体育用品板块普涨李宁(02331)领涨4.12% 机构指体育有望成线下文娱消费中流砥柱

金吾财讯

Apr 09

金吾财讯 | 体育用品板块龙头股普涨，截至发稿，李宁(02331)涨4.12%，安踏体育(02020)涨1.66%，滔搏(06110)涨0.73%，361度(01361)涨0.30%。

消息面上，国泰海通证券指，1)全球体育经济蓬勃发展，辐射带动体育旅游、体育用品、赛事转播等数个产业链。全球范围来看，体育经济涵盖数个产业链，其核心产业包括职业与精英体育、参与性体育与身体锻炼、体育用品、体育旅游，上述四大产业2025年合计创造2万亿美元的市场。此外，体育经济的五大关联产业亦创造了3000亿美元的市场。从时间维度看，体育经济市场规模从2016年的1.3万亿美元，提升至2025年的2.3万亿美元，并有望在2030年达到3.7万亿美元，年均复合增速或达10%，已成为规模显著且增长较快的产业之一。2)2026年为体育赛事大年，体育有望成线下文娱消费中流砥柱。东莞证券认为，体育赛事产业已成为消费中增长最稳健的领域之一。参考欧美市场经验，体育赛事的商业化将持续驱动产业扩容升级。中国体育产业已达到万亿规模，但体育产业商业化程度相较欧美仍有较大提升空间，当前中国体育赛事正处于政策加码、消费升级、市场化的交汇阶段，长期来看有望诞生多个IP驱动体育产业升级。

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href=\"https://laohu8.com/S/02331\">李宁</a>(02331)涨4.12%，<a href=\"https://laohu8.com/S/02020\">安踏体育</a>(02020)涨1.66%，<a href=\"https://laohu8.com/S/06110\">滔搏</a>(06110)涨0.73%，<a href=\"https://laohu8.com/S/01361\">361度</a>(01361)涨0.30%。</p><p>消息面上，国泰<a href=\"https://laohu8.com/S/600837\">海通证券</a>指，1)全球体育经济蓬勃发展，辐射带动体育旅游、体育用品、赛事转播等数个产业链。全球范围来看，体育经济涵盖数个产业链，其核心产业包括职业与精英体育、参与性体育与身体锻炼、体育用品、体育旅游，上述四大产业2025年合计创造2万亿美元的市场。此外，体育经济的五大关联产业亦创造了3000亿美元的市场。从时间维度看，体育经济市场规模从2016年的1.3万亿美元，提升至2025年的2.3万亿美元，并有望在2030年达到3.7万亿美元，年均复合增速或达10%，已成为规模显著且增长较快的产业之一。2)2026年为体育赛事大年，体育有望成线下文娱消费中流砥柱。东莞证券认为，体育赛事产业已成为消费中增长最稳健的领域之一。参考欧美市场经验，体育赛事的商业化将持续驱动产业扩容升级。中国体育产业已达到万亿规模，但体育产业商业化程度相较欧美仍有较大提升空间，当前中国体育赛事正处于政策加码、消费升级、市场化的交汇阶段，长期来看有望诞生多个IP驱动体育产业升级。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=\"https://laohu8.com/S/600837\">海通证券</a>指，1)全球体育经济蓬勃发展，辐射带动体育旅游、体育用品、赛事转播等数个产业链。全球范围来看，体育经济涵盖数个产业链，其核心产业包括职业与精英体育、参与性体育与身体锻炼、体育用品、体育旅游，上述四大产业2025年合计创造2万亿美元的市场。此外，体育经济的五大关联产业亦创造了3000亿美元的市场。从时间维度看，体育经济市场规模从2016年的1.3万亿美元，提升至2025年的2.3万亿美元，并有望在2030年达到3.7万亿美元，年均复合增速或达10%，已成为规模显著且增长较快的产业之一。2)2026年为体育赛事大年，体育有望成线下文娱消费中流砥柱。东莞证券认为，体育赛事产业已成为消费中增长最稳健的领域之一。参考欧美市场经验，体育赛事的商业化将持续驱动产业扩容升级。中国体育产业已达到万亿规模，但体育产业商业化程度相较欧美仍有较大提升空间，当前中国体育赛事正处于政策加码、消费升级、市场化的交汇阶段，长期来看有望诞生多个IP驱动体育产业升级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0008368742.USD","symbol_name":"首域中国增长基金I 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体育用品板块龙头股普涨，截至发稿，李宁(02331)涨4.12%，安踏体育(02020)涨1.66%，滔搏(06110)涨0.73%，361度(01361)涨0.30%。消息面上，国泰海通证券指，1)全球体育经济蓬勃发展，辐射带动体育旅游、体育用品、赛事转播等数个产业链。全球范围来看，体育经济涵盖数个产业链，其核心产业包括职业与精英体育、参与性体育与身体锻炼、体育用品、体育旅游，上述四大产业2025年合计创造2万亿美元的市场。此外，体育经济的五大关联产业亦创造了3000亿美元的市场。从时间维度看，体育经济市场规模从2016年的1.3万亿美元，提升至2025年的2.3万亿美元，并有望在2030年达到3.7万亿美元，年均复合增速或达10%，已成为规模显著且增长较快的产业之一。2)2026年为体育赛事大年，体育有望成线下文娱消费中流砥柱。东莞证券认为，体育赛事产业已成为消费中增长最稳健的领域之一。参考欧美市场经验，体育赛事的商业化将持续驱动产业扩容升级。中国体育产业已达到万亿规模，但体育产业商业化程度相较欧美仍有较大提升空间，当前中国体育赛事正处于政策加码、消费升级、市场化的交汇阶段，长期来看有望诞生多个IP驱动体育产业升级。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}