国常会强调，要严厉打击骗补套补行为，确保补贴资金用到实处、见到实效。要进一步强化财税金融等 政策支持，创新消费投资场景，优化消费投资环境，综合施策释放内需潜力。 8月22日召开的国务院常务会议部署"综合施策释放内需潜力""要激发体育消费需求，拓展体育消费场 景"等举措。受访专家表示，接下来消费品以旧换新、发展体育产业、激发体育消费活力等政策举措有 望加码。 "当前外部环境不确定加剧，内需对经济增长的支撑作用愈发关键。上半年内需对经济增长的贡献率达 68.8%，进一步促消费、扩内需有助于推动经济持续回升向好。"国研新经济研究院创始院长朱克力对 上海证券报记者表示。 国常会提出，大规模设备更新和消费品以旧换新政策，在稳投资、扩消费、促转型、惠民生等方面取得 明显成效。要在对政策实施情况进行认真总结评估的基础上，加强统筹协调，完善实施机制，更好发挥 对扩大内需的推动作用。 在朱克力看来，要持续完善现有政策实施机制，在总结评估的基础上，让大规模设备更新和消费品以旧 换新政策更精准有效。 国务院发展研究中心市场经济研究所研究员漆云兰对记者表示："今年以来，消费品以旧换新政策加力 扩围，对相关商品销售带动作用持续显现。" ...

位于浙江省黄龙体育中心东广场的浙江俱乐部足球嘉年华活动现场。 新华社图 综合施策释放内需潜力 体育产业和体育消费"披挂上阵" ◎记者 陈芳 8月22日召开的国务院常务会议部署"综合施策释放内需潜力""要激发体育消费需求，拓展体育消费场 景"等举措。受访专家表示，接下来消费品以旧换新、发展体育产业、激发体育消费活力等政策举措有 望加码。 "当前外部环境不确定加剧，内需对经济增长的支撑作用愈发关键。上半年内需对经济增长的贡献率达 68.8%，进一步促消费、扩内需有助于推动经济持续回升向好。"国研新经济研究院创始院长朱克力对 上海证券报记者表示。 国常会提出，大规模设备更新和消费品以旧换新政策，在稳投资、扩消费、促转型、惠民生等方面取得 明显成效。要在对政策实施情况进行认真总结评估的基础上，加强统筹协调，完善实施机制，更好发挥 对扩大内需的推动作用。 国务院发展研究中心市场经济研究所研究员漆云兰对记者表示："今年以来，消费品以旧换新政策加力 扩围，对相关商品销售带动作用持续显现。"家电和汽车的消费数据显示，政策效应持续释放。上半 年，限额以上单位家用电器零售额同比增长了30.7%；7月，限额以上单位家用电器零售额同 ...

国常会要求完善"两新"政策实施机制、释放体育消费潜力 会议指出，实施"三北"工程是国家重大战略，事关我国生态安全、事关强国建设、事关中华民族永续发 展。要增强使命感、责任感，锲而不舍推进工程建设，切实筑牢我国北方生态安全屏障。要加强规划统 筹衔接，更好实行山水林田湖草沙一体化保护和系统治理，落实财税、土地等支持政策，引导各地因地 制宜发展特色产业，实现生态效益、经济效益、社会效益多赢。要压实各方后期管护责任，探索建立长 效机制，鼓励各类经营主体共同做好工程建设后半篇文章。 会议指出，渔船安全生产涉及到广大渔民、船东、船员等切身利益。要把开展海洋渔船安全生产专项整 治与促进渔业高质量发展结合起来，支持老旧渔船改造提升，加强渔港建设管理，提高渔民安全素养， 用好人工智能等技术，实现海洋渔船安全监管全链条加强、本质安全水平全要素提升。 更好发挥"两新"政策对扩大内需的推动作用 会议还研究了其他事项。 ◎新华社北京8月22日电 国务院总理李强8月22日主持召开国务院常务会议，听取实施大规模设备更新和消费品以旧换新政策情 况汇报，研究释放体育消费潜力进一步推进体育产业高质量发展的意见，审议通过《"三北"工程总体规 划》 ...

