Core Strategy - The "10 yuan low-price ticket" strategy has activated participation across Jiangsu, generating over 300 million yuan in economic benefits, making it a remarkable case in sports economics [1] - Official ticket prices are set at 5-10 yuan, significantly lower than the Chinese Super League, attracting over 180,000 attendees, with a record single-match attendance of 30,800 in Xuzhou [2] - Scalpers are selling tickets for up to 600 yuan, indicating a market demand that is 60 times the original price [2] Cultural and Economic Impact - The event has stimulated related consumption in dining, accommodation, and tourism, with notable increases such as an 80% rise in Yangzhou fried rice sales and nearly 10% growth in tourism orders during the Dragon Boat Festival [3] - Various regions have implemented "watching matches + cultural tourism" packages, creating a consumption loop [3] - Local cultural narratives have been leveraged to enhance engagement, with competitive themes like "Taihu Battle" and "Chuhan Showdown" fostering a sense of community pride [4][5] Capital and Industry Resonance - Stocks related to the "Su Super" concept have seen explosive growth, with companies like Jinling Sports and Jiangsu Bank reaching historical highs [8] - The number of sponsors has surged from 6 to 19-20, with major brands like Yili and KFC joining, and sponsorship fees reaching 3 million yuan per seat [8][9] Sustainability Challenges and Insights - There is a tension between grassroots attributes and commercialization, with 65% of players being non-professionals, while government investment per team can reach 3 million yuan [11] - The model relies on the economic strength of Jiangsu's 13 cities, which are all in the top 100 for GDP, creating a collaborative economic environment [12] - The success of this model hinges on balancing commercialization with grassroots participation, improving competitive levels, and the feasibility of replicating this model in other regions [13]

Market Overview - As of June 12, the Shanghai Composite Index closed at 3402.66 points, with a slight increase of 0.34 points, representing a change of 0.01% [1] - The Shenzhen Component Index closed at 10234.33 points, down by 11.69 points, a decrease of 0.11% [1] - The ChiNext Index closed at 2067.15 points, up by 5.29 points, reflecting an increase of 0.26% [1] Trading Activity - A total of 128 A-shares had a turnover rate exceeding 20% on the same day, indicating significant trading activity [1] - Notably, C Haiyang and Zhongke Magnetic had turnover rates exceeding 50%, suggesting a high level of liquidity and interest in these stocks [1] Top Performing Stocks - C Haiyang (603382) had a closing price of 55.97 yuan with a turnover rate of 85.43% and a remarkable increase of 386.70% [1] - Zhongke Magnetic (301141) closed at 68.13 yuan, with a turnover rate of 67.96% and a gain of 3.20% [1] - Yingsite (301622) closed at 97.32 yuan, achieving a turnover rate of 60.53% and a rise of 20.00% [1] - Jiangnan New Materials (603124) closed at 48.20 yuan, with a turnover rate of 57.58% and an increase of 4.83% [1] - Xiongdi Technology (300546) closed at 34.41 yuan, with a turnover rate of 56.64% and a gain of 7.20% [1] Additional Notable Stocks - Kangliyuan (301287) closed at 50.52 yuan, with a turnover rate of 48.58% and a slight decrease of 0.26% [1] - Qingmu Technology (301110) closed at 72.42 yuan, achieving a turnover rate of 46.33% and a rise of 20.00% [1] - Baixinglong (833075) closed at 46.99 yuan, with a turnover rate of 44.54% and an increase of 29.99% [1] - Hengbao Co., Ltd. (002104) closed at 11.82 yuan, with a turnover rate of 44.51% and a gain of 2.34% [1] - Guokang Biochemical (300804) closed at 61.10 yuan, with a turnover rate of 42.76% and a slight increase of 1.08% [1]

Group 1: Company Overview and Strategy - Since its listing, Jinling Sports has actively positioned itself in the sports industry, focusing on brand-driven expansion and maintaining stable original business while gradually realizing the value of new business segments [2][3] - The company aims to enhance the sports consumption experience and quality by developing a sports consumption brand matrix, targeting the establishment of a century-old national sports brand [2][3] Group 2: Industry Outlook - The Chinese sports industry is expected to grow significantly, with the market size projected to reach 5 trillion yuan, and the industry's contribution to GDP anticipated to rise to 4% by 2035 [3][4] - In 2020, the sports industry accounted for only 1.0% of GDP in China, which is considerably lower than the 3%-4% seen in developed countries [3] Group 3: Recent Performance and Challenges - The company experienced a decline in sales due to a sluggish market economy and fewer events held during the reporting period, impacting service revenue significantly [5] - Major events like the Hangzhou Asian Games and Chengdu Universiade in 2023 utilized high-end equipment, but the number of events in 2024 is expected to decrease compared to the previous year [5] Group 4: Future Growth Drivers - Jinling Sports is exploring growth points in the 2C business sector, focusing on enhancing sports consumption services and experiences [6] - The company plans to leverage its reputation and experience from past large-scale events to expand domestic and international event service projects, thereby increasing service revenue [6] Group 5: Market Risks - The impact of the Scottish Premier League on the company's performance is currently minimal, but there are concerns about market volatility and irrational trading behavior in the A-share market [6]

