In the first ten days of March, the circulation volume of the whole platform increased significantly compared with that in the second ten days of February. The circulation volume of China’s digital collections on the working days of the whole platform this week exceeded 3.5 million yuan.
In terms of cultural tourism digital collections, the issuance volume increased slightly this week, continuing the previous upward trend. This week’s average daily issuance of cultural tourism digital collections on working days was 1.185 million yuan, and last week’s average daily issuance of cultural tourism digital collections on working days was 1.163 million yuan, an increase of 1.9% over last week; In terms of weekend issuance, the average daily issuance of the digital collections of the two astronomical tours at the weekend of this week was 905000 yuan, and the average daily issuance of the digital collections of the two astronomical tours at the weekend of last week was 850000 yuan, an increase of 6.5% over last week.
In early March, the issuance of cultural tourism digital collections increased by 131.1% compared with late February, ahead of the increase of the issuance of digital collections on the whole platform over the same period. In early March, the average daily circulation of cultural tourism digital collections was 1.089 million yuan, and in late February, the average daily circulation of cultural tourism digital collections was 471000 yuan, an increase of 131.1%; During the same period, the issuance volume of the whole platform increased by 43.1%.
In terms of the number of cultural tourism digital collections issued this week, it decreased slightly this week, because the unit price of cultural tourism digital collections is relatively high. On average, 44000 pieces of cultural tourism digital collections were released every day on weekdays this week, while 57000 pieces of cultural tourism digital collections were released every day on weekdays last week, down 21.8%; On average, 19000 cultural tourism digital collections were released every day at the weekend of this week, and 30000 cultural tourism digital collections were released every day at the weekend of last week, down 38.3%.
In terms of overseas digital collection market, the transaction volume this week was at the lowest level in nearly a month. The average trading volume this Sunday was US $123 million, compared with us $146 million last Sunday, down 15.3% this week. The average trading volume this Sunday was at the lowest level in nearly a month and four weeks, down nearly 46.2% from the average daily trading volume of the week on February 14.
In terms of the classified transaction volume of overseas digital collections, avatar fell to the third place and the proportion of art classification increased to the first place. Avatar accounted for 21.93% this week and 32.2% last week, with a decrease of 10.27%; Art classification accounted for 38.9% of the trading volume this week and 24.98% last week, up 13.92%, replacing avatar in the first place. The proportion of avatar trading volume has decreased by more than 10% for two consecutive weeks. It can be concluded that the popularity of digital collections of virtual image types in overseas markets has decreased to a certain extent.
Investment suggestion: focus on the holders of cultural tourism resources with strong IP attribute: Xi’An Qujiang Cultural Tourism Co.Ltd(600706) [ Xi’An Qujiang Cultural Tourism Co.Ltd(600706) . Sh], Huangshan Tourism Development Co.Ltd(600054) [ Huangshan Tourism Development Co.Ltd(600054) . Sh], Zhang Jia Jie Tourism Group Co.Ltd(000430) [ Zhang Jia Jie Tourism Group Co.Ltd(000430) . SZ], China Cyts Tours Holding Co.Ltd(600138) [ China Cyts Tours Holding Co.Ltd(600138) . Sh], Songcheng Performance Development Co.Ltd(300144) [ Songcheng Performance Development Co.Ltd(300144) . SZ], Sanxiang Impression Co.Ltd(000863) [ Sanxiang Impression Co.Ltd(000863) . SZ].
Risk warning: uncertainty of technology development, business model and market demand; Policy fluctuations.
