As the mainstay of sports industry in China, by the end of 20021,there were 42 listed companies related to sports industry in China, covering sports equipment, sportswear, competition operation and other fields. At the same time, a number of related companies including Keep, Sanshishuo and Kangliyuan are sprinting to the capital market. Judging from the track and category expansion of sports listed companies in recent years, the development of China's sports industry is also moving towards specialization, diversification and subdivision, and is constantly developing and growing.
Make steady progress towards the goal of 5 trillion yuan
This year is the second year after the release of the National Fitness Program (202 12025). China's sports infrastructure, sports consumption level and sports industry development level have been significantly improved.
According to the data of the State Sports General Administration, by the end of 2002110,000, there were 397 sports venues in China, with an area of 34 1 10,000 square meters, and the per capita sports venue area was 24 1 square meter, which increased by 12% and 201square meter respectively. At the same time, the State Sports General Administration and the Ministry of Finance allocate 930 million yuan each year to subsidize 1000 large-scale sports venues to open to the public free of charge or at low fees, making it more convenient for people to participate in physical exercise.
In terms of sports consumption, the per capita sports consumption expenditure of residents increased by 43.7% last year, the sports consumption structure was continuously optimized and upgraded, and the proportion of service-oriented sports consumption rose to 46.3%; The pattern of sports consumption is becoming more and more balanced, and the gap between urban and rural residents' sports consumption is further narrowed; New formats of sports consumption are constantly emerging, which has spawned formats such as Internet plus sports+tourism.
The goal of the plan is that by 2025, the number of participants in various sports will continue to increase, and the proportion of people who regularly participate in physical exercise will increase from 37.2% to 38.5%, driving the total scale of the national sports industry to reach 5 trillion yuan. Compared with the overall scale of the national sports industry of about 2.74 trillion yuan in 2020, there is more than 70% room for growth.
The Work Plan on Sports Helping to Stabilize Economy and Promote Consumption Activation issued by the General Administration of Sports in July this year proposed that in order to increase the supply of sports events, accelerate investment and construction, and promote sports consumption, the relevant authorities should optimize the procurement process of sports equipment and reduce the loan cost of sports enterprises.
Listing financing is expected to usher in a small climax
According to the statistics of shanghai securities news, four sports industry-related companies have started the listing process this year, namely Keep, a sports technology company that plans to list Hong Kong stocks; It is planned to sprint the science and technology innovation board, and its main business covers sports rehabilitation training equipment Haobo Medical; Kangbite, which plans to be listed on the North Stock Exchange, focuses on the research and development and manufacturing of sports nutritious food; And Kanglai shares, which also plans to land in the North Exchange and engage in the research, development, manufacturing and sales of sporting goods.
In addition, counting the 300 invisible champions of trampoline industry who successfully attended the IPO of Shenzhen Stock Exchange in July this year, and Kang Liyuan, a fitness equipment supplier who will attend the meeting in August 1 1, the sports industry is expected to usher in a wave of listing climax.
Judging from the prospectus disclosed by the above enterprises, China's sports industry is developing in a diversified way. Taking Sanshishuo, which is engaged in trampoline research and development, as an example, the company said that under the environment of rapid development of sports fitness market, the market demand for sports fitness equipment has increased, and the company urgently needs to raise funds to increase new production lines to increase production capacity.
As the largest online fitness community in China, Keep said in its prospectus submitted to HKEx that the scale and annual expenditure of China Fitness Group have shown great growth potential. In 20021year, China's fitness population was 300 million, and it is expected to reach 420 million by 2026. At the same time, in 20021year, the average expenditure of fitness people in China was 2596 yuan per person, which has great growth potential.
Listed companies strive for the future.
According to statistics, there are 42 sports-related listed companies in the A-share and Hong Kong stock markets, covering sports equipment, sportswear, gymnasiums, event operations, venue operations and other fields. According to the data of China Sporting Goods Industry Federation, by the end of 20021,the total market value of listed companies in the sports industry had exceeded one trillion yuan for the first time, reaching 1 120994 billion yuan (Hong Kong stocks were converted at the exchange rates of 20021and 31February), compared with 2020.
The reporter noted that although the sports industry faced some challenges in the past two years, practitioners took this opportunity to cultivate their internal strength and accumulate enough strength for the rapid development stage after the industry resumed.
Taking Shu Hua Sports as an example, the company's strategic plan for 2030 released in the first quarter of this year proposes to strive to achieve the sales target of10 billion yuan in 2030, which is equivalent to an increase of 5.4 times on the basis of 202 1 revenue, with a compound annual growth rate of 22.9%. Dicky Cheung, chairman and president of Shu Hua Sports, said that in the future, the four strategies (excellent products, strong brands, deep channels and high efficiency) will be taken as the work direction, and the strategy will be comprehensively promoted through digital transformation with users as the center.
Anta Sports, one of the leading enterprises in the sports industry, also released the strategic goal of Anta 202 1 main brand. In the next five years, Anta plans to achieve a compound growth rate of 18% to 25%, and the annual compound growth rate of online business will reach more than 30%, accounting for 40% by 2025. In terms of categories, Anta plans to increase the annual sales of running shoes from 20 million pairs to 40 million pairs by 2025; The annual sales target of basketball shoes has increased from 6 million pairs to120,000 pairs; The female category is close to 20 billion.
According to Xtep International's Fifth Five-Year Plan (202 1 2025), by 2025, Xtep's main brand is expected to earn 20 billion yuan, with a compound annual growth rate of over 23%. The new brand is expected to earn 4 billion yuan, with a compound annual growth rate of over 30%. The announcement shows that in the first half of 2022, Xtep International expects its net profit to increase by 35% year-on-year, with a good growth momentum.
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