I. [morning disk review]
In the morning, major indexes rebounded, led by the gem index. On the disk, Yuan universe concept stocks raised the limit tide, Beijing Jiaxun Feihong Electrical Co.Ltd(300213) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) 20cm limit, Tecnon (Fujian) Commercial Lighting Co.Ltd(300650) , Hubei Century Network Technology Inc(300494) , Cosonic Intelligent Technologies Co.Ltd(300793) rose by more than 10%, and many stocks such as Alpha Group(002292) , New Guomai Digital Culture Co.Ltd(600640) , Shanghai Luoman Lighting Technologies Inc(605289) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Kaiser (China) Culture Co.Ltd(002425) rose. In addition, sectors related to the meta universe, such as mobile games, media and virtual reality, were collectively active and rose sharply. The chip sector rebounded today, Unigroup Guoxin Microelectronics Co.Ltd(002049) , Grinm Advanced Materials Co.Ltd(600206) , Nantong Jianghai Capacitor Co.Ltd(002484) limit, Gigadevice Semiconductor (Beijing) Inc(603986) , Anhui Tongfeng Electronics Company Limited(600237) , Leaguer (Shenzhen) Microelectronics Corp(688589) etc. In terms of high-level stocks, Andon Health Co.Ltd(002432) continued to limit 4 boards for 5 days. 12 of the 18 board stocks yesterday continued to limit today. Overall, individual stocks rose more or fell less. More than 3300 stocks rose, and individual stocks showed a general rise pattern, with more than 90 stocks rising by the limit or by more than 10%. Half day turnover in Shanghai and Shenzhen reached 630 billion yuan, down 8.7 billion yuan from yesterday morning. On the disk, cloud games, media, metauniverse, intellectual property protection, virtual reality and other sectors led the rise, while salt lake lithium extraction, logistics, port shipping, coal and other sectors led the decline. As of midday closing, the Shanghai index rose 0.82%, the Shenzhen Composite Index rose 1.19% and the gem index rose 1.51%. In terms of northward funds, the Shanghai Stock connect had a net inflow of 4.099 billion in early trading and the Shenzhen Stock connect had a net inflow of 5.256 billion in early trading, with a total inflow of nearly 10 billion.
A total of 70 shares in the two cities were subject to the daily limit (excluding st and unopened new shares), and 21 shares were not subject to the daily limit, with a closing rate of 76.92%. Two cities, 21 stocks, including Kunming Longjin Pharmaceutical Co.Ltd(002750) 7, pharmaceutical stocks, Jinghua Pharmaceutical Group Co.Ltd(002349) 5, even medicine, Zhejiang Jianfeng Group Co.Ltd(600668) , Chengdu and Chongqing, Sichuan Expressway Company Limited(601107) 4, and Sichuan Expressway Company Limited(601107) 4, and pharmaceutical companies, Xilong Scientific Co.Ltd(002584) , Star Lake Bioscience Co.Inc.Zhaoqing Guangdong(600866) 3, and Zhejiang Canaan Technology Limited(300412) , Raisecom Technology Co.Ltd(603803) 3, Baijiu, liquor shares, Shandong Chiway Industry Development Co.Ltd(002374) , agricultural shares, 002746}, cultural media, Inner Mongolia, Xinhua and pesticide stocks. Yuancosmos concept stock Dalian Zeus Entertainment Co.Ltd(002354) , Zhewen Interactive Group Co.Ltd(600986) 2 connected board, covid-19 prevention stock Andon Health Co.Ltd(002432) , intelligent machine stock Beijing Shengtong Printing Co.Ltd(002599) , oil and gas stock Renzhi stock, plastic pipeline stock Goody Science & Technology Co.Ltd(002694) , engineering consulting stock Jiangsu Zhongshe Group Co.Ltd(002883) , chemical stock Zhejiang Dayang Biotech Group Co.Ltd(003017) , military stock Shaanxi Aerospace Power Hi-Tech Co.Ltd(600343) 2 connected board.
On the plate, the game plate strengthened significantly, New Guomai Digital Culture Co.Ltd(600640) , Kaiser (China) Culture Co.Ltd(002425) , Shenzhen Hifuture Information Technology Co.Ltd(002168) , Kingnet Network Co.Ltd(002517) , Hunan Tv & Broadcast Intermediary Co.Ltd(000917) , Chengdu B-Ray Media Co.Ltd(600880) , Dalian Zeus Entertainment Co.Ltd(002354) and other stocks rose by the limit. On the news side, the 2021 China game industry report released by the game Working Committee of China audio and digital Association shows that the scale of Chinese game users maintained a stable growth in 2021, reaching 666 million users, a year-on-year increase of 0.22%. Meanwhile, in 2021, the actual sales revenue of China's game market was 296.513 billion yuan, an increase of 17.826 billion yuan over 2020, a year-on-year increase of 6.4%. According to the report, according to the market segments, the sales revenue of the mobile game market in 2021 was 81.92 billion yuan, accounting for more than the client game market and becoming the segment with the largest share and the fastest growth rate. The rapid rise of live game and short game video and the rise of the concept of meta universe illustrate the diversified development of China's game industry in 2021.
