如何更好利用赛事点燃消费热潮？关键在于着眼群体需求，制定精准策略，让潜在的市场需求转化为实 实在在的消费行为。具体而言，强化支撑，注重引流，制定科学合理的赛事发展规划，建立"政府引导 +市场化运营+社会资本参与"的机制，明确各方权责，定期评估和调整赛事策略，以确保赛事经济的长 期可持续。赛事前后，如何做好接驳？客流量巨大，如何保障安全？安检的便捷、门票的防伪、流程的 简化等，都需要系统协调、流畅运转。 还要做好"赛事+"文章，推动"赛事+旅游""赛事+文创""赛事+健身"等融合发展，持续助力地方经济发 展。比如杭州亚运会结束后，有的地方改造比赛场馆向市民开放，助力全民健身；有的结合旅游项目和 节庆活动，举办山地自行车赛等赛事，带动当地民宿发展和农特产品消费；还有的开发具有地方特色的 群众性赛事，吸引更多游客打卡，让赛事的溢出效应不止在赛场。 （文章来源：经济日报） 杭州亚运会、哈尔滨亚冬会等大型赛事带动周边地区消费显著增长；中国男子篮球职业联赛（CBA） 季后赛等职业赛事门票销售火爆；"苏超"单场上座超6万人，带动江苏全域多场景消费超380亿 元……"十四五"时期以来，我国赛事经济蓬勃发展，全方位带动相关产业 ...

Core Insights - The Chinese government is implementing a series of policies to stimulate sports consumption and promote high-quality development in the sports industry [1][3] - The sports industry in China has shown rapid growth, with the added value reaching 14,915 billion yuan in 2023, accounting for 1.15% of GDP, and an annual growth rate of 11.6% from 2021 to 2023 [3][4] - New consumption trends are emerging, with events, sports training, and fitness activities becoming popular, alongside niche sports like frisbee and rock climbing [4][5] Sports Consumption Market Growth - The sports consumption market is expanding quickly, with a 22.2% year-on-year increase in sales of sports and entertainment products in the first half of the year [3][4] - Key events in regions like Fujian and Sichuan have driven average consumption exceeding 30 million yuan per event [3][4] Consumption Structure Optimization - The structure of sports consumption is evolving, with a focus on events, training, and leisure activities [4][5] - The 2024-2025 winter season is expected to see 256 million visitors to ski resorts, a 13.5% increase, with in-resort spending reaching 78.613 billion yuan [4] - Online outdoor sports consumption is projected to reach 200 million participants and over 300 billion yuan in total spending in 2024 [4] Integration of Sports with Other Industries - The integration of sports with tourism, commerce, education, and technology is deepening, with initiatives like "travel with events" boosting local economies [4][6] - In Sichuan, sports consumption reached 118 billion yuan in the first seven months of the year, up 8.3% year-on-year [4] - Jiangxi's initiatives to bring sports events into tourist areas have led to a 9.17% increase in sports consumption, totaling nearly 55 billion yuan [4] Promotion of Event Economy - There is a growing enthusiasm for sports consumption among the public, with various events driving consumer engagement [5][6] - The government plans to enhance policy support, improve event experiences, and promote the integration of events with other sectors [5][6] Enhancement of Sports Equipment Supply - The sports equipment industry is expanding, with over 63,000 production enterprises and an industry output value increasing from 1.12 trillion yuan in 2015 to over 1.5 trillion yuan [7][8] - The government aims to support the development of intelligent and personalized sports equipment, integrating new technologies like AI and IoT [7][8] International Cooperation and Brand Development - Efforts are being made to strengthen international cooperation in the sports equipment sector and to develop well-known brands [8] - The government encourages participation in international platforms to promote Chinese sports equipment globally [8]

