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adidas供应商合作年限(FY2017-FY2024,单
adidas供应商合作年限(FY2017-FY2024,单
行业数据
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所属报告:
裕元集团(0551.HK)-港股公司研究报告:全球最大运动鞋制造商制造+零售双轮驱动业绩反转可期-251231(49页).pdf
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fCDotKLlubQgfCDpkojnu4fmiJDooaMgKOS6v+a4r+WFgykgfCDnvornu5LnurHnur8gKOS6v+a4r+WFgykgfCDlhbbku5YgKOS6v+a4r+WFgykgfAp8Oi0tLTp8Oi0tLTp8Oi0tLTp8Oi0tLTp8CnwgRlkyMDE3IHwgMjguMCB8IC0gfCAtIHwKfCBGWTIwMTggfCAzMi4xIHwgMi40IHwgLSB8CnwgRlkyMDE5IHwgNDEuNiB8IDIuMCB8IC0gfAp8IEZZMjAyMCB8IDM2LjkgfCA1LjIgfCAyLjcgfAp8IEZZMjAyMSB8IDMxLjQgfCA0LjggfCAyLjMgfAp8IEZZMjAyMiB8IDMyLjAgfCA1LjEgfCAzLjMgfAp8IEZZMjAyMyB8IDM2LjcgfCA1LjQgfCAzLjkgfAp8IEZZMjAyNCB8IDM1LjIgfCA1LjYgfCAzLjAgfAp8IEZZMjAyNSB8IDM0LjcgfCA1LjUgfCAzLjMgfAp8IEZZMjAyNiB8IDM2LjUgfCAzLjYgfCA2LjIgfAoKKirotYTmlpnmnaXmupDvvJrlhazlj7jlhazlkYrvvIzmtZnllYbor4HliLjnoJTnqbbmiYAqKg==
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图50.我国卫星产业链核心供应商梳理
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产业链
2026-06-24
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图表:全球及中国部分车企及新型供应商元宇宙布局情况一览
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行业数据
2026-06-18
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表7、全球民用硝化棉主要供应商梳理
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2026-06-10
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三井化学是主要供应商(2020年)
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2026-05-25
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燃气轮机供应商及产能(GW)
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行业数据
2026-05-19
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SOFC主要供应商产能(GW)
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行业数据
2026-05-19
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头部运动鞋品牌优选精简制造商,订单向龙头制造商集中,运动鞋代工龙头集中度有望提升。我们认为,相比于中小型制造商,凭借多年的沉淀与迭代,头部供应商有更稳定的质量和交付能力,更强的研发、设备投入意愿和实力,更能全方位地满足品牌对端制造成本、设计研发、生产质量、交付及时性以及社会环境责任的综合需求。同时,为了降低供应商管理难度,提高经营效率,品牌端更倾向于与大型运动鞋履专业制造商合作。近几年可以观察到国际主流运动鞋品牌的供应商逐步向龙头集中、倾向长期合作的趋势:(1)adidas:FY2012-FY2024,制造商合作伙伴数量从 337家降至 124家。adidas 于FY2018修改了制造商合作伙伴定义,FY2018以前一个制造商合作伙伴是指一个制造工厂,而 FY2018 及以后一个制造商合作伙伴可能包括多个制造工厂。截至 FY2024,adidas 制造工厂数量为 283 家,合作年限在 10 年以上的制造商合作伙伴占比明显提升。(2)Nike:FY2014 到 FY2024间,制鞋厂数量由 150 降低至 96 家,第一大制鞋厂供应链占比由 5%提升至 9%。FY2024 前四大制造商供应量占比为 61%。订单向头部制造商集中趋势明显。
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