The yuan universe plate rose, Beijing Jiaxun Feihong Electrical Co.Ltd(300213) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , New Guomai Digital Culture Co.Ltd(600640) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Kaiser (China) Culture Co.Ltd(002425) , Dalian Zeus Entertainment Co.Ltd(002354) limit. At present, Chinese and foreign giants have stepped up the layout of the meta universe industrial chain, Zhongtai Securities Co.Ltd(600918) pointed out that the meta universe is the form selected by the public. Users can use the underlying technology to produce their desired content in the meta universe, breaking many frameworks for limiting scenes, contents and rules in the PGC era, and realizing the variability of the content itself. Under this form, enterprises, Take the underlying technology, scenario and IP as the basic disk, and can also participate in the content creation process. We have calculated the market space of the main scenes of the meta universe. It is expected that the revenue of games in the Chinese market will reach 2.06 trillion from 2022 to 2032, and the e-commerce is expected to achieve 43 trillion Gmv.
The virtual digital human sector also rose in linkage, Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Zhewen Interactive Group Co.Ltd(600986) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Hylink Digital Solution Co.Ltd(603825) , Dalian Zeus Entertainment Co.Ltd(002354) limit. Recently, several companies announced to build a virtual digital human production platform, China Merchants Securities Co.Ltd(600999) pointed out that metauniverse is rapidly coming to us. Now, Facebook, Microsoft, Disney and NVIDIA are making every effort to layout metauniverse. I believe that metauniverse is in the right direction, but moving in this direction is important for the media and Internet sector, There must be many investment opportunities to be explored. Now, the first ones to land are virtual people and NFT. Virtual people have been talked about a lot in the market recently, but there is no doubt that this is the first business to land in the meta universe. Virtual idols, virtual people live broadcasting and virtual person endorsement are rapidly popularized, and many advertisers are very satisfied with this, In the future, virtual human business is expected to be popularized faster.
Intellectual property protection sector strengthened, Dook Media Group Limited(301025) , Zhejiang Huamei Holding Co.Ltd(000607) , Visual China Group Co.Ltd(000681) , Tvzone Media Co.Ltd(603721) , Northern United Publishing & Media (Group) Company Limited(601999) , Chengdu B-Ray Media Co.Ltd(600880) , Simei Media Co.Ltd(002712) limit. According to the news, on December 29, the State Copyright Administration issued the 14th five year plan for copyright work. The plan proposes to comprehensively strengthen copyright protection, strengthen copyright law enforcement and supervision, improve the mechanism for investigating and dealing with copyright infringement, implement strict copyright protection, effectively connect administrative law enforcement with criminal justice, strengthen in-process and post event supervision, highlight the investigation and handling of major cases and key industries, strengthen the punishment of infringement, and improve the guarantee of law enforcement and supervision, Effectively create and maintain a social environment that respects copyright.
In short, the highlight of this morning's trading is the sharp rise of the concept of multi-dimensional universe, driving the collective rise of games, virtual digital people and other sectors. Yuancosmos track continues to be active. New era Securities pointed out that looking forward to 2022, we should gradually strengthen the allocation of media Internet and grasp the era of yuancosmos. Although the current industrial development is at an early stage, it is developing rapidly. Early investment should grasp the digital entertainment content that has the most performance support and is most likely to be transferred to the meta universe, such as digital games, virtual people and idols, exhibitions, etc. Today, the plates continued to rotate, and the plates such as China shipping system and salt lake lithium extraction, which were the top gainers yesterday, fell collectively. In terms of high-level popular stocks, Kunming Longjin Pharmaceutical Co.Ltd(002750) successfully promoted to 7-board, Jinghua Pharmaceutical Group Co.Ltd(002349) won 5-board, Andon Health Co.Ltd(002432) continued to limit 4-board for 5 days, and 12 of the 18-board stocks continued to limit today.
midday limit analysis chart
II. [Market News Focus]
1. On December 30, Ren Hongbin, Vice Minister of Commerce, said at the regular policy briefing of the State Council held today that we should continue to accelerate the progress of export tax rebate, reduce the average time of tax rebate to less than 6 working days, and temporarily exempt the domestic sales tax of processing trade enterprises from deferred tax interest until the end of 2022. Optimize export credit insurance and claim settlement conditions, and strengthen the protection of small, medium-sized and micro foreign trade enterprises and the risk of cancellation of orders before shipment. We will strengthen export credit support and focus on alleviating the financing difficulties and high financing costs of small, medium-sized and micro foreign trade enterprises. Keep the RMB exchange rate basically stable at a reasonable and balanced level, improve the exchange rate hedging awareness and ability of foreign trade enterprises, and actively and steadily promote RMB cross-border trade settlement.
2. On December 30, Guangzhou Development and Reform Commission issued the "14th five year plan" for the innovation and development of intelligent and new energy vehicles in Guangzhou, which proposed to cultivate 1-2 enterprises with a market share of more than 5% in China and 1-2 Unicorn automobile enterprises, so as to achieve a significant increase in the export of independent brand vehicles and a new breakthrough in the construction of overseas manufacturing bases. Enhance the competitiveness of vehicle enterprises. Support Guangzhou Automobile Group Co.Ltd(601238) , Dongfeng Nissan, BAIC (Guangzhou) and other vehicle enterprises to organically combine with the key technologies of intelligent vehicles on the basis of existing traditional fuel vehicles and new energy vehicles, so as to continuously improve the proportion of production and sales of electric vehicles; Support the development and growth of Xiaopeng automobile, hechuang automobile and other new automobile manufacturing enterprises. Support vehicle manufacturing enterprises and well-known enterprises at home and abroad to implement integration, M & A and strategic cooperation to build a world-famous automobile brand.
(Financial Associated Press)