Group 1 - The "Su Super" phenomenon has significantly boosted football-related stocks, with companies like Gongchuang Turf achieving a 7-day consecutive limit-up and Jinling Sports seeing a stock price increase of 156% from May 29 to June 9 [1][3] - The Suzhou Artificial Intelligence Industry Association is seeking innovative products and solutions to enhance the performance of the Suzhou football team, aiming for success in the 2025 Jiangsu Province City Football League [7] - The "Su Super" event has gained immense popularity, comparable to other regional events, leading to discussions about similar leagues in other provinces like "Lu Super" and "Yu Super" [7] Group 2 - Gongchuang Turf has issued multiple risk warnings following its stock price surge, stating that the domestic football events will not significantly impact its business operations or performance [8][11] - As of June 9, Gongchuang Turf's stock price had increased by 73.79% over six consecutive trading days, with a turnover rate of 12.73%, indicating a significant deviation from the Shanghai Composite Index [11] - The company emphasizes that its main revenue source remains leisure turf, which constitutes 69.93% of its income, while sports turf accounts for 20.25%, indicating that the recent football events do not alter its core business focus [11]

Group 1 - The core focus of the article is on the recent surge in the A-share market, particularly in the sports sector, with specific mention of stocks like Gongchuang Turf and Jinling Sports experiencing significant price increases [1][5][6] - Gongchuang Turf (605099) achieved its seventh consecutive limit-up, while Jinling Sports (300651) opened high but faced volatility, reflecting the overall market sentiment [1][4] - Other football-related stocks, such as Yue Media and Shuhua Sports, also saw substantial gains, indicating a broader trend in the sports sector [1][4] Group 2 - The sports sector, especially related to the Suzhou Super League, has become a hot topic, gaining popularity after recent events in the national football scene [5][6] - The A-share market has seen a strong performance in football concept stocks, driven by both institutional and retail investors, leading to a shared enthusiasm for trading [6][7] - Notable trading activities were recorded, with significant purchases from various securities firms, indicating strong interest from top investors in stocks like Gongchuang Turf and Jinling Sports [6][7]

Core Viewpoint - The "Su Chao" concept stocks are experiencing significant price increases despite warnings about their actual connection to the event, with companies like Jinling Sports seeing a 156.25% rise in stock price over a short period, while the actual impact on their business remains minimal [2][3]. Group 1: Stock Performance - Jinling Sports' stock price surged by 156.25% from May 29 to June 9, marking a notable increase among "Su Chao" concept stocks [2][3]. - Other companies like Gongchuang Turf, a leading manufacturer of artificial turf, also experienced stock price increases, with Gongchuang achieving six consecutive trading gains [3][4]. - Kangliyuan, focused on fitness equipment, saw its stock price rise by over 40% during the same period [3]. Group 2: Actual Business Impact - The actual influence of the "Su Chao" event on sports stocks is minimal, as confirmed by representatives from Jiangsu Sports Industry Group, stating that Jinling Sports is merely a supplier of event equipment with limited business scale [3][4]. - Jinling Sports acknowledged that while they provided equipment for some matches, the overall impact on their performance is not significant [3]. Group 3: Economic Stimulus - The "Su Chao" event has primarily stimulated local tourism and dining sectors rather than the sports industry itself, with various cities leveraging the event for promotional activities [2][6]. - During the Dragon Boat Festival, cities like Changzhou offered free admission to attractions for visitors from other cities, resulting in a significant influx of tourists [6]. - The combination of sports events with local tourism initiatives has led to a notable increase in consumption in related sectors, such as dining and accommodation [6][7]. Group 4: Consumer Behavior - Data from Meituan indicates a substantial increase in food-related searches and orders during the event, with specific dishes seeing significant spikes in popularity [7]. - The overall tourism consumption in the six host cities during the Dragon Boat Festival increased by 12.94% year-on-year, with Changzhou and Xuzhou showing particularly strong growth [7]. Group 5: Marketing and Promotion - Local governments are actively promoting the "Su Chao" event through creative marketing strategies, including social media interactions that enhance city recognition and attract attention [8].

