The time period from the opening of the Beijing Winter Olympic Games has been shortened to less than one month. With the countdown to the opening of the 2022 Beijing Winter Olympic Games, the capital market is the prophet of Chunjiang water heating duck.
On January 6, many stocks in the A-share market, including Skyworth Digital Co.Ltd(000810) , Cofco Engineering & Technology Co.Ltd(301058) , Shanghai Challenge Textile Co.Ltd(002486) , were scrambled by funds from the secondary market, and the share price rushed to the limit. In the Hong Kong stock market, the share prices of companies including Beijing Beijing North Star Company Limited(601588) and Shenzhou holdings have also been active repeatedly, showing the optimistic expectation of funds for a number of companies to benefit from the Beijing Winter Olympics.
According to the reporter of the securities times, as of January 6, at least 50 companies have announced their participation in the construction of Beijing Winter Olympic Games projects or the application of related products at the meeting, showing a situation of state-owned assets and private assets dancing together as a whole. However, from the perspective of participants, although they are in different industries, they are the head companies of each track. the concept of Beijing Winter Olympic Games was ignited
Since the beginning of the year, the share price of the company related to the Beijing Winter Olympic Games has remained strong. Represented by ice and snow industry, hydrogen energy vehicle transportation and digital currency payment, with the approaching of Beijing Winter Olympic Games, they all usher in new catalytic opportunities.
Take the ice and snow industry as an example. It is expected that the success of the 2022 Beijing Winter Olympics will greatly stimulate the enthusiasm of Chinese tourists for ice and snow tourism. In addition, the report predicts that the total scale of China's ice and snow industry will reach 100 billion yuan by 2025. Although concept companies such as Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) are facing the pressure of performance loss, they are still unable to resist the enthusiasm of increasing funds. As of January 6, Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) has recorded 6 consecutive trading boards.
Digital currency also caught the express train of Beijing Winter Olympic Games. The 2022 Beijing Winter Olympic Games will carry out the largest digital RMB pilot in history. The promotion of bank app wallet and hardware wallet has been carried out smoothly. With the pilot implementation of the Winter Olympic Games scene, digital RMB is expected to be promoted on a large scale in the future. Therefore, including Beijing Cuiwei Tower Co.Ltd(603123) , Guangzhou Kingteller Technology Co.Ltd(002177) , Eastcompeace Technology Co.Ltd(002017) , the stock price has also been active repeatedly.
The fund fans in the secondary market have strengthened the doubts of relevant investors about whether the target company also participates in the Beijing Winter Olympic Games. Including Shanghai Yuyuan Tourist Mart (Group) Co.Ltd(600655) and other companies, investors have recently asked whether the company has participated in the Winter Olympic Games, or whether its Winter Olympic products are sold. Jinxiandai Information Industry Co.Ltd(300830) also said on the interactive platform on January 6 that the company participated in the construction of Beijing Winter Olympic power operation support command platform project, mainly responsible for the development and implementation of relevant software.
At the same time, some listed companies get rid of the relationship. Take Andon Health Co.Ltd(002432) as an example, on January 5 this year, an investor asked whether the company participated in the Beijing Winter Olympic Games, and Andon Health Co.Ltd(002432) denied it on the investor interaction platform. In addition, Ningbo Daye Garden Machinery Co.Ltd(300879) also said on the investor interaction platform on the same day that the company currently has no snow making machine and has no cooperation with the Beijing Winter Olympic Games. state owned and private capital work together to help Beijing Winter Olympics
Although the Beijing Winter Olympic Games is a sports event, from the perspective of the current participants, it has also become a venue for multi industry head companies to participate in and help together. According to the reporter's preliminary sorting, at least 50 listed companies have participated in various support services for the Beijing Winter Olympic Games, mainly involving five core links: venue construction, supporting transportation facilities, sponsorship and supply services, technical support and licensed commodity sales.
The Winter Olympics is a sports feast, which is also the most direct stimulus to the sports industry. Moreover, the sports industry is also one of the main forces participating in the Beijing Winter Olympics. Take Shuhua Sports Co.Ltd(605299) as an example, last June, the company officially became the official fitness equipment supplier for Beijing 2022 Winter Olympic Games and winter Paralympic Games. The reporter learned from the company that Shuhua Sports Co.Ltd(605299) has customized professional and scientific fitness solutions for the Three Winter Olympic Village fitness centers according to the types of competition projects and the area of fitness center in the three competition areas of Beijing 2022 Winter Olympic Games.
According to the relevant person in charge, there are nearly 30 kinds of fitness equipment and nearly 400 pieces of equipment settled in Shuhua fitness center in Beijing Winter Olympic village. During the Winter Olympics, Beijing will focus on ice events, such as short track speed skating, speed skating, etc. Ice sports have very high requirements for athletes' special strength of lower limbs, and also have an extremely important impact on sports performance. Based on this, in terms of equipment configuration, Shuhua Sports Co.Ltd(605299) has configured more high-end aerobic fitness equipment for Beijing Winter Olympic Village fitness center, and athletes can carry out multi-dimensional explosive strength training.
Other track head companies have also become an important force. China United Network Communications Limited(600050) as the only official communication service partner of Beijing 2022 Winter Olympic Games and winter Paralympic Games, the company told reporters that in terms of communication support, the company promoted the construction of all winter Olympic venues in sequence, and used frost resistant cables to build the first permanent timing and scoring cable in the history of the Olympic Games in Yanqing alpine skiing center; It has built China's first 5g full coverage railway trunk line, Beijing Zhangjiakou high-speed railway, etc. In addition, a competition time communication support system with the venue communication command center (TTOC) as the core has been established, and a professional support team has been established, which has greatly improved the command and dispatching efficiency of the Winter Olympic Games. At the same time, China United Network Communications Limited(600050) united with the Olympic Broadcasting Service Company and the Beijing Winter Olympic Organizing Committee to carry out 5g video return innovation business, which will be the first commercial use of 5g network for video broadcasting in the history of the Olympic Games.
Then take Shenzhou holdings, a Hong Kong listed company, as an example. The company is a smart environmental protection solution for the Beijing Winter Olympics. In Yanqing District, Beijing, one of the events, Shenzhou holdings intelligent environmental protection solutions are providing high-quality environmental protection for the Winter Olympic Games. The smart environmental protection project built by Shenzhou holdings and Yanqing District government forms an overall layout with "one network, one platform and two centers". The "one network" is to establish an eco-environmental quality monitoring network, "one platform" is to build a smart environmental protection system platform and an environmental protection big data cloud platform, and the "two centers" are eco-environmental data resource center and comprehensive business service center. During the implementation of the project, Shenzhou holdings applied Yanyun DAAS products based on the transformation of the first prize of the National Technological Invention Award, which realized the data connection and business collaboration between the ecological environment bureau and other institutions.
In terms of franchise sales, there is also a company layout. Among them, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) has the qualification of licensed retailer and manufacturer for the 2022 Winter Olympic Games, and has obtained the qualification for the production of Winter Olympic licensed commodities such as plush and toys of other materials. China Sports Industry Group Co.Ltd(600158) is also a licensed retailer of the Winter Olympic franchise plan.
(E company)
