Which sectors are beneficial to the Winter Olympics?

The sectors benefiting from the Winter Olympics include environmental protection, infrastructure, real estate, tourism, consumer services and sports. The specific analysis is as follows:

First, environmental protection.

Guo Jin Securities: If the bid for the Winter Olympics is successful, the environmental protection requirements will be further improved, and the demand for greatly improving the environment will be very strong. Recommended targets: Qiyuan Equipment (China Energy Conservation and Environmental Protection Platform)/Xuedilong (Intelligent and Environmental Protection)/Guodian Qingxin (Electric Power Environmental Protection).

Guotai Junan: The Winter Olympics will push the government to comprehensively control air pollution. Ensuring air quality "in line with outdoor sports" is the ultimate goal of the Winter Olympics. With the announcement of the results of the Winter Olympics approaching, investment opportunities for the theme of atmospheric governance will appear frequently. We believe that VOC control, clean coal technology and equipment and operation, ultra-low emission and biomass energy utilization will be the main benefit directions. Xuedilong, Qiyuan equipment, fresh environment, green water.

Second, infrastructure.

Guo Jin Securities: The main logic of the investment opportunities in real estate brought by Beijing's successful bid to host the Winter Olympics lies in stimulating the demand for real estate investment and promoting the development of operational properties. Recommended target: Beichen industry (consumption drive+transformation demand+Olympic center project).

Guotai junan: infrastructure construction. Olympic venues construction and infrastructure investment will be the main driving factors. The building materials industry, energy conservation and environmental protection, real estate, transportation, communication and electronics industries will see double growth in supply and demand, which will enhance the performance of companies in related industries.

Third, real estate.

Guo Jin Securities: The main logic of the investment opportunities in real estate brought by Beijing's successful bid to host the Winter Olympics lies in stimulating the demand for real estate investment and promoting the development of operational properties.

Recommended target: Beichen industry (consumption drive+transformation demand+Olympic center project).

Fourth, tourism.

Guo Jin Securities: Successful bid for the Winter Olympics will promote the development of tourism-related services. Recommended target: cits joint (transformation sports event operation+cultural tourism dual drive).

BOC International: The potential beneficiaries are China, cits joint and CYTS. For individual stocks, China International Travel Service, Jinling Hotel, Tenbon International, Song Cheng Performing Arts, Beijing Culture, Zhongxin Tourism, China Youth Travel Service and cits joint are recommended.

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Essence Securities: Before and after the Olympic Games, the arrival of a large number of tourists will greatly stimulate local tourism consumption, and tourism and service industries will usher in a good opportunity for development. The operating income of local leading enterprises in the host city is expected to increase substantially, which is sustainable to some extent.

Six, sports

Guo Jin Securities: As the world's top sports event, the Winter Olympics will bring great benefits to the sports industry, such as the demand for sports venues (especially indoor and outdoor ice and snow venues) and the demand for sporting goods. The recommended targets are: Pathfinder (ice and snow project related product planning, outdoor platform)/VIP Bird (industrial fund, sports industry transformation)/Xunxing shares (sub-industry leader).