力盛云动（上海）体育科技股份有限公司 证券代码：002858 证券简称：力盛体育 公告编号：2025-076 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 力盛云动（上海）体育科技股份有限公司（以下简称"公司"）于 2025 年 5 月 13 日召开第五届董事会第十次会议，审议通过了《关于以集中竞价交易方式 回购股份方案的议案》，公司决定使用自有资金、自筹资金及股票回购专项贷款 以集中竞价交易方式回购公司发行的 A 股社会公众股，用于员工持股计划或者 股权激励。回购资金总额不超过人民币 4,000 万元（含）且不低于人民币 2,000 万元（含），本次回购股份价格上限不超过人民币 17.00 元/股（含）。若以回购 金额上限 4,000 万元、回购价格上限 17.00 元/股测算，预计回购股份数量约为 235.29 万股，约占公司目前已发行总股本的 1.44%；若以回购金额下限人民币 2,000 万元、回购价格上限 17.00 元/股测算，预计回购股份数量约为 117.65 万股， 约占公司目前已发行总股本的 0.72%。回购股份 ...

Core Viewpoint - The company, Lisheng Sports (002858.SZ), has announced a share buyback program, repurchasing a total of 1,802,400 shares, which represents 1.0996% of its total share capital, in compliance with relevant laws and regulations [1] Summary by Categories Share Buyback Details - The share buyback was conducted through a dedicated securities account via centralized bidding [1] - The highest transaction price was 16.40 CNY per share, while the lowest was 12.30 CNY per share [1] - The total amount spent on the buyback was 23,549,926.00 CNY, excluding transaction fees [1] Compliance and Strategy - The buyback aligns with the company's established repurchase plan and adheres to applicable legal requirements [1]

Group 1 - The company Lisheng Sports (SZ 002858) announced a share buyback plan, intending to repurchase approximately 1.8 million shares, which represents 1.0996% of its total share capital, with a total transaction amount of about 23.55 million yuan [1] - The highest transaction price for the buyback was 16.4 yuan per share, while the lowest was 12.3 yuan per share [1] - As of the report, Lisheng Sports has a market capitalization of 2.5 billion yuan [1] Group 2 - For the first half of 2025, the company's revenue composition shows that sports-related activities accounted for 99.67%, while wholesale activities made up 0.33% [1]

Group 1 - The sports sector increased by 0.75% on November 3, with Zhongti Industry leading the gains [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] - Zhongti Industry's closing price was 9.37, reflecting a 0.75% increase, while Lisheng Sports closed at 14.93, up 0.74% [1] Group 2 - The sports sector experienced a net outflow of 16.24 million yuan from institutional funds and 2.55 million yuan from retail funds, while individual investors saw a net inflow of 18.79 million yuan [1] - Lisheng Sports had a net inflow of 0.82 million yuan from institutional funds, but a net outflow of 0.37 million yuan from retail funds [1] - Zhongti Industry faced a significant net outflow of 17.06 million yuan from institutional funds, with a net inflow of 19.25 million yuan from retail funds [1]

Core Viewpoint - The announcement from Lisheng Sports highlights the government's encouragement for the development of the sports industry and sports events, aiming to cultivate internationally influential sports enterprises and event IPs [2] Industry Insights - There is a significant market demand for sports events, evidenced by the high ticket demand for popular events, which enriches cultural life and boosts city branding [2] - The integration of sports with cultural tourism and commerce is emphasized, indicating a trend where sports activities can enhance overall consumer spending in the sports service sector [2] Company Strategy - The company plans to continue its strategic development in the large sports industry, aligning with national encouragement, to contribute to the goal of building a strong sports nation [2] - Efforts will be made to enhance company value and provide good investment returns for shareholders [2]

Core Viewpoint - Lisheng Sports announced its strategic investment in the Hainan International Circuit, expecting it to generate revenue by 2027, leveraging the unique advantages of the Hainan Free Trade Port [2] Group 1: Investment and Financials - The company has invested 184 million yuan of its own funds to initiate the project construction, with plans to continue financing through a refinancing process currently under review by the exchange [2] - The expected operational commencement of the Hainan Circuit is projected to fill the winter event gap and serve the Asia-Pacific region [2] Group 2: Strategic Importance - The Hainan International Circuit is positioned as a new landmark for international events, benefiting from Hainan's climate, tariff policies, and global accessibility [2] - The company emphasizes the strategic significance of this project within its broader business layout in the Hainan Free Trade Port [2]

