Gu Ailing’s freestyle skiing won the gold, Chen Wei’s figure skating won the laurel, and the feather tied figure skating touched the ice at the curtain call. Various events in the venue are in full swing, and the capital market outside the venue is also showing the “heat” of the Winter Olympics.
On February 8, Gu ailing won the gold medal of Freestyle Ski platform in the Winter Olympic Games and won the third gold for the Chinese team. The 19-year-old “Frog Princess” pulled the daily limit of A-share listed company Invengo Information Technology Co.Ltd(002161) (002161. SZ) for two consecutive trading days, only because the latter has the wish homophony of “looking at Gu ailing from a distance to win the championship”; Another winter Olympic “Bing dwen dwen” pier attracted more than 1 million 600 thousand netizens into the live cloud studio production line. Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (002878.SZ) Bing dwen dwen, the head of the head, has been trading on five consecutive trading days.
According to the official website of the Beijing Winter Olympics, there are currently 29 licensed manufacturers and 58 licensed retailers, including a number of listed companies such as Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Cultural Investment Holdings Co.Ltd(600715) (600715. SH), Anta sports (2020. HK), Wangfujing Group Co.Ltd(600859) (600859. SH), Beijing Kingee Culture Development Co.Ltd(002721) (002721. SZ).
Shanxi Securities Co.Ltd(002500) analyst Zhang Xiaolin believes that the consumption demand of China’s sports industry has gradually shifted from physical consumption such as traditional sports clothing and sports equipment to service-oriented consumption such as event tickets and fitness training. Consumption + tourism has become an important part of sports consumption. Driven by the Beijing Winter Olympic Games, relevant events marketing, sales of surrounding derivatives and other activities will be carried out gradually. Companies related to the industrial chain may enter the performance cashing period. As a long-term project, the Winter Olympic Games will become an important catalyst for the rise of the ice and snow industry.
“Bing dwen dwen” is sought after by
The mascot Bing dwen dwen of Beijing Winter Olympic Games is being sought after by its lovely ice snow panda image. Tmall data show that on the opening day of the Winter Olympics, more than 1 million netizens poured into the official flagship store of tmall Olympics. Bing dwen dwen is still hard to get.
“Bing dwen dwen” Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) responded to the investor interactive platform. In view of the recent popularity of the Olympic Winter concession commodities by consumers, the company has organized staff and factories to start production in full scale, and fully coordinate the production capacity rationing, guarantee the supply of the Olympic Winter licensed commodities, and do their best to meet the needs of the vast number of consumers.
It is reported that Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) is one of the licensed retailers and manufacturers of the 2022 Winter Olympic Games. It has obtained the production qualification of Winter Olympic Games commodities in three popular categories, including precious metals, badges and key chains and other non-metallic products, plush and toys of other materials. Bing dwen dwen Shuey Rhon Rhon Bing dwen dwen, the product of the product includes ice pits (snow Rong Rong) plush toys, modeling handles, ornaments, crystal balls, and “dream future” ice pillar toys, blind boxes, badges (mascot sports modeling series, countdown series, folk custom Series), precious metals (opening ceremony countdown gold and silver bars, etc.). The prices of Winter Olympic licensed commodities are set after being declared by the company and approved by the Olympic Organizing Committee.
The “one trick is hard to find” in the market has also driven the soaring stock price of Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) . Since the opening of the market after the festival, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) has harvested the daily limit for five consecutive trading days. From February 7 to 11, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) shares rose by 10.01%, 9.99%, 10.02%, 10% and 10.01% respectively, with a range increase of more than 30%. As of the closing on the 11th, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) reported 29.77 yuan / share, with a market value of 6.95 billion yuan.
It is worth noting that in Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , one side is the sharp rise of stock prices and the rush of investors, and the other side is the busy reduction of senior executives. On February 9, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) announced that the company had received the notification letter of share reduction plan from directors Bian Yuchen, Yue Xin, senior management Wang Sheng, supervisors Li Ya and Liu Yan. The above five people planned to reduce 698000 shares in total, accounting for 0.315% of the total share capital of the company; Previously, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) controlling shareholder Yuanlong investment reduced its holdings by more than 1%.
