View update this week
After the beginning of 2022, the yuan universe sector fluctuated slightly. Externally, the latest performance released by Facebook (meta platforms) and roblox fell short of expectations. The secondary market showed fluctuations and differences in its attention to the capital level of the yuan universe sector. However, from the perspective of the primary market and enterprises, the investment and financing related to the yuan universe was relatively active, We are still optimistic about the new increment brought by the meta universe sector and the new commercial value of sports. In the Winter Olympics, China Central Television frequently launched VR to watch the Winter Olympics. China Central Television Frequency VR is also the specific practice of the 5g + 4K / 8K + AI development strategy of the headquarters. Taking full advantage of the advantages of VR technology, it integrates VR and 8K technology and innovation to empower the headquarters, and provides more than 80 hours of immersive interactive coverage of live broadcast and on-demand of the Beijing Olympic Games, Important sports events also bring universal popularity to VR immersive experience. Yuancosmos will also take over the mobile Internet and open a new chapter in digitization. Recently, the CBRC pointed out that we should be vigilant against the use of Yuan universe for illegal fund-raising, involving games, virtual currency, real estate, etc. we believe that the development of any new thing is accompanied by trial and error. Among them, top-down supervision is conducive to the healthy and long-term development of the industry. Under the influence of short-term emotions, we will not change to the medium and long-term development of the industry.
This week focuses on recommending individual stocks and logic
Give the media new consumer industry an overweight rating. Investment dimension, focusing on the dominant valuation, the improvement of fundamentals and the promotion of new increments. First, reading section ( Thinkingdom Media Group Ltd(603096) , Citic Press Corporation(300788) ); Second, the new marketing section ( Bluefocus Intelligent Communications Group Co.Ltd(300058) , Shanghai Yaoji Technology Co.Ltd(002605) ), and third, the content section ( Mango Excellent Media Co.Ltd(300413) , Zhejiang Huace Film And Tv Co.Ltd(300133) , Alpha Group(002292) , Beijing Enlight Media Co.Ltd(300251) ); Third, the new increment of experience economy ( Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) etc.) of the combination of virtual reality and meta universe.
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.