Core Viewpoint - The Chinese sports industry is expected to maintain rapid growth during the "14th Five-Year Plan" period, with a target of exceeding 7 trillion yuan in total scale by 2030, driven by both supply and demand factors [1][8]. Group 1: Sports Industry Growth - The sports industry in China has developed rapidly over the past 11 years, particularly since the 2014 government policy aimed at promoting sports consumption [1]. - The proportion of sports service industry value added has increased significantly, from 34.6% in 2012 to 72.7% in 2023, indicating a shift towards service-oriented growth [2]. - The "Su Super" event has become a phenomenon, driving urban consumption and showcasing the commercial value of sports services [2]. Group 2: Policy and Economic Impact - The government plans to introduce special policies for the development of sports events, recognizing the significant market potential and economic impact of the competition and performance sectors [2][3]. - In Shandong, over 739 events with more than 500 participants were held in the first half of the year, generating direct economic benefits of 4.6 billion yuan and indirect benefits of 11.3 billion yuan [2]. Group 3: Consumer Behavior and Market Trends - Sports consumption in China has expanded from traditional goods to services such as event viewing, fitness, and sports tourism, with a 22.2% year-on-year increase in sales of sports entertainment products in the first half of the year [6][7]. - The retail sales of sports and entertainment products from key monitored events exceeded 300 million yuan on average, indicating strong consumer interest [6]. - The overall sports consumption market is projected to exceed 2.8 trillion yuan by 2025, with significant room for growth compared to North America and the EU [8]. Group 4: Infrastructure and Investment - The total area of sports facilities in China is 4.23 billion square meters, with 1,547 new sports parks built, highlighting the focus on infrastructure development to support sports activities [8]. - The government aims to balance "hard investment" in infrastructure with "soft construction" to enhance community sports facilities, thereby releasing the potential for sports consumption [8].

Group 1 - The "Sichuan Super League" match on September 6 attracted 60,817 spectators, setting a new attendance record and boosting tourism consumption in Nanjing [1] - On September 6, Nanjing's tourist attractions received 728,000 visitors, a 20.3% increase compared to September 5, while total tourism consumption reached 730 million yuan, up 6.1% [1] - Key commercial areas in Nanjing achieved a transaction amount of 1.23 billion yuan on September 6, reflecting a 5.4% increase year-on-year, with significant growth in foot traffic for shopping malls and restaurants [1] Group 2 - The event attracted over 60% of visitors from outside Nanjing, with 46.5% from other provinces and 13.6% from other cities in Jiangsu, indicating strong external interest [2] - The "1+3" promotional activity allowed ticket holders to enjoy benefits at 409 local businesses, enhancing the appeal of the event for tourists [2] - The atmosphere during the match was vibrant, with various food and beverage options available, contributing to a lively viewing experience [3] Group 3 - The event spurred significant increases in tourism consumption across various sectors, with shopping up 52.9%, entertainment up 47.9%, and recreational spending up 16.1% [4] - Nighttime consumption areas saw substantial growth, with the Confucius Temple area increasing by 50% and the Yangtze River Road area by 34.7% [4] - Digital consumption initiatives, including expanded coupon offerings and promotional hotel packages, were implemented to attract visitors from Xuzhou [4] Group 4 - Seven hotels in Nanjing reported occupancy rates exceeding 90% on the night of the match, reflecting high demand from traveling fans [5] - Hotels offered special packages for fans, including themed rooms and complimentary services, enhancing the overall experience for visitors [5] - The occupancy rates in various districts were notably high, with the Nanjing Station area at 89% and the Confucius Temple area at 85% [5]

Group 1 - The core viewpoint of the news is the release of the State Council's opinion aimed at promoting high-quality development in the sports industry, with a target to exceed 7 trillion yuan by 2030 [2][3] - The opinion outlines 20 key measures across six areas, including expanding sports product supply and enhancing service support [2][4] - The sports industry is identified as a new highlight in economic development, with an average annual growth rate exceeding 10% during the 14th Five-Year Plan period [3][6] Group 2 - The opinion emphasizes the need to develop outdoor sports and ice and snow economies, with plans for a new round of outdoor sports development planning [5][6] - It aims to stimulate sports consumption by expanding consumption scenarios and implementing consumer-friendly measures [5][6] - The number of existing sports-related enterprises in China has surpassed 17 million, with a 10.08% year-on-year increase in registrations [6][7] Group 3 - The opinion calls for the strengthening of sports enterprises and the establishment of quality platforms for industry cooperation [6][7] - It encourages the integration of sports with technology, media, and other industries to promote digital transformation and innovation [7] - Financial support and talent development are highlighted as essential elements for reinforcing the sports industry's infrastructure [7]

