The growth rate of the sports industry far exceeds GDP expectations by many listed companies

With the approaching of major sports events such as the European Cup and the Olympic Games, and the domestic capital market, the sports industry is also entering a peak period of enclosure. Industry insiders believe that the capital market will pay more attention to sports concept stocks, and the craze for the sports industry has been Re-ignited.

Original title: A-shares are competing to "race around the ground" in the sports world

. With the approaching of major sports events such as the European Cup and the Olympic Games, in addition, in the domestic capital market, the sports industry is also entering a peak period of enclosure. Industry insiders believe that the capital market will Pay more attention to sports concept stocks, and the craze for the sports industry has been "re-ignited".

A number of listed companies have enclosed the sports industry.

Recently, Stormwind announced that the Jinxin Investment Fund, which the company has participated in, has completed the acquisition of 65% of the equity of global sports media service company MP&Silva. Some industry insiders analyzed that Stormwind's move is Following Wanda Group's acquisition of Infront for 1.05 billion euros in 2015 and the acquisition of World Iron Man Company for US$650 million, another large-scale overseas sports industry merger in the domestic capital market.

Coincidentally, LeTV also recently announced its involvement in the e-sports industry. Judging from public information, LeTV places special emphasis on the cultivation of e-sports talents in its e-sports ecosystem, which is most different from other domestic e-sports companies. Some industry insiders said that in the long run, this move will become an important factor in whether LeTV can gain a firm foothold in the e-sports industry.

Short-term attention to individual stocks benefiting major sports events

In addition, with the approaching of major sports events such as the European Cup and the Olympic Games, recent sports concept stocks have also become market hotspots that many institutions are optimistic about.

Huatai Securities 'analysis and research report believes that recently, capital from all walks of life has poured in one after another. In all aspects of the layout, the sports industry has received unprecedented attention from capital, and sports entrepreneurship and industrial upgrading have the best opportunity. In addition, the Internet helps the sports industry restructure its organizational structure and service standards, gather traffic, and accelerate the spread of influence.

Huatai Securities pointed out that the marketization of my country's sports industry is still in its infancy. Investing in the sports industry, in the short term, we should choose sports marketing that has abundant resources, benefits from major sports events, and is close to administrative resources; in the mid-line, investors can pay attention to Consumption upgrades provide sustained impetus for sports development, and targets that follow the logic of consumption upgrades will be closer to cash flow; in the long run, targets with high-quality IP will be the best investment choice.

The research report of Shanghai Securities pointed out that in the "Thirteenth Five-Year Plan" for the sports industry just released in early May, it was mentioned that the overall goal is that the total scale of the national sports industry will exceed 3 trillion yuan by 2020. The total scale of the sports industry in 2014 is 1.3574 billion yuan. From 2015 to 2020, the compound growth rate of the sports industry reached 14.13%, which far exceeded the expected growth rate of GDP, and the sports industry entered a stage of rapid development. It believes that the introduction of the "Thirteenth Five-Year Plan" for the sports industry will boost the prosperity of the sports industry, and large-scale sports infrastructure construction will constitute long-term benefits for the operation of sports facilities and sports venues. At the same time, we will focus on supporting new sports consumption. For example, wearable sports equipment will become a hot spot for consumption.

In addition, encouraging the consumption of sports services and sports information, and encouraging the development of sports life cloud platforms and sports e-commerce trading platforms based on the mobile Internet are worthy of investors 'focus.

Editor: Nancy