新消费概念的外延不断扩大。 昨天，新品（茶啤）、新渠道（山姆超市）带火了啤酒、休闲食品板块。今天上午，"苏超"概念大涨。 有观点认为，"苏超"的火爆并不局限于足球比赛，而是通过足球折射了江苏省13个设区市的地域特色和 地域文化，让观众在观赛时带有一定的情绪归属感，本质上是情绪消费的体现。因此"苏超"概念也属于 新消费范畴。 不过，今天上午，新消费行情回调，美容护理、宠物经济等板块下跌；港股新消费"三姐妹"泡泡玛特、 蜜雪集团、老铺黄金下跌。 算力产业链上午持续拉升 ，光模块龙头股中际旭创（300308）上涨5.14%，成交额为41.03亿元，居A股 第一；PCB龙头股胜宏科技（300476）上涨9.23%，股价创历史新高，成交额为31.61亿元，居A股第二 位。此外，博创科技、仕佳光子、太辰光等个股也大涨。 分析人士表示，近两日算力产业链连续走强。一方面，市场对AI算力资本开支放缓的担忧缓解，海外 AI龙头股持续走强；另一方面，经历前期的连续调整后，当前A股TMT板块拥挤度回落至低位。 上午收盘，上证指数上涨0.08%，深证成指上涨0.16%，创业板指上涨0.32%。 | 足球概念大涨 | 今天上午，足球概念 ...

Group 1 - The "Su Super" league has gained significant popularity, leading to a surge in related sports industry stocks in the A-share market [1][2] - The football concept index rose nearly 4% today, accumulating a nearly 10% increase over the last three trading days [2] - Individual stocks such as Jinling Sports have seen a 104% increase over the last five trading days, with a 20% limit up for three consecutive days [2][3] Group 2 - The "Su Super" league has attracted large crowds, with matches often sold out and ticket prices skyrocketing from 10 yuan to as high as 600 yuan on secondary markets [4][5] - The league's success is attributed to local city rivalries and government support, as well as a high level of competition despite being an amateur league [5][6] - The league has sparked a new wave of cultural consumption, with social media trends and memes emerging from the matches [6][8] Group 3 - The current environment in China's sports industry is favorable, with recent policies aimed at supporting high-quality development in sports infrastructure and services [9] - The success of the "Su Super" league indicates a potential shift in focus from professional leagues to a more diverse "city sports ecology" model [10] - The league is creating market opportunities in various sectors, including sports venue construction, turf and surface materials, sports consumption, and digital content [11]

Core Viewpoint - The "Su Super" event in Jiangsu has gained significant attention, showcasing local pride and community engagement through a semi-professional football tournament that allows only a limited number of professional players per team, emphasizing local representation and participation [1][3][19] Group 1: Event Overview - The "Su Super" features 516 players representing 13 cities in Jiangsu, with teams composed mainly of university students and local individuals, ensuring a strong local identity [1] - The event's popularity is attributed to its alignment with internet culture and the playful engagement of local communities, which resonates with younger audiences [2][3] Group 2: Cultural Impact - The tournament has sparked a wave of internet memes and cultural references, with cities being humorously labeled and compared, enhancing local camaraderie and competition [2][9] - The event's marketing strategy effectively utilizes humor and internet trends to engage a broader audience, making it a cultural phenomenon beyond just sports [3][12] Group 3: Economic and Market Response - The "Su Super" has positively influenced the stock market, with related stocks like Jinling Sports seeing a 20% increase shortly after the event's popularity surged, indicating strong investor interest [17][18] - The event reflects a broader trend in China's sports industry, which is currently experiencing favorable policies aimed at enhancing sports infrastructure and promoting grassroots participation [17][19] Group 4: Future Implications - The success of "Su Super" suggests a shift towards more participatory and community-driven sports events, which could redefine the landscape of sports entertainment in China [12][19] - As consumer preferences evolve towards healthier and more engaging activities, events like "Su Super" may become pivotal in promoting sports culture and community involvement [13][19]

4月25日公司发布的一季报数据显示，一季度公司共实现营业总收入0.52亿元，同比下降26.09%，实现 净利润-169.39万元，同比下降159.82%。（数据宝） 龙虎榜数据显示，该股因连续3个交易日内日收盘价格涨幅偏离值累计达30%、日换手率达30%、日收 盘价涨幅达15%上榜龙虎榜2次，买卖居前营业部中，机构净卖出2965.96万元，营业部席位合计净买入 4757.73万元。 （文章来源：证券时报网） 近日该股表现 金陵体育盘中涨停，已连收3个涨停板，截至9:40，该股报29.38元，换手率26.47%，成交量1984.42万 股，成交金额5.46亿元，涨停板封单金额为587.75万元。连续涨停期间，该股累计上涨72.82%，累计换 手率为96.61%。最新A股总市值达37.83亿元，A股流通市值22.03亿元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.06.04 | 20.00 | 47.22 | -1868.70 | | 2025.06.03 | 20.00 | 22.93 | 3442.54 ...

