One week market review: last week (December 13-december 19), Shenwan media industry index rose 6.30%, CSI 300 fell 1.99% in the same period, and gem index fell 0.94%. The performance of media index is stronger than CSI 300 and gem index.
Key industry news:
On December 14, Nike announced the acquisition of rtfkt, a virtual fashion start-up, to further deepen the layout of the meta universe. Rtfkt is famous for selling NFT virtual shoes. It once customized cybertruck shaped virtual shoes for musk. In November, rtfkt also launched the CLONEX project with 20000 NFT avatars together with well-known artist Takashi Murakami. Up to now, the trading volume of CLONEX avatar and rtfkt virtual shoes has reached 39000 eth in 7 days, which are the two most popular NFT projects on the opensea platform.
On December 15, iqiyi announced that the subscription price of iqiyi gold VIP members would be updated from 0:00 on December 16, which is the second price increase since iqiyi launched the member payment system for 10 years. Except that the prices of ordinary annual cards and continuous annual cards remain unchanged, the overall price increase range is about 9% – 20%, which is slightly lower than the first price increase, However, after the price increase, the subscription price has been at the highest level in the industry.
According to the media news on December 15, the person in charge of the state Internet Information Office interviewed the main person in charge and chief editor of sina Weibo. In view of the recent repeated information prohibited by laws and regulations from publishing or transmitting on Sina Weibo and its account, if the circumstances are serious, it shall be ordered to make immediate rectification and strictly deal with the relevant responsible persons. From January to November 2021, the state Internet Information Office guided the Beijing Internet information office to impose 44 penalties on Sina Weibo, and imposed a fine of 500000 yuan for many times, with a total fine of 14.3 million yuan.
On December 15, Saturday Co.Ltd(002291) said on the interactive platform that the company is expected to launch the first virtual human IP account within this year. In the future, the virtual human IP account will be considered to be commercially realized by developing IP authorization, business advertising and virtual human carrying goods. In addition, at present, the company already has some infrastructure construction to bring digital virtual people or virtual idols into the relevant live e-commerce business. In the future, when the relevant aspects are mature, the company will try to build a variety of forms, such as live broadcasting of virtual people, live broadcasting of virtual people interacting with real people, etc.
According to media news on December 18, Huawei launched the official editing app – petal editing, so that everyone can tell their own story. The petal editing app is upgraded from the original Huawei video editing function and has more comprehensive functions. While providing a one-stop video editing experience, it also provides users with special effects, filters, stickers, transitions, animation and other materials of fashion hotspots, AI playing methods such as face occlusion and dynamic virtual shadow, making editing more efficient and creative more interesting. Huawei mobile phone users can go to the application market to download the experience.
Core view: December 15, China network audio visual program service association has issued the detailed rules for the review of network short video content (2021), which clearly puts forward that short video programs “cut and adapt movies, TV dramas, online film and television dramas and other audio-visual programs and fragments without authorization” 。 This specification has certain industry binding force and is of great significance to protect the copyright of the content generated and broadcasted by the large investment of the long video platform, or will have a significant impact on the competition pattern of the long and short video platform.