Core Viewpoint - The sports economy is rapidly growing and becoming a new engine for consumption, with significant contributions from various local sports events and their integration with tourism and commercial activities [1][8]. Group 1: Sports Economy Growth - In the first half of 2025, key sports events in seven regions generated over 16 billion yuan in consumption, averaging over 30 million yuan per event [1][3]. - The "Su Super" (Jiangsu Province City Football League) has seen remarkable success, with 60 matches held and 1.494 million attendees, alongside 1.33 billion online views [3][4]. - The tourism, dining, and accommodation sectors related to "Su Super" generated 37.96 billion yuan in revenue, a year-on-year increase of 42.7% [3][4]. Group 2: Integration of Sports and Tourism - Local leagues like "Gan Super" (Jiangxi Province City Football Super League) and "Han Super" (Wuhan City Football Super League) are emerging, leveraging ticket sales to connect events with diverse consumption scenarios [5][6]. - "Gan Super" has effectively utilized social media, achieving over 610 million views on related topics, showcasing the potential for sports events to promote local tourism [5][6]. - Events are becoming platforms for cultural expression, as seen in "Gan Super," where local cultural elements are integrated into the sporting experience [6]. Group 3: Future Potential and Participation - The sports industry in China reached a total scale of 3.67 trillion yuan in 2023, with an annual growth rate of 10.3%, indicating substantial potential for further development [8][9]. - The marathon events have seen over 300 races and 3.2 million participants in the first half of 2025, with significant economic impacts, such as the 5.05 billion yuan generated during the Wuxi Marathon [9]. - The success of "Su Super" serves as a model for other cities, encouraging them to enhance their sports economy by optimizing event structures and improving participant experiences [9].

Group 1 - The 13th World Dance Sport Championship will be held in Chengdu from September 20 to 21, 2025, continuing the momentum from the Chengdu Universiade and attracting over a thousand participants from more than 30 countries and regions [1] - The event will adopt an innovative "8+3+5+1+N" format, including 8 competitions, 3 major ceremonies, 5 outreach activities, 1 park city weekend dance party, and multiple supporting events to create a vibrant atmosphere for public fitness and deepen the integration of sports with culture and tourism [1] - The inaugural park city weekend dance party on September 13 will be a significant event, combining sports, cultural creativity, and food markets, aimed at providing a joyful weekend for dance enthusiasts and the general public [1] Group 2 - Chengdu has over 400,000 dance sport enthusiasts, with the related industries, including performance, teaching, apparel sales, and indirectly tourism and dining, generating a total output value exceeding 2 billion yuan [2] - The annual World Dance Sport Championship is expected to bring both direct and indirect economic benefits, positioning dance sport as a key driver for the growth of Chengdu's sports industry and consumption [2]

Group 1 - The "Jingxi Has Surprises: Everyone Comes to Table Tennis" event is a friendly match held in Shijingshan District to promote the upcoming WTT China Grand Slam [1][3] - The event took place at the Six Gonghui Shopping Center, a commercial complex in the core area of Shijingshan, enhancing the visibility of table tennis and attracting more spectators [3][5] - The first WTT China Grand Slam held during last year's National Day significantly boosted foot traffic and sales in the surrounding areas, demonstrating the economic impact of sports events [5][7] Group 2 - Shijingshan District has implemented a three-year action plan (2025-2027) for high-quality development of event economy, focusing on integrating sports events with commercial and tourism sectors [7] - The "Three In" initiative aims to deepen the integration of sports events with urban economic forms, enhancing sports consumption potential [7] - Future activities will continue to promote the integration of culture, commerce, tourism, and sports, contributing to the development of the capital's western gateway [7]

