Hong Kong stock Internet. This week (2022.4.142022.4.22), the Hang Seng Index fell 4.09% and the Hang Seng technology index fell 7.38%. The main HK shares Internet Co’s top three -W group (-6.89%), Kwai -W (-6.91%), cat eye entertainment (-7.40%), three beep -SW -SW (-17.52%), China’s praise (-16.46%) and visitor (-12.24%). As of April 22nd, Hong Kong stock holdings were mainly held by Internet Co Tencent Holdings (HK $186 billion 10 million, -6.8%), Kwai -W (19 billion 140 million yuan, -4.3%) and -W (68 billion 600 million yuan, -5.1%).
US stock Internet. This week (2022.4.142022.4.22), the Dow Jones industrial index fell 1.86% and the NASDAQ index fell 3.83%. The top three major Internet companies were twitter (8.54%), Yidian (4.48%), Activision Blizzard (- 0.41%), and Netflix (- 36.82%), Didi (- 30.08%) and iqiyi (- 21.12%).
Industry view this week: 22q1 comprehensive e-commerce mobile advertising ranked first, and the proportion of game advertising rebounded. According to the analysis of Q1 mobile advertising market in 2022 released by appgrowing in 199it, the top five industries in mobile advertising are comprehensive e-commerce (24.32%), games (13.96%), culture and entertainment (11.28%) and social marriage and love (9.10%). Compared with the proportion of mobile advertising industry in 2021, the mobile advertising in the comprehensive e-commerce industry has increased, and the advertising in the game industry has decreased slightly.
Advertising in the comprehensive e-commerce industry began to show a slow downward trend in March, advertising in the game industry increased slightly in March, and the trend of advertising in the software application industry and clothing, shoes and bags industry was relatively flat.
In Q1 2022, Tencent’s popular games include the king of troubled times, the glory of the king, etc.; Netease’s popular games include Fantasy Westward travel, leading the land to the shore, etc. Perfect World Co.Ltd(002624) popular games include fantasy xinzhuxian, fantasy tower, etc.; Shenzhen thunder’s popular games include Yinian Xiaoyao, Obi Island: dream country, etc.
In 2022, the four major Q1 traffic platforms were Tencent advertising and Baidu Kwai 25.43%, which accounted for 25.43% and 17.55% of the total electricity business respectively. The most popular engine platform industry was the most popular advertising industry, accounting for 19.46%.
Key data tracking this week. 1) live broadcast business: last week (2022.4.112022.4.17), the tiktok live broadcast last week, the top ten anchor sales volume, total sales of 421 million yuan, rose 22%. The total sales volume was 3.968 million pieces, up 11.7% month on month. 2) BiliBili creator atmosphere: BiliBili has contributed an average of 6.38% in the past seven days, down 0.06pct month on month 3) Tencent’s “glory of the king”, “peace elite”, “crossing the line of fire” and Netease’s “dream journey to the west”, the average daily iPhone revenue in China in recent 7 days reached US $3.185 million, US $2.026 million, US $486000 and US $1.131 million respectively, leading the industry.
Risk tip: Policy Supervision changes and industry competition tends to be fierce.
