金吾财讯 | 体育用品股上扬，李宁（02331）涨4.32%，滔搏（06110）涨3.88%，361度（01361）涨3.41%，安踏体育（02020）涨2.30%，裕元集团（00551）涨1.72%，宝胜国际（03813）涨1.37%，特步国际（01368）涨1.30%。2026年9月30日，国务院办公厅印发《关于发展体育赛事激发消费活力的意见》，从强化赛事活动供给、深化赛事融合发展、激发赛事消费活力、夯实赛事发展基础、提高管理保障能力5个方面部署17项主要任务，提出到2030年基本形成具有中国特色的现代化赛事体系，培育一批具有世界影响力的体育赛事。万联证券表示，赛事经济正处于消费结构切换、政策红利与商业模式拐点三重共振的历史窗口，对标海外市场，中国头部赛事正处于从参赛费托底向赞助与门票放量的切换前夜，而全球媒体版权正处于历史性通胀周期，为国内赛事IP价值重估提供了清晰的参照系。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.