浙江宁波某体育器材有限公司总经理 牛纲：我们的材料比传统行业中用的材料耐磨性多五倍，这个行业最主要的是保证安全，这 就是我们产品可以比肩全世界的一个重要的原因。 攀岩产业的蓬勃发展，不仅体现在攀岩支点等核心配件的制造升级上，攀岩墙作为运动开展的核心载体，其制造企业同样借势崛 起。位于山东德州的一家体育器材生产企业，近几年攀岩墙的订单量增长明显。 （央视财经《第一时间》）随着"攀岩热"从奥运赛场、全运赛场持续蔓延至城市消费端，全国攀岩场馆数量稳步扩容，对专业攀 岩设备的品质与品类要求也不断升级，不仅激活了国内设备生产企业的创新活力，更带动攀岩产业上下游制造链协同创新升级。 在浙江宁波鄞州区一家生产攀岩支点产品的企业，企业负责人表示，受益于国内攀岩场馆数量的持续增长，今年企业订单量迎来 显著攀升。 浙江宁波某体育器材有限公司销售经理 郭骋华：很多岩友因为热爱攀岩，在自己的家乡都开了一些新的岩馆，开发了一些新的市 场。我们今年国内销量同比增长了30%到40%，海外市场同比增长了20%到30%。 企业负责人告诉记者，相较于几年前，如今国内攀岩设备生产企业已在海外市场占据一席之地。一方面，国内从原材料供应到成 品组装实 ...

央视网消息：近两年，攀岩这项曾经的小众运动正加速"破圈"，以惊人的速度走进大众视野，成为越来越多都市人挑战自我、释放压力的 时尚新选择，场馆数量不断增加、青少年培训蓬勃发展，带动设备制造产业崛起，形成"运动普及+场景多元+产业联动"的完整生态。 寒冬时节，攀岩馆里却热气腾腾。6日上午，一场精彩的攀岩比赛在北京奥林匹克森林公园内的这家攀岩馆举行，这场比赛吸引了百余名 选手参加，涵盖了包括北京周边6个省份的参赛选手。 随着攀岩运动场景的不断丰富，这里已经成为许多都市年轻人社交和运动的新场所。在北京的另一家攀岩馆，即便已是工作日的晚上8 点，仍有不少爱好者在馆内不断尝试挑战自我。 受十五运会等大型赛事带动，越来越多家长愿意让孩子参与这项兼具体能训练和意志培养的运动。不少攀岩馆针对性推出培训课程，形成 规模化教学体系。 攀岩爱好者数量的持续增长，直接推动场馆数量快速扩容。《中国攀岩行业发展报告（2024）》显示，截至2025年1月，全国商业攀岩馆 已达811家，同比增长27.5%，北京、广州等城市成为增长核心区域。 攀岩产业的蓬勃发展，不仅体现在攀岩支点等核心配件的制造升级上，攀岩墙作为运动开展的核心载体，其制造企业 ...

Group 1 - Shandong Province is enhancing practical cooperation with New Zealand and Australia through a delegation visit led by the provincial governor, focusing on economic, agricultural, and investment sectors [1][5] - The delegation includes mayors and business leaders from various cities in Shandong, aiming to deepen exchanges and cooperation in multiple fields [1][5] - The visit is part of a broader strategy to extend Shandong's international outreach and strengthen its role in global trade [1][11] Group 2 - Shandong has established a long-standing relationship with Australia and New Zealand, with significant trade growth, including a projected trade volume of 130.6 billion yuan with New Zealand in 2024 [4][5] - The province's trade with New Zealand is expected to account for 9.1% of China's total trade with the country, while trade with Australia is projected at 8.7% [3][4] - The cooperation includes various sectors such as advanced manufacturing, logistics, and agriculture, reflecting strong economic complementarity [3][4] Group 3 - The visit features major events like the "China (Shandong) - New Zealand Economic and Trade Cooperation Forum," which facilitates business negotiations and project signings [5][10] - Notable companies such as Guobao Pet Food Group are making significant investments, including a 9.5 billion yuan project in New Zealand to enhance global supply chain efficiency [5][6] - The collaboration also includes the introduction of Shandong products like "Dezhou Braised Chicken" into the New Zealand market, marking a significant step in international expansion [8][10] Group 4 - Shandong's government is implementing comprehensive support measures for enterprises looking to expand internationally, including financial, legal, and logistical assistance [12][15] - The "Ten Actions for Stable and Quality Foreign Trade by 2025" initiative aims to enhance Shandong's global market presence through innovative strategies [12][15] - The province is actively promoting its international marketing system to facilitate connections between local businesses and global markets [12][15]

