaodezengzhangyouguan。fuzhishizuniaodejuben,saluomengyezoushangleyitiaoxiangsidelu,cong2021niandao2022nian,tazaigaiqudeshouruzengzhangle72%,xiaoshouzuihaodeshixielei,zaitianmaosaluomengqijiandianli,xiaoshoupaiqiandedoushixielei。
靠“买买买”,泉州首富意在“千亿”
haowuyiwen,antajiangshiciciipodezuidayingjia。
2022nian,antayingshou536.5yi,tongbizengzhang8.8%,rujinyouleyamafendejiachi,dingshizhongli“qianyimubiao”gengjinleyibu。tarenwei,yidangjinzhongguogongsidepinpaiyunyingnengli,xiangzai30nianneizuochuyigeshizuniao,kenengxingjihuweiling,“danshitongguoshougou,bingyizhongguoshichangweiqianzaizengzhangkongjian,jiukenengwanchengyicituotaihuangu。”
《tianxiawangshang》shulilezheixienianantadezhongdianshougoushijian:
2009nian,antacongbailiguojishouzhongmaixiafila(feile)dezhongguoyewu。dangshifilakuisunda3218wanyuan。15nianguoqu,antachenggong“zaisu”fila,zai2023nianzhongqicaibaozhong,filademaolilvdadao69.2%,chaoguoleantazhupinpai;
2016nian,antachizi1.5yiyuanshougouribenhuaxuepinpaidescente(disangte)zaizhongguoshichangdujiajingying、chanpinsheji、xiaoshoujifenxiaodeyewu;
2017nian,antashougoulehanguogaoduanhuwaipinpaikolon sport(kelong),fuzezhongguoshichangdeyunyinghexiaoshou。zi2020nianqi,feiledechengzhangkaishishoukun,bansuizhebingxueyundongdeshixing,disangtehekelongdanqizhongrenchengweileantadexindongneng;
2019nian,antalianheduojiazibenshougouyamafentiyu;
2023nian10yue,antazaiqibinggou,shougouyou“lululemonpingti”zhichengdeyujiafupinpaimaia active。
bunanfaxian,antazaoqideshougoubinggoudaduoyimaixiapinpaidezhongguoshichangjingyingquanweizhu,erduiyuyamafen,dingshizhongzeshiyijutunxiazhenggejituan,bujinzhongguoshichang,yamafenyingshouzhanbizuizhongdebeimeishichangyebeishourunangzhong。
yibianyouduogeguojibingxuehuwaipinpaizhicheng,yibiankaishirujuwangqiu、lanqiudengyundongfushi、qixie,tongguo“maimaimai”,antaxunsubuqilezishendeduanban。zheiyangyilai,tajiuyouleyunaikejuezhan“zijinzhidian”deyongqi。
leisidejuben,lvmhjituandelaobananuoteyenadaoguo,tayikao“maimaimai”,“mai”chengleshijieshoufu。zaishechipinquanshengmingqueqideanuoteyetongyangrenwei“yuqidazaoyigexinpinpai,burushougoulaidexunsu”。
“maimaimai”shiyimenxuyaotianshidilirenhedeshengyi,youshihoupindegengshichuangshirendeyunqihezhijue。zaizheifangmian,dingshizhongyoutademinruichujue。ruruoshunli,yamafenshangshidezhongshengjijiangqiaoxiang,erantayezaidakaixindekeneng。
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