证券之星消息，7月31日体育板块较上一交易日下跌0.51%，中体产业领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。体育板块个股涨跌见下表： 从资金流向上来看，当日体育板块主力资金净流出3727.95万元，游资资金净流出408.17万元，散户资金 净流入4136.12万元。体育板块个股资金流向见下表： | 代码 | | | 名称 主力净流入（元） 主力净占比 游资净流入（元） 游资净占比 散户净流）（元） 散户净占比 | | | | | --- | --- | --- | --- | --- | --- | --- | | 600136 ST明诚 | 48.40万 | 2.69% | -205.04万 | -11.41% | 156.64万 | 8.72% | | 002858 力盛体育 > | -234.00万 | -1.91% | -562.49万 | -4.59% | 796.49万 | 6.50% | | 600158 中体产业 | -3542.35万 | -10.67% | 359.36万 | 1.08% | 3182.99万 | 9.59% ...

证券之星消息，7月30日体育板块较上一交易日下跌0.37%，力盛体育领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。体育板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600136 | ST明诚 | 1.95 | 0.00% | 7.85万 | | 1529.78万 | | 600158 | 中体产业 | 9.27 | -0.32% | 56.07万 | | 5.20亿 | | 002858 | 力盛体育 | 13.83 | -1.28% | 8.56万 | | 1.18亿 | | 代码 | | | 名称 主力净流入（元） 主力净占比 游资净流入（元） 游资净占比 散户净流入（元） 散户净占比 | | | | | --- | --- | --- | --- | --- | --- | --- | | 600136 ST明诚 | 16.67万 | 1.09% | -38.87万 | -2.54% | 2 ...

Group 1 - The sports sector increased by 2.41% on July 29, with Zhongti Industry leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] - Zhongti Industry's stock price rose by 4.26% to 9.30, with a trading volume of 750,200 shares and a transaction value of 686 million yuan [1] Group 2 - The net inflow of main funds in the sports sector was 35.42 million yuan, while retail funds experienced a net outflow of 7.67 million yuan [1] - Zhongti Industry saw a net inflow of 42.96 million yuan, but retail funds had a net outflow of 10.03 million yuan [1] - ST Mingcheng and Lisheng Sports experienced varying degrees of fund outflows, with ST Mingcheng seeing a net outflow of 1.45 million yuan from retail investors [1]

Group 1 - The horse racing concept sector declined by 2.40%, ranking among the top declines in concept sectors, with *ST Zhengping hitting the limit down, and companies like Luoniushan, Hainan Rubber, and Zhujiang Piano also experiencing significant declines [1] - Among the horse racing concept stocks, only two saw price increases, with Zhongmu Co. rising by 0.25% and Xinhua Dou by 0.15% [1] - The horse racing concept sector experienced a net outflow of 138 million yuan from main funds today, with Luoniushan leading the outflow at 94.32 million yuan [2] Group 2 - The top gainers in concept sectors included Sora concept (2.98%), lithography machines (2.79%), and multimodal AI (2.30%), while the Hainan Free Trade Zone and horse racing concept were among the largest decliners [2] - The main fund outflow rankings for the horse racing concept included Luoniushan (-5.54%), *ST Zhengping (-4.88%), and Hainan Rubber (-5.45%) [2] - The trading turnover rate for Luoniushan was 10.64%, while *ST Zhengping had a turnover rate of 4.64% [2]

Group 1 - The horse racing concept sector increased by 4.67%, ranking second in terms of sector gains, with seven stocks rising, including Hainan Rubber and Roniu Mountain reaching the daily limit [1] - The top gainers in the horse racing concept include *ST Zhengping, Zhongti Industry, and Xinhua Dou, with increases of 4.79%, 3.27%, and 2.45% respectively [1] - The Hainan Free Trade Zone concept led the day's gains with an increase of 9.11%, while the horse racing concept followed closely [2] Group 2 - The horse racing concept sector saw a net inflow of 268 million yuan from main funds, with Roniu Mountain receiving the highest net inflow of 151 million yuan [2] - The net inflow ratios for Roniu Mountain, Zhongti Industry, and Hainan Rubber were 19.48%, 13.83%, and 8.94% respectively, indicating strong investor interest [3] - The trading volume for Roniu Mountain was 150.6 million yuan, with a turnover rate of 9.84%, reflecting active trading in this stock [3]

Group 1 - The A-share horse racing concept is experiencing a strong fluctuation, with notable increases in stock prices [1] - Luoniushan has risen nearly 6%, while Hainan Rubber has increased by over 4% [1] - Other companies such as Zhongti Industry, Zhujiang Piano, and Xinhua Dou are also seeing gains [1]

Core Insights - The 2025 China Outdoor Sports Industry Conference will be held in Dali, Yunnan, in mid-October, marking a new phase in the preparation process [1][2] - The conference aims to enhance brand influence, promote high-quality development of the sports industry, and integrate sports into the national economic development framework [2][4] Group 1: Conference Highlights - The conference will focus on three main themes: "Launch Economy," "Technology Outdoors," and "Cross-Industry Integration," with activities including a "launch debut" event to showcase new products and consumption forms [2][4] - The opening ceremony will feature an outdoor setting that combines ethnic cultural elements with cutting-edge technology, presenting the latest developments in the outdoor sports industry [4][5] Group 2: Regional Development and Support - Yunnan Province will leverage its outdoor resources to create a development hub in the "Great Shangri-La" area and promote outdoor sports as a bridge for openness along the Belt and Road Initiative [3] - Dali, recognized as a year-round outdoor sports city, is enhancing its infrastructure and service capabilities to ensure a successful conference and promote high-quality outdoor sports tourism [3][5] Group 3: Event Structure and Activities - The conference will include five innovative activity segments aimed at exploring new paths for the integration of outdoor sports with finance, media, and national trends [4][5] - Major events will feature four national-level competitions, including the Dali Ring Erhai Lake Cycling Race and the Dali Hiking Event, expected to attract nearly 10,000 participants [5]

