A Number Of Listed Companies Across The Border Sports Industry Layout

A few days ago, the State Council issued the National Fitness Program (2016 - 2020). The plan put forward that by 2020, the total scale of sports consumption reached 1 trillion and 500 billion yuan, and the national fitness program has been promoted.

The source of power to develop and stimulate domestic demand and form new economic growth points.

The plan also includes related tasks, including speeding up the development of football and ice and snow sports.

Efforts should be made to increase the supply of football venues, build the football field into the overall planning of urbanization and new rural construction, and encourage the social forces to build small and diverse football venues in line with local conditions.

We should co-ordinate the construction of the national fitness venues and facilities, so that the masses can keep fit when they are near.

We should promote the construction of public sports facilities, and strive to build the nationwide fitness facilities network around the county level (city, district), township (street), administrative village (community), and the 15 minute fitness circle in the urban community, with the per capita sports area reaching 1.8 square meters.

We should improve the free or low fee open policy of large stadiums and gymnasiums, study and formulate policies to encourage small and medium stadiums to open free or low fees.

In terms of capital input, the plan proposes to establish diversified financing mechanisms, optimize investment and Financing Guidance policies, and promote the implementation of preferential policies such as finance and taxation.

The local people's governments at or above the county level shall incorporate relevant funds for the nationwide fitness program into the budgets, and gradually increase their investment in the national fitness program along with the development of the national economy.

A certain proportion of lottery funds and other financial funds should be arranged. Through the establishment of special investment funds for sports venues and facilities and the government's purchase of services, the social forces should be encouraged to invest in the construction of sports facilities and support mass fitness consumption.

Policy overweight helps sports industry

Since last year, the policy support for sports industry has been increasing.

According to the Beijing municipal government, by 2025, the total scale of sports industry will exceed 300 billion yuan, and the added value of sports service industry will account for more than 70% of the added value of sports industry. The Shanghai municipal government has proposed that by 2025, the total scale of sports industry will exceed 300 billion yuan, and the added value of sports service industry will account for more than 60% of the added value of sports industry.

At the same time, decentralization, resource utilization and environmental optimization should be abolished, commercial and mass sports events should be abolished, restrictions on broadcasting rights should be relaxed, and enterprises should be relaxed. Enterprises should open up the existing sports facilities, actively promote public sports facilities to the public, improve fiscal, tax, planning and land policies, actively support social forces to build fitness facilities for the masses, optimize the market environment, support the growth of sports enterprises, promote the development of sports fitness, medical and cultural integration, and vigorously develop sports tourism, sports rehabilitation, fitness training and other sports service industries.

In addition, the overall plan of China's football reform and development has proposed to explore the realization form of the integration and development of traditional media and new media in the field of football, and increase the income of new media market.

This means that the rights of broadcasting will be further liberalized, and some new media will take part in the competition of broadcasting rights. As the sports, Tencent, Sina and other new media will become the new force of the event relay.

Capital accelerates into sports industry

Previously, fitness Hall

The docking platform has won nearly 100 million B round of financing in the whole city. This round of financing has been led by Junlian capital, and the A round of China and angel investor Yang Haoyong have joined the investment. Yuet run CEO Liang Feng has announced that Yue Wan circle has won 18 million dollars in B financing.

Capital accelerates into sports industry.

In China's sports market, there are various types of user demand, including basic equipment needs, fitness functional requirements, and entertainment needs of sports events.

With the acceleration of the Internet process, the sports products are intelligent, and promote the new needs of smart clothing, smart devices, intelligent venues and wearable devices.

And online ticketing, network live broadcast, sports social networking, sports records and other sports online service market space is also gradually open.

Wang Yan, the founder of the wild race, who runs the cross-country race, said that the company had just invested $1 million 200 thousand in angel investment.

At present, the sports industry has a high degree of enthusiasm, so we pay more attention to health.

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"Sports companies are favored by VC investment.

Analysts say that there is a strong market demand for the mass fitness industry and sporting events with strong demand and low satisfaction.

From the 2014 World Cup, computers and mobile phones have become the main source of fans' access to sports information.

With the gradual release of sports operations, "Internet +" sports marketing companies are expected to benefit from the two-way charging mode of advertising and viewing.

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A number of listed companies across the border sports industry layout

According to the sports industry development plan, the scale of sports industry will reach 5 trillion yuan by 2025.

