Core view: (2022.01.24-2022.01.30)
Summary of latest views 1 Byte beat will launch a new Party Island and integrate social app into metauniverse. Recently, byte beat is testing a metauniverse social app called “Party Island”, which will be the first metauniverse social product launched by byte. Party Island application is a real-time online activity community, in which users can turn into their own virtual image and interact with friends at any time. The mobile phone number and the voice account account can be used to land on tiktok island in two ways. Users can choose to join the activities on the discovery page and enjoy an immersive experience. 2. The Winter Olympics is about to begin. It is suggested to pay attention to the relevant targets of the media sector. The 24th Winter Olympic Games will be held from February 4 to 20, 2022. We suggest to pay attention to the media sector related to the Winter Olympics, such as Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (002878. SZ) and Beijing Fengshangshiji Culture Media Co.Ltd(300860) (300860. SZ). Among them, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) was awarded the qualification of licensed retailer and manufacturer of 2022 Winter Olympic Games by BOCOG and obtained precious metals; Badges, key chains and other non precious metal products; The production qualification of Winter Olympic licensed commodities in the three popular categories of plush and other material toys. The company has submitted more than 600 self-designed Winter Olympics commemorative products to the Organizing Committee of the Olympic Games. At present, it is actively strengthening the preparation of goods to ensure the timely and stable supply of Winter Olympics licensed products on the eve of the opening of the Winter Olympics and during the games. In addition, Fengshang mutual entertainment, a wholly-owned subsidiary of Beijing Fengshangshiji Culture Media Co.Ltd(300860) needle, made great efforts to create the first winter ice and snow sports IP virtual concert “2022 Winter Olympic ice and snow theme Virtual Interactive Music Carnival – light gathering night”, which was broadcast live online on January 28.
From the perspective of industry configuration, the game industry still has good growth in the long run. It is suggested to pay attention to those with excellent R & D capabilities: Tencent Holdings (0700. HK), netease-s (9999. HK), Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) (002555. SZ), ZuLong Entertainment (9990. HK) and heart company (2400. HK); China’s outbound social platform is developing well overseas, with increasing influence and leading role. It is suggested to pay attention to chizicheng Technology (9911. HK) and happy gathering (YY. O); In addition, Alibaba’s policy of promoting cross-border development (sw-9988, not SHN, not releasing high-quality dividends); At present, some Chinese manufacturers have reached the international leading level in the short video area, and China’s Kwai Fu -W (1024.HK) is recommended.
Risk tips: the risk of intensified market competition, the risk of policy and regulatory environment, the risk of work content review or review, public health risk, etc.
