Sniper

The Report is produced in Chinese only.

昔日報告:
  19-05-2025 (星期一) 中國泛年輕人運動消費趨勢深度解析
  31-03-2025 (星期一) 風電行業市場分析:風電招標量大幅增長 看好2025年風電行業高景氣度
  17-02-2025 (星期一) DeepSeek改寫AI競賽規則
  13-01-2025 (星期一) 以舊換新政策加力擴容,利好汽車消費
  02-12-2024 (星期一) AIGC市場分析:特朗普上臺後或將放鬆AI監管,AIGC市場潛力凸顯
[第1頁 / 共68頁]

全民健身計劃釋放下沉巿場消費力,關注大眾巿場體育用品意

國務院日前印發《全民健身計劃(2021—2025年)》,就今後一個時期促進全民健身更高水平發展,更好滿足人民群眾的健身和健康需求作出部署。

在早前十四五規劃中曾提出要推動體育產業高品質發展,不斷滿足體育消費需求。要加快推進體育改革創新步伐,為我國體育事業發展注入新的活力和動力。今次計劃中目標將全民健身國家戰略深入實施,全民健身公共服務水平顯著提升,全民健身場地設施逐步增多,人民群眾通過健身促進健康的熱情日益高漲,健康中國和體育強國建設邁出新步伐。

到2025年,全民健身公共服務體系更加完善,人民群眾體育健身更加便利,健身熱情進一步提高,各運動項目參與人數持續提升。計劃中明確量化各項指標包括1)經常參加體育鍛煉人數比例達到38.5%;2) 縣(市、區)、鄉鎮(街道)、行政村(社區)三級公共健身設施和社區15分鐘健身圈實現全覆蓋;3) 每千人擁有社會體育指導員2.16名;4) 帶動全國體育產業總規模達到5萬億元。

在今次的計劃中,明顯地看出運動發展將全面地在各級省巿推動,從而帶動體育行業的發展,加速三、四線城巿釋放消費力,提高下沉巿場的運動覆蓋率。從中長線而言,我們認為板塊中的面向大眾巿場的運動品牌將在受惠於政策,推薦安踏體育(2020.HK) 、特步國際(1368.HK)。

撰稿: 莊嘉城研究分析員
電話:
(+ 852 22776515)

電郵地址:
timothychong@phillip.com.hk
This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
About Us
Phillip Securities Group
Join Us
Phillip Network
Phillip Post
Phillip Channel
Latest Promotion
新闻稿
E-Check
Login
Investor Notes
Free Subscribe
Contact Us