"New Batman" and "mysterious sea" announced their release in China in March, with strong box office appeal. A number of imported films are expected to boost the box office in spring: on February 19, the film "tragedy on the Nile", an adaptation of Agatha's classic masterpiece starring Gail gado, was released; The Japanese film "love in a bouquet" with high scores will be released on February 22. Although the European and American box office is in the cold season in spring, the supply of Hollywood films has recovered significantly since September last year. In 2022, the recovery of Hollywood film supply will continue, and blockbusters such as Dr. strange 2 and Thor 4 will be released one after another. Although the introduction of imported films in China is generally tightening, due to the extremely low base last year and the indispensable role of imported films in the regulation of box office in unpopular schedules, the release of imported films in Chinese cinemas is expected to gradually recover this year, and the proportion of box office is expected to rise. In 2022, we are optimistic that China's box office will achieve a high growth rate under the recovery of imported film supply and the fading impact of epidemic prevention and control. After a long period of downturn, the high-quality resources at the projection end and content end of the film industry will be inclined to leading companies, and the logic of offline consumption recovery will be good for relevant targets. It is recommended to pay attention to Wanda Film Holding Co.Ltd(002739) , Beijing Enlight Media Co.Ltd(300251) .
Risk warning: covid-19 epidemic prevention and control; Required consumer price; China's regulatory policy; Overseas Internet market policy.
Market performance review: CITIC media index rose or fell by + 0.10% throughout the week, failing to outperform Shanghai Composite Index, Shenzhen Component Index and gem index, ranking 19th among 30 CITIC primary industries. From the perspective of industry segments, the animation sector performed best last week, with CITIC's tertiary index up or down + 3.00%, followed by internet film, television, audio and game sectors.
Industry highlights: the CBRC issued a document to prevent the risk of illegal fund-raising in the name of "meta universe"| YouTube announced plans to enter blockchain and metauniverse in 2022| The United States included Tencent Alibaba's e-commerce website in the list of "infringement of intellectual property rights"| Meta universe social product gel app took the initiative to suspend new users from the app store, saying it would focus on improving the user experience| Citing article 69A of the Information Technology Act 2000, the Indian government once again banned more than 50 applications in China| Roblox2021's revenue doubled year-on-year, the growth slowed down, some key indicators did not meet expectations, and the stock price fell| Tencent's mobile game "Xuanzhong Ji" was launched in taptap| The self-developed platform fighting game flashparty topped the free list of IOS in Japan| Netease yunyun village villagers' license patent is authorized| In January, the revenue of China's mobile game market increased by 18% year-on-year|
