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昔日報告:
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政策紅利帶動,利好大眾運動品牌

上週五,國家體育總局經濟司在北京組織體育產業”十四五” 規劃編制研討會,會上指出” 十四五” 將為內地體育產業轉型升級的關鍵期。在9月22日,國家主席習近平在教育文化衛生體育領域專家代表座談會中提出“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”。

國家體育總局亦在23日開始向社會就“十四五”體育發展規劃意見建議展開為期一個月的公開徵集,涵蓋群眾體育、競技體育、青少年體育和體育產業等領域。除此以外,國家體育總局和教育部聯合印發《關於深化體教融合 促進青少年健康發展意見的通知》,提出加強學校體育工作,推出具體改革措拖,將體育科目納入初、高中學業水準考試範圍,並納入中考計分科目,透過科學確定並逐步提高分值。賽事體系的改革成為重點之一,《意見》中提出,義務教育、高中和大學階段學生體育賽事將由教育、體育部門共同組織,統一註冊資格並合併全國青年運動會和全國學生運動會。

現階段未有更具體的指引關於如何推行運動產業發展,但從國家體育總局和教育部的通知中得悉改革的初步方向,在教育層面改革有助讓加強家長和社會對青少年學生的身心健康和全面發展的重視,帶動體育行業的發展,尤其加速三、四線城巿釋放消費力。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
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