截至6月9日收盘， 金陵体育 股价已飙升至36.90元/股。短 短七个交易日内，该股累计涨幅高达156.25%。 作者：蔡越坤 封图：图虫创意 受江苏省城市足球超级联赛（"苏超"）空前火爆氛围的强力驱动，相关概念股在A股市场掀起追捧 热潮。其中，主营体育器材的金陵体育（300651.SZ）成为绝对龙头，其股价与可转债价格在短期 内呈现惊人涨幅。 自5月28日以14.40元/股的价格开盘，金陵体育的股价便开启暴涨模式。截至6月9日收盘，其股价 已飙升至36.90元/股。短短七个交易日内，该股累计涨幅高达156.25%。 与此同时，金陵体育旗下的可转债"金陵转债"也表现不俗。其价格从5月28日的收盘价123.04元/ 张，一路上涨至6月9日的收盘价186.93元/张，涨幅为51.92%。仅6月9日单日，其涨幅便达到交易 所规定的20%上限。 可转债交易异常波动 6月9日下午，金陵体育发布《关于可转债交易异常波动的公告》。公告指出，金陵转债于2025年6 月5日至6月9日连续三个交易日收盘价格涨幅偏离值累计达到39.14%（超过30%），根据《深圳证 券交易所可转换公司债券交易实施细则》相关规定，属于可转债交易异常 ...

Core Viewpoint - The surge in the stock price of Jinling Sports is driven by the popularity of the Jiangsu Province Urban Football Super League, leading to significant trading activity in related concept stocks [1][4]. Group 1: Stock Performance - Jinling Sports' stock price increased from 14.40 yuan per share on May 28 to 36.90 yuan per share by June 9, marking a total increase of 156.25% over seven trading days [1]. - The convertible bond "Jinling Convertible Bond" also saw a price rise from 123.04 yuan per bond on May 28 to 186.93 yuan per bond on June 9, representing a 51.92% increase [1]. - On June 9, the bond's price increased by the maximum allowed limit of 20% in a single trading day [2]. Group 2: Trading Anomalies - Jinling Sports announced that the "Jinling Convertible Bond" experienced a cumulative price deviation of 39.14% over three consecutive trading days, which is classified as an abnormal trading fluctuation [2]. - The company indicated that there were no significant undisclosed information affecting the bond's trading price, but acknowledged the potential for irrational trading behavior due to market sentiment [3]. Group 3: Financial Performance - Despite the excitement surrounding the "Super League," the actual contribution to Jinling Sports' financial performance is expected to be limited [4]. - The company's Q1 report showed a revenue of 51.69 million yuan, a year-on-year decline of 26.09%, and a net loss of 1.69 million yuan compared to a profit of 2.83 million yuan in the same period last year [4]. - For the year 2024, Jinling Sports reported a revenue of 373 million yuan, down 27.30%, and a net profit of 26.76 million yuan, down 60.42% year-on-year [5]. Group 4: Revenue Structure - In 2024, the top three revenue sources for Jinling Sports were ball equipment (43.41%), venue facilities (16.37%), and athletics equipment (8.35%) [5]. - The decline in performance was attributed to a decrease in sales volume due to fewer events held during the reporting period, impacting service revenue significantly [6].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ A股今日强势上扬，沪指盘中突破3400点，创业板指涨超1%；港股亦走强，恒生指数涨超1%重返24000 点上方，恒生科技指数大涨近3%，自4月低点涨幅超过20%，迈入技术性牛市。 行业方面，当地时间2025年5月30日至6月3日，2025年美国临床肿瘤学会（ASCO）年会在美国芝加哥 举行。随着美国临床肿瘤学会（ASCO）年会的召开和落幕，以及今年国内药企屡屡斩获大额全球授权 交易，二级市场反响热烈。 光大证券指出，本次年会见证了中国药企在新药研发方面的活跃度和竞争力，其间多项成果和数据惊艳 亮相，持续看好国产创新药的发展前景，特别是在临床进展和国际化布局方面有优势的企业。此外，5 月7日以来，我国已推出一揽子金融政策支持稳市场稳预期，其中货币政策和财政政策的支持力度均较 大。考虑到降息降准政策，业绩稳健增长、具备高股息特征的龙头药企具备较强的投资吸引力。 稀土板块活跃 具体来看，三大股指盘中震荡走高，沪指一度收复3400点，创业板指、北证50指数涨超1%。截至收 盘，沪指涨0.43%报3399.77点，深证成指涨0.65%报10250 ...

| 证券代码：300651 | 证券简称：金陵体育 公告编号：2025-042 | | --- | --- | | 债券代码：123093 | 债券简称：金陵转债 | 江苏金陵体育器材股份有限公司 三、公司关注并核实相关情况 针对公司"金陵转债"交易异常波动情况，公司董事会通过电话、现场等问询 方式，对公司控股股东、实际控制人及持股 5%以上的股东、公司全体董事、监事及 高级管理人员就相关问题进行了核实，现将相关情况说明如下： 关于可转债交易异常波动的公告 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。 一、可转债发行情况 经中国证券监督管理委员会证监许可[2020]3555号文《关于同意江苏金陵体育 器材股份有限公司向不特定对象发行可转换公司债券注册的批复》核准，公司于 2021年2月18日公开上市25,000.00万元可转换公司债券，每张面值100元人民币，共 250.00万张。 根据《深圳证券交易所创业板股票上市规则》等相关规定和《江苏金陵体育器 材股份有限公司创业板向不特定对象发行可转换公司债券募集说明书》的有关约 定，公司本次发行的可转换公司债券转股 ...