Group 1 - The "Su Super" phenomenon has led to a surge in A-share market, with many "Su Super concept stocks" hitting the daily limit up, and trading volume significantly increasing after the Dragon Boat Festival holiday [1] - "Su Super concept stocks" can be categorized into two types: regional stocks from Jiangsu and sports industry chain companies involved in event operations, equipment manufacturing, and venue construction [1] - Jiangsu-based sports industry chain companies have emerged as leaders in this rally, with companies like Jinling Sports and Gongchuang Turf seeing substantial stock price increases [1] Group 2 - The popularity of "Su Super" reflects regional characteristics and cultural identity, indicating a trend towards emotional consumption in the market [2] - Analysts suggest that while short-term performance may be seen in sports equipment and broadcasting-related companies, long-term prospects remain uncertain, emphasizing the importance of focusing on fundamental company performance [2] - The new consumption trend includes service consumption, emotional consumption, and technology-related consumption, with companies like Pop Mart and Laopu Gold showing significant stock price increases this year [2] Group 3 - The A-share sports sector consists of three main categories: sports service companies, sports equipment companies, and sports infrastructure construction [3] - Recent government policies aim to enhance financing for sports industry companies, which may improve their funding accessibility [3] - The integration of AI technology in sports is gaining traction, with applications in fitness equipment and home gym scenarios, presenting investment opportunities in the sports sector [3]

下笔之时，正好看到300651（金陵体育）再度冲击涨停板（两天两个20CM），而共创草坪（605099） 早早三连板恭候金陵体育到来。 苏超的成功并不偶然，它是当前中国社会经济发展到一定阶段的反映，是中国经济社会转型需求与群众 新需求的结合体，背后大有文章可做。 江苏13个地级市均为全国百强市，实力雄厚，又长期存在"散装江苏""十三太保"的地域竞争心态，赛事 组织者巧妙利用这一特点，设计出"盐水鸭vs水蜜桃""楚汉争霸2.0"等城市对抗主题，将"历史恩怨"、经 济比拼移植到足球场。 恐怕出乎组织者意料的是，"苏超"的激烈对抗和伴生的城市荣誉感催生出群众的强烈观看需求，一些地 方的二手门票甚至炒到500元，场均观众超1万人（第三轮盐城/徐州场达2.2万人），碾压同期中甲联赛 观看人数。 随着比赛进行，江苏网友纷纷造梗，如"比赛第一，友谊第十四"、而常州队连败输球被调侃"吊州→巾 州→丨州"、南通队连续赢球雄霸榜首则被球迷叫成"南哥"，与此同时，各种与之相关的搞笑视频在抖 音等各大平台喷涌而出，一些视频点击量破亿。 在江苏人民热烈参与"苏超"（江苏省城市足球联赛）的时候，购买体育板块上市公司股票的股民也露出 了久 ...

星标 ★ IPO日报 精彩文章第一时间推送 下笔之时，正好看到300651（金陵体育）再度冲击涨停板（两天两个20CM），而共创草坪 （605099）早早三连板恭候金陵体育到来。 在江苏人民热烈参与"苏超"（江苏省城市足球联赛）的时候，购买体育板块上市公司股票的股民也 露出了久违的笑颜。 来源：江苏省城市足球联赛官方 前不久，江苏省13个地级市联手，"苏超"联赛横空出世。起初，赛事定位"全民参与"，球员涵盖 职业选手、学生、个体工商户，门票初始定价仅10元。 笔者犹记得，上世纪90年代，中国足球联赛甲A一时红红火火，各地民众看球的热情高涨，然而由 于假球等各种原因，民众对中国足球联赛失去信心和热情，他们的体育热情受到一定程度的打击， 至今全国性的足球赛事都没有恢复到此前的巅峰盛况。 相反，当前一些区域性的、民间性的足球、篮球赛事开始火热起来，比如贵州省的"村超"就相当火 爆，成为了吸引外地旅游者前往的王牌。 无论贵州的"村超"也好，江苏的"苏超"也罢，它有几个明显的特征：地域文化的认同、草根情绪价 值的满足、地方政府的合理引导与支持。笔者以为，这些才是上述体育赛事能持续火爆的根本原 因。 当前国家充分认识到， ...

