Policy Spring Breeze Frequent Sports Stocks Rebound Significantly

On Thursday night, Ding Shizhong forwarded a micro-blog, which was Pang Qing and Tong Jian finished his last match and quit his career. In the photo, Pang Ching and Tong exercise Anta's battle suit, and the smile is still brilliant. The last time Ding Shizhong updated micro-blog was in October last year. The next morning, Anta, with its share price of five consecutive days, immediately closed the market and ushered in the 5% increase.

In February 11th, Ding Shizhong appeared in Anta's 2014 annual performance conference, and brought a beautiful transcript - net profit rise of nearly 30%, turnover of 8 billion 920 million yuan to hit a new high, the stock price immediately reported a 6.8% rise as a gift. As the first sports shoe brand in the Hong Kong stock market to issue annual reports, Anta is believed to have brought the signal of recovery in the industry.

As of last week, the disclosure of the annual report of the Quanzhou stock market is coming to an end. The most surprising thing is the strong rebound in the performance of sports stocks. Among them, PEAK's 2014 annual business revenue increased by 8.7% to 2 billion 840 million yuan, HOSA last year turnover of 1 billion 217 million yuan, an increase of 19.1, net profit increased 8.86%. The turnover of 360 degrees was 3 billion 906 million yuan, up 9% from the same period, and the net profit increased by 88.2%.

Last year, a number of policies to boost sports industry were released. In October 2014, the State Council promulgated the "accelerating development". Sports Some opinions on industry promoting sports consumption. As China wants to enter the ranks of the world's top teams, China's bid to host the world cup is written into the general plan of China's football reform and development, which signifies the opening of the football industry's draught.

It is estimated that by referring to the industrial development path and industry data of the mature foreign economic system, by 2025, the added value of sports industry in China will account for more than GDP2%, the total output value of the industry will exceed 5 trillion yuan, and the compound growth rate of the added value is expected to reach 15% - 16%. It includes sports operation, sports media, fitness and leisure. Venue services The proportion of sports service industry will continue to rise, and will enter the golden age of development for ten years.

A few helmsman of Quanzhou sports brand are also optimistic. Sports footwear The future of the industry. Xu Jingnan, chairman of PEAK group, said that the sports industry has begun to warm up. Shi Nengkeng, chairman of xunxing shares, excitedly stated in his speech at the two sessions of Quanzhou that "supporting the sports industry has finally been written into the" government work report ", which was very rare in the past. The policy of warm winds has finally returned to the track of steady growth.

However, the market is always full of drama. For the recovery of sports stocks, the two tier market is not very popular. After the annual report was released, it even dropped sharply. PEAK, Anta, 31st degree and XTEP all fell down last week. Analysis of the industry, perhaps the market's confidence in the sports industry has not yet reached expectations. What can not be denied is that despite the good environment, the reorganization and integration in the industry is still unavoidable. If we can grasp the trend, we will be the last winner.