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）(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。 这对高位买入金陵转债的投资者构成巨大潜在风险。 金陵体育称，近期，江苏省城市足球联赛的火爆情绪蔓延至A股市场，公司股票波动严重异常，存在市 场情绪过热的情形，可能存在非理性交易行为，交易风险较大，存在下跌的风险，截至2025年6月5日， 公司动态市盈率为-701.18倍，静态市盈率为177.53倍，市净率为5.99倍。 概念火热，但业绩贡献或有限 作为"苏超"概念股的龙头，尽管金陵体育受到了投资者的追捧，但是"苏超"联赛带给该公司的业绩贡献 或比较有限。 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%。 ...

Market Performance - The three major stock indices collectively rose in the past week, with the Shanghai Composite Index increasing by 1.13% to close at 3385.36 points, the Shenzhen Component Index rising by 1.42% to 10183.70 points, and the ChiNext Index gaining 2.32% to 2039.44 points [2] - Approximately 75% of individual stocks experienced gains during the week, with 103 stocks rising over 15% and 13 stocks declining more than 15% [2] Top Performing Stocks - Jinling Sports (300651.SZ) led the weekly gainers with an 88.24% increase, followed by Huijin Co. (300368.SZ) with a 50.54% rise, and several other stocks exceeding 40% growth [4] - Jinling Sports has seen a significant surge due to the popularity of the Jiangsu Province's first urban football league, known as "Su Chao," which has generated considerable social media buzz [5] Company Overview - Jinling Sports specializes in sports equipment, venue facilities integration, sports health, and event services, with its main products including ball equipment and athletic gear [5] - The company achieved a new high in stock price since June 2022, with a total market capitalization of 4.1 billion yuan [5] Market Sentiment and Risks - Jinling Sports acknowledged the volatility in its stock price, attributing it to the heated market sentiment surrounding the urban football league, indicating potential irrational trading behavior [6] - Despite the stock surge, the company reported a decline in performance, with a projected decrease in revenue and net profit for 2024, and a loss in the first quarter of 2025 [6] Industry Outlook - The sports industry is expected to maintain high growth, supported by favorable policies and a youthful consumer base driving demand [7] - Analysts recommend focusing on companies with strong sports IP and event hosting capabilities for investment opportunities in 2025 [7] Underperforming Stocks - Longjin Tui (002750.SZ) experienced a significant drop of 36.28% as it entered a delisting preparation period, with its stock price falling to 0.72 yuan and a total market value of 290 million yuan [12] - The company has faced continuous losses over the years, with a reported revenue decline of 23.25% in 2024 [12]

Core Viewpoint - The "Su Super" league, officially known as the 2025 Jiangsu Provincial City Football League, has emerged as a phenomenon in Chinese football, capturing local fans' emotions and creating a significant cultural impact despite its amateur status [3][39]. Group 1: Event Overview - "Su Super" features teams from 13 cities in Jiangsu, with its inaugural season consisting of a 13-round regular season followed by knockout rounds [3]. - The league has seen a rapid increase in attendance, with average spectators rising from 7,745 in the first round to 15,025 in the third round, surpassing the average attendance of the 2025 China League [4][6]. Group 2: Cultural Impact - The league has generated significant online buzz and cultural references, with local rivalries and humorous content becoming viral, showcasing the emotional connection fans have with their city teams [7][39]. - Ticket prices have skyrocketed, with some originally priced at 10 yuan being resold for as much as 600 yuan, indicating high demand and interest [8][19]. Group 3: Economic Implications - The success of "Su Super" has positively impacted related stocks, such as Jinling Sports, which saw its share price rise significantly, reflecting investor confidence in the football-related economy [23][25]. - The league's organization benefits from Jiangsu's strong economic foundation and historical football culture, supported by local government and corporate sponsorships [29][31]. Group 4: Factors for Success - The league's success is attributed to a combination of strong financial backing, a rich football heritage in Jiangsu, and effective government support that integrates sports with local tourism [29][32]. - The unique cultural dynamics within Jiangsu, characterized by diverse local identities and rivalries, contribute to the league's appeal and engagement [37][39].

新华财经北京6月5日电（丁晶） 随着"苏超"持续刷屏，多只"苏超概念股"5日连续涨停，且成交量急剧 放大。截至发稿，金陵体育、康力源、共创草坪涨停，星辉娱乐涨9%，雷曼光电、艾比森等跟涨。 | | 名称 | 涨幅号 | 现价 | 4分钟涨速 | 大单净额 | 大单占比% | | --- | --- | --- | --- | --- | --- | --- | | 1 | 金陵体育 | +20.02% | 29.38 | +0.00% | +2750.497 | +3.63 | | 2 | 康力源 | +10.38% | 43.80 | -0.46% | +2101.55万 | +5.46 | | 3 | 共创草坪 | +10.01% | 33.85 | +0.00% | +920.707 | +5.52 | | 4 | 星辉娱乐 | +8.98% | 4.37 | +0.23% | +1.51 Z | +14.15 | | 5 | 雷曼光电 | +4.73% | 7.31 | -0.1 4% | +2702.80万 | +10.30 | | 6 | 粤传媒 | +3.84% | 6.22 | -0.16% ...

Group 1 - The "Su Super" league has gained significant popularity, leading to a surge in related sports industry stocks in the A-share market [1][2] - The football concept index rose nearly 4% today, accumulating a nearly 10% increase over the last three trading days [2] - Individual stocks such as Jinling Sports have seen a 104% increase over the last five trading days, with a 20% limit up for three consecutive days [2][3] Group 2 - The "Su Super" league has attracted large crowds, with matches often sold out and ticket prices skyrocketing from 10 yuan to as high as 600 yuan on secondary markets [4][5] - The league's success is attributed to local city rivalries and government support, as well as a high level of competition despite being an amateur league [5][6] - The league has sparked a new wave of cultural consumption, with social media trends and memes emerging from the matches [6][8] Group 3 - The current environment in China's sports industry is favorable, with recent policies aimed at supporting high-quality development in sports infrastructure and services [9] - The success of the "Su Super" league indicates a potential shift in focus from professional leagues to a more diverse "city sports ecology" model [10] - The league is creating market opportunities in various sectors, including sports venue construction, turf and surface materials, sports consumption, and digital content [11]

金陵体育（300651）4月25日披露投资者关系活动记录表，公司当天接待特定对象调研。 在回应公司发展情况的话题时，金陵体育表示，公司今年在保持原有业务稳定的基础上，新业务板块的 价值开始逐步体现，公司把一些亏损的发展不符合预期的项目及时进行处理，目前联营公司各自业务有 序发展，并具备了良好的互补性和协同性。今年以来一些运动会、单项比赛以及民众的体育消费逐步复 苏，借此发展契机公司将持续聚焦体育装备制造、体育信息化、体育消费服务等体育产业方向，特别在 体育消费方向公司将以打造城镇体育为支点进一步孵化体育消费品牌矩阵从而提升体育消费服务的体验 和品质，以打造代表中国的百年民族体育品牌为目标而努力。 在回应公司未来战略重心的话题时，金陵体育表示，除了公司原有2B的业务，也在积极研究2C业务的 增长点，公司积极探索发展新模式，主要体现为对体育装备产品的横向拓展以及对整个体育产业链的纵 向布局。研究并探寻体育竞赛产业链更多的机会，金陵体育的围绕体育为中心纵横发展的战略方向完全 符合现实政策，在未来实际政策落地的加持下，接下来金陵体育的业务有望得到进一步发展、业绩有望 持续提升。 金陵体育于2017年5月上市，公司主要 ...