641 lines
34 KiB
HTML
641 lines
34 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>足球概念行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<style>
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body {
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.table-row-hover:hover {
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background-color: #f0fdf4;
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}
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@media (max-width: 768px) {
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.table-container {
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overflow-x: auto;
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}
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}
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</style>
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</head>
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<body class="football-bg min-h-screen p-4 md:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-3xl md:text-4xl font-bold text-green-800 mb-2">足球概念行业洞察报告</h1>
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<p class="text-green-600 max-w-3xl mx-auto">深度解析足球产业政策红利、市场机遇与投资价值</p>
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<div class="mt-4 flex justify-center">
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<span class="bg-green-100 text-green-800 px-3 py-1 rounded-full text-sm font-medium">
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<i class="fas fa-futbol mr-2"></i>政策驱动向产业落地过渡期
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</span>
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</div>
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</div>
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<!-- 概念事件时间线 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-green-800 mb-6 flex items-center">
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<i class="fas fa-history mr-3 text-green-600"></i>概念事件时间线
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="mb-8 relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-green-700">2024年9月10日</h3>
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<p class="text-gray-700 mt-1">国家体育总局、公安部联合召开"假赌黑"专项整治发布会，<strong>44人终身禁足</strong>，涉及120场假球、83人被刑拘，标志着行业整顿进入深水区。</p>
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</div>
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</div>
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<div class="mb-8 relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-green-700">2024年12月17日</h3>
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<p class="text-gray-700 mt-1">国务院常务会议专题研究"足球振兴"，提出"加大政策落实力度"，直接引爆A股足球概念股（<strong>莱茵体育5连板、共创草坪4连板</strong>）。</p>
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</div>
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</div>
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<div class="mb-8 relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-green-700">2025年政策密集落地</h3>
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<ul class="list-disc list-inside text-gray-700 mt-2 space-y-1">
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<li><strong>杭州</strong>：将足球纳入中考选考项目，财政年投入<strong>3000万元</strong>用于青训。</li>
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<li><strong>常州/盐城/昆山</strong>：出台三年行动计划，目标新建<strong>100片球场、100支职业队</strong>（盐城"4个100"工程）。</li>
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<li><strong>英国</strong>：立法设立独立足球监管机构，强化联赛治理。</li>
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</ul>
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</div>
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</div>
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<div class="mb-4 relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-green-700">2025年7月</h3>
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<p class="text-gray-700 mt-1">中国清华大学机器人火神队夺得<strong>RoboCup人形组冠军</strong>，首次实现"机器人足球"突破。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="bg-gradient-to-r from-green-50 to-emerald-50 rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-green-800 mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-green-600"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-white p-5 rounded-lg shadow">
