One week performance review
Last week, the CSI 300 index rose 0.39%, and the Shenwan media index rose 3.45%, outperforming the CSI 300 index by 3.06 percentage points. Among the sub sectors, the television and radio sector performed better, up 5.33%. In terms of individual stocks, Kingnet Network Co.Ltd(002517) (+ 8.99%), Mango Excellent Media Co.Ltd(300413) (+ 6.55%), Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) (+ 5.38%) increased significantly last week, and Inmyshow Digital Technology (Group) Co.Ltd(600556) (- 14.00%) and Wuxi Boton Technology Co.Ltd(300031) (- 8.14%) decreased significantly last week.
Industry dynamic data
Ranking of mobile games: the related games of listed companies that entered the top 50 of IOS bestseller list last week include: magic tower ( Perfect World Co.Ltd(002624) ), Yinian Xiaoyao ( G-Bits Network Technology(Xiamen)Co.Ltd(603444) ), Douluo continent: soul master duel ( Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) ), asking questions ( G-Bits Network Technology(Xiamen)Co.Ltd(603444) ), dream new killing Immortals ( Perfect World Co.Ltd(002624) ), song of Cloud City ( Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) ) Perfect World Co.Ltd(002624) ( Perfect World Co.Ltd(002624) ) and Zhu Xian ( Perfect World Co.Ltd(002624) ). “Magic tower” has maintained its ranking at the top 10 of IOS bestseller list since its launch, with excellent performance; Driven by the new year version, Yinian Xiaoyao ranked the highest in a single day and rose to No. 5.
Newly launched mobile games: nearly 20 new games were launched this week, including 3 games belonging to A-share listed companies, namely adventure commune issued by heart network, Perfect World Co.Ltd(002624) , Perfect World Co.Ltd(002624) : Battle of the gods, and food dream story issued by G-Bits Network Technology(Xiamen)Co.Ltd(603444) .
Investment advice
Film and television: according to the data released by the state film administration, the total box office of China Film Co.Ltd(600977) in 2021 reached 47.258 billion yuan, and the annual box office recovered to more than 70% of that before the epidemic. The box office of domestic films was 39.927 billion yuan, accounting for 84.49% of the total box office; 6667 new screens were added throughout the year, and the total number of screens reached 82248. The China Film Co.Ltd(600977) industry recovered well, and the total box office and screen count of the whole year continued to rank first in the world. From the box office data of new year’s day, driven by films such as “hug you through the cold winter”, the box office of the film exceeded 1 billion in the three days of new year’s day, ranking third in film history; In addition, on December 30, “shuimen bridge of Changjin Lake” held a press conference at Xiamen Golden Rooster Film Festival. The film has been shot and is in post production and will be released nationwide in 2022. With the continuous improvement of the supply of high-quality films, the film market is expected to continue to pick up in 2022.
Internet: in this year’s new year program, virtual people, virtual performances and other technologies frequently appeared, or increased the attention of relevant sectors: Tencent music launched China’s first virtual Music Carnival tmeland, where users can create their own virtual image, including disco jumping, games, interaction and experience virtual concerts; In the new year’s Party of Jiangsu Satellite TV, the virtual person based on the image of “Teng Lijun” sang on the same stage with Zhou Shen, and the virtual idol group vsinger danced with well-known idol groups; In addition, the new year programs of station B and Oriental satellite TV also use the image of virtual human.
Risk statement
Stricter supervision, declining industry growth, intensified industry competition and goodwill impairment risk
