Weekly report on investment strategy of tourism and scenic spot industry: the highlights of the Chinese market of digital collections have increased, and the activity of scenic spots has increased

Core view

This week, the issuance of digital collections on the platform continued the upward trend of last week. The average daily issuance volume of the whole platform on weekdays this week was 13.062 million yuan, up 8.52% from last week; The average daily issuance amount of the whole platform during holidays was 13.517 million yuan, up 15.16% from last week.

In terms of cultural tourism digital collections, the total issuance of astronomical tourism digital collections this week decreased slightly by 19.02% compared with last week. The average daily issuance of digital collections of cultural tourism in the working day this week was 3.334 million yuan. The average daily issuance of digital collections of cultural tourism in the working day last week was 3.9787 million yuan. The average daily issuance of digital collections of cultural tourism in the working day this week decreased by 16.21% compared with last week.

In terms of the number of cultural tourism digital collections issued, the number of issued on weekdays this week decreased slightly compared with last week, and the number of issued on holidays increased slightly compared with last week. The number of issues on weekdays decreased by 21.57%, and the number of issues on holidays increased by 12.50%.

In terms of the number of cultural tourism digital collection scenic spots, the working days and holidays of this week are significantly higher than those of last week. On average, 24.6 scenic spots participated in the issuance of cultural and tourism digital collections on weekdays this week. On average, 19 scenic spots participated in the issuance of cultural and tourism digital collections on weekdays last week, an increase of 24.24%. The number of scenic spots participating in the issuance of cultural tourism digital collections every day this week is higher than that last week.

In terms of overseas digital collection market, the trading volume of overseas whole platform this week decreased compared with last week. The average trading volume this Sunday was US $232 million, compared with us $292 million last Sunday, a decrease of 20.55%.

From the data of overseas mainstream digital collection trading platforms, the average daily trading volume of opensea, looksrare and rarible fell this week, of which the average daily trading volume of rarible fell significantly. Among them, opensea decreased by 15.82%; Rarible decreased by 60.44%; Looksrare fell 27.83%.

Investment proposals: focus on the cultural tourism resource holders with strong IP attributes. Investment proposals: focus on the cultural tourism resource holders with strong IP attributes. Investment proposals: focus on the cultural tourism resource holders with strong IP attributes: the Caihong Display Devices Co.Ltd(600707) 06 \ ( Hylink Digital Solution Co.Ltd(603825) . SH), Three’S Company Media Group Co.Ltd(605168) ( Three’S Company Media Group Co.Ltd(605168) . Sh), Zhewen Interactive Group Co.Ltd(600986) ( Zhewen Interactive Group Co.Ltd(600986) . SH), Chengdu B-Ray Media Co.Ltd(600880) ( Chengdu B-Ray Media Co.Ltd(600880) . SH), Visual China Group Co.Ltd(000681) ( Visual China Group Co.Ltd(000681) . SZ) Xinhuanetco.Ltd(603888) Xinhuanetco.Ltd(603888) .SH)。

Risk warning: uncertainty of technology development, business model and market demand; Policy fluctuations.

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