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<div class="text-green-600 text-2xl mb-3">
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<i class="fas fa-chart-line"></i>
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</div>
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<h3 class="font-semibold text-green-700 mb-2">阶段判断</h3>
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<p class="text-gray-700">足球概念正处于<strong>"政策驱动向产业落地"过渡期</strong>，短期由反腐后的政策修复主导，中长期看青少年基建和商业化变现。</p>
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</div>
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<div class="bg-white p-5 rounded-lg shadow">
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<div class="text-green-600 text-2xl mb-3">
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<i class="fas fa-rocket"></i>
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</div>
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<h3 class="font-semibold text-green-700 mb-2">核心驱动力</h3>
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<p class="text-gray-700"><strong>政策强制补缺口</strong>（2025年每万人1.05块场地已超额完成"十四五"目标）+ <strong>技术场景突破</strong>（机器人足球、AI训练系统）。</p>
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</div>
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<div class="bg-white p-5 rounded-lg shadow">
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<div class="text-green-600 text-2xl mb-3">
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<i class="fas fa-globe"></i>
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</div>
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<h3 class="font-semibold text-green-700 mb-2">未来潜力</h3>
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<p class="text-gray-700">全球足球市场<strong>2024年559亿美元→2030年702亿美元</strong>（CAGR 3.9%），中国2.89亿球迷中<strong>49.7%月入过万</strong>，付费潜力未被挖掘。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-green-800 mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-green-600"></i>核心逻辑与市场认知分析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-green-700 mb-4">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-green-50 p-4 rounded-lg">
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<h4 class="font-medium text-green-700 mb-2">政策强制补缺口</h4>
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<p class="text-gray-700 text-sm">2024年国常会明确"振兴足球"后，地方政策密集落地，<strong>运动草需求2025-2030年CAGR 9.8%</strong>。</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h4 class="font-medium text-green-700 mb-2">反腐后的生态重建</h4>
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<p class="text-gray-700 text-sm">终身禁足44人清理行业毒瘤，<strong>中超联赛商业价值修复</strong>（2023年赞助收入仅300万元，2025年苏超单场赞助已超300万）。</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h4 class="font-medium text-green-700 mb-2">技术场景突破</h4>
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<p class="text-gray-700 text-sm">机器人足球世界杯夺冠，宇树G1机器人实现"足球对抗+自主起身"，<strong>打开AI训练、赛事娱乐化空间</strong>。</p>
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</div>
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</div>
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</div>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-green-700 mb-4">市场热度与情绪</h3>
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<div class="bg-amber-50 p-4 rounded-lg border-l-4 border-amber-400">
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<div class="flex items-start">
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<i class="fas fa-fire text-amber-500 mt-1 mr-3"></i>
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<div>
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<p class="text-gray-700"><strong>新闻热度</strong>：2024年12月17日国常会次日，足球概念股<strong>集体涨停</strong>，抖音"足球"关键词搜索量<strong>周环比+1600%</strong>。</p>
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<p class="text-gray-700 mt-2"><strong>研报密集度</strong>：2024年12月后，<strong>8篇券商报告</strong>聚焦"政策催化+基建放量"，情绪从"质疑"转向"政策博弈"。</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-green-700 mb-4">预期差分析</h3>
