Core Viewpoint - Lisheng Sports has experienced a stock price increase of 37.67% year-to-date, with recent trading activity showing a slight decline of 2.05% on September 18, 2023, indicating potential volatility in the market [1] Company Overview - Lisheng Sports was established on October 16, 2002, and went public on March 24, 2017. The company operates in various sectors including sports event management, sports club operations, venue management, sports equipment manufacturing and sales, and marketing services [2] - The revenue composition of Lisheng Sports is as follows: sports event management (70.62%), venue management (24.72%), marketing services (2.24%), sports club operations (1.30%), sports equipment manufacturing and sales (0.63%), and other (0.35%) [2] Financial Performance - For the first half of 2025, Lisheng Sports reported a revenue of 272 million yuan, representing a year-on-year growth of 21.94%. The net profit attributable to shareholders was 15.32 million yuan, reflecting an increase of 11.97% compared to the previous year [2] - The company has distributed a total of 16.42 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Structure - As of June 30, 2025, Lisheng Sports had 18,400 shareholders, a decrease of 15.86% from the previous period. The average number of circulating shares per shareholder increased by 18.85% to 8,004 shares [2] - Notable new institutional shareholders include CITIC Prudential Multi-Strategy Mixed Fund (third largest shareholder with 1.98 million shares), and Golden Eagle National Emerging Mixed Fund (sixth largest with 1.17 million shares) [3]

Summary of Conference Call Records Industry Overview - The service consumption in China is significantly lower than in developed countries, currently at approximately 30% compared to 70% in the US, indicating substantial growth potential [1][2] - The new policies aim to enhance service consumption, particularly in the cultural and tourism sectors, with local governments actively improving service quality [1][2] Key Policy Insights - Five major increments in the new policy include: 1. Optimizing student holiday arrangements to explore spring and autumn breaks, benefiting tourism [1][4] 2. Encouraging IP collaborations to promote cross-industry partnerships [1][4] 3. Linking sports events with cultural tourism to boost consumer engagement [1][4] 4. Promoting AI applications in various sectors such as e-commerce and education [1][4] 5. Regulating non-academic training institutions to encourage market-oriented vocational training [1][4] Impact on Specific Sectors - **Tourism and Hospitality**: - The expansion of the visa-free entry policy is expected to significantly boost inbound tourism, particularly benefiting major cities like Beijing and Shanghai, as well as OTA platforms and hotels [3][9][12] - **Cultural and Sports Events**: - The policy encourages the introduction of international sports events and supports local sports activities, which will benefit event organizers and related industries, enhancing investor expectations [1][6] - **Education and Training**: - The new regulations for non-academic training institutions will favor companies like New Oriental and others in the vocational training sector [7][8] Financial and Economic Support - The government plans to utilize central budget investments and local special bonds to support cultural tourism and elderly care facilities, which will attract social capital investment [13] - Financial tools will be employed to increase credit availability, directly benefiting companies involved in consumer lending, such as Chongqing Department Store [13] Additional Considerations - The adjustment of student holiday schedules is anticipated to increase tourism frequency while alleviating congestion during peak seasons [11][12] - The integration of AI in service sectors is expected to enhance operational efficiency and reduce costs, indicating a significant trend in future consumption development [10]

证券之星消息，9月17日体育板块较上一交易日上涨0.02%，中体产业领涨。当日上证指数报收于 3876.34，上涨0.37%。深证成指报收于13215.46，上涨1.16%。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) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 600158 | 中体产业 | 9.56 | 0.95% | | 64.94万 | | 6.26 Z | | 002858 | 力盛体育 | 16.08 | -3.42% | | 18.25万 | | 2.9867 | 从资金流向上来看，当日体育板块主力资金净流出507.35万元，游资资金净流入2132.42万元，散户资金 净流出1625.08万元。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 散户净占比 | | | | | | --- | --- | --- | --- | --- | | 600158 中体产业 2685.80万 4.29% | 1726.5 ...

Core Viewpoint - Lisheng Sports has experienced a stock price increase of 42.48% year-to-date, with recent trading activity showing a slight decline in share price and net outflow of funds [1][2]. Company Overview - Lisheng Sports, established on October 16, 2002, and listed on March 24, 2017, is based in Shanghai and operates in sports event management, club operations, venue management, equipment manufacturing, and marketing services [2]. - The company's revenue composition includes 70.62% from sports event management, 24.72% from venue management, 2.24% from marketing services, 1.30% from club operations, 0.63% from equipment manufacturing, and 0.14% from digital sports [2]. Financial Performance - For the first half of 2025, Lisheng Sports reported revenue of 272 million yuan, reflecting a year-on-year growth of 21.94%, and a net profit attributable to shareholders of 15.32 million yuan, up 11.97% [2]. - The company has cumulatively distributed 16.42 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Shareholder Information - As of June 30, 2025, Lisheng Sports had 18,400 shareholders, a decrease of 15.86% from the previous period, with an average of 8,004 circulating shares per shareholder, an increase of 18.85% [2]. - Notable new institutional shareholders include CITIC Prudential Multi-Strategy Mixed Fund, holding 1.98 million shares, and Golden Eagle National Emerging Mixed Fund, holding 1.17 million shares [3].

