Key investment points
View update this week
This week, the game version number was restarted to drive the popularity of the game sector in the short term. The fluctuation of epidemic data in Shanghai has led to the short-term repair of offline business models and other enterprises. On the whole, the sector is relatively light. The reasons for the light are as follows: first, wait for the performance in 2021 and the performance in the first quarter of 2022; Second, the external epidemic fluctuations caused short-term pressure on the operation of some enterprises. In the short term, the weekly market is reflecting the market sentiment. We are optimistic about the rebound space for sentiment repair in late April; After the implementation of performance and expected performance, we can pay attention to the year-on-year or month on month recovery of performance in the second and third quarters; April 23 is the 27th World reading day, which is expected to boost the reading sector in the short term. At the same time, it is known that it plans to land in Hong Kong stocks on April 22 (with an issue price of HK $51.8 and 26 million shares).
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 the year-on-year or month on month recovery of performance in the second and third quarters Bluefocus Intelligent Communications Group Co.Ltd(300058) (the blue universe will complete its first “transformation” on xirang on April 20) Shanghai Yaoji Technology Co.Ltd(002605) (Luming technology, a wholly-owned subsidiary of Luming technology, is engaged in code byte advertising business, and is committed to marketing new business at sea) Zhewen Interactive Group Co.Ltd(600986) (multi-dimensional empowerment of state-owned shareholders, expected layout of new business unit universe, and pay attention to the follow-up progress of E-sports event prediction business) Zhejiang Huace Film And Tv Co.Ltd(300133) ( Zhejiang Huace Film And Tv Co.Ltd(300133) signed a tripartite cooperation agreement with Zhuozhou municipal government and Beimen cultural media) Hangzhou Electronic Soul Network Technology Co.Ltd(603258) (the core Tour “dream of Three Kingdoms 2” was selected for the Hangzhou Asian Games, setting off an upsurge of national wind power competition) Mango Excellent Media Co.Ltd(300413) (mango TV and China Mobile jointly create a “Mango card”, whose enabling rights and interests include tide play rights, three members, game acceleration, etc.); Beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep beep 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”; On April 23, the World Book Day is expected to boost the reading sections Citic Press Corporation(300788) , Thinkingdom Media Group Ltd(603096) and the thinking creation to be listed in stages.
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.
