Refined editor from Guojin Securities Research News: the heat wave of the 2018 World Cup hit, the three main lines welcome the "lift"
What: the 2018 World Cup will be held in Russia from June 14 to July 15, and every World Cup has set off a sustained frenzy of attention. There are three bright spots and three main investment lines in this World Cup.
Highlight 1:Jet lag is shortened.Russia is only five hours jet-lagged from Chinese mainland, and half of the World Cup will start at or before 22:00.Jet lag this year is more suitable for Chinese "fans" than in previous years, and is expected to promote the further improvement of domestic football fever.
Highlight 2:It is good for the mobile end to sink.Data show that as of June 2017, China's mobile Internet users accounted for 96.3 percent of all Internet users, at the same level as the United States. The number of mobile Internet users is also growing, rising by about half to 720 million compared with the World Cup in Brazil.
Highlight 3Residents' entertainment expenditure has increased, and the consumption potential of "fans" is huge.The per capita disposable income of urban households has been increasing continuously, reaching 36000 yuan in 2017. At the same time, residents' expenditure on education, culture and entertainment has also increased year by year, reaching 2847 yuan in 2017.
Main line 1The demand for extra drinks driven by the World Cup is added to the peak sales season, and beer sales are expected to hit a record high. at the same time, due to the impact of price increases, manufacturers are expected to increase their income.According to statistics, 41% of users are willing to spend an extra 100 yuan or more on drinks and food for watching the game, and 47% of them will choose beer; at the same time, summer is the peak season for natural sales of beer, and consumer demand is solid. In terms of volume and price, the 2018Q1 of beer production has rebounded, and the average price of major beer products has increased by 0.10 yuan since the beginning of the year. Brewers are expected to take advantage of the high consumption of drinks during the competition and make a revenue breakthrough.
Main line 2The World Cup has a certain driving effect on the sales of color TV sets, and the price of superimposed panels is reduced to further benefit the sales of color TV sets during the World Cup.According to historical data, the growth rate of color TV sales in 2014 was as high as 12.25%, the only year exceeding 10% in the last five years, confirming the pulling effect of the World Cup on color TV sales. The price of overlay panels has generally fallen, and the sales volume of 2018 Q1 color TV sets has increased by 3.0% compared with the same period last year. With the gradual fermentation of the World Cup effect, color TV sales are expected to continue to grow.
Main line 3Sports lottery is driven by the World Cup or welcome new breakthroughs.In recent years, the sports lottery has developed well, and its sales have increased year by year, reaching 209.692 billion yuan in 2017. at the same time, the sports lottery plate is directly catalyzed by large-scale sports events, especially football events. superimposed by Hainan's reform to explore the remaining temperature of large-scale international events, sports lottery sales during this year's World Cup are expected to hit a new high.
