Shang Hai Zheng Quan Bao·2025-06-04 19:18Group 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]