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="flex items-start">
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<i class="fas fa-exclamation-circle text-blue-500 mt-1 mr-3"></i>
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<div>
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<p class="text-gray-700"><strong>市场共识</strong>：政策刺激基建（人造草坪、器材）。</p>
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<p class="text-gray-700 mt-2"><strong>被忽略点</strong>：</p>
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<ul class="list-disc list-inside text-gray-700 mt-1 ml-4">
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<li><strong>青少年付费场景</strong>：杭州中考选考足球将<strong>强制催生培训需求</strong>（类比钢琴培训市场）。</li>
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<li><strong>机器人足球商业化</strong>：宇树G1已推出<strong>足球对抗方案</strong>，未来或替代真人训练（降低青训成本50%+）。</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-green-800 mb-6 flex items-center">
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<i class="fas fa-road mr-3 text-green-600"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold text-green-700 mb-4">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-green-100 text-green-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
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<i class="fas fa-calendar-alt text-sm"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">2025年8月</h4>
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<p class="text-gray-700 text-sm">盐城"4个100"工程首批100片球场验收，<strong>共创草坪订单确认</strong>（Q3询盘已+20%）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-green-100 text-green-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
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<i class="fas fa-calendar-alt text-sm"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">2025年9月</h4>
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<p class="text-gray-700 text-sm">杭州中考足球选考细则落地，<strong>莱茵体育（杭州女足合作方）受益</strong>。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-green-100 text-green-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
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<i class="fas fa-calendar-alt text-sm"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">2025年10月</h4>
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<p class="text-gray-700 text-sm">中超联赛新赛季招商，<strong>反腐后首年赞助费或翻倍</strong>（对标苏超300万→中超3000万）。</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-green-700 mb-4">长期路径</h3>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-green-50 to-emerald-50 p-4 rounded-lg">
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<h4 class="font-medium text-green-700 mb-2">2025-2027年：政策基建期</h4>
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<p class="text-gray-700 text-sm">政策基建期（场地+青训）→ <strong>运动草/器材公司放量</strong>（共创草坪、金陵体育）。</p>
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</div>
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<div class="bg-gradient-to-r from-green-50 to-emerald-50 p-4 rounded-lg">
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<h4 class="font-medium text-green-700 mb-2">2027-2030年：商业化变现期</h4>
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<p class="text-gray-700 text-sm">商业化变现期（彩票+衍生品+AI训练）→ <strong>星辉娱乐（西班牙人俱乐部IP）、姚记科技（球星卡）</strong>。</p>
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</div>
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<div class="bg-gradient-to-r from-green-50 to-emerald-50 p-4 rounded-lg">
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<h4 class="font-medium text-green-700 mb-2">2030年后：技术成熟期</h4>
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<p class="text-gray-700 text-sm">技术成熟期（机器人赛事）→ <strong>宇树科技（未上市）产业链</strong>。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-green-800 mb-6 flex items-center">
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<i class="fas fa-sitemap mr-3 text-green-600"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-green-700 mb-4">产业链图谱</h3>
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<div class="flex flex-col md:flex-row justify-between items-center bg-green-50 p-4 rounded-lg">
