\u3000\u3 Jointo Energy Investment Co.Ltd.Hebei(000600) 986 Zhewen Interactive Group Co.Ltd(600986) )
Full capacity digital marketing group, state-owned assets holding accelerated innovative business layout
Zhewen Interactive Group Co.Ltd(600986) is a leading digital marketing group in China, which is committed to providing customers with intelligent marketing solutions through technology and data-driven traffic operation and deep excavation of traffic value. The group has eight major digital marketing sub brands such as pairuiwei bank, with more than 1200 employees, and head customer resources in various fields such as Tencent, Alibaba and FAW. With the formal shareholding of state-owned Zhejiang cultural investment, Zhewen Interactive Group Co.Ltd(600986) accelerated the layout of yuancosmos, short video, live broadcast, virtual IP, E-sports event prediction and other fields, was elected as the executive vice chairman unit of yuancosmos industry committee, successfully launched yuancosmos virtual space of Zhejiang cultural city, incorporated into yuancosmos aborigines such as its virtual idols IP junruojin and LAN, and cooperated with Zhejiang cultural exchange to build NFT digital collection trading platform, In the future, we will continue to give full play to the advantages of state-owned assets, policy resources, professional teams and industry resources, gather innovative ideas of the whole industry, continue to deeply explore and integrate cutting-edge development trends, and jointly promote the development of digital marketing industry in a new future.
Layout AI intelligence and virtual human IP to forge the essence of meta universe and space-time
In March 2021, Zhewen Interactive Group Co.Ltd(600986) established a wholly-owned subsidiary Hangzhou Zhewen technology, focusing on virtual digital assets, E-sports event prediction, medium and long-term video content marketing, live e-commerce, etc., as the core carrier for exploring new tracks and incubating new businesses. The business layout of virtual human began in October of the same year, and Guofeng virtual IP "junruojin" and virtual artist "Lan Lan" were launched in November. At the same time, as one of the new track contents of the group, Zhejiang anguohe, its subsidiary, focuses on the all-stop technology and product services of creating, educating and employing people in the three-dimensional virtual world, and helps to upgrade the industrial chain and value chain of Zhewen Interactive Group Co.Ltd(600986) digital economy.
The fixed increase plan was released and the development direction was clear
On December 28, 2021, the company issued a fixed increase plan, and the total amount of funds to be raised is no more than 80 million yuan, of which 207684500 yuan is used for the construction of AI intelligent marketing system project, 301855 million yuan is used for the live short video intelligent marketing ecological platform project, and 290.51 million yuan is used to repay bank loans and supplement working capital. This issuance further defines the company's future development layout and confidence, and increases R & D investment, Promote the transformation and upgrading of the company towards the competitive edge, and accelerate the transformation of technology into a differentiated development model. On April 21, 2022, the company's non-public offering of A-Shares received a letter from Zhejiang provincial culture and Assets Supervision Commission; On April 23, the fixed increase plan was approved by the general meeting of shareholders.
Investment suggestion: for the first time, give "overweight" rating
The closing profit of the parent company is RMB 19.54 billion and that of the parent company is RMB 19.54 billion / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 / 2024 respectively. With reference to the profit forecast and valuation of Bluefocus Intelligent Communications Group Co.Ltd(300058) , Three'S Company Media Group Co.Ltd(605168) , companies in the same industry, it is covered for the first time and rated as "overweight".
Risk tips
The risk of goodwill impairment, the risk of non-public offering plan implementation, the risk of market competition, the risk of brain drain or shortage of core technology.