近年来，山东省体育产业总量逐步扩大，品牌影响显著增强，规模优势不断提升，但仍存在问题。面对挑战，联合会将苦练内功，化压 力为动力，不断完善现代体育产业体系，加快培育新质生产力，锻造全省体育产业高质量发展竞争力。下一步，重点做好几个方面的工 作：一是提升服务能力，建设一流行会；二是坚持科技驱动，增强自主创新能力；三是加强品牌建设，推动产品和服务高端化；四是加 快全球布局，开拓发展新空间；五是发展赛事经济，推动多业态发展；六是办好山东省体育产业服务大厅；七是进一步完善体育金融服 务。 会上还表决通过了联合会增补会员名单，进行了体育产业跨境电商培训会。座谈环节，与会人员各抒己见、讨论热烈。 共商体育产业发展大计，共谋合作共赢新篇。8月21日下午，山东省体育产业联合会二届二次理事会会议在临沂召开，回顾总结主要工 作，部署下一步重点任务。 近年来，在省委、省政府的坚强领导下，省体育局党组高度重视体育产业工作，山东省体育产业呈现出"规模持续扩大、结构不断优化、 活力显著增强"的良好态势。成绩的取得，离不开省委、省政府的高度重视和社会各界的关注，更离不开联合会各会员单位的辛勤耕耘。 省体育局副局长栾风岩强调，体育产业联合会 ...

重磅定调。 8月22日，国务院总理李强主持召开国务院常务会议，听取实施大规模设备更新和消费品以旧换新政策情况汇报；研究释放体育消费潜力进一步推进体育产业高质 量发展的意见；审议通过《"三北"工程总体规划》；部署开展海洋渔船安全生产专项整治工作。 会议指出，大规模设备更新和消费品以旧换新政策（"两新"政策）在稳投资、扩消费、促转型、惠民生等方面取得明显成效。要在对政策实施情况进行认真总结评 估的基础上，加强统筹协调，完善实施机制，更好发挥对扩大内需的推动作用。要严厉打击骗补套补行为。要进一步强化财税金融等政策支持。 会议指出，发展体育产业和体育消费是落实扩大内需战略的重要内容。要增加体育产品供给，丰富体育赛事活动，推动体育用品升级。要激发体育消费需求，拓展 体育消费场景，鼓励各地举办体育消费活动。 严厉打击骗补套补行为 本次会议听取实施"两新"政策情况汇报。会议指出，要严厉打击骗补套补行为，确保补贴资金用到实处、见到实效。 近期，北京、湖南、海南等多地公布的2024年度预算执行和其他财政收支的审计工作报告显示，部分商品存在"先涨后补"、捆绑销售等套补行为，部分人员涉嫌骗 取财政补贴。例如，海南省在"两重""两新 ...

8月22日，国务院总理李强主持召开国务院常务会议，听取实施大规模设备更新和消费品以旧换新政策 情况汇报；研究释放体育消费潜力进一步推进体育产业高质量发展的意见；审议通过《"三北"工程总体 规划》；部署开展海洋渔船安全生产专项整治工作。 会议指出，大规模设备更新和消费品以旧换新政策(下称"两新"政策)，在稳投资、扩消费、促转型、惠 民生等方面取得明显成效。要在对政策实施情况进行认真总结评估的基础上，加强统筹协调，完善实施 机制，更好发挥对扩大内需的推动作用。要严厉打击骗补套补行为。要进一步强化财税金融等政策支 持。 会议指出，发展体育产业和体育消费是落实扩大内需战略的重要内容。要增加体育产品供给，丰富体育 赛事活动，推动体育用品升级。要激发体育消费需求，拓展体育消费场景，鼓励各地举办体育消费活 动。 严厉打击骗补套补行为 据国家发展改革委政策研究室主任、新闻发言人蒋毅近期透露，今年第三批690亿元支持消费品以旧换 新的超长期特别国债资金已下达完毕，10月将按计划下达第四批690亿元资金，届时将完成全年3000亿 元的下达计划。为确保资金有序均衡用到年底，国家发改委明确将进一步加强产品质量和价格监管。 在地方层面 ...

