足球概念股午后再度大涨 康力源20CM涨停 智通财经6月9日电，足球概念股反复活跃，康力源20CM午后涨停，金陵体育涨超10%，粤传媒、共创草坪此前涨 停，星辉娱乐、中体产业、流金科技、天府文旅、探路者涨超5%。消息面上，"苏超"常规赛已战罢三轮，累计吸 引超过18万名球迷现场观赛，第三轮比赛平均到场观众1.5万人，较首轮翻番，已远超中甲联赛的场均观赛人数。 以下是苏超相关概念个股及流通市值: | 三柏硕 | 9亿元 | 22% | | --- | --- | --- | | 主要产品中包括蹦床、足球门、回球器等休闲运动器材 | | | | 康力源 | 8亿元 | 45% | | 徐州本地股、公司在全民健身多功能运动场地设施中布局笼 | | | | 式足球运动场地产品 | | | | 冠名赞助 核心标的 / 流通市值/近1月最大涨幅 | | | | 江苏银行 | 2030亿元 | 14% | | 南京本地股、"苏超"总冠名 | | | | 中信特钢 | 571亿元 | 4% | | 无锡队服印赞助商名 | | | | 今世缘 | 538亿元 | 3% | | 淮安本地股、旗下白酒品牌国缘V系"苏超"官方战略合 ...

Core Insights - The sports industry in China is projected to reach 4% of GDP and a total scale of 5 trillion yuan as residents' income continues to rise [5] - The recent popularity of the "Su Super" league has led to significant stock price increases for related companies, with Jinling Sports doubling in price since the Dragon Boat Festival [1][3] - Jinling Sports reported a 26.09% year-on-year decline in Q1 revenue, amounting to 51.69 million yuan, and a net loss of 1.69 million yuan, marking the largest quarterly loss since its listing in 2017 [3] Company Performance - Jinling Sports' revenue decline is attributed to fewer events held during the reporting period, leading to reduced service income [3] - Co-Creation Turf has seen a six-day consecutive stock price increase, with a focus on artificial turf products, which are not significantly impacted by local football events [4] - Co-Creation Turf's revenue from leisure and sports turf is projected to be 2.05 billion yuan and 594.41 million yuan respectively in 2024, with domestic business accounting for 10.8% of total revenue [4] Market Trends - The sports industry is experiencing heightened attention and investment, driven by government support and the growing popularity of sports events [4][5] - The financial sector is being encouraged to enhance support for the sports industry through structural reforms and the development of diverse financial products [5] - Despite rapid growth, China's sports industry still lags behind developed countries, with a GDP contribution of only 1% in 2020, compared to 3%-4% in countries like the US, Japan, and France [5]

Group 1 - The sports industry sector experienced a short-term surge, with notable stocks such as Zhongti Industry (600158) and Yue Media (002181) hitting the daily limit up [1] - Other companies like Gongchuang Turf (605099) previously reached the limit up, while Kangliyuan (301287) and Henghui Security (300952) rose over 10% [1] - Additional companies including Xinghui Entertainment (300043), Jinling Sports (300651), Shuhua Sports (605299), Annie Co. (002235), and Lisheng Sports (002858) also saw gains [1] Group 2 - The surge in the sports sector is linked to an upcoming meeting of the Hong Kong Legislative Council's Home Affairs and Culture Sports Committee, which will discuss proposals for regulating basketball betting [1]

Market Performance - The three major stock indices collectively rose in the past week, with the Shanghai Composite Index increasing by 1.13% to close at 3385.36 points, the Shenzhen Component Index rising by 1.42% to 10183.70 points, and the ChiNext Index gaining 2.32% to 2039.44 points [2] - Approximately 75% of individual stocks experienced gains during the week, with 103 stocks rising over 15% and 13 stocks declining more than 15% [2] Top Performing Stocks - Jinling Sports (300651.SZ) led the weekly gainers with an 88.24% increase, followed by Huijin Co. (300368.SZ) with a 50.54% rise, and several other stocks exceeding 40% growth [4] - Jinling Sports has seen a significant surge due to the popularity of the Jiangsu Province's first urban football league, known as "Su Chao," which has generated considerable social media buzz [5] Company Overview - Jinling Sports specializes in sports equipment, venue facilities integration, sports health, and event services, with its main products including ball equipment and athletic gear [5] - The company achieved a new high in stock price since June 2022, with a total market capitalization of 4.1 billion yuan [5] Market Sentiment and Risks - Jinling Sports acknowledged the volatility in its stock price, attributing it to the heated market sentiment surrounding the urban football league, indicating potential irrational trading behavior [6] - Despite the stock surge, the company reported a decline in performance, with a projected decrease in revenue and net profit for 2024, and a loss in the first quarter of 2025 [6] Industry Outlook - The sports industry is expected to maintain high growth, supported by favorable policies and a youthful consumer base driving demand [7] - Analysts recommend focusing on companies with strong sports IP and event hosting capabilities for investment opportunities in 2025 [7] Underperforming Stocks - Longjin Tui (002750.SZ) experienced a significant drop of 36.28% as it entered a delisting preparation period, with its stock price falling to 0.72 yuan and a total market value of 290 million yuan [12] - The company has faced continuous losses over the years, with a reported revenue decline of 23.25% in 2024 [12]

