Portfolio: 1, Mango Excellent Media Co.Ltd(300413) , Shanghai Yaoji Technology Co.Ltd(002605) , Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Focus Media Information Technology Co.Ltd(002027) , Visual China Group Co.Ltd(000681) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Ireader Technology Co.Ltd(603533) , Alpha Group(002292) , Zhejiang Huace Film And Tv Co.Ltd(300133) . Two, benefit groups, fast hands, Tencent, Kwai Chuang, Chuang Meng world. 3、 Perfect World Co.Ltd(002624) , Beijing Enlight Media Co.Ltd(300251) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) , China Film Co.Ltd(600977) .
Investment theme: Winter Olympic sports industry, digital man, game metauniverse, exhibition, long and short video platform.
Beneficiaries: overseas companies include Netease, reading group, BiliBili, bubble mart, ZuLong entertainment, China Mobile Games, Baiao family interaction, chizicheng technology, etc. Bluefocus Intelligent Communications Group Co.Ltd(300058) , Beijing Jetsen Technology Co.Ltd(300182) , Zhewen Interactive Group Co.Ltd(600986) , Hylink Digital Solution Co.Ltd(603825) , Kingnet Network Co.Ltd(002517) , Hangzhou Electronic Soul Network Technology Co.Ltd(603258) , Guangzhou Wahlap Technology Corporation Limited(301011) , Silkroad Visual Technology Co.Ltd(300556) , Cubic Digital Technology Co.Ltd(300344) etc.
Investment suggestion: the supervision and guidance of the Internet are being implemented in an orderly manner. Based on 2022, we can strengthen the configuration of media interconnection. Antitrust and data security are important variables in the development of the Internet. We believe that this round of supervision has been basically implemented in an orderly manner, and the industry has developed in an orderly and standardized manner under Antitrust and data security. Looking forward to 2022, we should gradually strengthen the allocation of media Internet and grasp the era of meta universe. From the listing of roblox, the first stock of metauniverse, to the renaming of Facebook to meta, Microsoft released the enterprise metauniverse, NVIDIA continued to invest in metauniverse in technology, and then put forward the Quanzhen Internet from China Tencent, byte beating layout, VR track acquisition of Pico, Netease and Baidu released the metauniverse platform, and the establishment of yuanyuzhou Association. All walks of life continue to discuss and understand metauniverse. Metauniverse may be understood as the next generation Internet, which will generate different connections and experiences between people and things in time and space based on different terminals. The ultimate form will depend on the development of technology. At present, we believe that there are several directions we can grasp around the meta universe. First, new hardware terminals, consumer arvr devices, can be compared with the situation of mobile phones; Second, the new operating system or operating platform built on arvr devices, represented by Microsoft, Google, apple, wechat and other platform companies; Third, in addition to the transferred entertainment and enterprise industrial applications, or new applications with a volume of 100 million will be generated, and the business model will be extended by changing the new interaction mode of connection and experience. Although the current industrial development is at an early stage, it is developing rapidly. Early investment should grasp the digital entertainment content that has the most performance support and is most likely to be transferred to the meta universe, such as digital games, virtual people and idols, exhibitions, etc.
The Internet Information Office, the national development and Reform Commission and the Ministry of industry and information technology held a symposium on the healthy development of the Internet, and the healthy development of the Internet can be expected
China's official micro signal was released on February 9, 2022. In the afternoon of January 28th, the central network office, the national development and Reform Commission, the Ministry of industry and information technology and the four Department of market supervision and Administration jointly held a symposium on promoting the healthy and sustainable development of Internet companies. The heads of Internet companies such as People.Cn Co.Ltd(603000) , Kwai Chi, the US mission, Jingdong and Xiaomi made speeches at the meeting. He said that we should strengthen confidence and determination, grasp development opportunities, give full play to innovative advantages, improve quality and efficiency in deepening reform, actively build first-class enterprises, make due contributions to promoting the construction of a network power, and put forward opinions and suggestions in combination with the actual situation of enterprises. We believe that under the vigorous promotion of the digital economy by the state, including antitrust, data security and copyright protection, the industry is showing healthy and orderly development, and Chinese companies have arranged overseas markets one after another. Internet investment or bottom, we recommend tracking, benefiting from Tencent holding, fast hand, American group, boss direct employment, Kwai Wen group and so on.
Byte beat tiktok expands VR and 2b field benchmarking international company, and meta universe variety is online
On February 10, 2022, byte beat announced that it would adjust its business direction in the future, continue to make efforts in 2B, VR and other fields, actively explore the global market and benchmark large international companies. We believe that byte beat continues to bring industry innovation value. In addition, tiktok has strong development overseas, so we should grasp the investment opportunities brought by it, such as overseas purchase volume Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , byte cooperative marketing companies Guangdong Advertising Group Co.Ltd(002400) , Shanghai Yaoji Technology Co.Ltd(002605) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , etc. The meta universe virtual reality interactive variety "sister Guangguang" is broadcast simultaneously on Hunan International Channel and mango TV at 18:20 every Saturday from February 12. It tells the story of digital virtual human and animation heroes jointly opening a new path and building cultural confidence. Benefit target Mango Excellent Media Co.Ltd(300413) etc.
Risk tips: repeated epidemics, less than expected technological development, goodwill risk, changes in regulatory policies, etc
