In April, multiple "provincial championships" will take place across various regions, boosting local consumption through event-driven economies. These concept stocks are frequently visited by institutional research.

Ask AI · How can provincial super leagues leverage a “three-way synergy” model to spur new vitality in culture and tourism consumption?

Caixin Media, April 5 (Editor: Zilong), In recent years, the popularity of provincial city football leagues, represented by the “Su League,” has continued to climb and has gradually grown into a national-level sports event IP. This year’s “provincial super” (2026) will be kicked off first by Zhejiang, and the first-round matches will officially start on April 6. After that, city football leagues in Jiangsu, Hubei, Shandong, and Guangdong will also get underway one after another in April.

With the push of these events, the heat in related culture-and-tourism markets has also continued to rise. A recent research report from Guotai Junan Securities noted that, with the deepening of supply-side efforts in service consumption, residents’ consumption demand is expected to be further released, and culture-and-tourism events are the most typical track among them. Culture-and-tourism events such as the Su League, through a “government-market-society” three-way synergy model, while improving operational efficiency, also release the vitality of culture-and-tourism consumption and help unblock supply bottlenecks for high-quality culture-and-tourism sports events.

Benefiting from the provincial super league as well as multiple other events boosting at the same time, the sports industry sector has been active multiple times recently. Based on market performance statistics from nearly the past 2 weeks, several stocks such as Hongchang Technology, Shuhua Sports, Tanel, Huayang Racing, and Xiangyuan New Materials are among the leaders in gains. Among them, Hongchang Technology and Shuhua Sports rose by nearly 43.5% and 37.1%, respectively, over the past 2 weeks. If measured by the number of limit-up moves, stocks such as Shuhua Sports, ST Mingcheng, ZH Sports Industry, and Hongchang Technology have relatively high counts of limit-ups over the past 2 weeks.

Regarding related concept stocks in the sports industry, when filtering for those tied to the sports industry and looking at data as of April 3, stocks such as Huali Group, Monalisa, Kairun Shares, Sanfu Outdoors, Bingshan Cooling, Anli Shares, Songsheng Shares, Chuangyuan Shares, Huayang Racing, and Conbitt have led in the number of institutional research visits over the past 1 year. If measured by stock price activity, after excluding ST stocks, stocks such as Tamus, Shuhua Sports, ConChuang Turf, Palm Shares, Lansheng Shares, CITIC Huaye Group, and Xunxing Shares have recorded more limit-up moves over the past 1 year.

Note: Sports-industry concept stocks with the highest number of institutional research visits over the past 1 year (as of April 3 data)

(Caixin Media, Zilong)