Group 1: Su Chao and Cultural Tourism Consumption - The "Su Chao" football league has significantly boosted cultural tourism consumption in six host cities, with a total increase in consumption [1] - Over 180,000 fans attended matches, achieving attendance rates comparable to professional football leagues [1] - From June 2 to June 8, reservations for scenic spots in Jiangsu Province increased by 305% [1] - A-share football concept stocks surged, with multiple stocks hitting the limit up, including a five-day consecutive rise for Guochuang Turf and three consecutive 20% rises for Jinling Sports [1] Group 2: Changan and Dongfeng Restructuring - Changan Automobile and Dongfeng Automobile announced a pause in their restructuring plans due to the separation of Changan's indirect controlling shareholder [2][3] - The restructuring speculation had previously led to a surge in the capital market, but the current status remains unclear [3] - The automotive industry has seen a trend towards consolidation, indicating a maturation of the market [3] Group 3: National Standards for Intelligent Driving Assistance - A new mandatory national standard for intelligent connected vehicles' driving assistance systems is set to be established, with a project duration of 22 months [4][5] - The standard will cover technical requirements for motion control, driver monitoring, system safety, and testing methods [4] Group 4: Circle's IPO Performance - Circle, the issuer of the USDC stablecoin, saw its stock price surge by 168.48% on its first trading day, closing at $83.23 with a market cap exceeding $18 billion [6][7] - The company experienced a 25-fold oversubscription for its IPO, increasing the number of shares issued from 32 million to 34 million [6] - USDC's circulation has grown by 40% over the past year, significantly outpacing USDT's 10% growth [6] Group 5: Guangdong Government Investment Fund Regulations - Guangdong Province has introduced new regulations for government investment funds, stipulating that management fees must be paid from fund earnings rather than principal [8][9] - This change could lead to challenges for fund managers if the funds do not generate profits, potentially eliminating their primary income source [9] Group 6: South Korea's New President - Lee Jae-myung was inaugurated as South Korea's president, winning with 49.42% of the vote, ending a period of political uncertainty [10][11] - His administration aims to focus on developing emerging industries like AI and fostering a fair economy while navigating challenges in economic recovery and social cohesion [11] Group 7: US Steel and Aluminum Tariffs - The US has raised tariffs on steel and aluminum imports from 25% to 50%, citing national security concerns [12][13] - This move has faced criticism for potentially harming the US manufacturing sector and disrupting global supply chains [12] Group 8: Trump and Musk's Public Dispute - A public feud has erupted between former President Trump and Elon Musk, triggered by legislative changes affecting electric vehicle tax credits [13][14] - The conflict reflects deeper tensions between the two figures, impacting Tesla's stock price, which fell by 14.26% following the dispute [14]

Core Viewpoint - The "Su Super" (Jiangsu Province Urban Football League) has gained significant popularity, driving sports economy and consumer engagement, leading investors to focus on the sports concept sector [1][2] Industry Summary - The sports events industry is experiencing high demand, with various regions increasing the supply of quality sports projects and unique events, suggesting a focus on companies with strong sports event IP and hosting capabilities [1][4] - The sports tourism sector is emerging as a new growth point in the cultural tourism market, with the "Su Super" league attracting significant crowds and boosting local tourism consumption [2][4] - The sports economy is transitioning from traditional consumption models to new consumption patterns, indicating a golden development period for the sports events industry, which may become a new engine for local economic growth [3][4] Company Summary - Jinling Sports reported that the "Su Super" league has utilized some of its football competition equipment, but the impact on the company's performance is currently minimal [2][3] - Co-creation Turf has seen its stock price rise significantly, indicating market interest in the "Su Super" league, although the company cautions that the league's events will not have a major impact on its operations [3] - Sanfu Outdoor has not sponsored the "Su Super" league but offers discounts to consumers holding match tickets, reflecting the interconnectedness of sports events and retail [3]