Group 1 - The company forecasts a net loss of between 29 million and 22 million yuan, representing a year-on-year decrease of 197% to 228% compared to the same period last year [1][2] - The projected loss before tax is between 32 million and 25 million yuan, also reflecting a significant year-on-year decrease compared to the previous year [1][2] - The previous year's net profit attributable to the parent company was 22.72 million yuan, with a net profit excluding non-recurring gains and losses of 23.22 million yuan [1] Group 2 - The primary reason for the anticipated loss is the cyclical nature of the company's business, with most core business deliveries concentrated in the second half of the year [2] - The company achieved profitability in the first half of 2024 due to revenue recognition from certain real estate projects, although losses have narrowed significantly compared to the same periods in 2022 and 2023 [2] - The forecast data is preliminary and subject to final confirmation in the company's official disclosures [2]

[Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company expects a loss for H1 2025, with net profit attributable to shareholders projected between -RMB 29 million and -RMB 22 million, and net profit after deducting non-recurring items between -RMB 32 million and -RMB 25 million Current Period Performance Forecast Summary | Indicator | Forecast Range (RMB) | YoY Change | | :--- | :--- | :--- | | **Net Profit Attributable to Parent** | -29 million to -22 million | ↓ 197% to 228% | | **Net Profit Attributable to Parent (Excl. Non-recurring Items)** | -32 million to -25 million | ↓ 208% to 238% | - The performance forecast data is unaudited by a certified public accountant[4](index=4&type=chunk) [Performance Review for the Same Period Last Year](index=1&type=section&id=II.%20Performance%20Review%20for%20the%20Same%20Period%20Last%20Year) As a benchmark, the company achieved profitability in H1 2024, with net profit attributable to shareholders of RMB 22.7154 million and basic earnings per share of RMB 0.0237 H1 2024 Performance Summary | Indicator | H1 2024 Amount (RMB) | | :--- | :--- | | **Net Profit Attributable to Parent** | 22.7154 million | | **Net Profit Attributable to Parent (Excl. Non-recurring Items)** | 23.2235 million | | **Earnings Per Share** | 0.0237 | [Analysis of Main Reasons for Current Period Pre-Loss](index=2&type=section&id=III.%20Analysis%20of%20Main%20Reasons%20for%20Current%20Period%20Pre-Loss) The core reason for the current period's pre-loss is the cyclical nature of the company's business, with most core business deliveries and revenue recognition concentrated in the second half of the year - The pre-loss is primarily attributed to the cyclical nature of business, with core revenue recognition concentrated in the second half of the year[7](index=7&type=chunk) - Compared to the same periods in 2022 and 2023, the magnitude of the current period's loss has significantly narrowed; H1 2024's profitability was an exception due to revenue recognition from certain real estate project deliveries[7](index=7&type=chunk) [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) Company management believes there are no significant uncertainties currently affecting the accuracy of this performance forecast - The company confirms no significant uncertainties exist that would impact the accuracy of this performance forecast[8](index=8&type=chunk) [Other Explanatory Matters](index=2&type=section&id=V.%20Other%20Explanatory%20Matters) The company emphasizes that the financial data disclosed is preliminary, and the final accurate data will be based on the officially released 2025 semi-annual report, advising investors to be aware of investment risks - The forecast data is preliminary, with final financial data subject to the company's officially disclosed 2025 semi-annual report[9](index=9&type=chunk)

Core Insights - The sports service industry is a crucial part of the sports sector, providing non-material products related to sports through specialized and market-oriented methods [1][3][4] - In 2023, China's sports industry reached a total scale of 3.67 trillion yuan, with the sports service sector accounting for 2.11 trillion yuan, or 57.30% of the total [1][4][7] - The sports service industry is expected to grow significantly, with projections of 2.61 trillion yuan in 2024 (67.02% of the total) and 2.78 trillion yuan in 2025 (68% of the total) [1][7][25] Industry Definition and Business Categories - The sports service industry encompasses a wide range of activities, including fitness and leisure, competition performances, venue services, and intermediary training [3][4] - It aims to meet diverse needs such as health, entertainment, competition, and education [3][4] Current Development Status - The sports service industry has seen rapid growth, with a reported revenue increase of 24.1% year-on-year in the first three quarters of 2024 [7] - The industry is becoming increasingly important within the broader sports sector, reflecting rising consumer spending power [4][7] Industry Chain Structure - The industry chain includes upstream suppliers of sports equipment and venue construction, midstream service providers, and downstream consumers such as event attendees and fitness enthusiasts [9][11] Competitive Landscape - The sports service industry features a diverse competitive landscape with numerous players, including state-owned, private, and foreign enterprises [18] - Key companies include Lisheng Sports, Zhongti Industry, Feifan Lingyue, and Amer Sports, which hold significant market positions [18][20] Development Environment and Policies - National policies promoting sports and fitness have significantly boosted the growth of the sports service industry [15][17] - Recent policies focus on enhancing consumer engagement and supporting high-quality sports events and activities [15][17] Future Development Path - The sports service industry is expected to contribute to high-quality economic development and improved living standards, while also adapting to new market demands and technological advancements [25] - The integration of emerging technologies like AI and virtual reality is anticipated to transform the industry, offering personalized sports products and services [25]