Core Viewpoint - The State Council's recent release of the "Opinions on Releasing Sports Consumption Potential and Further Promoting High-Quality Development of the Sports Industry" aims to cultivate a number of world-influential sports enterprises and events by 2030, with the total scale of the sports industry exceeding 7 trillion yuan [1] Group 1: Policy Implications - The "Opinions" propose 20 key measures across six areas, including expanding sports product supply, stimulating sports consumption demand, strengthening sports operating entities, nurturing growth points in the sports industry, reinforcing industrial support elements, and enhancing service guarantee levels [1] - The policy aims to inject momentum into the sports industry, with a focus on both supply-side improvements through event expansion and demand-side activation via consumption vouchers and public events [1] Group 2: Company Responses - Companies like Zhongti Industry Group are actively studying the "Opinions" to explore market opportunities and enhance their core competitiveness, focusing on the integration of various business models within the sports sector [2] - Jinling Sports has developed a three-in-one business layout involving "event-level smart hardware + cloud data services + smart venues," which is widely applied in major domestic and international events [2] - The recent policies on digital transformation in the sports industry are seen as a strong driving force for companies, enabling them to convert policy benefits into tangible business growth [2] Group 3: Industry Challenges - The sports industry is at a critical stage of "quality improvement and efficiency enhancement," with a growing scale and increasing share of the sports service industry, but it still faces core bottlenecks such as a lack of high-quality event IP and insufficient commercialization of domestic original events [2] - The "Opinions" address these challenges by proposing the construction of a multi-level event system, promoting the upgrade of sports products, and developing outdoor sports and ice and snow economies [2]

Group 1 - The event "National Health Customization Day" and the opening ceremony of the Super Factory Store by Taishan Sports took place in Le Ling City, Shandong, attracting representatives from the sports industry and local citizens [1][4] - The Super Factory Store features over 10,000 Olympic-quality products, including carbon fiber mosaic bicycles and customized artificial grass, catering to individual and family health needs [3][4] - The store allows consumers to become "co-creators" of products, engaging in the design and manufacturing process, thus enhancing the experience of smart manufacturing [3] Group 2 - The rise in public fitness awareness has led to a booming sports consumption market, with Taishan Sports playing a pivotal role in the growth of the Le Ling sports industry cluster [3][4] - The establishment of the Super Factory Store is part of a broader strategy to create a network of 2,800 such stores across the country, aiming to make Olympic technology accessible to the public [4]

Group 1: Company Performance - Shandong Century Star Sports Equipment Co., Ltd. expects foreign trade sales to exceed 40 million yuan by 2025, with annual growth of 50% [3] - The company has an annual sales revenue exceeding 200 million yuan, with outdoor fitness equipment and plastic tracks generating around 80 million yuan annually [3] - Shandong Maibaohe Fitness Equipment Co., Ltd. reports that 30% of its products are sold domestically while 70% are exported to over 160 countries [4] Group 2: Industry Development - Dezhou is accelerating the construction of an internationally influential sports industry ecosystem, supported by a complete industrial chain from competitive sports equipment to smart sports solutions [4] - The sports equipment industry in Dezhou is optimizing its spatial layout, forming three major industrial matrices centered around Leiling, Ningjin, and Qingyun [4] - The city is transitioning from "Made in China" to "Intelligent Manufacturing Globally," aiming to secure a competitive position in the international sports industry [4] Group 3: International Market Expansion - Shandong Dahuzi Sports Equipment Co., Ltd. has successfully expanded into international markets since 2006, with products sold in over 90 countries and regions [5] - The company actively participates in domestic and international exhibitions to further explore international markets [5] - Taishan Sports Industry Group has enhanced its brand influence and market share by participating in international top-level sports events [6] Group 4: Strategic Initiatives - Taishan Sports is leveraging government platforms and favorable trade policies to expand its overseas market presence, focusing on international events as a showcase for "Chinese Intelligence" [7] - The company aims to accelerate the development of emerging markets along the "Belt and Road" initiative while emphasizing technology and brand-driven competitive advantages [7] - Dezhou is hosting international sports events, enhancing its cultural soft power and showcasing its sports industry to the world [7][8]

Core Insights - Taishan Sports Industry Group is establishing a high-end sports equipment manufacturing base in Haikou with a total investment exceeding 1.2 billion yuan [1] - The project aims to leverage the favorable policies of Hainan Free Trade Port, including a 30% tariff exemption on imported carbon fiber and bicycle components, to produce 200,000 high-end multifunctional carbon fiber bicycles annually [1] - The collaboration will utilize platforms like the China International Consumer Products Expo to enhance the sports ecosystem through events, forums, and immersive experiences [1][2] Group 1 - The investment agreement between Haikou National High-tech Zone and Taishan Sports marks a significant step in the development of advanced manufacturing in the region [2] - The project is part of Haikou's broader strategy to attract quality enterprises and projects, focusing on key industry segments [2] - The local government will provide comprehensive support to ensure the project progresses quickly from initiation to production [2] Group 2 - Taishan Sports is recognized as a leading global event service provider, having served at eight Olympic Games and over 2,000 domestic and international events [3] - The company possesses several national-level research platforms, including a national sports goods engineering technology research center and a national industrial design center, showcasing its industry-leading innovation capabilities [3] - Taishan Sports aims to establish a global headquarters for sports goods trading, targeting markets in Europe, America, and Southeast Asia [2]

