HK Stock Market Move | ANTA SPORTS (02020) rises more than 3% with rapid growth in the sports goods retail sector in the first eight months. Currently, the company's sales growth shows signs of marginal improvement.

ANTA SPORTS (02020) rose more than 3%, rising 3.35% as of press time to HKD 97.05, with a turnover of HKD 250 million. Shanxi released a research report stating that in August 2025, the monthly growth rate of the textile and apparel retail sector marginally improved, with a year-on-year increase of 2.9% from January to August, with the sports and entertainment goods sector showing faster growth, with a year-on-year increase of 20.6% from January to August, and a monthly growth of 16.9% in August. In terms of profitability, the retail discount in the branded apparel industry has slightly deepened year-on-year but remains at a controllable level. Due to effective cost control, operating profit margins are stable and rising. From a stock perspective, industry inventory remains at a stable and controllable level. CITIC Lyon pointed out that Anta is confident in achieving double-digit sales growth for the full year 2025, with signs of improvement showing in late August and September. Its strength is mainly supported by a multi-brand matrix, increasingly relying on brands and services that cater to niche sports such as outdoor activities, tennis, golf, and yoga. The company is cautious in cost control. Overseas business will increasingly contribute to revenue, with Anta planning to expand the number of stores in ASEAN countries to 1,000 in the next three years, surpassing 200 in the first half of 2025. Management is adopting a multi-brand strategy to enhance operational superiority, and CITIC Lyon remains optimistic about Anta's strong execution capabilities.