View update this week
On the policy side, the meta universe sector, which is more concerned by the market, is waiting for the policy guidance during the two sessions. Meta universe is one of the important supplementary tools to improve efficiency in the next digital development. The early card position is conducive to the long-term development of enterprises, but the development of any new technology and new business model needs continuous optimization and policy guidance. In the meta universe sector, The policy guidance will be conducive to its sustainable and long-term healthy development. The commercialization of metauniverse involves hardware VR \\ ar to bring immersive experience, virtual image (Digital man) and economic system (digital collection NFT). In 2025, the volume of VR head display is expected to reach 28.6 million units (5-year compound growth rate of 41.4%). In 2022, we can focus on the progress of VR hardware of Pico under byte beat. High quality supply can create new demand and promote the redevelopment of metauniverse. The winter Paralympic Games will take over the Winter Olympics, and the countdown to the Asian Games in September. The new consumption brought by Pan sports can focus on the e-sports sector and star card sector. Keep plans to become the first stock of sports technology in Hong Kong stock market and gain early users by virtue of the positioning of “sports social networking + free fitness course” platform. In 2020, professional fitness experts will be added to enrich the content of keep and then retain users (the average monthly subscription number of keep members will increase from 1.9 million in 2020 to 3.3 million in 2021, and the member penetration rate will increase from 6.4% in 2020 to 9.5% in 2021), In 2021, the penetration rate of fitness people in China (referring to the percentage of fitness people in China’s total population) was 21.5%, 48.2% in the United States and 41.2% in Europe. Supply creates new demand. From peloton to keep, from mint health to lululemon, and then to star cards, China’s Pan sports market has great commercial potential. The pan sports factor is expected to run through the whole year in 2022. Financial reports have been disclosed one after another, highlighting that the video competition has entered the deep-water area. Rookies such as pumpkin films are expected to break through. The users of station B continue to grow, and the next city can be expected.
This week focuses on recommending individual stocks and logic
Give the media new consumer industry an overweight rating. We can pay attention to the pan sports new economy sector (star card), the meta universe sector and the high-quality supply to create new demand sector Shanghai Yaoji Technology Co.Ltd(002605) (the main business is steadily increasing and the market of star cards is expected to increase in advance), Bluefocus Intelligent Communications Group Co.Ltd(300058) (the wholly-owned American blue label Investment Co invests with professional investment institutions with its own funds, which is conducive to improving the company’s understanding of the development of global blockchain technology and the possibility of coordinated development of its own meta universe business) Mango Excellent Media Co.Ltd(300413) (the hot broadcast of Shangshi is connected with Xiaomang’s e-commerce to buy while watching, and pay attention to the launch progress of the series variety “sister 3 riding the wind and waves” in the second quarter), Alpha Group(002292) (the “special photo heroes! Rally” activity jointly carried out with bilibilibili has been launched in the animation area of station B a few days ago) Chinese Ruyi (renamed from Hengteng film to Chinese Ruyi, the content production of Ruyi film and pumpkin film app are expected to break through the new order), Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) and Beijing Fengshangshiji Culture Media Co.Ltd(300860) (both are expected to benefit from the yuan universe experience economy).
Risk tips
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 their operation does not meet the expectations; Epidemic fluctuation risk and macroeconomic fluctuation risk.
