Home >

Sporting Goods: Data Analysis 2022 Domestic And International Sports Market And Financing Report

2023/1/9 14:08:00 0

According to the Research Report on the Development of China's Equity Investment Market in 2022 issued by Zero2IPO Research Center, the number of Chinese VC/PE investments in the first three quarters was 8631, down 9.4%; The investment amount was 725.7 billion yuan, down 34% year on year. In addition, investment in many industries has shrunk. Compared with the previous year, the amount of funds raised in IT and biomedical industries has decreased by 38.1% and 45.2% respectively, and the amount of funds raised in the Internet industry is only 20% of that of last year.

The above data can be seen as a microcosm of the investment and financing market in 2022. What will be the future of the sports investment and financing market in 2022?

Lazy Bear Sports combines open data and its own source statistics, During the period from January 1 to December 31, 2022, there are 54 investment and financing events of domestic sports related companies, of which 47 disclosed the amount of investment and financing, with a total amount of about 13667.8 million yuan 。 In the same period of the previous year, there were 87 financing events of Chinese sports start-ups, with a total amount of 11255.8 million yuan. The number and total amount of investment and financing events this year decreased by 37.93% and 87.86% respectively compared with 2021.

[Note: All published amounts of "tens of millions" and "nearly tens of millions" are calculated as 8 million yuan; "tens of millions" and "millions" are calculated as 20 million yuan and 2 million yuan; foreign currency exchange rate is calculated as the average exchange rate in 2022; undisclosed amounts are not included]

In the field of foreign sports, according to incomplete statistics of lazy bear sports, During the period from January 1 to December 31, 2022, there were 129 financing events related to start-ups, 123 of which disclosed the amount of investment and financing, with a total amount of 43.791 billion yuan, of which 33.79% were contributed by Fanatics 。 In the same period of the previous year, there were 130 financing events of foreign sports related start-ups, with a total amount of 73936.3 million yuan. The number of investment and financing events and the total amount of funds this year decreased by 0.77% and 40.77% respectively compared with 2021.

As for the distribution of investment and financing rounds, in 2022, the investment and financing events in the domestic sports field will be highly concentrated in the early stage, while the distribution of investment and financing events in the foreign sports field will be relatively average.

In the domestic sports field, the proportion of "seed round and angel round", "Pre-A round, A round and A+round", "B round and after" and "undisclosed/strategic investment" accounted for 81.48% in total.

In the field of foreign sports, the proportion of "seed round and angel round" and "Pre-A round, A round and A+round" is 51.17% in total, and the proportion of "B round and after" and "undisclosed/strategic investment" is 48.84% in total.

In terms of "big orders" of 100 million yuan, there were three "big orders" of 100 million yuan in the domestic sports field (accounting for 5.56% of the total number of events), amounting to 501.8 million yuan (accounting for 36.71% of the total amount). The highest amount of domestic financing is the sports medicine brand Beijing Tianxing's round B financing of several hundred million yuan, accounting for 14.63% of the total investment and financing in the sports field in 2022.

In the field of foreign sports, there were 48 "big orders" worth RMB 100 million (37.21% of the total events), amounting to RMB 411490.5 billion (93.97% of the total events). The largest amount of foreign financing is Fanatics' $1.5 billion financing, accounting for 23.04% of the total investment and financing in 2022 sports.

Specifically, the distribution of investment and financing events has continued the momentum of the first half of 2022 in each subdivided field, both at home and abroad.

　　 Maintain the trend of "shoes and clothing brand/equipment manufacturing" and "fitness/yoga field" in China ， There were 14 investment and financing events in the field of "footwear brand/equipment manufacturing" (25.93% of the total events), amounting to 379.08 million yuan (27.74% of the total events); There were 13 investment and financing events in the "fitness/yoga field" (accounting for 24.07% of the total events), amounting to 367.25 million yuan (26.87% of the total).

　　 In the field of foreign sports, the field of "shoes and clothing brand/equipment manufacturing" still takes the lead ， There were 44 investment and financing events (34.11% of the total events), amounting to RMB 189004.3 million (43.16% of the total).