证券之星消息，9月16日体育板块较上一交易日上涨0.53%，力盛体育领涨。当日上证指数报收于 3861.87，上涨0.04%。深证成指报收于13063.97，上涨0.45%。体育板块个股涨跌见下表： | 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 散户净占比 | | | | | | --- | --- | --- | --- | --- | | 002858 力盛体育 2854.09万 7.55% | -463.78万 | -1.23% | -2390.31万 | -6.32% | | -7.78% 600158 中体产业 -2488.28万 | 379.87万 | 1.19% | 2108.41万 | 6.59% | | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量 (手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002858 | 力盛体育 | 16.65 | 3.80% | 23.12万 | | 3.78亿 | | 600158 | 中体产业 | 9.47 | -0.32% | 33.88万 ...

Core Viewpoint - Lisheng Sports has shown significant stock performance with a year-to-date increase of 43.97% and a recent trading volume indicating strong investor interest [1][2] Company Overview - Lisheng Sports, established on October 16, 2002, and listed on March 24, 2017, operates in various sectors including sports event management, sports club operations, venue management, sports equipment manufacturing and sales, and marketing services [2] - The revenue composition of Lisheng Sports is as follows: sports event management 70.62%, venue management 24.72%, marketing services 2.24%, sports club operations 1.30%, sports equipment manufacturing and sales 0.63%, and others 0.35% [2] Financial Performance - For the first half of 2025, Lisheng Sports reported a revenue of 272 million yuan, representing a year-on-year growth of 21.94%, and a net profit attributable to shareholders of 15.32 million yuan, up 11.97% year-on-year [2] - The company has distributed a total of 16.42 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Information - As of June 30, 2025, Lisheng Sports had 18,400 shareholders, a decrease of 15.86% from the previous period, with an average of 8,004 circulating shares per shareholder, an increase of 18.85% [2] - Notable new institutional shareholders include CITIC Prudential Multi-Strategy Mixed Fund, holding 1.98 million shares, and Golden Eagle National Emerging Mixed Fund, holding 1.17 million shares [3]

Group 1 - The sports sector increased by 1.52% on September 15, with Lisheng Sports leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] - Lisheng Sports (code: 002858) closed at 16.04, with a rise of 4.22%, and Zhongti Industry (code: 600158) closed at 9.50, with an increase of 0.85% [1] Group 2 - The net inflow of main funds in the sports sector was 24.27 million yuan, while retail investors experienced a net outflow of 29.09 million yuan [1] - Main fund inflow for Zhongti Industry was 14.90 million yuan, with a net retail outflow of 11.24 million yuan [1] - Main fund inflow for Lisheng Sports was 9.37 million yuan, with a net retail outflow of 17.85 million yuan [1]

Group 1 - The sports sector experienced a decline of 1.22% on September 12, with Lisheng Sports leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Group 2 - On that day, the sports sector saw a net outflow of main funds amounting to 48.24 million yuan, while retail investors had a net inflow of 53.56 million yuan [2] - Lisheng Sports had a main fund net outflow of 15.07 million yuan, accounting for -7.49% of its main fund [2] - Zhongti Industry experienced a main fund net outflow of 33.17 million yuan, representing -7.91% of its main fund [2]

Core Insights - The Chinese government has released a policy aimed at significantly boosting the sports industry, targeting a total scale exceeding 7 trillion yuan by 2030, with a focus on developing influential sports enterprises and events [4][6] - The policy emphasizes enhancing both supply and demand sides of the sports sector, including promoting sports events, reducing financing costs, and encouraging public participation in sports consumption [4][6] Industry Overview - The sports industry is projected to exceed 7 trillion yuan by 2030, with initiatives covering sports events, outdoor activities, winter sports, sports goods upgrades, and financial support [4][6] - The sports index reached a new high of 1940.50 points, marking a nearly 39% increase year-to-date, reflecting positive market sentiment following the policy announcement [6] Company Responses - Sanfu Outdoor reported a 15.10% increase in revenue and a 105.75% rise in net profit year-on-year, attributing growth to the favorable policy environment stimulating product sales [7] - Jinling Sports experienced a 13.60% decline in revenue but a 29.44% increase in net profit, indicating a shift in focus towards sports consumption and venue construction [8][11] - Companies like Qianfang Technology are integrating AI into sports and tourism, enhancing their business ecosystem and expanding application scenarios in major events [9][10] Market Trends - The sports consumption landscape is evolving, with companies actively pursuing smart venue upgrades and automated production lines to align with policy directions [10][11] - The rise of event-driven economic activities, such as local sports events, is significantly boosting related sectors like tourism and hospitality, creating a comprehensive consumption ecosystem [11]

证券代码：002858 证券简称：力盛体育 公告编号：2025-071 力盛云动（上海）体育科技股份有限公司 关于参加 2025 年上海辖区上市公司集体接待日暨中报业绩 说明会的公告 （问题征集专题页面二维码） 特此公告！ 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，力盛云动（上海）体育科技股份有限公 司（以下简称"公司"）将参加由中国证券监督管理委员会上海监管局指导、上 海上市公司协会及深圳市全景网络有限公司联合举办的"2025 年上海辖区上市 公司集体接待日暨中报业绩说明会活动"，现将有关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参与 本次互动交流。 活动直播时间为 2025 年 9 月 19 日（周五） 15:00-17:00。届时公司董事长 夏青先生，董事、总经理夏南先生，董事、副总经理兼董事会秘书马笑先生，董 事、财务总监陈平先生，独立董事顾鸣杰先生（具体以当天实际参会人员为准） 将在 ...