The driving factors of Olympic theme include investment drive, consumption drive, brand drive and pure theme drive. Investment-driven hosting of the Olympic Games directly leads to the expansion of investment and construction demand, the increase of construction enterprise projects and the surge of orders from building materials enterprises, which directly benefits from hosting the Olympic Games. Real estate enterprises in this area will benefit from land appreciation because of Olympic infrastructure investment; For example, the first share of Beijing Olympic Games, Beijing Urban Construction, Beixin Building Materials, etc.
The logic of consumption-driven lies in that the Olympic Games, the development of urban tourism, the sales growth of catering and retail enterprises, the income growth of catering enterprises in hotel scenic spots and the profit growth of advertising and media enterprises are all driven by consumption. For example, the first tourist hotel of Beijing Olympic Games, Yanjing Beer, Wangfujing and so on.
Brand logic mainly refers to the enterprises that participate in the sponsorship system of the Olympic Committee. Through the Olympic Games, the brand influence and brand value of such enterprises have been enhanced. For example, the sponsors of the Beijing Olympic Games at that time were Vosges, Haixin, Vantage and Oriental Jinyu.
The fourth category is purely theme-driven. Such enterprises will directly benefit from the operation of the Olympic Games, with distinctive features and unique concepts, which are easily concerned by funds. For example, Chinese sports industry and Internet lottery concept stocks such as Hongbo and Kairuide.