Key investment points
Market review: this week, the performance of the media sector was average, up 0.27%, outperforming the gem by about 2.66 percentage points (the gem index rose 2.93%); Underperformed the market by about 0.82 percentage points (CSI 300 rose 1.08%).
Industry segments: (1) game index underperformed the market: CITIC game index (ci005577) rose 1.03% and fell 0.06% relative to CSI 300 index. (2) The advertising index underperformed the market: the CITIC advertising index (ci005847) rose 0.11% and fell 0.97% relative to the CSI 300 index. (3) The sports index underperformed the market: the CSI sports index (399804) rose 0.26% and fell 0.83% relative to the CSI 300 index. (4) A-share education companies outperformed CSI 300 and Hong Kong stock education companies outperformed Hang Seng Index. CITIC education index (ci005816) rose 6.85%, outperforming CSI 300 index by 5.77%. The Hong Kong stock education index (887671) fell 1.77%, outperforming the Hang Seng Index by 0.55%.
Film and television: (1) IOC President Bach awarded shenhaixiong IOC President award to China Central Radio and Television Corporation in recognition of its contribution to the dissemination of the Olympic spirit. (2) The nomination list for the 40th Hong Kong Film Awards was announced. Wisdom teeth received 14 nominations and Anita Mui received 12 nominations.
Games: (1) in January, the global mobile game revenue “pubg mobile” won the championship again and again. Tencent’s “glory of the king” ranks No. 2 on the list with a revenue of $233 million. The other three games in the top five are MIHA Tour “original God”, King “candy crush saga” and “roblox”. (2) Motorola and Verizon launched the 5g collar, which allows the head display manufacturers to leave the connection, handling and battery to the collar and focus on their head mounted display, making it lighter and more comfortable.
Sports: (1) SAIC Roewe has become a senior partner of China’s National Women’s football team. This time, SAIC Roewe joined hands with the Chinese women’s football team to promote the implementation of football training camps in all districts, especially youth football training camps. (2) Gu ailing, Su Yiming and the ice and snow industry with fire effect. So far, China’s snow athletes have won 5 gold and 2 silver in this winter Olympic Games. Among them, Gu ailing won 2 gold and 1 silver, Su Yiming 1 gold and 1 silver, and two “four dynasties veterans” Xu Mengtao and Qi Guangpu each won 1 gold, which greatly promoted the public’s enthusiasm for the ice and snow industry.
Education: (1) the Ministry of Education held a working meeting on the implementation and deployment of the national major basic education projects in the 14th five year plan, summarized the achievements of China’s basic education reform and development in the 13th five year plan, and deployed and promoted the implementation of the national major basic education projects in the 14th five year plan. (2) The Ministry of Education held a press conference to introduce the relevant situation of the measures for the appointment and management of Vice Principals of the rule of law in primary and secondary schools. There are 20 articles in the measures, which systematically designs the appointment and management system of Vice Principals of the rule of law in primary and secondary schools.
Key investment points: it is recommended to pay attention to Mango Excellent Media Co.Ltd(300413) (300413).
Risk tip: media policy tightening risk; Risk of business integration or less than expected; New business development is less than expected risk; The content response is less than the expected risk.
