"The 14Th Five Year Plan" Bonus Burst, The Sports Industry Calls For "Specialization And Innovation"

One month before the opening of the Beijing Winter Olympic Games, related concept stocks have "taken off" ahead of time. On the first trading day of 2022, the overall performance was bright. On January 5, the sports industry plate went up again, with strong trading limits of starlight entertainment, jialingjie, snowman shares, goody technology, iceberg hot and cold, and Rhine sports. By the end of the day, jialinjie was 3.41 yuan / share, up 10.00%, with a turnover of 185 million yuan and a turnover rate of 6.66%. The net inflow of main funds was 73 million yuan. The trading volume in recent three days has been significantly enlarged, and the stock price has reached a new high in 11 months.

Sports equipment and uniform equipment help athletes prepare for the Winter Olympic Games. Jialinjie, a supplier of uniform materials, mainly provides warm fleece fabrics, sports gloves, hats, long sleeve knitwear and warm knitted fabrics. In addition, the construction of the Winter Olympic venues is inseparable from the mechanical equipment enterprises. The iceberg project of iceberg cold and hot subsidiary company won the bid for the simulation test section of the snowman ski track. The existing products of snowman have been applied to the ammonia refrigeration system of Chongli changchengling ski resort, one of the national training sites for the Winter Olympics, and the national snowmobile center of Yanqing competition area.

The Winter Olympic Games is a sports feast, which is the most direct stimulation for the sports industry plate. As we all know, the sports industry, which highly relies on offline gathering consumption scenarios, is seriously affected by the epidemic, but it is one of the industries that are explicitly supported by current policies. Not only has the national level issued the "14th five year plan" for sports development, which emphasizes that "the total scale of sports industry will reach 5 trillion yuan in 2025", all provinces and cities have also issued the "14th five year plan" sports development plan based on local actual situation. From Guangdong, which plans "the total scale of sports industry will reach 900 billion yuan in 2025", to Gansu, which plans to "achieve 50 billion yuan of sports industry in 2025", all propose to build a strong sports Province in line with its own characteristics.

"The 14th five year plan" will be an accelerating period for China's sports industry to become a pillar industry of the national economy, and 2022 will be a key year to implement the "14th five year" sports development plan and other relevant policies. In addition, a series of international competitions such as Beijing Winter Olympic Games, Hangzhou Asian Games, Chengdu Universiade and Qatar world cup will be held in 2022. The development environment of China's sports industry is increasingly improved, and the relevant policy dividends are gradually released.

As a previously low attention plate, the sports industry has ushered in a golden development period not only because of the strategic planning, but also because of the rising demand for national fitness in recent two years. In this context, the sports index also started a relatively considerable rebound. Statistics show that from the lowest point on February 8, 2021 to January 5, 2022, the sports index has increased by 35.65%, while the Shanghai Composite Index has risen by less than 3% in the same period.

According to the data, as the leader of functional fabrics for outdoor sports in China, jialinjie continues to deepen the production of functional fabrics and garment manufacturing while following the changes in consumer demand and successfully expanding the market of health protection products. After the domestic epidemic situation is stable, the company not only keeps the overall market share of the original main business, but also invests heavily in the research and development of innovative fabrics, and injects more green and sustainable development ideas into the design sources of healthy and environmentally friendly biodegradable fabrics, skin friendly and intelligent high comfort and flame retardant fabrics.

Jialinjie makes effective use of natural resources at the source of product design and reduces the negative factors affecting the environment. In 2020, the company signed a cooperation agreement with Primaloft, the leader of advanced material technology in the industry and the global pioneer of high-performance thermal insulation and polyester degradable materials, focusing on the innovation of biodegradable and environmental friendly fabrics. The company also strives to implement the concept of green environmental protection and sustainable development for the Winter Olympics uniform equipment fabrics, using recycled yarn made of waste plastic bottles and textiles.

The "14th five year plan" bonus outbreak, the sports industry calls for "specialization and innovation". In 2020, textile technology, a wholly-owned subsidiary of jialinjie, won the second prize of Shanghai Science and technology progress invention patent, and was recognized as a high-tech enterprise by the national leading group for the identification and management of high-tech enterprises, and was selected into the list of "specialized and innovative" enterprises in Shanghai in 2020 issued by Shanghai Economic and Information Commission. In 2021, the wholly-owned subsidiary textile technology was selected into the list of gazelle enterprises in Jinshan District.

Market participants pointed out that as the opening time of the Beijing Winter Olympic Games is approaching, the concept stocks related to the Winter Olympics may have certain allocation value due to event driven. In recent years, the main line of capital growth is that small and medium-sized stocks with high margin of safety are favored by the market, and investors can pay attention to the potential opportunities contained in hot topics.