Report summary
One week market review: last week (December 6-december 12), Shenwan media industry index rose 3.76%, Shanghai and Shenzhen 300 rose 3.14% in the same period, and the gem index fell 0.34%. The performance of the media index was stronger than that of Shanghai and Shenzhen 300 and gem index.
Key industry news:
On December 6, tianyiai music culture technology, a wholly-owned subsidiary of China Telecom Corporation Limited(601728) , released the announcement on the comparison and selection of yuanuniverse virtual human customization and content production projects in 2021. The project funds have been implemented, and potential candidates who are interested and have the ability to provide the subject matter are invited to participate in the election. According to the announcement, the procurement content is “meta universe digital human production”, including digital human image modeling, digital human image modeling, graphic production, video short play production, video CG short film production and KOL cooperation promotion.
On December 9, the Ministry of industry and information technology reported that on November 3, it inspected violations such as the collection of users’ personal information necessary for non service scenarios, cheating and misleading users to download, and publicly notified the apps that failed to complete the rectification as required. Up to now, there are still 5 apps that have not been rectified as required by the Ministry of industry and information technology; All communication administrations have actively carried out app technology testing, and up to now, 101 apps have not been rectified. According to relevant legal requirements, the Ministry of industry and information technology immediately organized the removal of the above 106 apps, including love recycling, Douban, singing bar, etc.
According to the news on December 9, as of December 8, the number of screens in China had reached 81317, and the scale of giant screens ranked first in the world. The top five of the China Film Co.Ltd(600977) box office list were all domestic films, and the box office of “Changjin Lake” at the top of the list exceeded 5.744 billion. In the past five years, China Film Co.Ltd(600977) has produced more than 4000 films and more than 8 billion film viewers. On the evening of December 10, Zhejiang Talent Television & Film Co.Ltd(300426) announced that the company and the actual controller Zhejiang Radio and television signed a number of contracts on TV dramas. The total amount of the transaction is 392 million yuan, accounting for 197.08% of the company’s operating revenue in 2020. If the transaction is successfully implemented, it is expected to have a positive impact on the company’s operating performance.
On December 10, according to the intelligence data of sensortower store, in November 2021, the consumption of global mobile game players in app store and Google play reached US $7.1 billion, a year-on-year increase of 7%. Tencent’s “peace elite” and “pubgmobile” attracted us $254 million in global app store and Google play, a year-on-year increase of 46%, returning to the top of the global mobile game best seller list. MIHA you’s original God ranked second on the list with an income of US $207 million, a year-on-year increase of 47%.
Core view: meta has opened up “horizonworld”. Some large manufacturers have tried to implement the commercialization of meta universe. Chinese manufacturers have adopted closely following tactics in technology and business model, and continue to pay attention to the progress of commercialization of meta universe.
