The growth enterprise market rose by 64.0% and the growth enterprise market fell by about 2.0% this week; Outperformed the market by about 0.30 percentage points (CSI300 fell 0.94%).
Industry segments: (1) the game index outperformed the market: the CITIC game index (ci005577) rose 1.16%, up 2.10% relative to the CSI 300 index. (2) The advertising index underperformed the market: the CITIC advertising index (ci005847) fell 1.59%, 0.64% lower than the CSI 300 index. (3) The sports index outperformed the market: the CSI sports index (399804) rose 0.01%, 0.96% higher than the CSI 300 index. (4) A-share education companies underperformed CSI 300, while Hong Kong stock education companies underperformed Hang Seng Index. CITIC education index (ci005816) fell 3.80%, underperforming the CSI 300 index by 2.86%.
Film and television: (1) new Batman was officially released on the 18th. Five highlights were comprehensively innovated and shocked the big screen. The action scene of “new Batman” is not unrestrained bombing, but the finishing touch interspersed in the process of detective Batman solving the puzzle, showing the ultimate darkness and cool. (2) “The rest of your life, please give me more advice” cat’s eye has won the top spot in the whole network for 4 days. Since its launch, the response and popularity of the work have been rising.
Game: (1) magic tower international service will be tested in April and distributed by Tencent’s levelinfinite agent. On March 16, the official push of “magic tower” announced that the work will have a closed beta test in the United States, Canada, Japan, the United Kingdom and Germany in April this year, and will be represented by Tencent’s overseas distribution brand levelinfinite. (2) Sequoia Capital participated in the investment, and Indian developers received US $10 million to finance the development of FPS mobile games. Lila games, an Indian game company, announced that it had received $10 million in round a financing. The investment is led by rainball, followed by Sequoia Capital, bitkraft ventures, Galaxy interactive and krafton.
Sports: (1) Xingyu family completed millions of yuan pre-A round of financing and the new practice of sub card mode. Launch a new model to help the good development of the brand. (2) Chengdu Universiade ushered in a countdown of 100 days, and strict closed-loop management will be implemented. The Chengdu Universiade is about to kick off, and athletes will carry out epidemic prevention requirements in strict accordance with specific arrangements.
Education: (1) the Ministry of human resources and social security carried out the special treatment of “Shanzhai certificate” of technical skills. In order to ensure the standardized operation of the national vocational qualification and vocational skill level system, the Ministry of human resources and social security plans to carry out special treatment on the “Shanzhai certificate” of technical skills. (2) Tal Transformation: explore intelligent hardware and life sciences. Recently, tal has successively established a number of subsidiaries, covering software development, technical services, intelligent hardware and other fields.
Key investment points: it is recommended to pay attention to Mango Excellent Media Co.Ltd(300413) ( Mango Excellent Media Co.Ltd(300413) ).
Risk tip: media policy tightening risk; Risk of business integration or less than expected; New business development is less than expected risk; The content response is less than the expected risk.