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-green-200 text-green-800 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-industry text-xl"></i>
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</div>
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<h4 class="font-medium text-green-700">上游</h4>
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<p class="text-gray-700 text-sm">材料（双象股份足球革市占率70%）、人造草坪（共创草坪全球龙头）</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-green-600 text-2xl hidden md:block"></i>
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<i class="fas fa-arrow-down text-green-600 text-2xl md:hidden"></i>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-green-300 text-green-800 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-cogs text-xl"></i>
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</div>
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<h4 class="font-medium text-green-700">中游</h4>
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<p class="text-gray-700 text-sm">器材（金陵体育球类器械44%营收）、赛事运营（星辉娱乐西班牙人俱乐部）</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-green-600 text-2xl hidden md:block"></i>
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<i class="fas fa-arrow-down text-green-600 text-2xl md:hidden"></i>
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</div>
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<div class="text-center">
|
||
<div class="bg-green-400 text-green-800 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-users text-xl"></i>
|
||
</div>
|
||
<h4 class="font-medium text-green-700">下游</h4>
|
||
<p class="text-gray-700 text-sm">消费（姚记科技球星卡）、培训（莱茵体育杭州女足合作）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-green-700 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-green-50">
|
||
<th class="py-3 px-4 text-left text-green-700 font-semibold border-b">公司</th>
|
||
<th class="py-3 px-4 text-left text-green-700 font-semibold border-b">业务纯度</th>
|
||
<th class="py-3 px-4 text-left text-green-700 font-semibold border-b">竞争优势</th>
|
||
<th class="py-3 px-4 text-left text-green-700 font-semibold border-b">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b hover:bg-green-50">
|
||
<td class="py-3 px-4 font-medium">共创草坪</td>
|
||
<td class="py-3 px-4">100%</td>
|
||
<td class="py-3 px-4">FIFA认证+越南产能（成本低于国内20%）</td>
|
||
<td class="py-3 px-4">美国关税（已转嫁客户）</td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-green-50">
|
||
<td class="py-3 px-4 font-medium">星辉娱乐</td>
|
||
<td class="py-3 px-4">16%</td>
|
||
<td class="py-3 px-4">西班牙人俱乐部（西甲转播权5000万欧元）</td>
|
||
<td class="py-3 px-4">游戏业务拖累（《战地无疆》版号未批）</td>
|
||
</tr>
|
||
<tr class="hover:bg-green-50">
|
||
<td class="py-3 px-4 font-medium">莱茵体育</td>
|
||
<td class="py-3 px-4">低</td>
|
||
<td class="py-3 px-4">杭州女足独家运营权（政策直接受益）</td>
|
||
<td class="py-3 px-4">2024年1月公告"未涉及足球业务"</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-xl font-semibold text-green-700 mb-4">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-medium text-green-700 mb-2 flex items-center">
|
||
<i class="fas fa-check-circle mr-2"></i>数据印证
|
||
</h4>
|
||
<p class="text-gray-700">共创草坪2025年Q2运动草订单+20%，<strong>验证政策拉动逻辑</strong>。</p>
|
||
</div>
|
||
<div class="bg-amber-50 p-4 rounded-lg">
|
||
<h4 class="font-medium text-amber-700 mb-2 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-2"></i>矛盾点
|
||
</h4>
|
||
<p class="text-gray-700">莱茵体育2024年互动称"未涉及足球"，但2015年曾公告合作足球学校，<strong>需跟踪政策落地后是否重启</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-gradient-to-r from-rose-50 to-pink-50 rounded-xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-rose-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-rose-600"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-l-4 border-rose-400">
|
||
<h3 class="font-semibold text-rose-700 mb-2">技术风险</h3>
|
||
<p class="text-gray-700">机器人足球尚处演示阶段，<strong>商业化训练系统未经验证</strong>。</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-l-4 border-rose-400">
|
||
<h3 class="font-semibold text-rose-700 mb-2">商业化风险</h3>
|
||
<p class="text-gray-700">青少年培训付费意愿待验证（杭州中考选考后，<strong>家长是否愿为足球培训支付年均1万元</strong>？）。</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-l-4 border-rose-400">
|
||
