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对话独角兽 | 橙狮体育探路体育产业新质量:科技破局,内容驱动
Di Yi Cai Jing· 2026-01-26 12:01
橙狮体育的 "科技 + 产业链" 模式,为行业提供了可借鉴的发展路径,但体育产业的健康发展,最终依赖于市场化改革的深化与制度环境的完善。 当前,我国体育产业正经历从传统资源驱动向科技创新与高质量服务驱动的关键转型。数字化、智能化技术正深度重塑场馆运营、健身服务、赛事体验及消 费模式,成为产业升级的核心引擎。 2015 年由阿里巴巴投资成立的橙狮体育,凭借 "科技 + 产业链" 的发展路径,在智慧场馆运营、AI 技术应用、赛事 IP 开发等领域形成了独特实践。其十年 发展历程中,既展现了民营体育企业突破行业瓶颈的探索,也集中暴露了体育产业的结构性矛盾。 "空间+服务"打破单一收入结构 为应对传统体育服务盈利模式单一、用户粘性不足的痛点,越来越多企业正在尝试构建线上线下融合、硬件软件结合的综合生态。 以橙狮体育为例,其线上核心阵地"乐动力"平台,源于2018年战略并购的国内知名互联网健身运动品牌。该平台从计步类APP起步,已发展为集APP与多端 小程序于一体的综合运动服务入口。截至2024年底,乐动力全网用户量超3.5亿,成为巨大的流量与数据枢纽。 新冠疫情期间,居家健身需求激增,橙狮体育迅速发力端智能运动领域, ...
赛事经济掀起消费热浪 龙头公司抢滩万亿蓝海市场
Zhong Guo Jing Ying Bao· 2025-09-19 21:45
Group 1: Event Impact on Consumption - The "Su Super" and "Zhe BA" events are driving a new wave of consumption in their respective regions, with significant attendance and spending reported [1][2] - On September 6, the "Su Super" match in Nanjing attracted 60,817 spectators, setting a new record for amateur events in China, and led to a total cultural and tourism consumption of 730 million yuan in Nanjing, a 6.1% increase month-on-month [1] - The "Zhe BA" basketball events held from July 6 to September 2 saw nearly 920,000 attendees and generated over 7.1 million yuan in ticket sales, contributing to over 1 billion yuan in related sports and consumption [2] Group 2: Economic Contribution of Sports Events - The "Su Super" has significantly boosted the local economy, with service revenue from tourism, dining, and other sectors reaching 37.96 billion yuan in the first half of 2025, a 42.7% year-on-year increase [4] - A survey indicated that 95.9% of attendees at the "Su Super" events increased their spending beyond ticket purchases, highlighting the event's role as a powerful engine for urban consumption [4] - Comparatively, the economic impact of sports events in the U.S. and Europe is estimated at 128 billion dollars, while China's sports events are projected to contribute approximately 20.8 billion dollars in 2024 [4] Group 3: Corporate Engagement in Sports Economy - The recent government policy aims to cultivate influential sports enterprises and events, targeting a sports industry scale exceeding 7 trillion yuan by 2030, attracting major companies to invest [6] - Companies like Chengshi Sports are actively involved in organizing and developing events like "Su Super" and "Zhe BA," indicating a trend of corporate engagement in the sports economy [6][8] - Chengshi Sports reported double-digit growth in revenue and net profit for the fiscal year 2024-2025, driven by multiple business engines including offline venues and online services [7] Group 4: Future Prospects and Collaboration - Chengshi Sports plans to deepen collaboration with local governments to promote events that integrate culture, commerce, and sports, emphasizing the need for multi-faceted cooperation [8] - The company aims to meet the basic conditions for listing in Hong Kong by 2024-2026, reflecting its growth ambitions in the sports sector [7]