With the official opening of the Beijing Winter Olympics, more attention has been paid to the products around the Winter Olympics. Bing dwen dwen, the mascot of Beijing Winter Olympic Games, was caught in hot search because of the hot selling shortage.
Recently, baidu released "Baidu hot search · big data of Beijing Winter Olympic Games", which shows that the Beijing Winter Olympic Games has become the hottest Winter Olympic Games in history, surpassing all summer Olympic Games after the 2008 Beijing Olympic Games.
The reporter of Red Star capital Bureau found that since January, the sales of Winter Olympic souvenirs have increased by more than 26 times year-on-year; Some companies benefited from the sales of Winter Olympic souvenirs, with a year-on-year increase of 140%.
"one trick is hard to find", and the sales of Winter Olympic souvenirs increased by nearly 27 times year-on-year
Bing dwen dwen?
Bing dwen dwen for 15 minutes, and 5000 "ice piers" are sold out immediately, which is the scene of Tmall Olympic official flagship store in the morning of February 4th. Shuey Rhon Rhon Rong Bing dwen dwen has sold more than 60 thousand visitors a day before the sale of the toy store.
"Bing dwen dwen" has already been sold out, and in February 4th, Red Star capital Bureau reporter transferred to Beijing's three winter otter store, and the answers were: "it's out of stock."
Among them, Bing dwen dwen told the Hongxing capital bureau that the related ice blind box was sold out in January. "We have long made additional orders with the suppliers, but they are not sure when the next batch will be delivered." In the shop, there were only a few commemorative coins left in the empty counter for sale.
The reporter joined a Winter Olympics commodity rush buying group, in which the sales situation of each commodity store is updated at any time: "open the door for 10 minutes, Caibai is out of stock, don't come." "There is no blind box and manual operation here in Shijingshan Amusement Park today."
In the Wangfujing Group Co.Ltd(600859) Gongmei building, which has a relatively complete range of goods and the most popular queue, the security guard kept shouting with a loud speaker, "now a lot of goods are out of stock. There are goods after the 15th, and they are sold all year round!"
The gold absorption capacity of Olympic mascots can not be underestimated. As a cultural productivity, they can drive economic growth on a large scale. This kind of derivatives around the Olympic Games has gradually become a stable source of income for the host country of the Olympic Games.
Taking the 2008 Beijing Olympic Games as an example, derivatives around the Olympic Games achieved an economic value of 160 million US dollars (about 1.1 billion yuan) during the Olympic Games, setting a historical record of the Olympic Games.
This year, the strength of carrying goods for the Winter Olympics is still strong. It is reported that up to now, BOCOG has developed more than 5000 licensed commodities in 16 categories. At the same time, 184 franchised retail stores have been opened nationwide, and sales points have been set up on more than 280 pairs of high-speed trains, covering 31 provinces and regions.
According to the monitoring of key e-commerce platforms by business big data, since the "2022 national online annual goods Festival" was launched on January 10, the sales of Winter Olympic souvenirs have increased by 26.9 times year-on-year .
licensed commodity enterprises may benefit
the performance of listed companies increased by 140%
The popularity of Winter Olympic mascots and their derivative peripheral products is good for the licensed manufacturers behind them.
Shanxi Securities Co.Ltd(002500) believes that the revenue of licensed goods is expected to exceed 2.5 billion yuan throughout the Winter Olympic cycle. For the franchise industry, with the arrival of the Olympic Games, the Olympic franchise goods will obtain an increase in excess sales and a considerable amount of net profit.
It is reported that the production and sales of Winter Olympic licensed goods must be approved by Beijing Winter Olympic Organizing Committee, and the official online purchase channel is the official Olympic flagship store of tmall platform; Offline, you can buy the Winter Olympic licensed goods in the licensed goods retail store and on the high-speed railway train.
According to public data, there are 29 licensed manufacturers and 58 licensed retailers in Beijing Winter Olympics, including listed companies such as Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (002878. SZ), Anta sports (02020. HK), Cultural Investment Holdings Co.Ltd(600715) (600715. SH), Wangfujing Group Co.Ltd(600859) (600859. SH), China Sports Industry Group Co.Ltd(600158) (600158. SH).
Among them, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) is licensed to produce non-metallic products such as badges and key chains, precious metal products, plush and toys of various materials; Cultural Investment Holdings Co.Ltd(600715) is licensed to produce precious metal products, handicrafts and ceramic products.
In 2021, an important node in the 100 day countdown to the Beijing Winter Olympic Games, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) released the third quarter financial report of 2021. From January to September 2021, the company achieved an operating revenue of about 1.5 billion yuan, a year-on-year increase of 7.5%. Among them, the company's new media marketing and Beijing Winter Olympic Games franchise souvenir business increased significantly, the new media marketing revenue increased by 41.32% year-on-year, and the Beijing Winter Olympic Games franchise souvenir revenue increased by 141.57% year-on-year.
According to public information, the "opening commemorative gold and silver bar" produced by Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) has sold more than 100 million since it was launched in the official franchise channel on January 4, 2022.
According to the regulations of the Olympic Committee, the licensed commodities of the Winter Olympic Games will continue to be sold until September. According to the analysis of The Pacific Securities Co.Ltd(601099) securities, the performance of Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) 2022 may be greatly improved due to the benefit of the Winter Olympic Games.
China stock market news shows that there are 73 stocks in the Beijing Winter Olympics concept sector, involving venue construction, communication, sponsorship, suppliers and other aspects . From November 1 to January 17, 2021, the cumulative increase in the sector was 23.12%, and the overall transaction amount was 982.8 billion yuan. Since January 17, the Winter Olympic concept sector has dropped slightly. By January 126, the cumulative decline in the sector range was 9.16%. Since November 1, 2021, the overall turnover of the Winter Olympic concept sector has reached 1.15 trillion yuan.
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