<h3 class="font-semibold text-rose-700 mb-2">政策风险</h3>
|
||
<p class="text-gray-700">2025年后若地方财政收缩，<strong>球场建设补贴可能退坡</strong>（盐城"4个100"工程依赖财政拨款）。</p>
|
||
</div>
|
||
|
||
<div class="bg-white p-4 rounded-lg shadow-sm border-l-4 border-rose-400">
|
||
<h3 class="font-semibold text-rose-700 mb-2">信息矛盾</h3>
|
||
<p class="text-gray-700">部分公司（如莱茵体育）历史公告与当前表述冲突，<strong>需警惕蹭概念风险</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-green-600 to-emerald-600 rounded-xl shadow-lg p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-pie mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<p class="text-green-100">足球概念处于<strong>"政策红利兑现初期"</strong>，短期看基建（人造草坪/器材），中长期看商业化（培训/衍生品）。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">最具价值方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-700 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">运动草赛道</h4>
|
||
<p class="text-green-100"><strong>共创草坪</strong>（全球龙头+FIFA认证），2025年越南三期产能释放，<strong>毛利率有望提升3-5pct</strong>。</p>
|
||
</div>
|
||
<div class="bg-green-700 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2">俱乐部IP</h4>
|
||
<p class="text-green-100"><strong>星辉娱乐</strong>（西班牙人俱乐部），若西甲转播权恢复至6000万欧元，<strong>估值修复空间50%+</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">关键跟踪指标</h3>
|
||
<div class="space-y-2">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-dot-circle text-green-300 mt-1 mr-2"></i>
|
||
<p class="text-green-100"><strong>订单验证</strong>：共创草坪2025年Q3运动草订单增速（需≥20%）。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-dot-circle text-green-300 mt-1 mr-2"></i>
|
||
<p class="text-green-100"><strong>政策落地</strong>：杭州中考足球选考细则（2025年9月前）。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-dot-circle text-green-300 mt-1 mr-2"></i>
|
||
<p class="text-green-100"><strong>商业化数据</strong>：星辉娱乐西班牙人俱乐部2025赛季衍生品收入（目标+30%）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-rose-500 bg-opacity-30 p-4 rounded-lg">
|
||
<p class="text-white"><i class="fas fa-info-circle mr-2"></i><strong>风险提示</strong>：若2025年地方财政收缩导致球场建设放缓，或机器人足球技术验证失败，概念可能退潮至纯主题炒作。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<h2 class="text-2xl font-bold text-green-800 mb-6 flex items-center">
|
||
<i class="fas fa-table mr-3 text-green-600"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-green-50">
|
||
<th class="py-3 px-4 text-left text-green-700 font-semibold border-b">股票</th>
|
||
<th class="py-3 px-4 text-left text-green-700 font-semibold border-b">类别</th>
|
||
<th class="py-3 px-4 text-left text-green-700 font-semibold border-b">公司/细分</th>
|
||
<th class="py-3 px-4 text-left text-green-700 font-semibold border-b">相关性</th>
|
||
<th class="py-3 px-4 text-left text-green-700 font-semibold border-b">信息来源</th>
|
||
<th class="py-3 px-4 text-left text-green-700 font-semibold border-b">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">双象股份</td>
|
||
<td class="py-3 px-4">材料</td>
|
||
<td class="py-3 px-4">双象股份</td>
|
||
<td class="py-3 px-4">中高端足球皮革市占率国内第一，超70%</td>
|
||
<td class="py-3 px-4">网传</td>
|
||
<td class="py-3 px-4">中高端足球皮革市占率国内第一，超70%</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">安利股份</td>
|
||
<td class="py-3 px-4">材料</td>
|
||
<td class="py-3 px-4">安利股份</td>
|
||
<td class="py-3 px-4">足球合成革材料供应商，营收占比较小</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">足球合成革材料供应商，营收占比较小</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">金陵体育</td>
|
||
<td class="py-3 px-4">产品/器材</td>
|
||
<td class="py-3 px-4">金陵体育</td>
|
||
<td class="py-3 px-4">球类器械营收占比44%</td>
|
||
<td class="py-3 px-4">2023年年报</td>
|
||
<td class="py-3 px-4">球类器械营收占比44%</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">康力源</td>
|
||
<td class="py-3 px-4">产品/器材</td>
|
||
<td class="py-3 px-4">康力源</td>
|
||
<td class="py-3 px-4">公司有足球、篮球、乒乓球拍等大众消费文娱体育用品</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">公司有足球、篮球、乒乓球拍等大众消费文娱体育用品</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">英派斯</td>
|
||
<td class="py-3 px-4">产品/器材</td>
|
||
<td class="py-3 px-4">英派斯</td>
|
||
<td class="py-3 px-4">可移动足球场地设施</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">可移动足球场地设施</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">雷曼光电</td>
|
||
<td class="py-3 px-4">产品/器材</td>
|
||
