Yuan universe led the plate to perform well in December
In December, the media sector (CITIC media index, as of December 28) rose 10.07%, outperforming the CSI 300 index by 2.56 percentage points. Among the 30 industries at CITIC level, the media sector ranked first, and its overall performance was in the forefront of the market, continuing the relatively strong performance since November.
In terms of individual stock performance, the theme of virtual digital man led the rise, Shunya International Martech (Beijing) Co.Ltd(300612) , Hubei Radio & Television Information Network Co.Ltd(000665) , Chengdu B-Ray Media Co.Ltd(600880) , Hylink Digital Solution Co.Ltd(603825) , Meisheng Cultural & Creative Corp.Ltd(002699) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Zhewen Interactive Group Co.Ltd(600986) and other companies led the rise; Lecron Industrial Development Group Co.Ltd(300343) , St East network, Zhejiang Netsun Co.Ltd(002095) , St Zhongying, Dinglong Culture Co.Ltd(002502) , St joint construction, etc. led the decline.
Pay attention to the landing application of virtual digital human
1) Virtual digital human refers to a comprehensive product with multiple human characteristics, which exists in the digital world and is created and used by computer means such as graphics rendering, motion capture and deep learning; According to the dimension of character graphics, it can be divided into four types: quadratic element, 3D cartoon, 3D high realism and real person image. 2) From the perspective of application scenarios, at present, virtual people are mainly divided into virtual idols, virtual spokesmen, virtual anchors and other forms. Driven by more perfect infrastructure and richer scene requirements, they are accelerating their landing; 3) Metauniverse accelerates the maturity of the industry and is expected to change the ecology of content, marketing and other industries: metauniverse further enriches the application scenarios and business value of virtual digital people. For the IP content side, virtual digital people further enhance the commercialization potential of IP image, and bring new application scenarios and growth space for the marketing service industry. It is recommended to pay attention to theme investment opportunities in relevant fields.
Grasp the repair opportunity of oversold leaders and continue to be optimistic about the possibility of yuancosmic catalysis. 1) under the bottom of fundamentals and the stabilization of policy expectations, oversold industry leaders are expected to usher in the possibility of valuation and performance repair. It is recommended to recommend the targets such as leaders Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Perfect World Co.Ltd(002624) , Mango Excellent Media Co.Ltd(300413) , Focus Media Information Technology Co.Ltd(002027) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) , Beijing Enlight Media Co.Ltd(300251) , Wanda Film Holding Co.Ltd(002739) in segments; 2) Metauniverse continues to catalyze the performance of the sector, and the segments are expected to continue to benefit: a) as the first landing scene of metauniverse, the game is expected to continuously improve its valuation and performance. It is recommended to Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Perfect World Co.Ltd(002624) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) , and pay attention to Zhejiang Century Huatong Group Co.Ltd(002602) ; b) VR and edge computing, as important carriers and infrastructure of the meta universe, pay attention to Hangzhou Shunwang Technology Co.Ltd(300113) and other targets; c) NFT of digital assets is expected to generate more application fields, focusing on Visual China Group Co.Ltd(000681) , Zhejiang Huace Film And Tv Co.Ltd(300133) , Fubo group and other targets; d) Virtual digital people usher in the application outlet, bottom marketing companies and film and television content companies usher in the possibility of upward valuation, and pay attention to Bluefocus Intelligent Communications Group Co.Ltd(300058) , Beijing Enlight Media Co.Ltd(300251) and other marketing and IP industry chain targets; 6) The combination in January is Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Perfect World Co.Ltd(002624) , Mango Excellent Media Co.Ltd(300413) , Visual China Group Co.Ltd(000681) .
Risk tips: performance is lower than expected, technological progress is lower than expected, regulatory policy risk, etc;
（ Guosen Securities Co.Ltd(002736) ）
