Under the background of opportunities and stable development of digital infrastructure, it is worthy of attention
In February 9th, the official account of the State Council WeChat public issued the State Council's Circular on Issuing the "14th Five-Year" digital economic development plan. The paper puts forward the expected goals of "by 2025, the added value of core industries of digital economy will account for 10% of GDP, the application penetration rate of industrial Internet platform will reach 45%, the national online retail volume will reach 17 trillion yuan, and the scale of e-commerce transactions will reach 46 trillion yuan", And put forward "Explore the development of 'virtual' industrial parks and industrial clusters across physical boundaries, accelerate the virtual agglomeration of industrial resources, platform operation and networked coordination, and build a new industrial digital ecology combining virtual and real; further develop the sharing economy; develop new formats such as interactive video, immersive video and cloud games, innovate and develop 'cloud life' services, and deepen artificial intelligence and virtual reality Specific planning measures such as "integrating reality, 8K HD video and other technologies, and expanding applications in social networking, shopping, entertainment, exhibition and other fields". We believe that under the policy background of steady growth, the "14th five year plan" digital economy development plan further points out the growth direction for the business form of virtual and real combination in the meta universe framework, from industrial production to domestic consumption, and the realization of applications in various fields of meta universe will first drive the development of digital infrastructure such as AI, big data, 5g / 6G communication network and intelligent hardware. On the other hand, the continuous supervision and regulation of the platform economy since 2020 may make large Internet platform companies more motivated to increase investment in technological innovation in order to seek new growth space. Metauniverse has become its guiding direction. Large Internet enterprises are based on user traffic advantages, social responsibility, or in metauniverse industrial application fields such as digital twins, e-commerce Travel, local life and other fields closely related to people's lives will play a greater role. We continue to propose to actively arrange virtual humans and NFT tracks with rapid commercialization in the meta universe, and actively pay attention to digital twins and other fields closely related to urban and industrial development; Considering the coming of the financial reporting season, it is necessary to comprehensively consider the performance growth and the market's expectation of performance, select the target with high valuation safety margin and high probability of performance exceeding expectations. At the same time, the related businesses of yuancosmic are promoted more actively and are expected to realize the performance faster. In addition, after a year of continuous adjustment, the valuation of Hong Kong stock Internet companies has a high margin of safety, and the meta universe layout of the head company deserves attention. Mango Excellent Media Co.Ltd(300413) and Kwai -W are recommended. The benefits include Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Beijing Quanshi World Online Network Information Co.Ltd(002995) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Visual China Group Co.Ltd(000681) , Zhejiang Daily Digital Culture Group Co.Ltd(600633) , NetEase -S, Baidu and so on.
Chinanews.com special purchases for the spring festival sports and sports industry Bing dwen dwen IP value, and the Winter Olympic Games' driving effect on sports IP industry chain, according to China News Network February 10th, "2022 national online annual festival", the sales of commemorative goods in winter, which increased by 21.2 times, and the sales of ski equipment and ski clothes increased by 62.9% and 61.2% respectively. After Bing dwen dwen Bing dwen dwen, the Wuxi Online Offline Communication Information Technology Co.Ltd(300959) , "the" ice block pier "," the Beijing Olympic Games "will be further expanded to the Winter Olympic Games. The icy pier will also be successful in the Olympic Games, and the ICU pier will be a phenomenal IP based on its favorite image, proving the commercial potential of the sports IP in the Olympic Games. The IP is also a" hot spot ". Bing dwen dwen is a supplier of Bing dwen dwen, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) 's performance or fully benefit from the continued selling of ice pier. Shanghai Yaoji Technology Co.Ltd(002605) through strategic investment, card hobby lays out the star card issuance and trading business, or benefits from the star IP effect to open up new growth space. There will also be local competitions such as the Hangzhou Asian Games in 2022, which may further drive the sports IP industry chain and the sales of sports shoes, clothing and equipment. We suggest to continue to lay out the industrial chain of the Winter Olympics and actively pay attention to the driving effect of the Winter Olympics on the sports IP industrial chain. Highlight Shanghai Yaoji Technology Co.Ltd(002605) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , and benefit targets include Cultural Investment Holdings Co.Ltd(600715) , Sumavision Technologies Co.Ltd(300079) , Shuhua Sports Co.Ltd(605299) , Hangzhou Electronic Soul Network Technology Co.Ltd(603258) .
Risk tip: the competition in the field of virtual human and NFT intensifies, and the heat of the Winter Olympic Games cools down.