In the face of sports blue ocean market, many listed companies cross border sports industry layout.

Analysts believe that China sports industry is the biggest beneficiary of the national sports industry support policy.

As the sole public company platform in the general sports administration system, the company has operations such as sports operation, venue operation, leisure fitness, sports brokers, sports lottery, sports facilities construction, real estate and other businesses. At the same time, China sports industry has abundant sports resources, and it has gathered a large number of high-quality sports events, stadiums, sports stars and leisure fitness projects.

Hua Libao has previously announced that its subsidiary, Hua Liu sports, intends to subscribe for 75% stake in the Champions League basket of 34 million 57 thousand yuan, which is the main sports event.

Just two days before the announcement, the UEFA Champions League won the exclusive right of European basketball to win the European basketball championship in China in the next 15 years.

As an old film and television enterprise, the sports industry of Hua Lu Bo Na has become scale.

According to the latest research report issued by securities firms, Hua Lu Bo Na takes the variety show and sports industry as an important strategic layout in the future.

In terms of sports, the company won the cooperation resources of China Super League and the FA Cup, the operation right of Hebei ice and snow events and reached a cooperation live broadcast agreement with Beijing satellite TV. The exclusive right to operate in the next 15 years of the European basketball Champions League will greatly promote the development of the sports industry of the company.

In November last year, you released a plan to increase the price. The price will be no less than 30.11 yuan / share, and no more than 55 million 840 thousand shares will be issued. The fund-raising will not exceed 1 billion 680 million yuan. It will invest in two projects, namely, supply chain construction and sports cloud platform construction.

Among them, 530 million yuan will be used for sports cloud platform construction.

It is understood that the sports cloud platform will accelerate the construction of the sports ecosystem with the core of big data, and will form a linkage effect with users, partners, industries and downstream industries.

In the next three years, it is planned to build a large sports ecosystem collaboration platform (SaaS), a big data intelligent application platform (PaaS), a data support platform (DATAPaaS), and a sports cloud infrastructure (IaaS).

Tao Bo shares acquired double-edged sword sports approved by the SFC.

The double blade sword is leading in the field of domestic sports marketing. The company accumulates many high quality sports resources such as tennis, basketball and football, especially the high threshold, high value of the Olympic Committee and the top league is rich in resources reserve, and the value mining space is huge.

China's sports industry brings unprecedented opportunities for development

China Merchants Securities believes that China's sports industry has entered the golden development for ten years. From the international comparison of the scale of industry, the proportion of GDP and the per capita sports consumption, there is still great room for growth. The industrial environment has also entered an excellent period. The dividend policy has been falling down. This year is the year of competition, the European Cup, the Olympic Games and the Americas Cup. The 12 strong matches of the national football World Cup will also start in September. The Chinese Super League, the Asian champions and the CBA are constantly exciting.

Sports industry growth space is huge, C end sports consumption shows full vitality, capitalization accelerates the opening of the two tier market segments, and is more optimistic about the pformation of venues, operation, mass sports, leisure and fitness, and gradually forms the core competitiveness, and builds the sports business ecosystem of Alto electronics, Hua Bo Na, Dao Bo shares, China sports industry and Rhine sports.

CITIC Securities believes that the system dividend and the bonus will jointly promote the future development of China's sports industry. At present, the industry is booming and blooming. It is suggested that three main lines of investment should be grasped: 1.

2, focus on the quality companies of a sports category or industry chain, and recommend small and medium capitalization joint ventures and Pathfinder.

3, phased events, theme investment opportunities.

Ping An Securities pointed out that the sports industry will usher in a rapid growth in the economic pformation period. The sports sector, as the emerging consumer sector of the 2016 strategy, is also an important direction for the business pformation of listed companies.

The three factors of policy liberalization, capital inflow and consumption upgrading will bring unprecedented opportunities for the development of China's sports industry.

From the perspective of industry chain, it is suggested that investors should pay attention to the four main directions of sports industry: first, companies with integrated operation ability of sports events should focus on companies with high quality sports resources, such as Chi Mei sports and China sports industry.

Two, sports marketing companies have the ability to expand their assets, such as Lehman shares, Hua Lu Bo Na, Dao Bo shares, LETV and so on.

The three is the layout of Internet sports companies, such as Rhine sports, Wanjia culture and so on.

The four is sporting goods and public fitness companies, including sports shoes and outfits and outdoor products, such as Anta, sports, Pathfinder and so on.