“7万亿”将撬动什么？——业内关注体育产业“新部署”

Core Viewpoint - The recent issuance of the "Opinions" by the State Council aims to significantly boost the sports industry, targeting a total scale exceeding 7 trillion yuan by 2030, thereby playing a crucial role in the new development pattern of the economy [1][2]. Summary by Relevant Sections Sports Industry Growth - The sports industry has become an essential part of the national economy, with its added value reaching 1,491.5 billion yuan in 2023, accounting for 1.15% of GDP [2]. - Despite the pandemic, the annual growth rate of the sports industry's added value from 2021 to 2023 was 11.6%, significantly outpacing GDP growth [2]. - To achieve the 7 trillion yuan target by 2030, the industry needs to maintain an average annual compound growth rate of approximately 9.6% from the current scale of 3.67 trillion yuan [3]. Key Focus Areas - The "Opinions" emphasize the cultivation of world-class sports enterprises and events, highlighting the importance of sports events as a core lever for economic growth [4][5]. - The document mentions "events" 32 times, underscoring their critical role in enhancing service levels, releasing consumer potential, and building regional brands [4]. Economic and Social Impact - The sports industry is seen as a new consumption growth point, replacing traditional consumption and contributing to rural revitalization, regional development, and enhancing public well-being [3]. - The integration of sports with other sectors is expected to stimulate consumption upgrades and optimize economic structures [2]. Policy Framework - The "Opinions" provide a comprehensive policy framework aimed at expanding sports consumption, including supply-side measures for events and products, as well as demand-side initiatives for consumer experiences [7]. - The document outlines a full-chain policy approach that emphasizes industry integration, regional coordination, and digital empowerment [7]. Industry Opportunities - The document encourages the development of various sports events, with recent highlights in professional sports such as tennis and basketball, indicating a growing market for sports events [5]. - Companies are urged to expand internationally, with initiatives to promote Chinese sports brands overseas, aiming for global competitiveness [5][6]. Addressing Challenges - The "Opinions" address key pain points in the sports consumption market, including simplifying approval processes for events and enhancing financing options for small and medium enterprises [11][12]. - The focus on developing original event IPs and improving the quality of professional sports leagues is seen as essential for driving the sports consumption market [12].