Key investment points:
Industry trends & Company News
Station B will test “small yellow car” within a week
Baidu will release yuan universe product “Xi soil”
Tencent launches new brand level infinite
Important announcements of listed companies
Huayi Brothers Media Corporation(300027) : the repurchase and cancellation of some restricted shares has been completed
Market performance review this week
In the past five trading days, the CSI 300 index rose by 2.9%, the culture and media industry rose by 5.02%, and the industry outperformed the market by 2.12 percentage points, ranking fourth among the 30 first-class industries of CITIC; Among the sub industries, media rose 2.88%, advertising and marketing rose 6.36%, culture and entertainment rose 5.97%, and Internet media rose 3.2%. In terms of individual stocks, Beijing Hualubaina Film&Tv Co.Ltd(300291) , Col Digital Publishing Group Co.Ltd(300364) and Meisheng Cultural & Creative Corp.Ltd(002699) led the rise this week, while * ST Zhongying, Merit Interactive Co.Ltd(300766) and Zhejiang Daily Digital Culture Group Co.Ltd(600633) led the decline this week.
Investment advice
This week, the culture and media industry was active, and the theme of Yuan universe continued to drive the performance of some low-level stocks in the industry, showing the characteristics of plate rotation. This week, we believe that the driving effect of focusing on the theme of yuanuniverse on low-end stocks in the industry will continue, and we suggest investors to pay attention to relevant companies with stable performance growth + continuous benefits; In addition, as the Winter Olympic Games will be held soon, it is recommended to continue to pay attention to relevant beneficiary companies. To sum up, we continue to maintain the “optimistic” investment rating of the media industry and recommend Focus Media Information Technology Co.Ltd(002027) (002027), Bluefocus Intelligent Communications Group Co.Ltd(300058) (300058), Hubei Century Network Technology Inc(300494) (300494), Kunlun Tech Co.Ltd(300418) (300418), China Sports Industry Group Co.Ltd(600158) (600158).
Risk statement
Macroeconomic downturn; Major policy changes in the industry; Industry demand does not meet expectations; The progress of state-owned enterprise reform did not meet expectations, and the black swan incident continued to have an impact.
