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, the Chinese sports industry and Hongbo shares, Kairuide) and other Internet lottery concept stocks.
Zheshang Securities believes that in the Olympic bid stage, the order of individual stocks' gains is theme-driven >: investment-driven > consumption-driven; In the pre-Olympic period, the order of increase is theme-driven > consumption-driven > investment-driven; Brand-driven Olympic concept stocks are clearly differentiated.