Affected by the rumor that no new version will be issued in 2022, the game sector fell sharply on February 22, Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) almost fell to the limit, Shenzhen Zqgame Co.Ltd(300052) , Zhejiang Century Huatong Group Co.Ltd(002602) , Wuxi Boton Technology Co.Ltd(300031) and so on.
Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) share price fell sharply
After falling 6.46% on February 21, Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) on February 22, the share price fell again. After the low shock, it finally closed at 21.51 yuan / share at a price 0.01 yuan higher than the limit price.
In terms of news, recently, it was reported on the Internet that “there is no new version of the game in 2022”. CITIC game index fell 4.85%, and 18 of the 31 shares in this sector fell. Except that Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) almost fell by the limit, Shenzhen Zqgame Co.Ltd(300052) fell by 7.25%, Zhejiang Century Huatong Group Co.Ltd(002602) , Wuxi Boton Technology Co.Ltd(300031) fell by more than 5%, and Yoozoo Interactive Co.Ltd(002174) , Kingnet Network Co.Ltd(002517) , Kaiser (China) Culture Co.Ltd(002425) , Perfect World Co.Ltd(002624) fell sharply.
For rumors, insiders have publicly refuted rumors. The relevant person in charge of the game Working Committee of the audio and digital Association said publicly: “there is no such news”; Zhang Junqi, general manager of Tencent’s public relations department, clarified in the circle of friends: “in one afternoon, rumors have changed many versions”; Shanghai Yaoji Technology Co.Ltd(002605) on February 22, he also replied on the investor interaction platform: “the reserve of the company’s core category game version number is sufficient, and the business remains normal and stable.”
At noon on February 22, Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) released a performance forecast. It is estimated that the profit in 2021 will be 2.8 billion yuan to 2.85 billion yuan, up 1.41% to 3.23% year-on-year from 2.761 billion yuan in the same period last year; The net deduction of non-profit was 2.55 billion yuan to 2.6 billion yuan, an increase of 6.61% to 8.7% over the same period last year.
For the rumor that “there is no new version of the game in 2022”, the reporter of Dazhong Securities News called Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) as an investor to verify it. The staff of the Securities Department of the company said: “whether the company has games that are inconvenient to be disclosed in the examination and approval, and the matters related to the game version number are subject to the information released by the State Press and publication administration. Now we can only say that the company is operating normally.”
institutions have left the site in large numbers
The reporter consulted the information of the State Press and Publication Administration and found that the latest update time of the approval information of domestic online games stayed in July 2021. The latest number of institutional holdings disclosed by many companies shows that a large number of institutions have quietly fled.
According to the statistics of wind data, 13 companies have disclosed the number of institutional holdings as of December 31, 2021. In the fourth quarter of last year, the above-mentioned companies were greatly reduced by institutions. Among them, the number of institutional holdings of 10 companies at the end of the year decreased by more than 90% compared with the third quarterly report: Jiangyin Zhongnan Heavy Industries Co.Ltd(002445) the number of institutional holdings decreased from 1.38 billion shares to 50900 shares, a decrease of more than 99.99%; The number of shares held by Hangzhou Electronic Soul Network Technology Co.Ltd(603258) institutions decreased from 3690800 shares to 4000 shares, a decrease of 99.89%; The number of shares held by Kaiser (China) Culture Co.Ltd(002425) institutions decreased from 330 million shares to 642700 shares, a decrease of 99.81%; The number of shares held by Giant Network Group Co.Ltd(002558) institutions decreased from 1.359 billion shares to 7.889 million shares, a decrease of 99.42%.
According to the institutional research data, since this year, only Kingnet Network Co.Ltd(002517) , Perfect World Co.Ltd(002624) , Zhejiang Century Huatong Group Co.Ltd(002602) , Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) , Tianyu digital department and Hangzhou Shunwang Technology Co.Ltd(300113) have received institutional research. Among them, Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) has been investigated four times this year, and the other five companies have only received research once respectively. Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) the latest research date of the organization is November 1, 2021.
