Key investment points
This week’s view is updated. The first trading week after Qingming Festival is only three trading days. The next week is still the performance forecast landing week, and April is also a connecting month. The performance expectations of the annual report and the first quarterly report are gradually landing. We can pay attention to the target of month on month improvement or year-on-year growth in the second quarter; In the first half of April, the external epidemic fluctuated, and the mood of performance forecast was released. In late April, the epidemic control was expected to improve, and a new round of expectation was opened in the second quarter. Under the disturbance of the recent epidemic, companies in Shanghai have been affected. With the progress of epidemic control, we can gradually pay attention to the recovery of Companies in Shanghai. In the second quarter, we can focus on the summit of the meta universe sector and the progress of VR hardware. In the second and third quarters, we can focus on the new sports consumption promoted by the Asian Games and the e-sports sector.
This week focuses on recommending individual stocks and logic
Give the media new consumer industry an overweight rating. In the past 1-2 weeks, the overall mood is relatively light. With the progress of epidemic control and performance landing, we can gradually pay attention to yuanuniverse track and new sports consumption track Zhewen Interactive Group Co.Ltd(600986) (Mita digital art, its digital collection platform, will release Galaxy Catwoman digital art on April 12) Shanghai Yaoji Technology Co.Ltd(002605) (the first quarterly performance forecast is bad, the second quarter performance can be repaired, the new business is promoted in an orderly manner, and the quarterly performance fluctuation does not change the annual expectation) Bluefocus Intelligent Communications Group Co.Ltd(300058) (meme, the digital collection distribution platform, is launched, and the core function module will be launched successively in the subsequent product development iterations) Mango Excellent Media Co.Ltd(300413) (China’s first wedding program “China wedding” is scheduled for April 16); BiliBili at station B (the self-made variety “90 dating agency 2022” at station B is attracting investment); Chinese Confucianism and Italy (high profit in 2021, continuous new films of pumpkin movies on online viewing APP) Zhejiang Huace Film And Tv Co.Ltd(300133) (just like the return of an old friend will be exclusively broadcast in Youku favorite theater from 18:00 on April 4; Zhejiang Huace Film And Tv Co.Ltd(300133) signed a tripartite cooperation agreement with Zhuozhou municipal government and Beimen cultural media) G-Bits Network Technology(Xiamen)Co.Ltd(603444) (the revenue and profit increased steadily in 2021, and pay attention to the progress of the agent product Obi Island: a dream country); Baiao family interaction (the self-developed product “Obi Island: dream country” is based on the company’s classic page game IP research and development, with more than 5 million online bookings. The mobile game has not been launched, and has won many awards such as the sixth golden gyroscope Award “expected new game of the year” and the seventh Blackstone Award “hard core most expected game of the year”.
Risk tips
The risk of industrial policy change, the risk that the performance of the recommended company is less than expected, and the risk of industry competition; The risk of changes in editing and broadcasting policies, the risk that the progress of film and television works is not as expected, the risk that they have not been filed, and the risk that their operation does not meet the expectations; Epidemic fluctuation risk and macroeconomic fluctuation risk.
