View update this week
Our strategy in 2022 points out that the core of media is the resonance between content and media, media is driven by science and technology, and content development is based on economy and culture, just as Guochao culture continues to break the circle with economic development; The hard core background of new media consumption is the rise of Oriental Aesthetics represented by Chinese culture, the rise and supply of high-quality new domestic brands, the intergenerational change of users and the diversion of new channels. The old order is shuffling and the new order is being established, which also accumulates strength at the bottom for the next prosperity of new media consumption. On March 4, the winter Paralympic Games took over the Winter Olympics. In September, the mascot of the Asian Games was warmed up. E-sports was selected for the first time. The sports media is expected to continue to grow and the new sports economy can be expected. At the same time, the Yueji Festival on March 8 is approaching, and women’s new consumption is expected to promote the medical and beauty sector.
This week focuses on recommending individual stocks and logic
Give the media new consumer industry an overweight rating. In terms of investment dimension, science and technology enables the further development of culture and sports, sports and new technology (Ultra HD video industry, such as Mango Excellent Media Co.Ltd(300413) , Guangdong South New Media Co.Ltd(300770) ), new consumption (vertical high-quality supply improvement, such as Alpha Group(002292) , bubble mart, etc. related to tide games, Hangzhou Electronic Soul Network Technology Co.Ltd(603258) , Zhejiang Daily Digital Culture Group Co.Ltd(600633) , Tencent, etc.) Yuancosmos (VR hardware, digital people, digital collections and other subdivided tracks, such as Bluefocus Intelligent Communications Group Co.Ltd(300058) , Visual China Group Co.Ltd(000681) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , etc.) is expected to resonate in many ways, and the new incremental star card business can also be expected ( Shanghai Yaoji Technology Co.Ltd(002605) ).
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.
