View update this week
2022 ushers in the Winter Olympic Games, and the combination of virtual and real hands has attracted the attention of the whole people. Bing dwen dwen Bing dwen dwen is coming along with the Winter Olympics. Its IP business value is rising (International Olympic Committee authorized the ice pier pier digital blind box EPICBOX to sell 500, the unit price is 99 USD, 5 per person), the creation of the tide playing industry is expected to become one of the media of cultural dissemination, and the scale of China’s hand market in 2023 will be 9 billion 120 million yuan. The potential user group of hand-made products continues to expand, and it is expected that China’s hand-made market will still maintain a steady growth trend in the next few years; Under the heat of sports, VSPN hero sports, an E-sports company, plans to land in Hong Kong stocks. The combination of sports and E-sports can also be concerned in 2022. The annual report forecast of 2021 has been implemented one after another, and the performance expectation of the first quarter of 2022 has been opened. Byte beating industrial chain can still be concerned in 2022. During the Spring Festival in 2022, the omni-channel sales of Pico, a hardware company of byte beating, increased 32 times year-on-year (sales increased 29 times year-on-year); In the metauniverse, we do not underestimate the next 5-10 years, nor overestimate 1-2 years. However, from the perspective of 1-2 years, there are four major sectors in the known range, including hardware, digital collection (NFT), digital people, infrastructure and applications.
This week focuses on recommending individual stocks and logic
Give the media new consumer industry an overweight rating. The first quarterly report of 2022 is expected to open, and the superimposed popularity of the Winter Olympic Games is expected to promote the manual and IP industry. The investment dimension is: first, the sports elements, manual and IP sectors promoted by the Winter Olympic Games ( Shanghai Yaoji Technology Co.Ltd(002605) , Alpha Group(002292) , BiliBili B station, Beijing Enlight Media Co.Ltd(300251) ); Second, the box office and movie attendance of the Spring Festival in 2022 are not satisfactory, but there are also new additions. For example, pleasant goat film and bear haunt the Guoman sector, but throughout 2022, From the recovery of the post epidemic situation to the supply of high-quality content (such as anonymous, super family, peacekeeping and anti riot team, Mozart in outer space, etc.), it drives the new expectations of content and cinema performance ( Hengdian Entertainment Co.Ltd(603103) , Wanda Film Holding Co.Ltd(002739) , Beijing Enlight Media Co.Ltd(300251) , Alpha Group(002292) ); Third, the dividend of byte beating industrial chain is expected to continue in 2022. The layout of byte beating in the meta universe sector is also conducive to promoting its development. At present, the pico of byte beating on the hardware side sells well in the Spring Festival. The subsequent meta universe sector can still pay attention to ( Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Visual China Group Co.Ltd(000681) , Mango Excellent Media Co.Ltd(300413) etc.) under the active layout of external summits and head enterprises.
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.
