View update this week
The emergence, development and maturity of any new thing need continuous experiment, and from development to supervision is also one of the paths. Under the popularity of the meta universe, it has pushed up the popularity of the hardware VR plate and the game plate in the content. At the same time, digital assets, digital human virtual idols, new marketing scenes, immersion experience and interaction are all important links in the meta universe. In March, the first stock of metauniverse, roblox, was listed. In May, we pointed out whether metauniverse is the next dividend of media. In June, we studied the social metauniverse soul of young people. In July, the founder of Facebook pointed out that metauniverse will not be dominated by a company, In August, byte beat acquired Pico (Bird look), a VR head enterprise. In October, Facebook announced its name change meta, and in December, baidu launched the meta universe product "xirang" , the addition of capital in 2021 is different from the previous round. After the external epidemic stress test and internal business optimization, the enterprise side mostly explores the physical nature of new things, and makes use of the meta universe to explore the fit point with its own main business, which is conducive to promoting the benign development of the meta universe. In the follow-up, we will focus on the second wave of development of the meta universe, mainly on the business landing of the enterprise end. 2021 is coming to an end. Welcome to the new year and the Spring Festival. You can pay attention to the cinema and film content targets. Bytes tiktok tiktok business can special purchases for the Spring Festival and the jitter business.
This week focuses on recommending individual stocks and logic
Give the media new consumer industry an overweight rating. Yuancosmos has brought new attention to the media sector. 2021 is coming to an end. The layout of 2022 can be seen from the three-dimensional perspective of "node, inflection point and focus". The node is an important industrial event, the inflection point is the company's performance expectation, and the focus is the business progress of the characteristic targets of the vertical sector. At present, we can pay attention to the "nodes", that is, the double expectations of new year and Spring Festival, as well as the boost of yuancosmic track enterprises. Focus on the recent dynamic progress of individual stocks, Mango Excellent Media Co.Ltd(300413) (300413) "night in Grand Wan Chai" is broadcast exclusively on Mango TV at 12 o'clock every Wednesday; the 12th second broadcast by mango TV monsoon theater ended on November 30, and the content performance was recognized. Follow up can pay attention to the new drama sleeping garden of monsoon theater on December 13; BiliBili (9626) advertising is becoming the core competence of station B platform, and the core value of station B platform comes from users, community and content. Alpha Group(002292) (002292) pleasant goat IP will land in seven years. It is expected to increase the performance in the first quarter of 2022 on the first day of the Lunar New Year. Alibaba ant has launched 10000 cyberpunk grey wolf digital assets; the subsidiary brand of the new business company "has unlimited playing points" The boutiques of Chaowan brand and "Weisi building block" brand have also been launched one after another, such as zangke series. Bluefocus Intelligent Communications Group Co.Ltd(300058) (300058) promotes the development of metauniverse industrialization with "content + technology", is exploring new contents, new scenes and new assets of the virtual world, and begins to help customers release NFT, so as to transfer traditional culture and corporate brands to the metauniverse through digital technology. Zhejiang Huace Film And Tv Co.Ltd(300133) (300133) you can pay attention to the anti corruption storm 5 in the new year's file In the long run, it will benefit from the ability to set new prices as the vanguard of content in the new order of China's cultural power. New year and Spring Festival can focus on Wanda Film Holding Co.Ltd(002739) , Hengdian Entertainment Co.Ltd(603103) , Beijing Enlight Media Co.Ltd(300251) , etc.
Risk statement
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 the operation does not meet the expectations; Epidemic fluctuation risk and macroeconomic fluctuation risk.
