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“男鞋第一股”自救:奥康国际一边收缩,一边跨界_我的网站

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A |     连续四年亏损后,奥康国际2026年上半年扭亏为盈,但这份成绩单并非来自主业的复苏,而是收缩的“减法”。    LEWES, Del. -- Betsy Rawls trained to be a physicist and instead devoted her life to golf, first as a four-time U.S. Women's Open champion and later as a tournament administrator, a remarkable career that landed her in the World Golf Hall of Fame.Rawls, who won eight majors in her 55 LPGA Tour titles, died Saturday at her beach home in Delaware, the LPGA Tour confirmed. She was 95.“There are simply not many careers that can compare to Betsy's,” said Mike Whan, the CEO of the USGA and former LPGA Tour commissioner.He cited her 55 wins and eight majors — Rawls ranks sixth on both lists — along with her induction into the LPGA and World Golf Hall of Fame, the Bob Jones Award and her 17 years as tournament director of what was then the LPGA Championship.“She was a legend in the game who would have been successful in anything she pursued, so we are all lucky she made golf her passion,”Whan said.The intention was always in the field of physics. That's what Rawls was studying at the University of Texas when she connected with fabled swing coach Harvey Penick. She won the Texas Women's Amateur in 1949 and 1950, and she finished runner-up to Babe Zaharias in the 1950 U.S. Women's Open.“I had every intention of being a physicist,” Rawls said in a story posted on the LPGA's website. "I played golf for fun and never considered turning professional. Then I decided it would be more fun to be in golf than physics, and Wilson paid me a salary and all my expenses. They paid my expenses for 20 years. One year, I gave 120 clinics.”She won the U.S. Women's Open by five shots over Louise Suggs in 1951, the first of four titles in the biggest event in women's golf. Only the late Mickey Wright won as many Opens. Wright once said, "Betsy has always been committed to work and dedicated to the game. I can think of only two women who have achieved as much, not only as players but for their lifetime contributions, and that’s Betsy and Patty Berg.”Rawls was born May 4, 1928, in Spartanburg, South Carolina, though she moved to Texas in 1940 and grew up mostly in Arlington.She won at least once a year from 1951 through 1965. She won the last of her eight majors at age 41 in the 1969 LPGA Championship by four shots.Rawls led the LPGA Tour money list in 1952 and 1959. She won the Vare Trophy for the lowest scoring average in 1959 and led the LPGA in victories three times.She was part of the inaugural class for the LPGA Hall of Fame in 1967 and in 1996 received the Bob Jones Award, the highest honor by the USGA. She became the first woman to work the men's U.S. Open as a rules official in 1980.She also was the LPGA president in 1961 and 1962, and after retiring from full-time competition in 1975, she worked a tournament director and later ran the LPGA Championship.“Anyone who can make a living in golf is lucky,” Rawls once said. “Then to receive all the benefits accorded to me in the process … well, that makes me feel fortunate. It’s more than I could possibly deserve.”___AP golf: https://apnews.com/hub/golf。

B | 近日,奥康国际披露2026年半年度报告。上半年公司营收7.69亿元,同比下降28.88%;归母净利润1757.43万元,上年同期亏损9204.48万元,同比扭亏为盈,但扣非净利润仍亏损660.7万元。2022年至2026年上半年,公司门店从2600多家缩减至1757家,代理品牌斯凯奇门店清零、彪马仅剩7家。账面扭亏扭亏的关键在于“节流”。根据奥康国际2026年半年报,上半年公司营业成本同比减少38.46%,降幅大于营收的28.88%,整体毛利率从34.93%提升至42.93%,增加8个百分点。销售费用同比减少32.82%,管理费用同比减少28.44%,财务费用同比减少46.34%。费用压缩主要来自租赁摊销费、广告宣传费、职工薪酬减少等。