Market Overview - The three major A-share indices rose collectively in the morning session, with the Shanghai Composite Index up 0.43%, the Shenzhen Component Index up 0.91%, the ChiNext Index up 1.22%, and the North Star 50 Index up 1.16% [1] - The total market turnover for the half-day was 742.5 billion yuan, a decrease of 21.4 billion yuan compared to the previous day, with nearly 4,000 stocks rising [1] Sector Performance - Leading sectors included copper cable high-speed connections, solid-state batteries, consumer goods, and delisting stocks, while airport shipping and logistics sectors saw declines [2] - The consumer goods sector was notably active, with stocks such as Jinling Sports, Lehui International, and others hitting the daily limit [2] - Solid-state battery stocks also performed well, with companies like Keheng Co. and Longpan Technology reaching the daily limit [2] - AI hardware concepts rebounded, with stocks like Huamai Technology and Derun Electronics hitting the daily limit [2] - The logistics sector experienced declines, with companies like Baoshui Technology and Xinning Logistics among the biggest losers [2] Hot Stocks and Trends - The strongest sectors included new energy vehicles, e-commerce, and the Guangdong-Hong Kong-Macao Greater Bay Area, with multiple stocks hitting the daily limit [4] - In the new energy vehicle sector, nine stocks reached the daily limit, with three stocks achieving consecutive limit-ups [4] - The e-commerce sector also saw nine stocks hitting the daily limit, with two stocks achieving consecutive limit-ups [4] - The Greater Bay Area sector had eight stocks hitting the daily limit, with two stocks achieving consecutive limit-ups [4] Specific Stock Movements - Stocks with significant movements included Hainan Haiyao, Zhongheng Design, and Yongyue Technology, which achieved three consecutive limit-ups [3] - Other notable stocks with two consecutive limit-ups included Jiu Zhi Tang, Cuihua Jewelry, and Jinling Sports [3] News Impacting Specific Sectors - The drone sector is gaining attention following the UK's commitment to provide 100,000 drones to Ukraine by April 2026, significantly increasing the scale of support [5] - The football concept is also gaining traction, with the "Super League" matches attracting significant viewership and attendance [5] - Nvidia regained its position as the world's most valuable publicly traded company, with its stock rising approximately 3% on Tuesday and a cumulative increase of nearly 24% over the past month [7]

Group 1 - The football concept sector rose by 3.56%, ranking fourth among concept sectors, with 21 stocks increasing in value [1] - Notable gainers included Jinling Sports, which hit a 20% limit up, and other stocks like Gongchuang Turf, Kangliyuan, and Yue Media, which rose by 20%, 12.98%, and 6.86% respectively [1][2] - Major decliners in the sector included SAIC Motor, Hikvision, and Shanghai Port Group, which fell by 5.86%, 0.32%, and 0.17% respectively [1] Group 2 - The football concept sector attracted a net inflow of 6.6248 million yuan, with 14 stocks receiving net inflows, and 8 stocks exceeding 10 million yuan in net inflow [2] - Yue Media led the net inflow with 92.989 million yuan, followed by Mongcao Ecology, Jinling Sports, and Zhongti Industry with net inflows of 56.7281 million yuan, 34.4254 million yuan, and 28.4689 million yuan respectively [2][3] Group 3 - In terms of net inflow ratios, Gongchuang Turf, Mongcao Ecology, and Yue Media had the highest ratios at 19.83%, 17.24%, and 14.22% respectively [3] - The top stocks in the football concept sector based on net inflow included Yue Media with a 6.86% increase and a turnover rate of 9.69%, Mongcao Ecology with a 4.60% increase and a turnover rate of 5.65%, and Jinling Sports with a 20.00% increase and a turnover rate of 22.93% [3][4]

| 证券代码：300651 | 证券简称：金陵体育 公告编号：2025-040 | | --- | --- | | 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 关于公司股价异动的公告 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、公司股票交易异常波动的情况介绍 江苏金陵体育器材股份有限公司(以下简称"公司")（证券代码：300651，证 券简称：金陵体育）股票价格连续两个交易日（2025年5月30日、2025年6月3日）收 盘价格涨幅偏离值累计达到34.94%（超过30％），根据深圳证券交易所相关规定， 属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 四、风险提示 针对公司股票异常波动情况，公司董事会通过电话及现场询问等方式，对公司 控股股东、实际控制人、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，现就相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影 响的未公开重大信息。 3、公司目前经营正常，近期公司 ...