One month before the official opening of the Winter Olympic Games, some concept stocks in the A-share market have begun to “agitate”.
According to the information statistics disclosed by the official channels of listed companies, the reporter of Shanghai Securities News found that at present, more than 50 A-share companies have participated in various support services for the Winter Olympic Games, mainly involving five core links: venue construction, supporting transportation facilities, sponsorship and supply services, technical support and sales of licensed commodities.
construction of Winter Olympic venues
Venue construction is one of the key links of the Winter Olympic Games participated by listed companies, including China Railway Group Limited(601390) , Zhejiang Dafeng Industrial Co.Ltd(603081) , Luoyang Northglass Technology Co.Ltd(002613) and many other companies participated in the construction and transformation of Winter Olympic venues.
Three competition areas will be set up for the 2022 Beijing Winter Olympic Games, of which Zhangjiakou competition area is the focus of venue construction. It is reported that China Railway Group Limited(601390) is the main construction unit of the “three games and one village” in Zhangjiakou competition area (“three games” refers to ski jumping, cross-country skiing and winter biathlon, and “one village” is the athlete village of the Winter Olympic Games).
A number of listed companies also participated in the construction and transformation of Winter Olympic venues. Including Juli Sling Co.Ltd(002342) closed post provided for the national speed skating center, Luoyang Northglass Technology Co.Ltd(002613) glass curtain wall provided for the national speed skating center, Ming Yang Smart Energy Group Limited(601615) 12000 pieces of gem blue power generation glass provided for the national speed skating tube, etc.
energy and transportation supporting
The green Olympic Games ranks first among the four Olympic principles of the Beijing Winter Olympics, and the use of hydrogen fuel cell vehicles will also become a highlight of the current Winter Olympics. Among them, 655 hydrogen fuel vehicles will be invested in Zhangjiakou competition area to provide transportation and logistics support services for the competition.
Beiqi Foton Motor Co.Ltd(600166) and Yutong Bus Co.Ltd(600066) are the main suppliers of hydrogen fuel cell vehicles for the Winter Olympic Games. Among them, Foton has delivered nearly 500 units, including 212 hydrogen fuel buses serving Beijing Yanqing competition area. It is also understood that the power system of this batch of hydrogen fuel cell vehicles is mainly provided by Beijing Sinohytec Co.Ltd(688339) .
In addition, listed companies including Petrochina Company Limited(601857) , Gd Power Development Co.Ltd(600795) provide hydrogen energy supply guarantee for the Winter Olympic Games and winter Paralympic Games. The reporter learned from Petrochina Company Limited(601857) that up to now, Petrochina Company Limited(601857) has built four hydrogen refueling stations in the Beijing Winter Olympic Games area, and the hydrogen supply capacity will reach 5500kg / day during the Winter Olympic Games, which can provide services for nearly 1000 hydrogen fuel cell vehicles, with an estimated mileage of more than 2 million kilometers.
sponsorship supply services
According to official information, by the end of December 2021, 45 sponsoring enterprises have been signed for the Beijing Winter Olympics, including A-share listed companies Beijing Shunxin Agriculture Co.Ltd(000860) , Yihai Kerry Arawana Holdings Co.Ltd(300999) , Qi An Xin Technology Group Inc(688561) , Beijing Kingsoft Office Software Inc(688111) , Iflytek Co.Ltd(002230) , China Petroleum & Chemical Corporation(600028) , Shuhua Sports Co.Ltd(605299) , Skshu Paint Co.Ltd(603737) , Keeson Technology Corporation Limited(603610) , Guangdong Dongpeng Holdings Co.Ltd(003012) .
Some listed companies that are not listed as officially sponsored enterprises also participate in relevant supply services. For example, Jade Bird Fire Co.Ltd(002960) providing fire safety management services for Winter Olympic venues, Shanghai Challenge Textile Co.Ltd(002486) suppliers of Winter Olympic uniform fabrics, Cofco Engineering & Technology Co.Ltd(301058) participating in the livelihood guarantee project of Zhangjiakou competition area of Winter Olympic Games, Beijing North Star Company Limited(601588) providing accommodation and reception, etc.
technical support
Communication and network security are also the key work of service guarantee for Winter Olympic events. Listed companies such as China United Network Communications Limited(600050) , Qi An Xin Technology Group Inc(688561) , Beijing Gehua Catv Network Co.Ltd(600037) have deeply participated in relevant guarantee tasks.
Taking Qi An Xin Technology Group Inc(688561) to ensure network security as an example, the reporter learned that the company has basically completed the network security construction of more than 40 competition venues and non competition venues in the three competition areas of Beijing, Zhangjiakou and Yanqing, and will monitor, study, judge, block and deal with threats 24 hours a day during the Winter Olympic Games.
Let’s look at Beijing Gehua Catv Network Co.Ltd(600037) , which is responsible for the operation and maintenance of cable TV private network. It is reported that the Winter Olympic network built by Beijing Gehua Catv Network Co.Ltd(600037) now covers three competition areas in Beijing and Hebei, with a total of about 4000 cable TV terminal points, involving 32 venues and venue groups. According to the requirements of the Winter Olympic Organizing Committee, the Winter Olympic special network provides 24 sets of high-definition game time live broadcasting programs and event video on demand (GVOD) services produced by the Olympic Broadcasting Company (OBS).
licensed commodity sales
According to public information, by the end of 2021, BOCOG had collected 29 franchised production enterprises and 58 franchised retail enterprises, and successively developed more than 5000 franchised products in 16 categories.
The reporter found that five listed companies, including Wangfujing Group Co.Ltd(600859) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , China Sports Industry Group Co.Ltd(600158) , participated in the sales or production of licensed goods for the Winter Olympics. Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) has publicly stated that the main sales channels of the company’s Winter Olympic licensed goods are tmall Olympic official flagship store, Bank Of China Limited(601988) , offline licensed goods retail store, etc.
Countdown a month! The opening of the Beijing Winter Olympics is approaching, and concept stocks take off early. These listed companies are actively preparing for the war
(Shanghai Securities News)