<td class="py-3 px-4">雷曼光电</td>
|
||
<td class="py-3 px-4">具备多年的足球赛场LED产品服务与运维经验。曾签约中超联赛（目前或未续约）</td>
|
||
<td class="py-3 px-4">互动、搜公告</td>
|
||
<td class="py-3 px-4">具备多年的足球赛场LED产品服务与运维经验。曾签约中超联赛（目前或未续约）</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">共创草坪</td>
|
||
<td class="py-3 px-4">人造草坪</td>
|
||
<td class="py-3 px-4">共创草坪</td>
|
||
<td class="py-3 px-4">全球人造草坪龙头，公司人造草坪2023年的全球市场占有率为16.7%</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
<td class="py-3 px-4">全球人造草坪龙头，公司人造草坪2023年的全球市场占有率为16.7%</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">致欧科技</td>
|
||
<td class="py-3 px-4">球门</td>
|
||
<td class="py-3 px-4">致欧科技</td>
|
||
<td class="py-3 px-4">公司产品包括足球门</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">公司产品包括足球门</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">三柏硕</td>
|
||
<td class="py-3 px-4">球门</td>
|
||
<td class="py-3 px-4">三柏硕</td>
|
||
<td class="py-3 px-4">公司产品包括足球门</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">公司产品包括足球门</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">星辉娱乐</td>
|
||
<td class="py-3 px-4">俱乐部</td>
|
||
<td class="py-3 px-4">持有</td>
|
||
<td class="py-3 px-4">星辉娱乐(互动娱乐收购西班牙人)，营收占比16%</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">星辉娱乐(互动娱乐收购西班牙人)，营收占比16%</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">上港集团</td>
|
||
<td class="py-3 px-4">俱乐部</td>
|
||
<td class="py-3 px-4">持有</td>
|
||
<td class="py-3 px-4">上港集团(中超球队上海上港)</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">上港集团(中超球队上海上港)</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">棕榈股份</td>
|
||
<td class="py-3 px-4">俱乐部</td>
|
||
<td class="py-3 px-4">已出售</td>
|
||
<td class="py-3 px-4">棕榈股份(俱乐部出售中)</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">棕榈股份(俱乐部出售中)</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">四川双马</td>
|
||
<td class="py-3 px-4">俱乐部</td>
|
||
<td class="py-3 px-4">已出售</td>
|
||
<td class="py-3 px-4">四川双马（俱乐部已转让）</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">四川双马（俱乐部已转让）</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">亚泰集团</td>
|
||
<td class="py-3 px-4">俱乐部</td>
|
||
<td class="py-3 px-4">已出售</td>
|
||
<td class="py-3 px-4">亚泰集团(中超球队长春亚泰，与公司无关联)</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">亚泰集团(中超球队长春亚泰，与公司无关联)</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">莱茵体育</td>
|
||
<td class="py-3 px-4">其他焦点公司</td>
|
||
<td class="py-3 px-4">莱茵体育</td>
|
||
<td class="py-3 px-4">2015年曾公告与杭州体育发展集团合作创办莱茵达国际足球学校。2022年互动称未设立足球学校。2024年1月16日互动称目前未涉及足球相关业务</td>
|
||
<td class="py-3 px-4">公告、互动</td>
|
||
<td class="py-3 px-4">2015年合作创办足球学校，2022年未设立，2024年1月声明未涉及足球业务</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">中体产业</td>
|
||
<td class="py-3 px-4">彩票</td>
|
||
<td class="py-3 px-4">全产业链</td>
|
||
<td class="py-3 px-4">中体产业</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">中体产业涉及全产业链</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">鸿博股份</td>
|
||
<td class="py-3 px-4">彩票</td>
|
||
<td class="py-3 px-4">印刷</td>
|
||
<td class="py-3 px-4">鸿博股份</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">鸿博股份属于彩票印刷环节</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">安妮股份</td>
|
||
<td class="py-3 px-4">彩票</td>
|
||
<td class="py-3 px-4">印刷</td>
|
||
<td class="py-3 px-4">安妮股份</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">安妮股份属于彩票印刷环节</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">东港股份</td>
|
||
<td class="py-3 px-4">彩票</td>
|
||
<td class="py-3 px-4">印刷</td>
|
||
<td class="py-3 px-4">东港股份</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">东港股份属于彩票印刷环节</td>
|
||
</tr>
|
||
<tr class="border-b table-row-hover">
|
||
<td class="py-3 px-4 font-medium">松炀资源</td>
|
||
<td class="py-3 px-4">彩票</td>
|
||
<td class="py-3 px-4">分销</td>
|
||
<td class="py-3 px-4">松炀资源</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">松炀资源属于彩票分销环节</td>
|
||
</tr>
|
||
<tr class="table-row-hover">
|
||
<td class="py-3 px-4 font-medium">红旗连锁</td>
|
||
<td class="py-3 px-4">彩票</td>
|
||
<td class="py-3 px-4">分销</td>
|
||
<td class="py-3 px-4">红旗连锁</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">红旗连锁属于彩票分销环节</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
|
||
``` |