1. Zhewen Interactive Group Co.Ltd(600986) corporate governance has been continuously optimized and business boundaries have been actively expanded. On December 27, Zhewen Interactive Group Co.Ltd(600986) issued the announcement of the resolution of the extraordinary general meeting of shareholders, and Zhejiang cultural investment obtained the actual control of the company. On December 28, Zhewen Interactive Group Co.Ltd(600986) disclosed the private placement plan. After the equity change, Zhewen Interactive Group Co.Ltd(600986) officially became a new mixed ownership enterprise controlled by state-owned assets. The state-owned assets blessing helps to further empower listed companies in multiple directions and provides a strong guarantee for improving their management efficiency, operation efficiency and operation quality. According to the fixed increase plan, the total amount of funds to be raised by the company is no more than 800 million yuan, and the funds are mainly used for three parts. In addition, AI intelligent marketing system project has attracted extensive attention in the market. At the same time, the company also invested about 300 million yuan in the project of live broadcast and short video intelligent marketing ecological platform. 2. The National Copyright Administration officially issued the 14th five year plan for copyright work. On December 24, the National Copyright Administration officially issued the 14th five year plan for copyright work. The plan reviews the achievements of national copyright work during the 13th Five Year Plan period, analyzes the current situation and tasks, and makes a comprehensive deployment for national copyright work. The plan mentioned that in promoting the copyright protection of new business forms and new fields, the network field should be the main position of copyright protection, and the key copyright supervision of new communication platforms should be carried out in depth. Support the R & D and application of digital copyright protection technology, and improve the rapid response mechanism to combat network infringement and piracy. At the same time, the plan also puts forward a series of objectives for copyright construction.
From the perspective of industry configuration, the game industry still has good growth in the long run. It is recommended to pay attention to those with excellent R & D capabilities: Tencent Holdings (0700. HK), netease-s (9999. HK), Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) (002555. SZ), ZuLong Entertainment (9990. HK) and heart company (2400. HK); China’s outbound social platform is developing well overseas, with increasing influence and leading role. It is suggested to pay attention to chizicheng Technology (9911. HK) and happy gathering (YY. O); In addition, policy dividends are continuously released to promote the high-quality development of cross-border e-commerce. It is suggested to pay attention to Alibaba SW (9988. HK) and sheen (unlisted); At present, some Chinese manufacturers have reached the international leading level in the short video area, and China’s Kwai Fu -W (1024.HK) is recommended.
Risk tips: the risk of intensified market competition, the risk of policy and regulatory environment, the risk of work content review or review, public health risk, etc.
