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传媒行业:鼓励体育产业发展,提示投资机会
Jianghai Securities·2024-12-03 05:48

Investment Rating - The industry investment rating is maintained at "Overweight" [1] Core Insights - By 2030, significant achievements are expected in promoting the awareness of the Chinese national community through sports, with enhanced sports activities in ethnic regions and a stronger influence of traditional Chinese sports culture [1] - A comprehensive public fitness service system will be established in ethnic regions, ensuring full coverage of fitness facilities at the county, town, and village levels [1] - The development of youth sports talent in ethnic regions will be prioritized, with a multi-channel and diversified training system to encourage participation in sports [1] - The revitalization strategy for "three major ball sports" and "ice and snow sports" will be implemented, focusing on resource mobilization and support for these sports in ethnic areas [1] - The construction of sports tourism projects will be strengthened to promote economic development in ethnic regions, integrating sports with culture, tourism, and wellness [1] Summary by Sections Industry Performance - The industry has shown a relative return of 10.24% over the past month and 24.34% over the past three months, but a decline of 12.19% over the past year [2] Investment Recommendations - The report highlights investment opportunities in the sports industry, specifically recommending attention to companies like Lisheng Sports and Zhongti Industry [5]