Industry events
① the self-developed flash party was launched in Japan on February 17 and dominated the list of free games for three consecutive days. On its first day online, it ranked first in Japan’s IOS free list. According to the official twitter of the game, “flashparty” has made an appointment of more than 150000 in Japan. After going online, it ranks first in the IOS free list in Japan for three consecutive days. At present, flash party only provides Apple App store and taptap download channels. Overseas IOS has a good performance and is expected to attract more users to download games from taptap overseas version.
② MIHA tour launched the brand hoyoverse of yuanuniverse. According to Ho yoverse’s official website, on February 14, mihoyo announced the launch of a new brand Ho yoverse, which aims to create and deliver immersive virtual world experience for global players through various entertainment services. Hoyoverse will operate through offices in Montreal, Los Angeles, Singapore, Tokyo and Seoul.
③ Tencent launched a new business XR layout of Quanzhen Internet. On February 15, Tencent launched a new business – XR (extended reality) business. The business focuses on the layout of the XR ecology of the whole link, including XR devices on the hardware side, perceptual interaction technology on the software side, and content and developer ecology on the content and industry side.
④ when hungry, release the 2022 Blue Knight development and support report, and adjust the estimated delivery time of riders to an elastic time period. In order to implement the requirements of “algorithm centring”, hungry carries out a series of upgrades to the scheduling system and rule settings, and is never guided by the strictest algorithm and minimum time limit. In some complex distribution scenarios, such as rainstorm and temporary road control, the flexible distribution time is automatically matched. Hungry? It is still piloting to adjust the estimated delivery time of the knight from “time point” to an elastic “time period”. As long as the delivery is within the time period, it will not be counted as overtime. Hungry? It is forbidden to induce or force knights to turn into individual industrial and commercial households in any form to avoid the responsibility of the employing subject.
Investment strategy
Compared with zhonggai shares, the attraction of Hong Kong stock Internet to investors is expected to improve, and the Hong Kong stock market may become an important scene for long-term Internet configuration. In December 2021, the implementation rules of hfcaa in the United States were improved, focusing on audit issues. After the implementation of the Regulatory Act in the United States, zhonggai shares will face some uncertainty, or enhance investors’ willingness to allocate funds to Hong Kong stock Internet. In addition, the HKEx lowered the threshold for secondary listing, and the new regulations will be implemented from January 1, 2022, further strengthening the attraction of the Hong Kong stock market, which is expected to promote the thickening of the transaction volume of the Hong Kong stock market in the future. From the perspective of employees and organizational structure, Internet companies will focus more on their main business and pay attention to fine and high-quality development in the future. Game section: game going to sea is the future trend. Pay attention to Tencent Netease going to sea.
Recommended portfolio: it is recommended to lay out high-quality assets in the long term and pay attention to the continuous iteration of meta universe technology. In terms of individual stocks, it is suggested to pay attention to the adjustment of organizational structure and focus on meituan in retail; In the game sector, there is an opportunity to go to sea. It is suggested to pay attention to the establishment of Tianmei F1 studio and Tencent holdings, which speeds up the overseas layout, launch Netease of global IP mobile game Harry Potter, as well as Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) carried by the P & S mode and subsequent SLG product iterations to accelerate the performance of going to sea; Target of absolute return of a shares: it is recommended to focus on Mango Excellent Media Co.Ltd(300413) with the advantage of long video content, launch virtual hosts Xiaoyang and Yaoyao, and layout mango metauniverse.
Risk tips
The macro-economy is less than the expected risk, the iteration and application of meta universe technology is less than the expected risk, and the policy risk.