Core Viewpoint - The "Su Chao" concept stocks are experiencing significant price increases despite warnings about their actual connection to the event, with companies like Jinling Sports seeing a 156.25% rise in stock price over a short period, while the actual impact on their business remains minimal [2][3]. Group 1: Stock Performance - Jinling Sports' stock price surged by 156.25% from May 29 to June 9, marking a notable increase among "Su Chao" concept stocks [2][3]. - Other companies like Gongchuang Turf, a leading manufacturer of artificial turf, also experienced stock price increases, with Gongchuang achieving six consecutive trading gains [3][4]. - Kangliyuan, focused on fitness equipment, saw its stock price rise by over 40% during the same period [3]. Group 2: Actual Business Impact - The actual influence of the "Su Chao" event on sports stocks is minimal, as confirmed by representatives from Jiangsu Sports Industry Group, stating that Jinling Sports is merely a supplier of event equipment with limited business scale [3][4]. - Jinling Sports acknowledged that while they provided equipment for some matches, the overall impact on their performance is not significant [3]. Group 3: Economic Stimulus - The "Su Chao" event has primarily stimulated local tourism and dining sectors rather than the sports industry itself, with various cities leveraging the event for promotional activities [2][6]. - During the Dragon Boat Festival, cities like Changzhou offered free admission to attractions for visitors from other cities, resulting in a significant influx of tourists [6]. - The combination of sports events with local tourism initiatives has led to a notable increase in consumption in related sectors, such as dining and accommodation [6][7]. Group 4: Consumer Behavior - Data from Meituan indicates a substantial increase in food-related searches and orders during the event, with specific dishes seeing significant spikes in popularity [7]. - The overall tourism consumption in the six host cities during the Dragon Boat Festival increased by 12.94% year-on-year, with Changzhou and Xuzhou showing particularly strong growth [7]. Group 5: Marketing and Promotion - Local governments are actively promoting the "Su Chao" event through creative marketing strategies, including social media interactions that enhance city recognition and attract attention [8].

截至6月9日收盘， 金陵体育 股价已飙升至36.90元/股。短 短七个交易日内，该股累计涨幅高达156.25%。 作者：蔡越坤 封图：图虫创意 受江苏省城市足球超级联赛（"苏超"）空前火爆氛围的强力驱动，相关概念股在A股市场掀起追捧 热潮。其中，主营体育器材的金陵体育（300651.SZ）成为绝对龙头，其股价与可转债价格在短期 内呈现惊人涨幅。 自5月28日以14.40元/股的价格开盘，金陵体育的股价便开启暴涨模式。截至6月9日收盘，其股价 已飙升至36.90元/股。短短七个交易日内，该股累计涨幅高达156.25%。 与此同时，金陵体育旗下的可转债"金陵转债"也表现不俗。其价格从5月28日的收盘价123.04元/ 张，一路上涨至6月9日的收盘价186.93元/张，涨幅为51.92%。仅6月9日单日，其涨幅便达到交易 所规定的20%上限。 可转债交易异常波动 6月9日下午，金陵体育发布《关于可转债交易异常波动的公告》。公告指出，金陵转债于2025年6 月5日至6月9日连续三个交易日收盘价格涨幅偏离值累计达到39.14%（超过30%），根据《深圳证 券交易所可转换公司债券交易实施细则》相关规定，属于可转债交易异常 ...

Core Viewpoint - The surge in the stock price of Jinling Sports is driven by the popularity of the Jiangsu Province Urban Football Super League, leading to significant trading activity in related concept stocks [1][4]. Group 1: Stock Performance - Jinling Sports' stock price increased from 14.40 yuan per share on May 28 to 36.90 yuan per share by June 9, marking a total increase of 156.25% over seven trading days [1]. - The convertible bond "Jinling Convertible Bond" also saw a price rise from 123.04 yuan per bond on May 28 to 186.93 yuan per bond on June 9, representing a 51.92% increase [1]. - On June 9, the bond's price increased by the maximum allowed limit of 20% in a single trading day [2]. Group 2: Trading Anomalies - Jinling Sports announced that the "Jinling Convertible Bond" experienced a cumulative price deviation of 39.14% over three consecutive trading days, which is classified as an abnormal trading fluctuation [2]. - The company indicated that there were no significant undisclosed information affecting the bond's trading price, but acknowledged the potential for irrational trading behavior due to market sentiment [3]. Group 3: Financial Performance - Despite the excitement surrounding the "Super League," the actual contribution to Jinling Sports' financial performance is expected to be limited [4]. - The company's Q1 report showed a revenue of 51.69 million yuan, a year-on-year decline of 26.09%, and a net loss of 1.69 million yuan compared to a profit of 2.83 million yuan in the same period last year [4]. - For the year 2024, Jinling Sports reported a revenue of 373 million yuan, down 27.30%, and a net profit of 26.76 million yuan, down 60.42% year-on-year [5]. Group 4: Revenue Structure - In 2024, the top three revenue sources for Jinling Sports were ball equipment (43.41%), venue facilities (16.37%), and athletics equipment (8.35%) [5]. - The decline in performance was attributed to a decrease in sales volume due to fewer events held during the reporting period, impacting service revenue significantly [6].