According to the announcement, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) in the first three quarters of 2021, the revenue was 1.491 billion yuan, a year-on-year increase of 7.5%; The net profit was 81.4324 million yuan, a year-on-year decrease of 30.83%. Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) said that the new business expansion and the construction of innovative R & D team led to large expenses such as employee compensation, technology development and equity incentive, which affected the performance of the company’s short-term performance to a certain extent. Some market participants said that the Winter Olympics will help Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) performance growth to a considerable extent, but we also need to pay attention to the resonance of current market sentiment and capital chasing up. After the Winter Olympics, relevant products will face the risk of shrinking demand.
In addition to Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Cultural Investment Holdings Co.Ltd(600715) (600715. SH) is also one of the popular winter Olympic concept stocks. From February 7 to 9, Cultural Investment Holdings Co.Ltd(600715) reaped three trading limits in succession, with increases of 10.03%, 10.06% and 10% respectively, and the range increase reached 22.64%. Its share price fell sharply to 74.52 yuan as of February 9, 2011.
Statistics show that Cultural Investment Holdings Co.Ltd(600715) is a cultural and creative listed company with film and television and games as the main business. It has the franchise production right of Winter Olympic derivatives in three categories: precious metals, handicrafts and ceramics, and the franchise retail right of Winter Olympic derivatives in all categories.
However, Cultural Investment Holdings Co.Ltd(600715) issued a loss advance announcement on January 29. It is expected to realize a net profit of – 500 million to – 420 million yuan in 2021. The company expects to withdraw a goodwill impairment loss of 25 million to 35 million yuan in that year. Cultural Investment Holdings Co.Ltd(600715) said that during the reporting period, due to the control of the epidemic, repeated local epidemics, lack of high-quality blockbusters, reduced consumption of sold goods and other factors, the operating income of the cinema business decreased significantly compared with that before the epidemic. Due to the impact of policies such as holding large-scale events and epidemic isolation, the company’s “culture +” businesses such as cultural brokerage business and cultural industry development and operation services have made slow progress, and the relevant business income is lower than expected.
Similar to Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , when the enthusiasm of the Winter Olympics is released in the stock market, Cultural Investment Holdings Co.Ltd(600715) also has not entered the performance cashing period of the Winter Olympics, but some shareholders choose to leave.
According to the data of China stock market news, at present, the concept sector of Beijing Winter Olympics involves a total of 73 stocks, including venue construction, event communication, sponsor suppliers and licensed commodity sales.
Guangyin international commented that behind the sharp rise in corporate stocks related to the Winter Olympics, it is also related to various influencing factors. “Striking iron still needs to be hard”. In the absence of substantial positive factors to stimulate and there is no substantial improvement in the performance growth of listed companies, it is still necessary to rationally look at the sharp rise in the share price of “Winter Olympic concept stocks” or “Gu ailing concept stocks”.
ice and snow industry welcomes the “east wind”
Public information shows that the ice and snow industry can be divided into three categories: ice and snow service industry, ice and snow supplies and related products manufacturing industry and ice and snow site facilities construction industry. Specifically, the Winter Olympics has directly driven the development of upstream ice and snow parts enterprises in the form of ice and snow events, and promoted the development of upstream ice and snow equipment enterprises and midstream ice and snow site resource supply enterprises by driving the public ice and snow sports emotion.
According to the prediction of China ice and snow tourism development report released by China Tourism Research Institute in 2022, the number of ice and snow leisure tourists in China will reach 305 million from 2021 to 2022, and the income of ice and snow leisure tourism may reach 323.3 billion yuan. According to the development plan of ice and snow sports (2016-2025) formulated by the State Administration of sports, the total scale of China’s ice and snow industry will exceed trillion yuan by 2025, and the ice and snow industry has great potential.