C | 收缩的另一面是门店数量的持续减少。据财报数据,奥康国际2026年上半年国内实体门店新开71家、关闭150家,净关79家。四年间门店从2600多家缩减至1757家,关了近800家店。存货从3.67亿元降至3.06亿元,固定资产从2.92亿元降至2.7亿元。鞋服时尚行业品牌战略咨询专家、上海良栖品牌管理有限公司创始人程伟雄在接受北京商报记者采访时表示,关店仍将继续,“目前的800家店不是终点”,奥康国际必须从盲目扩张转向“做熟做精”,先活下去再谈发展。新智派新质生产力会客厅联合创始发起人袁帅则认为,盈利如果不是来自核心的皮鞋生产销售主业,而是来自非经常性的公允价值变动,本身就意味着盈利的根基并不扎实,不具备可持续的复制性。聚焦主业2012年,奥康国际头顶“中国男鞋第一股”光环登陆上交所主板,巅峰时期市值超过200亿元。2015年,奥康国际与斯凯奇达成战略合作,斯凯奇门店从2015年末的16家猛增至2021年末的160家。然而,代理业务最终未能兑现预期。据公司2025年年度报告,截至2025年末,斯凯奇门店全部关闭,彪马门店仅剩7家。

D | 公司2026年半年报显示,斯凯奇已从公司品牌分类中移除,收回至“奥康”“康龙”为主的双品牌战略。袁帅向北京商报记者分析,退回双品牌后,奥康国际想要在精细化竞争阶段立足,核心还是要回到产品和消费者本身,“把两个品牌的定位做清晰做差异化,不要陷入内部左右互搏的内耗,真正摸透不同圈层消费者的需求”。

E | 对于品牌的收缩,知名战略定位专家、福建华策品牌定位咨询创始人詹军豪认为,奥康国际砍掉代理潮牌、退回双品牌是及时止损的理性选择,能让品牌摆脱代理业务的资源消耗,重新聚焦自身核心客群,为重建清晰的品牌定位腾出空间。跨界疫苗与芯片收缩主业的同时,奥康国际也在反复尝试跨界。实控人王振滔曾押中疫苗赛道——2004年以8000万元起步投资康华生物,2020年上市后市值一度超500亿元。据康华生物公告,2025年王振滔及其一致行动人以18.51亿元转让康华生物控股权,有媒体测算其个人对应获益约9.6亿元。但芯片业务则没那么幸运。

F | 2024年12月,奥康国际筹划收购联和存储科技,半个月后终止;2026年7月,奥康国际再一次终止重大资产收购,两次均因“交易核心条款未能达成一致”告终。跨界芯片的反复启停,暴露了传统鞋服品牌在寻找增长曲线时的迷茫。詹军豪认为,这显示出传统鞋服品牌跨界时缺乏长期战略定力的通病,建议锚定自身主业的技术延伸方向,避免资源错配消耗主业根基。程伟雄则直白指出,跨界芯片这类与主业毫无关联的领域,“失败几乎是必然的”。他认为,传统鞋服品牌寻找第二增长曲线,最稳妥的路径是从现有用户群体的生活方式中延伸新场景,贸然进入运动、户外等新赛道,意味着要和现有头部品牌直接竞争,投入很大。北京商报记者就扭亏原因、业务调整等问题,通过邮件及电话向奥康国际发送采访申请,截至发稿未获回复。行业困局奥康国际的困境,本质上是整个皮鞋行业承压的外显。华经产业研究院预测,2026年皮鞋产量将进一步降至17亿双。与此同时,国内鞋服市场消费分级、场景细分特征显著,运动品类持续抢占市场份额,对传统正装皮鞋形成明显替代。程伟雄判断,皮鞋行业不会消失,但规模会持续收缩,奥康最终能否转型,“要看下半年7到12月份的表现”。在他看来,当前盈利靠的是“节流”,但如果不开源,节流的空间会越来越小。詹军豪也指出,皮鞋行业整体产量持续下滑,本质是消费场景迭代下的需求转移,没有产品端的创新突破,单纯降本只能短期美化利润,无法扭转长期竞争力流失的局面。

G | 对于奥康国际而言,真正的考验不在于账面上的盈利数字,而在于能否跳出“商务皮鞋”的刻板印象。袁帅给出了实现这一目标的具体路径,他认为,传统皮鞋品牌翻盘的机会从来不是靠跟风跨界能拿到的,而是要沉下心来做产品,把传统工艺和现代审美、现代穿着需求结合起来,重新建立品牌和新一代消费者的连接。(记者 陶凤 实习记者 鲁芹)。

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Published on:03:19:09


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