Core Viewpoint - Lisheng Sports announced on October 31 that its event business growth logic is multidimensional with significant potential for exploration [2] Group 1: Business Growth Strategies - The company aims to enrich the number of event IPs, increase the number of event stops, and expand the number of participating teams [2] - Strengthening event operations and enhancing event influence are key strategies to drive ticket sales and monetize IP cultural products [2] - The addition of advertising sponsorships and realization of media copyright value are also critical components of the growth strategy [2] Group 2: Profitability and Margins - The trend of gross profit margins in event operations is expected to improve as the value of events continues to rise [2] - There is potential for further improvement in the current gross profit margin situation [2]

Core Insights - Lisheng Sports announced that its revenue fluctuations in event operations are related to the seasonal distribution of events, with a concentration of domestic racing events in Q2 2025 and a slight decrease in Q3 2024 compared to Q3 2023, leading to different business volumes in Q3 [2] - Despite the seasonal changes, the overall event operations continued to show growth in Q3 [2] - Venue operations experienced a decline in certain segments due to adjustments and suspensions starting from the end of Q3 2024, but the overall growth for the first three quarters of 2025 remained positive, with event operations compensating for the short-term impacts of venue adjustments [2]

Group 1 - The sports sector increased by 1.3% on October 31, with Lisheng Sports leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] - Lisheng Sports closed at 14.82, with a rise of 2.21%, and Zhongti Industry closed at 9.30, with a rise of 1.09% [1] Group 2 - The sports sector experienced a net outflow of 25.72 million yuan from institutional funds and 20.05 million yuan from retail funds, while individual investors saw a net inflow of 45.77 million yuan [1] - Lisheng Sports had a net outflow of 3.14 million yuan from institutional funds and a net inflow of 15.74 million yuan from individual investors [1] - Zhongti Industry faced a net outflow of 22.58 million yuan from institutional funds and a net inflow of 30.02 million yuan from individual investors [1]

Company Overview - Lisheng Yundong (Shanghai) Sports Technology Co., Ltd. is a leading automotive sports service provider in China, focusing on the marketization of sports events and the digital upgrade of the sports industry [2]. - The company’s main business includes sports event management, venue operation, marketing services, sports club management, and sports equipment manufacturing and sales [2]. Financial Performance - In the first three quarters of 2025, the company achieved a revenue of CNY 380 million, a year-on-year increase of 14.34% [2]. - The net profit attributable to shareholders reached CNY 22.02 million, up 56.07% year-on-year [2]. - In Q3 2025, the company reported a revenue of CNY 109 million, a slight decline of 1.07% year-on-year, while the net profit attributable to shareholders surged by 1482.24% to CNY 6.70 million [2][3]. Business Dynamics - Revenue fluctuations in Q3 2025 were attributed to the seasonal distribution of events, with fewer races compared to Q2 2025 and Q3 2024 [3]. - Venue operations experienced a decline due to adjustments and suspensions of certain venue operations since Q3 2024, but overall growth was maintained in the first three quarters of 2025 [3]. Growth Drivers - The growth of the core event business is driven by multiple factors, including increasing the number of event IPs, enhancing event participation, and boosting ticket sales through improved event influence [4]. - The gross margin of event operations is expected to improve as the value of events increases, indicating potential for further enhancement [4]. Future Prospects - The company is optimistic about the commercialization of its golf events, which are still in the early stages of operation, and anticipates significant growth in the future [5]. - The national push for a CNY 7 trillion sports industry and the encouragement of event economy integration with cultural tourism are seen as beneficial for the company’s strategic direction [6]. Strategic Initiatives - The company has invested CNY 184 million in the construction of the Hainan International Circuit, expected to contribute revenue by 2027 [7]. - Future growth will focus on expanding event categories and investing in related sectors such as sports marketing, venue management, and sports technology [8].