Core Viewpoint - The A-share market experienced fluctuations with mixed performance among the three major indices, reflecting a volatile trading environment influenced by sector-specific trends and investor sentiment [1][2]. Market Performance - As of the market close, the Shanghai Composite Index rose by 0.04%, while the Shenzhen Component Index and the ChiNext Index fell by 0.19% and 0.45%, respectively. The total trading volume for the day was approximately 1.18 trillion yuan [2]. Sector Highlights - The metal, Tianjin Free Trade Zone, and communication services sectors showed notable gains, with specific stocks like Shengda Resources, Silver Industry, and Hunan Silver reaching their daily limit [4]. - The football concept stocks saw a resurgence, with Co-Creation Lawn achieving a "5 consecutive limit up" and Jinling Sports experiencing significant volatility, ultimately closing up by 8.92% after a sharp intraday drop [4][7]. Football Concept Stocks - The recent popularity of the "Su Super" (Jiangsu Province City Football League) has positively impacted the A-share football concept stocks, which have been on an upward trend, although some adjustments were noted [6][11]. - Co-Creation Lawn reported a 69.93% revenue contribution from leisure grass and 20.25% from sports grass in 2024, indicating a strong market position despite potential fluctuations due to external events [11]. Innovative Drug Sector - The innovative drug sector showed signs of recovery, with stocks like Changshan Pharmaceutical and Hai Chen Pharmaceutical hitting their daily limit, reflecting a growing interest in this area [12][13]. - Changshan Pharmaceutical's stock price increased by 15.12%, reaching a historical high, with a cumulative increase of 106.42% since May [13][16]. Company Announcements - Co-Creation Lawn confirmed that its business operations remain normal, with no significant changes in fundamentals, despite the heightened market attention [11]. - Jinling Sports acknowledged the abnormal volatility in its stock price, attributing it to market sentiment and potential irrational trading behaviors, indicating a need for caution [11]. Future Outlook - Analysts suggest that the recent surge in "Su Super" concept stocks is primarily driven by market sentiment rather than fundamental changes, highlighting the risk of a potential correction as enthusiasm wanes [11]. - The innovative drug sector is entering a technology-driven cycle, with a focus on antibody drugs and ADCs, suggesting a promising outlook for companies in this field [16].

金陵体育(300651.SZ)发布投资者关系活动记录表公告称，苏超联赛有部分场地使用了公司的足球比赛 器材，"赛事级器材+定制服务"模式，既保障了比赛的职业级竞技标准。目前来看对公司业绩影响不 大。江苏省城市足球联赛的火爆，情绪蔓延至A股市场，公司股票波动严重异常，存在市场情绪过热的 情形，可能存在非理性交易行为，交易风险较大，存在下跌的风险，注意二级市场交易风险，理性决 策，审慎投资。 ...

Group 1: Company Overview and Strategy - Jinling Sports has been actively positioning itself in the sports industry since its listing, focusing on strengthening its brand and expanding both horizontally and vertically within the sports sector [2] - The company aims to enhance its sports consumption services and create a brand matrix to improve consumer experience, 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 government aiming to make it a pillar of the national economy by 2035, increasing its GDP contribution from 1.0% in 2020 to 4% [3] - The total scale of the sports industry in China is projected to reach 5 trillion yuan, indicating substantial market potential [3] Group 3: Recent Performance and Challenges - The company experienced a decline in sales due to a lack of major events, which reduced service income significantly [5] - The upcoming 2024 events are expected to be fewer compared to the previous year, impacting revenue [5] Group 4: Future Growth Drivers - Jinling Sports is exploring growth in the 2C business model, focusing on enhancing sports consumption services and expanding its event service offerings [6] - The company plans to leverage its reputation from past large-scale events to increase its service income [6] Group 5: Market Risks - The stock market has shown volatility due to the popularity of local football leagues, leading to potential irrational trading behaviors and increased risks [6]

Market Overview - The A-share market experienced slight fluctuations with the Shanghai Composite Index down by 0.06% to 3382.11, the Shenzhen Component down by 0.18% to 10185.34, and the ChiNext Index down by 0.48% to 2038.87 [2][3] - The total market turnover reached 763.1 billion CNY, with 2223 stocks rising, 275 unchanged, and 2914 declining [3] Sector Performance - The sectors of non-ferrous metals, telecommunications, and petrochemicals saw significant gains, while the new consumption sector, including pet economy, ice and snow tourism, and medical beauty, performed poorly [4] - The Hainan Free Trade Port concept surged, with stocks like Hainan Ruize, Hainan Expressway, and Luoniushan hitting the daily limit [12][18] Key Concepts and Stocks - The storage chip concept stocks rose sharply, with major players like Daway Co. and Haoshanghao hitting the daily limit, and Guokewi increasing by over 12% [8][9] - The "East Data West Computing" initiative and related sectors such as IDC, cloud computing, and AI computing saw collective gains, with stocks like Zhongcheng Technology and Nanling Technology nearing their daily limit [10][11] Hainan Free Trade Port Developments - The State Council approved the Hainan provincial government to approve land use matters, supporting the construction of the Hainan Free Trade Port, which is expected to create strategic opportunities [18] - The Hainan Free Trade Port is approaching a critical milestone with the 2025 deadline for "closure" as outlined in the overall plan [18] Football Concept Decline - The previously hot "Sichuan Super" concept stocks cooled down, with Jinling Sports experiencing a significant drop of 12.9% [19][22] - The football concept index fell by 2.82%, indicating a broader decline in related stocks [23]