View update this week
The overall performance of the sector was relatively light this week, and the phased heat of the radio and television sector came from the help of policies. The key points of digital village development in 2022 mentioned the implementation of smart radio and television rural project and continued to promote the special action of smart radio and television to Serve Rural Revitalization. By the end of 2022, new and greater progress will be made in the construction of digital countryside, digital technology will provide strong support, the basic agricultural market will be more stable, and the achievements in poverty alleviation will be further consolidated. Under the control of local epidemic, may day is approaching, and the operating rate of cinemas across the country on April 22 was 49.66%, which increased slightly. However, in the short term, under the two factors of epidemic control and insufficient supply of high-quality films, it is still necessary to wait for the dynamic progress of the data of the operating rate of cinemas (the films “Hello, brother” produced by cat eye and others on April 22 and “procuratorial situation” produced by Cultural Investment Holdings Co.Ltd(600715) announced that the original release plan was cancelled on April 30, and the subsequent new schedule will be announced on a later date). After the epidemic situation and the resumption of production in Shanghai in late April, the mood of enterprises can be released, and the business performance of enterprises in Shanghai can be gradually restored.
This week focuses on recommending individual stocks and logic
Give the media new consumer industry an overweight rating. Pay attention to the business restoration of enterprises in Jiangsu, Zhejiang and Shanghai due to the resumption of work and production after the epidemic in Shanghai, or the expected growth of performance month on month or year-on-year in the second quarter. Obi Island IP mobile game “Obi Island: dream country” is planned to be tested in all channels on April 28 (it is planned to end on the evening of May 5 for 8 days, and the public test date will be determined later). This product is expected to promote the popularity of Baiao family interaction and G-Bits Network Technology(Xiamen)Co.Ltd(603444) Bluefocus Intelligent Communications Group Co.Ltd(300058) (the forum of 30 people of yuancosmos will be held on May 15) Shanghai Yaoji Technology Co.Ltd(002605) (the mood affected by the Shanghai epidemic has been released. Pay attention to the recovery brought by the progress of follow-up epidemic control) Zhewen Interactive Group Co.Ltd(600986) (Zhewen Mita announced that Mita digital art app was officially launched in the IOS official app store on April 20, 2022) Hangzhou Electronic Soul Network Technology Co.Ltd(603258) (the new competitive version of dream Three Kingdoms 2 was released in June) Mango Excellent Media Co.Ltd(300413) ; Station B BiliBili (on April 15, the seventh season of the global cultural exchange program “informal talks” produced by station B and Hubei satellite TV officially returned) Thinkingdom Media Group Ltd(603096) (the main business is stable, superimposed and oversold, so we can pay attention to the subsequent progress of proprietary copyright and the promotion of internationalization strategy) Beijing Enlight Media Co.Ltd(300251) (the decline in performance forecast is mainly due to the accounting method, and we are still optimistic about the supply of film products of the company in 2022) Zhejiang Huace Film And Tv Co.Ltd(300133) (the diplomatic situation was released in many languages and countries, and China’s major theme dramas were welcomed by overseas audiences and practiced the Chinese current to the sea); Heart company (on April 23, the self-developed product “party star” was officially launched on IOS and taptap).
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 macro economy
