Key investment points
Market review: this week, the media sector fell 6.39%, underperforming the gem by about 2.1 percentage points (the gem index fell 4.26%); Underperformed the market by about 5.4 percentage points (CSI 300 fell 0.99%).
Industry segments: (1) game index underperformed the market: CITIC game index (ci005577) fell 6.98%, 5.99% lower than CSI 300 index. (2) The advertising index underperformed the market: the CITIC advertising index (ci005847) fell 8.29%, down 7.30% relative to the CSI 300 index. (3) The sports index underperformed the market: the CSI sports index (399804) fell 6.44%, 5.45% lower than the CSI 300 index. (4) A-share education companies underperformed CSI 300, while Hong Kong stock education companies outperformed Hang Seng Index. CITIC education index (ci005816) fell 4.03%, underperforming the CSI 300 index by 3.04%. The Hong Kong stock education index (887671) fell 0.69%, outperforming the Hang Seng Index by 0.93%.
Film and television: (1) blue flame assault was broadcast on April 16, lighting up the construction of fire rescue culture. “Blue flame assault” is broadcast. Professional details show the new trends of fire control, and personally carry forward the positive energy of flame blue. (2) The film “marginal Walker” was released on April 15, with seven highlights detonating a shocking viewing experience. The film is praised by the audience as “the must see crime film of the year” by virtue of its sympathetic brotherhood, strong plot conflict, complex role relationship and profound human intention.
Games: (1) 45 domestic games will be released again after 263 days. The State Press and Publication Administration issued the approval information of a new batch of domestic online games, and a total of 45 domestic games obtained the version number, including the end tour of Xishanju, the origin of sword net 3, thunder interactive, tower hunter, Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , dream navigation, and heart network, Party star, etc. (2) Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) has reached strategic cooperation with Genimous Technology Co.Ltd(000676) and zhidu universe. The three parties will make full use of their respective technical advantages, scene advantages and industrial advantages in R & D technology, artificial intelligence and blockchain to jointly promote the deep integration of the new generation of meta universe technology and game economy.
Sports: (1) China Women’s ice hockey team World Championship Group A. The Chinese women’s ice hockey team defeated the host Poland 7-2 and won the world championship of this group with a total victory in five games. It is the Chinese team’s return to group A of the world championship after 11 years. (2) Huaxi live ice center creates a commercial complex of “ice sports + theme business”. It will become a service complex integrating sports and commerce with ice rink as the core, including ice sports, catering, culture, education, entertainment and other formats, and create a “one core, multi format and all-round” consumption mode.
Education: (1) Ministry of Education: colleges and universities should strictly control the number of off campus teaching points. The general office of the Ministry of Education issued the notice on Strictly Standardizing the setting and management of off campus teaching points of higher academic continuing education, which made normative requirements for the setting and management of off campus teaching points of higher academic continuing education. (2) Start the class and reach a strategic cooperation with Alibaba cloud on “digital talent training and certification”. At the beginning of the class, Alibaba cloud will discuss new ways of digital talent training and certification from the perspectives of university cooperation, workplace ability improvement and enterprise digital transformation services, in order to help the growth of digital talents and cultivate talents closer to the industry.
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.
