View update this week
From top to bottom, in formulating the economic development goals for 2022, Shanghai mentioned strengthening the forward-looking research and judgment of new technologies, new formats and new models, allowing scientists to judge the technology prospect, allowing enterprises to find market demand and allowing the market to verify the value of the track. Actively seize the digital economy track, comprehensively promote the digital transformation of cities, guide enterprises to step up research on the important platform for the interaction between the virtual world and the real society in the future, and timely layout and cut in. From the bottom up, on the enterprise side, Xinhua news agency, the mainstream media, launched China’s first “News Digital Collection” using blockchain NFT technology. At the same time, Xinhuanetco.Ltd(603888) and Shanghai Cultural Exchange will jointly build a national copyright transaction protection alliance chain with industry leadership and standardization and a national market value management platform for digital cultural and creative elements. The Shanghai government and the central media are leveraging new technologies to develop the digital new economy. Meanwhile, private enterprises Netease, Baidu and A-share enterprises are also actively participating in it.
This week focuses on recommending individual stocks and logic
Give the media new consumer industry an overweight rating. In terms of investment dimension, after Netease held the world’s first meta universe investor conference through “Yaotai”, the meta universe track will welcome new products. On December 27, baidu meta universe social application xirang will be officially launched, and Tencent QQ music will enter the music meta universe, It can focus on the important components NFT (C-end Digital Collection) and the b-end application perspective of virtual idol digital people under the yuanuniverse track. The target end can focus on Mango Excellent Media Co.Ltd(300413) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Alpha Group(002292) , BiliBili (station B), etc.; the dimension of new year’s and Spring Festival can focus on Zhejiang Huace Film And Tv Co.Ltd(300133) , Alpha Group(002292) , Beijing Enlight Media Co.Ltd(300251) , Hengdian Entertainment Co.Ltd(603103) , Wanda Film Holding Co.Ltd(002739) . The progress of key companies is updated, Zhejiang Huace Film And Tv Co.Ltd(300133) 300133 (the main investment and control film “anti corruption storm 5” will be released on December 31); Alpha Group(002292) 002292 (two big films “cute chicken team” and “pleasant goat and grey wolf out of the future” will be released in January and February 2022. The performance in the first quarter of 2022 is expected. At the same time, pleasant goat digital assets will be sold out after being released on Alibaba ant chain fans (renamed whale probe), which also highlights the IP business value of the company); Bluefocus Intelligent Communications Group Co.Ltd(300058) 300058 ( Bluefocus Intelligent Communications Group Co.Ltd(300058) xiaobot released the 2022 yuan cosmic marketing advertising brochure); Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) 603466 (the company’s issuance of convertible bonds was approved on December 23, which is conducive to the consolidation of its main business; at the same time, the company has the technical reserve for developing digital virtual human and has the technology to use digital twins); BiliBili 9626 (the “most beautiful night” of 2021 will be held at 8:30 p.m. on December 31) At the new year’s Eve party, Yingman dance drama and other multiple circles will infiltrate, and IP will also appear).
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.
