增速超32%，粤港澳地区迎体育消费热

Core Insights - The 15th National Games in Guangzhou has sparked a significant surge in sports consumption across the Guangdong-Hong Kong-Macao Greater Bay Area, with daily foot traffic at flagship stores reaching 20,000 to 30,000 and average daily sales between 200,000 to 300,000 yuan [1][6] - Retail sales of sports and entertainment products in Guangdong province saw a remarkable year-on-year growth of 32.2% in the first three quarters of 2025, contributing to overall retail growth [1][2] - The event has catalyzed a new consumption model, integrating sports with tourism and local commerce, which is expected to create new growth avenues for the region [2][11] Sports Consumption Trends - The flagship store for the 15th National Games and the Special Olympics has become a hotspot, with consumers queuing for popular merchandise like the "Three Kingdoms Lion Cub" blind boxes [1][6] - The sports and entertainment product retail sector has shown resilience, with a 10.1% year-on-year increase in sales in October, indicating strong consumer interest [1][11] Economic Impact - The event has led to a "ticket root economy" in cities like Shenzhen, encouraging spectators to explore local businesses and attractions, thus creating a closed-loop of consumption [8][11] - Hotel bookings in Guangdong have surged, with a nearly 400% increase in searches for accommodations related to the National Games, highlighting the event's positive impact on the hospitality sector [8][11] Future Prospects - Experts predict that the sports consumption trend will continue to grow, with initiatives like sports consumption vouchers and training subsidies expected to boost consumer spending [11][12] - The Guangdong region aims to develop a diverse sports consumption ecosystem, including international events and local cultural activities, to sustain economic growth beyond the National Games [12][14]