According to the data of prospective industry research institute and Tianfeng Securities Co.Ltd(601162) Research Institute, from 2018 to 2020, the market scale of China’s ice and snow industry was 451.37 billion yuan, 520.88 billion yuan and 381.1 billion yuan respectively, of which the data fell significantly in 2020 affected by covid-19 pneumonia. However, with the holding of the 2022 Beijing Winter Olympics, it is expected that the market scale of China’s ice and snow industry will double year-on-year to 800 billion yuan in 2022 and reach trillion yuan in 2025.
Traditionally, the main participants in the sports industry are enterprises such as sportswear, sports equipment and cultural and creative products. However, the holding of the Beijing Winter Olympic Games also gives ice and snow tourism, ice and snow sports venues and even science and technology enterprises the opportunity to share the dividends of the Winter Olympic Games. According to the Beijing Municipal Commission of science and technology, the Beijing 2022 Winter Olympics is inseparable from the strong support of scientific and technological innovation achievements from venue construction, infrastructure to intelligent services and event support.
According to relevant sources of Beijing state-owned assets company, the bright night scene of “bird’s nest” is due to the upgrading and transformation of the landscape lighting system, the replacement of the original traditional attenuated light source with high-standard LED lamps, and the improvement of the brightness, uniformity, glare points and exposure points of the roof PTFE film, facade steel frame and red wall of the grandstand. After the transformation, the bird’s nest can achieve 30% energy-saving effect. At the same time, color changing projection lamps can be used to show more diversified lighting effects according to the needs of different periods
According to the relevant person in charge of 2022 Beijing Information Center, the hosting of the Winter Olympics has a positive effect on Beijing’s economic growth, especially on the development of ice and snow industry, infrastructure construction and the improvement of people’s livelihood. In the process of preparing for the Winter Olympics, the coordinated development of ice and snow tourism, sports events, education and training and other fields has created more employment and development opportunities for the society.
A spokesman for the Beijing municipal government said that with regard to the impact of the Winter Olympics on the development of Beijing’s ice and snow industry, first, ice and snow sports have been popularized, from “cold sports” to “hot sports”. It is estimated that the population participating in ice and snow sports in Beijing will reach 10 million in 2022; Second, the construction of ice and snow venues and facilities has been accelerated. The city has built a large number of international level ice and snow venues and facilities to provide venue guarantee for building an international ice and snow consumption destination; Third, the development of ice and snow industry in the “Post Olympic” era can be expected in the future. Beijing will give full play to the advantages of “double Olympic city” and host more international ice and snow events, mass ice and snow events and youth ice and snow events to help urban construction; Fourth, ice and snow science and technology have made great progress. In recent years, a large number of ice and snow scientific and technological achievements have been produced, which provide important support for the follow-up development of ice and snow equipment and ice and snow sports training.
Liu Zhangming, deputy director of Tianfeng Securities Co.Ltd(601162) Research Institute, believes that in 2022, a number of international sports events such as the Winter Olympic Games, the Asian Games and the Universiade will help China’s sports power strategy. China’s sports industry has experienced the scouring of the epidemic and is in the ascendant. Under China’s huge sports consumer base, active policy escort, the transformation of digital economy and the upgrading of sports consumption concept, it is optimistic that it will bring considerable development to the sports industry for a long time.
He also said that the sports industry takes competitive events as the core, and constructs the core layer, peripheral layer and relevant industrial layer, respectively corresponding to the upstream event resources, midstream media communication and downstream sports derivative industries of the industrial chain. Sports events are the upstream of the sports industry. At present, the development of sports events in China is still in the primary stage. It is expected that with the support of national policies, the improvement of residents’ attention to the sports industry and the active collaborative development of local sports event IP by the midstream media industry, it will effectively promote the overall rapid development of China’s sports industry. At the same time, the middle and lower reaches of the sports industry is also undergoing active reform. The sports media side continues to improve the acceptance of paying people for sports content, and explore event derivative programs to increase user stickiness; The sports consumption side actively builds up the new format of “Internet plus sports” based on the background of the national fitness and the opportunities of the Winter Olympic Games, and strive to develop China’s ice and snow industry chain.
