纺织服饰行业周报:推荐纺服上游涨价预期行情

华西证券
Yesterday

主要观点:安踏于2026 年1 月26 日宣布,以总计15.06 亿欧元(约122.78 亿元)现金,收购彪马(PUMA SE)29.06%的股份,成为其最大股东。此次交易是安踏全球化战略的关键一步,旨在整合其运营能力与彪马年收入超88 亿欧元(2024 年)的全球平台,须在2026年12 月31 日前获得包括反垄断及安踏股东大会(控股股东已控制52.83%投票权)在内的多项批准。协议特别约定,若...

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