Core view
This week, the circulation of digital collections on the platform continued to grow rapidly. From Tuesday to Saturday, the issuance amount of the whole platform exceeded the 10 million yuan mark, of which the issuance amount on Saturday was 20.3 million yuan; The average daily issuance of the whole platform on weekdays this week was 12.822 million yuan, up 14.43% from last week.
In terms of cultural tourism digital collections, the circulation volume fell this week, and the circulation volume of cultural tourism digital collections on working days this week decreased by 13.98% compared with last week. The average daily circulation of the digital collection of cultural tourism in the working day this week was 2.705 million yuan, and the average daily circulation of the digital collection of cultural tourism in the working day last week was 3.145 million yuan.
In terms of the number of cultural tourism digital collections issued, this week’s working days fell 39.35% compared with last week’s working days. On average, 64000 pieces of cultural tourism digital collections were issued every day on weekdays this week, and 106000 pieces of cultural tourism digital collections were issued every day on weekdays last week, down 39.35% from last week.
In terms of the number of scenic spots participating in the cultural and tourism digital collection, this week also fell compared with last week. On average, 12 scenic spots participated in the issuance of cultural and tourism digital collection on weekdays this week, and 15.6 scenic spots participated in the issuance of cultural and tourism digital collection on weekdays last week, down 23.1% this week.
In terms of overseas digital collection market, the trading volume of overseas whole platform maintained an upward trend this week, and the growth rate increased to 32.3%; In terms of the number of overseas market participants, the total number of traders this week increased slightly compared with last week, with an increase of 4.3%. The average trading volume this Sunday was 235 million US dollars, and the average trading volume last Sunday was 178 million US dollars; The total number of overseas platform traders averaged 36178 per day this week, compared with 34682 last week.
In terms of the proportion of the market value of overseas digital collections, the proportion of each category continued to last week this week, with little fluctuation; In terms of classified transaction volume, the collection classification and art classification fluctuated greatly this week. The proportion of art classification began to decline significantly on March 28, from about 40% to single digits.
From the data of overseas mainstream digital collection trading platforms, the average daily trading volume of opensea and looksrare increased this week, of which looksrare increased by 38.5%; Rarible’s average daily trading volume fell by 25.6% compared with last week; In terms of rarible’s primary and secondary trading volume data, the ratio of secondary trading volume to primary trading volume on Tuesday was 13.5 times.
Investment proposals: focus on the cultural and tourism resource holders with strong IP attributes. Investment proposals: focus on the cultural and tourism resource holders with strong IP attributes: the ‘ Xi’An Qujiang Cultural Tourism Co.Ltd(600706) [ Hylink Digital Solution Co.Ltd(603825) . Sh], Three’S Company Media Group Co.Ltd(605168) [ Three’S Company Media Group Co.Ltd(605168) . Sh], Zhewen Interactive Group Co.Ltd(600986) [ Zhewen Interactive Group Co.Ltd(600986) . Sh], Chengdu B-Ray Media Co.Ltd(600880) [ Chengdu B-Ray Media Co.Ltd(600880) . Sh] Visual China Group Co.Ltd(000681) Visual China Group Co.Ltd(000681) .SZ、 Xinhuanetco.Ltd(603888) Xinhuanetco.Ltd(603888) .SH。 Risk warning: uncertainty of technology development, business model and market demand; Policy fluctuations.