Core Viewpoint - The meeting chaired by Premier Li Qiang emphasized the importance of the "Two New" policies (large-scale equipment updates and consumer goods replacement) in stabilizing investment, expanding consumption, promoting transformation, and improving people's livelihoods, while also addressing the need to combat fraudulent subsidy claims [1][3]. Group 1: Implementation of "Two New" Policies - The "Two New" policies have shown significant results in stabilizing investment and expanding consumption, necessitating a thorough evaluation and enhancement of implementation mechanisms [1]. - There have been reports of fraudulent activities such as "price hikes before subsidies" and bundled sales in various regions, highlighting the need for strict enforcement against such practices [3][4]. - The National Development and Reform Commission has allocated 690 billion yuan for the third batch of special bonds to support the consumer goods replacement policy, with plans for a fourth batch in October, aiming to complete an annual target of 3000 billion yuan [3]. Group 2: Financial and Policy Support - The meeting called for strengthened financial and fiscal support to optimize the consumption and investment environment, aiming to unleash domestic demand potential [6]. - Recent policies include personal consumption loan interest subsidies and service industry loan subsidies, which are designed to work in conjunction with existing consumer goods replacement subsidies [6]. - The development of the service sector is seen as crucial for addressing structural unemployment and enhancing social welfare, thereby increasing consumer demand [6]. Group 3: Sports Industry Development - The meeting discussed strategies to unlock the potential of sports consumption and promote high-quality development in the sports industry, including increasing the supply of sports products and enhancing event offerings [8][9]. - There is a focus on stimulating sports consumption demand and expanding consumption scenarios, encouraging local initiatives to host sports consumption activities [9]. - The rapid growth of emerging consumption trends indicates a shift towards service consumption as a primary driver of consumer growth, with significant opportunities in the integration of cultural, sports, and tourism sectors [9].

人民财讯8月22日电，李强主持召开国务院常务会议，研究释放体育消费潜力进一步推进体育产业高质 量发展的意见。 ...

Core Viewpoint - The sports industry is emerging as a new highlight for economic growth, with significant potential in event-driven economies and increased market attention on sports concept stocks [5]. Group 1: Sports Concept Stocks with Low Price-to-Earnings Ratios - Seven sports concept stocks have rolling price-to-earnings ratios below 20 times, including companies like 双象股份 (10.02), 健盛集团 (11.55), and 奥瑞金 (12.15) [12][13]. - 双象股份 is noted for having the lowest rolling price-to-earnings ratio at 10.02 times, with an expected net profit of 1.15 billion to 1.5 billion yuan for the first half of the year, representing a year-on-year growth of 128.1% to 197.53% [13]. Group 2: Institutional Ratings and Earnings Forecasts - 华利集团 has the highest institutional attention, with 38 institutions issuing reports on the stock, followed by 森马服饰, 致欧科技, and others [13]. - The earnings forecast for the first half of the year indicates that nine companies are expected to be profitable, with 华利集团 reporting a net profit of 1.664 billion yuan, despite a year-on-year decline of 11.42% [12][13]. Group 3: Growth of Sports Events and Consumption - The launch of various city football leagues across multiple regions, such as the 江苏省城市足球联赛, is expected to stimulate local consumption and economic activity [6][7][8][9]. - The sports industry has seen an average annual growth rate of over 10% in total scale during the "14th Five-Year Plan" period, with events like "苏超" significantly boosting local economies [10][11]. Group 4: Future Potential of the Sports Industry - The sports industry is anticipated to have substantial growth potential, driven by both demand-side initiatives and supply-side reforms [11]. - The integration of sports consumption with tourism, culture, and entertainment is expected to further enhance consumer engagement and spending [11].

Core Insights - The Jiangsu Province Urban Football League ("Su Super") has successfully attracted over 60,000 attendees per match, generating a total consumption of 38 billion yuan across various sectors in Jiangsu, significantly boosting local consumption [1][1][1] - The National Sports Administration plans to develop policy documents to promote event economics, enhance event supply, and strengthen the integration of events with culture, business, and tourism, positioning sports events as a key driver for economic activation and consumer engagement [1][1][1] Company and Industry Summary - More than 30 listed companies in the A-share market are involved in the sports industry [1] - According to the latest half-year performance reports, 9 companies are expected to be profitable, with China Li Group, Aorikin, Jian Sheng Group, and Shuangxiang Co. reporting profits exceeding 100 million yuan [1][1][1] - As of August 20, 14 sports concept stocks have a rolling price-to-earnings (PE) ratio below 30, with 7 stocks having a PE ratio under 20, including Shuangxiang Co., Jian Sheng Group, Aorikin, Zhejiang Yongqiang, and Semir Apparel [1][1][1]