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橙狮体育穆旸:AI让运动更简单 做一家科技体育酷公司
Shang Hai Zheng Quan Bao· 2025-09-10 18:48
Core Insights - The Chinese government aims to significantly boost the sports industry, targeting a total scale exceeding 7 trillion yuan by 2030, with a focus on cultivating world-class sports enterprises and events [2] - Orange Lion Sports plans to invest over 5 billion yuan by 2035 to engage more than 2 billion people globally in sports consumption, emphasizing innovation in the "sports + AI" sector [2] Company Development - Orange Lion Sports achieved a milestone of 100 million yuan in monthly revenue for the first time, with double-digit growth in both revenue and net profit for the fiscal year 2024-2025, and an adjusted EBITA increase of 86% [3] - The company has grown to serve over 500 million users online and operates more than 70 venues, aiming to meet the basic conditions for a Hong Kong listing by 2026 [5] Strategic Decisions - The decision not to purchase large sports event copyrights in 2016-2017 was pivotal, allowing the company to focus on building IP and creating a sustainable business model [6] - The collaboration with Alibaba's ecosystem enhances Orange Lion Sports' capabilities, leveraging resources for advertising, e-commerce, and AI technology [7] AI Integration - Orange Lion Sports is focusing on making sports more accessible through AI, with its SmartShot product already deployed in 120 venues, generating over 10 million videos and 50,000 data reports [9] - The company aims to differentiate its AI offerings by providing affordable technology solutions that enhance user experience rather than focusing solely on elite performance [8] Future Vision - The company envisions becoming a technology-driven entity that continuously exceeds user expectations in sports experiences, with a commitment to attracting talent and fostering a reliable industry image [10]