Investment Rating - The report maintains an "Accumulate" rating for the company, indicating a forecasted relative performance increase of 5% to 15% over the next 6 to 12 months [3][7]. Core Views - The company's fundamentals are accelerating as expected, with both revenue and profit showing high growth rates. The company is expected to continue benefiting from policies promoting sports consumption and industry trends [4][5]. - In the first half of 2025, the company achieved revenue of 272 million yuan, a year-on-year increase of 21.9%, and a net profit attributable to shareholders of 15 million yuan, a year-on-year increase of 12.0%. In the second quarter of 2025, revenue reached 163 million yuan, a year-on-year increase of 38.5%, with a net profit of 9 million yuan, a year-on-year increase of 318.9% [5]. Summary by Sections Financial Performance - The company is projected to achieve revenues of 441 million yuan in 2024, 522 million yuan in 2025, and 677 million yuan in 2027, with growth rates of 9%, 19%, and 14% respectively [3][6]. - The net profit attributable to shareholders is expected to turn positive in 2025, reaching 32 million yuan, with a significant year-on-year growth of 181% [3][6]. Business Operations - The company operated 55 sports events in the first half of 2025, up from 45 in the same period of 2024, and has introduced new events such as the China GT Supercar Championship and the China Men's Professional Golf Tour [5]. - Revenue from sports venue operations in the first half of 2025 was 67 million yuan, a year-on-year increase of 22.7%, while revenue from sports event operations was 192 million yuan, a year-on-year increase of 30.2% [5]. Market Trends - The report highlights the government's focus on promoting event economics as a means to stimulate consumption and economic growth, which is expected to benefit the company as a key player in the sports service sector [5].

Group 1 - The core viewpoint of the report indicates a significant increase in tourism and hotel bookings during the summer of 2025, with Douyin's hotel and travel group purchase orders and sales both growing by 46% year-on-year [1][20][21] - Coastal and small-town tourism are particularly popular, with cities like Qinhuangdao, Weihai, and Rizhao seeing over 100% growth in hotel bookings compared to the previous month [1][20] - The top ten popular tourist cities include Shanghai, Beijing, Hangzhou, Zhengzhou, Chengdu, Xi'an, Chongqing, Qinhuangdao, Qingdao, and Nanjing [1][20] Group 2 - Douyin's hotel group purchase orders increased by 71% month-on-month, and sales rose by 82% during the summer [5][21] - Scenic spots are a major driver for travel, with Douyin's scenic spot group purchase orders growing by over 41% month-on-month and sales increasing by 55% [5][23] - Popular scenic spots include Kaifeng Wansui Mountain Wuxia City, Henan Baoquan Tourist Area, and Beijing Universal Resort [5][25][26] Group 3 - The "Su Super" (Jiangsu Province Urban Football League) event significantly boosted local consumption, generating over 7.7 billion yuan, a 48% increase year-on-year [7][12] - The event led to a dramatic increase in hotel bookings, with a 17-fold rise in Changzhou's weekend hotel orders following a local victory [7][28] - The event also promoted local attractions and cuisine, with notable increases in group purchase consumption for various scenic spots and regional dishes [11][28] Group 4 - The report highlights a trend towards "intangible cultural heritage tourism," with related content on Douyin increasing by 121% year-on-year and group purchase orders rising by 327% [15][43] - Popular intangible cultural heritage sites include Chengdu's Qian Lantern Night and Xi'an's Lantern Festival [15][43] - Douyin has launched various city-specific campaigns to stimulate local tourism and consumption, such as "Summer Food Festival" and "Discover Treasure Towns" [15][50][51] Group 5 - To enhance user experience, Douyin has introduced the "Summer Assurance Plan," which includes guarantees for hotel bookings and customer service support [16][58][63] - The plan offers compensation for booking issues and dissatisfaction with hotel stays, ensuring a smoother travel experience for consumers [16][58][63] - Douyin aims to continue collaborating with tourism businesses and local governments to boost the tourism economy [16][58]