Although the overall sports investment and financing market is cold, many industries are still favored by capital.

Influenced by the epidemic, the rise of minority sports and other factors, the public's demand for outdoor play and sports has increased a lot, while stimulating consumption in this field. In the summer and autumn of 2022, camping, frisbee, cycling, surfing and other outdoor activities will continue to be popular, and capital will naturally follow consumers to "go outdoors".

In 2022, there will be 11 domestic investment and financing events related to camping and outdoor footwear and clothing (accounting for 20.37% of the total domestic investment and financing events), with a total amount of 265.25 million yuan (accounting for 19.41% of the total domestic investment and financing events).

This consumption wave not only ignited relevant brands, but also benefited the platform. As a cross-border e-commerce platform for outdoor sports goods, Junyi's main categories include yoga, running, outdoor, swimming and cycling, which are popular sports consumer goods in recent years. As a result, Junyi won the favor of capital and obtained a round A financing of RMB 100 million.

In addition to outdoor related tracks, this year's sports education/training track has also recovered.

In 2022, there will be 7 domestic investment and financing events related to physical education/training (accounting for 12.96% of the total domestic investment and financing events), with a total amount of 1118.4 million yuan (accounting for 8.18% of the total domestic investment and financing events). In 2021, these two figures will be 11 and 94 million yuan respectively.

From the perspective of investment and financing data, the "double reduction" policy proposed in July 2021 is a great benefit for the sports education/training industry, and capital is willing to bet on good products and industry prospects.

Capital is willing to pay for good products and is keen to find good entrepreneurial projects. This year, many entrepreneurial projects related to shoes have also received financing. The ideas of these entrepreneurial projects are quite similar. In addition to making shoes, they found an interesting selling point with strong communication power.

Psudo and Hylo are famous for making sustainable shoes in the name of environmental protection. Saysh should focus on women and make shoes to meet the needs of consumers. Endstate is to combine NFT with physical sports shoes and do cool, high-tech sports shoes and NFT business.

In addition, the popularity of the "big fire" concept of the meta universe last year has dropped this year due to the poor development level of software and hardware, practical application, experience effect and other factors. According to the 2022 Global Metauniverse Investment and Financing Report released by the Associated Press Venture Capital and IT Orange, there are 704 financing cases in the global Metauniverse industry, with a total amount of 86.867 billion yuan. From the perspective of track segmentation, the application of the meta universe industry, underlying technology, games, social networking, media and community, and digital people are most sought after by capital.

As for the sports field, there were 14 investment and financing events related to the universe (10.85% of the total number of foreign investment and financing events), with a total amount of 5474.4 million yuan (1.25% of the total number of foreign investment and financing events). From the perspective of companies that have obtained financing, the application of the concept of meta universe in the sports field currently focuses on the concept of meta universe, the landing of Web 3, and the development of VR/AR devices, emphasizing the interactivity and social attributes of the use experience.

In fact, in the past few years, no matter at home or abroad, business operation and investment promotion could not avoid the impact of the epidemic, which had a real impact on the economic momentum and environment. In this case, companies with diversified businesses may have stronger anti risk ability, and Fanatics is one of the best. After receiving US $645 million in financing in 2021, Fanatics' total financing reached a new high of US $2.2 billion in 2022, accounting for 33.79% of the total foreign investment and financing events.

Fanatics has received constant financing news, which is closely related to its business expansion. Today's Fanatics is no longer purely engaged in sports e-commerce business. It has a lot of layout in sports betting, star cards, retro jerseys and other tracks, giving capital enough confidence. In addition, the "Bank" is the Overtime of short video content distribution platform. In 2021, the Bank began to prepare for the High School Basketball League Overtime Elite, which has won volume and revenue. The copyright of their league is taken by the e-commerce giant Amazon. The company also received a round D financing of 100 million dollars in 2022, which is a double blessing.

When the general environment is full of uncertainties, actively looking for a way to break the situation is the key to the survival of the enterprise. After that, waiting for the right time to go on stage will naturally make a big splash.