Healthcare (603313) Guan Cha Zhe Wang·2025-06-12 14:36Core Viewpoint - The recent surge in interest surrounding the "Su Super" league has led to increased attention on the company Dream Lily (603313), which is involved in sponsorship activities related to local football teams in Nantong, Jiangsu province [1][4]. Group 1: Company Sponsorship and Market Reaction - Dream Lily is the front jersey sponsor for the Nantong Zhiyun Football Club and is engaged in various collaborations, including stadium advertising and co-branded product development [1][2]. - Following the company's announcement regarding its sponsorship, Dream Lily's stock price rose significantly, reaching a peak of 9.2 yuan per share, the highest in nearly a year, before experiencing a slight pullback [1][8]. - The stock price of Dream Lily had previously not exceeded 8.7 yuan per share despite positive quarterly performance and share buybacks [2][8]. Group 2: Industry Context and Economic Impact - The "Su Super" league has gained popularity since its launch in May, with predictions indicating it could generate over 300 million yuan in economic benefits over the season, averaging an increase of over 2 million yuan per city [2][3]. - The Nantong team currently leads the league with three wins, which has contributed to the rising interest and discussions surrounding the team and its sponsors [3][8]. Group 3: Financial Performance and Challenges - Dream Lily reported a total revenue of 8.449 billion yuan for 2024, a year-on-year increase of 5.94%, but faced a net loss of 151 million yuan, a significant decline of 242.04% [8]. - The company experienced a positive turnaround in the first quarter of the current year, with revenue of 2.043 billion yuan, up 12.31%, and a net profit of 58.72 million yuan, marking a 196.22% increase [8]. - Despite the recent stock price increase, Dream Lily's stock has decreased by 75% from its peak of 36.82 yuan per share in 2021 [8].