Group 1 - The core viewpoint of the articles highlights the rapid growth of the ice and snow economy in China, driven by the increasing popularity of ice and snow sports and tourism, particularly in regions like Yiwu, Zhejiang [1] - The ice and snow economy encompasses a comprehensive economic system that includes ice and snow sports, tourism, equipment, and culture, characterized by a long industrial chain, significant diversion effects, and high social benefits [1] - The transformation of "cold resources" into "hot economy" is accelerating, with the scale of the ice and snow industry experiencing rapid growth [1] Group 2 - The ice and snow sports industry presents good development opportunities across the entire industrial chain, including production, branding, and venue facilities [2] - The recovery of discretionary consumption and improvement in the terminal consumption environment are expected to support the revival of the outdoor ice and snow-related industry chain [2] - The company suggests focusing on high-quality core assets in the outdoor ice and snow sports sector, particularly those with signs of recovery, and recommends companies like Anta Sports, Bosideng, and Sanfu Outdoor [2]
机构:冰雪运动行业或将迎来全新发展的机遇