Recently, the State Food and Drug Administration approved the import registration of Pfizer covid-19 virus treatment drug. The drug has the advantages of direct antiviral effect, low production cost, easy transportation, storage and transportation, convenient use at home and so on.
At the same time, the attention of the Beijing Winter Olympic Games is significantly higher than that of the previous Tokyo Olympic Games, which stimulates the sense of national pride and identity, drives the enthusiasm of ice and snow sports and creates consumption increment. We think,
First, after covid-19 oral specific drugs are imported into China, it may accelerate the adjustment of China’s epidemic prevention and control policies, and the orderly liberalization of policies and the restoration of real prosperity are expected to continue to increase significantly.
Offline, as an important consumption scenario of brand clothing, is expected to usher in the further recovery of passenger flow, driving the increase of the joint rate of customer orders; With the accelerated flow of people, clothing consumption demand and the purchasing power of medium and high-end shopping malls and street stores are gradually released.
Second, take the Beijing Winter Olympics as an opportunity to popularize China’s awareness of ice and snow sports. Previously, China issued the action plan for the development of ice and snow tourism (2021-23), which proposed the goal of “driving 300 million people to participate in ice and snow sports”; The number of participants increased significantly and the consumption scale expanded significantly, effectively driving the market scale of relevant ice and snow sports clothing and equipment.
At the same time, Gu Ailing’s new image of healthy and energetic women establishes a new concept of beauty and stimulates women’s enthusiasm for sports.
Third, the national brand sports technology is fully displayed with the help of the Olympic Games to build a technical moat. Benefiting from the professional function attribute, at present, the national brand constructs the product competitiveness by injecting more leading scientific and technological genes.
For example, Anta speed skating competition clothing adopts air turbulence control drag reduction and boundary slip drag reduction technology, and the clothing surface is added with special-shaped structure and advanced high elastic fabric; In the future, Olympic technology will gradually empower Anta’s high-end products and boost the professional brand.
It is recommended to pay attention to:
Sports brands: Li Ning, Anta sports, special step International;
Supply chain: Zhejiang Weixing Industrial Development Co.Ltd(002003) , Zhejiang Sunrise Garment Group Co.Ltd(605138) , Huali Industrial Group Company Limited(300979) , Shenzhou International, virgin.
Risk tips: the recovery of physical prosperity is less than expected, the persistence of ice and snow sports is less than expected, and the local epidemic affects the commencement of factories.
