洛特里奇表示，过去三十多年间，斯中两国建立了基于相互尊重、信任和友谊的双边关系，而进博会已 成为推动双边合作的重要引擎——不仅促进了贸易往来，更深化了交流互鉴。同时，中国聚焦高质量发 展与高水平对外开放，为斯洛文尼亚企业，特别是中小企业创造了重大机遇，这些企业灵活、创新且适 应能力强，这些特质高度契合中国对先进、可持续及定制化解决方案的需求。 展望未来，洛特里奇称，相信通过持续对话、完善商业合作框架及进博会等平台，斯中两国必将释放更 多合作潜能。(完) "除了促进贸易，进博会更巩固了人文纽带——特别是在企业、创业者与商界领袖之间——这些纽带构 成了持久伙伴关系的基石。斯洛文尼亚已将进博会视为全球最具影响力的对话、创新与合作伙伴关系构 建平台之一。"他说。 往届进博会上，斯洛文尼亚的食品、葡萄酒和高端滑雪装备等产品给中国消费者留下了深刻印象。洛特 里奇说，斯洛文尼亚企业在高端制造、清洁循环技术、数字解决方案、可持续交通及医药等细分领域也 处于领先地位，"通过进博会平台，我们期待中国合作伙伴不仅将斯洛文尼亚视为高品质产品的精品制 造商，还将其视为推动可持续发展的智能技术、知识与解决方案的重要来源"。 11月7日， ...

Summary of the Ice and Snow Sports Industry Conference Call Industry Overview - The ice and snow economy in China has rapidly grown from 500 billion yuan in 2020 to 890 billion yuan in 2023, with a compound annual growth rate (CAGR) of 21.19%, indicating strong development momentum [1][4] - As of 2023, there are 2,847 ice and snow venues nationwide, a year-on-year increase of 16.1%. Skiing venues account for 32.84%, while skating venues dominate at 67.16%, suggesting significant growth potential for skiing facilities [1][4] Core Insights and Arguments - The post-Olympic era strategy for China's ice and snow industry focuses on intelligent and digital transformation, accelerating the development of smart R&D elements and the application of digital technologies in ice and snow venues, while also supporting virtual ice and snow sports [1][5] - The consumption scale related to ice and snow activities for the winter season of 2023-2024 is expected to exceed 150 billion yuan, with folk activities accounting for the highest share at approximately 37% and specific projects at 27% [1][6] - Since 2014, the number of participants in ice and snow sports has been steadily increasing, with over 180 million participants recorded in the 10th public review season, and a total of 57.35 million people participating in various sports nationwide [1][6] Popularity of Ice and Snow Sports - The most popular ice and snow sports in China are skiing and skating. Post-Beijing Winter Olympics surveys show that the participation rate for folk activities among adults is 17.73%, while the participation rate for viewing activities is 9.83%, specific project participation is 6.05%, and land project participation is 3.06% [1][8] Consumer Spending Characteristics - Following the Beijing Winter Olympics, 72.73% of respondents reported engaging in ice and snow-related consumption, with 40% spending below 500 yuan and only 2.43% spending over 2,000 yuan, indicating untapped consumer potential [3][9] - The North China region, particularly Hebei Province, shows outstanding performance in ice and snow consumption, with Shandong, Jiangsu, and Xinjiang also ranking in the second tier nationally [3][9] Future Development Trends and Goals - The State Council aims to achieve a total scale of 1.2 trillion yuan by 2030, promoting widespread participation in sports through strategies such as southward expansion, westward outreach, and eastward advancement [3][10][11] Investment Recommendations - Investment focus should be on high-quality core assets, particularly blue-chip stocks like Anta Sports, Bosideng, and Sanfo Outdoor, which are expected to recover from bottoming out. These companies have strong earnings certainty and relatively high dividend yields, with competitive advantages in ice and snow sports brands and high-end skiing equipment [3][14] - Anta is recognized as a pioneer in domestic ice and snow sports brands, enhancing operational efficiency through online and offline strategies, while Bosideng is expanding into the high-end skiing market through international collaborations [3][14][15] Risks Facing the Ice and Snow Sports Industry - The industry faces several risks, including changing consumer preferences that may lead to inventory buildup and performance declines, uncertain penetration rates due to low-temperature environments and seasonal limitations, and seasonal volatility risks that could affect market growth if consumer enthusiasm wanes [3][16]