Northeast Securities - Sports Industry Industry Weekly: Outdoor sports industry policy introduced, 900 billion market can be expected in the future
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Expectations for the next week: The overall sector will maintain a neutral outlook next week. The General Administration of Sport has issued industrial policies for water, land and air sports. Mountain outdoor sports, water sports and aviation sports will achieve a market size of 400 billion, 300 billion and 200 billion yuan in 2020. We believe that the outdoor population needs to be continuously cultivated; the supply side of the outdoor industry is weak, and supply-side structural reforms are imperative. 2017 and 2018 are important time for the implementation of the policy, and related stocks will continue to benefit. It is recommended to pay attention to the stocks that actively arrange the operation of the competition, outdoor travel and outdoor equipment: Chinese sports industry, medium-sweep shares, Pathfinder and Sanfu outdoor.
This week's market review: this week (11.07-11.11) China Sports Index fell 1.74%, the Shanghai Composite Index rose 2.26%, sports sector performance weaker than the broader market. Among the 28 gains in the first-tier industry index and the China Securities Sports Index of Shenwan, the China Sports Index ranked 17th. In terms of individual stocks, the top three stocks were Zhongsu (35.12%), Xian Mingcheng (5.93%) and Zhejiang Guangsha (4.07%), with the largest decliners being LeTV (-3.35%) and Palm (-). 2.48%) and Orijin (-2.07%). This week, the heavyweights of the large-capital stocks made strong gains. The non-ferrous metals, steel and construction sectors saw large gains. The overall performance of the sports sector was weak and weaker than the broader market.
Industry dynamic tracking: (1) Industry news: The club's access work started to announce the list of Super League A in January 2017; Inter CEO formally resigned, Suning Sports vice president Liu Jun served as acting CEO; International Sports Association forum tenth anniversary focused on sports promotion The power of the world's health; Mofangyuan Technology and Adelaide reached a cooperation; 2016 National General Administration of Sports System National Fitness Work Conference held; "Superior situation" production company Gongding Stone won 60 million investment in lithography B, sports games market Accredited. (2) Industry dynamics: The State General Administration of Sport and other departments issued three plans including the "Water Sports Industry Development Plan", "Aerospace Sports Industry Development Plan" and "Mountain Outdoor Sports Industry Development Plan".
Listed Company Announcements: (1) Yao Ji Poker: Announced the announcement of Shanghai Yaoji Poker Co., Ltd. on the signing of a tripartite regulatory agreement for the storage of funds. (2) Gu Di Technology:
Announced the announcement of Gudi Technology Co., Ltd. on the pledge of some shares of the controlling shareholder. (3) Palm shares: the issuance of the 2015 non-public offering of stocks (Rev.2) (4) Hualu Baina: Announcement on the announcement of reduction of shares of the company's directors. () LeTV: publishes relevant explanations on some media reports.
Next week's important reminder: 11.14: The Hualuen Baina shareholders’ meeting, the shareholders’ meeting, the Internet voting deadline, the shareholders’ meeting trading system, the voting deadline, and the shareholders’ meeting registration deadline. 11.15: The Internet voting of the CIFIT’s joint general meeting deadline, the beginning of the Internet voting at the shareholders’ meeting, The shareholders' meeting was held; the voting system of the contemporary Mingcheng Shareholders' General Meeting was closed, the shareholders' meeting was held, the shareholder's meeting was registered, and the equity at the shareholders' meeting was closed; the Internet voting at the Alto Electronic Shareholders' Conference began; 11.18: The trading system of the Dahu Stock Co., Ltd. voting deadline and the general meeting of shareholders The opening of the Internet voting at the shareholders' conference and the closing of the Internet voting at the shareholders' meeting; Investment risk warning: Systematic risks; The industrial policy is not progressing as expected; Short-term performance has fallen sharply.