View update this week
The opening of the 2022 Winter Olympics coincides with the beginning of spring. The Spring Festival, the Winter Olympics and the beginning of spring meet. In the Spring Festival, as of the early morning of February 4, the box office of the Spring Festival in 2022 reached 3.19 billion yuan (a year-on-year decrease of 23%), and the number of film viewers decreased by 28 million times compared with the same period in 2021. We believe that, first, the epidemic situation fluctuated; Second, the increase in ticket prices has triggered heated discussion. The impact of the epidemic has caused great pressure on the operation of offline cinemas. The popularity of popular films under the schedule has increased, and the price rise of cinemas has become one of the options to hedge against the impact of the epidemic. However, the price of a movie ticket is about equal to the price of video members in a quarter. After comparing the online and offline prices, The high offline ticket price has become one of the core reasons for the reduction of film viewers during the Spring Festival in 2022. The Winter Olympic Games will be boosted by science and technology, setting off a wave of digital people. The mascot will land on the digital collection platform. The Winter Olympic Games will be opened on February 4, 2022. The action plan for the Winter Olympic Games (2022) will be fully launched. It will be hosted by the cultural activities department of the Beijing Winter Olympic Organizing Committee and hosted by Beijing Fengshangshiji Culture Media Co.Ltd(300860) to create the first online live broadcast of the officially certified virtual concert of the Winter Olympic Games. On the evening of February 4, the opening ceremony of the Winter Olympic Games will integrate scientific and technological innovation The concept of low-carbon environmental protection and sports health shows the beauty of nature, humanity and sports. Hong Kong stocks Li Ning, Anta and special step international have taken the lead in achieving better performance under the blessing of the Winter Olympics. In the metauniverse, digital people appeared in the Winter Olympics, and the sign language broadcast digital people based on “Enlightenment” was officially put into application, providing the whole process intelligent digital people sign language generation service, and automatically broadcast relevant information in sign language according to the text, so as to facilitate the hearing-impaired to watch the special report of the event; At the same time, the Winter Olympics has become a key scene for the landing of digital RMB applications. With the launch of the “National Snow and ice collection” of the National Snow and ice sports center and the “National Snow and ice collection” of the “National Snow and ice collection” Digital Sports Center, the National Snow and ice collection “will be continuously managed by the” National Snow and ice collection “of China’s General Administration of science and technology in winter; Meta vision released the digital product of “twelve zodiac Fuwa ice and snow sports”.
This week focuses on recommending individual stocks and logic
Give the media new consumer industry an overweight rating. The Spring Festival in 2022 meets the Winter Olympic Games, and the annual report forecast of 2021 is implemented. The first quarterly report of 2022 is expected to open, superimposing the popularity of digital people and digital collections driven by the Winter Olympic Games and the investment dimension. First, we can pay attention to the expectation of the first quarterly report of 2022, which is expected to increase the content and the performance of the hospital and line under the support of the Spring Festival ( Hengdian Entertainment Co.Ltd(603103) , Wanda Film Holding Co.Ltd(002739) , Beijing Enlight Media Co.Ltd(300251) , Alpha Group(002292) ); Second, we can pay attention to the track of sports power in the Winter Olympics and the new scene of metacosmic commercialization brought by the application of digital people and digital collections ( China Sports Industry Group Co.Ltd(600158) , Visual China Group Co.Ltd(000681) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Li Ning, Anta sports, Shanghai Yaoji Technology Co.Ltd(002605) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Mango Excellent Media Co.Ltd(300413) , BiliBili, etc.).
Risk tips
The risk of industrial policy change, the risk that the performance of the recommended company is less than expected, and the risk of industry competition; The risk of changes in editing and broadcasting policies, the risk that the progress of film and television works is not as expected, the risk that they have not been filed, and the risk that their operation does not meet the expectations; Epidemic fluctuation risk and macroeconomic fluctuation risk.
