This week's market:
The social services (Shenwan) sector index rose or fell by - 0.84% in the week, ranking 10th among the rise and fall of Shenwan industry.
Shanghai Stock Index (- 1.63%), Shenzhen Component Index (- 1.35%), Shanghai and Shenzhen 300 (- 1.98%) and gem index (- 0.73%).
The top five gainers of social service industry: Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (+ 40.92%), Jinling Hotel Corporation Ltd(601007) (+ 35.56%), Xi'An Catering Co.Ltd(000721) (+ 27.14%), Tongqinglou Catering Co.Ltd(605108) (+ 22.58%), Zhongjin Irradiation Incorporated Company(300962) (+ 20.61%);
The top five declines in social service industry: The Great Wall Of Culture Group Holding Co.Ltd.Guangdong(300089) (- 11.27%), Kaiyuan Education Technology Group Co.Ltd(300338) (- 9.76%), Dark Horse Technology Group Co.Ltd(300688) (- 9.58%), Shanghai Action Education Technology Co.Ltd(605098) (- 8.90%), China Sports Industry Group Co.Ltd(600158) (- 7.14%).
Industry news trends:
China's Internet advertising revenue exceeded 500 billion yuan in 2021, and the growth slowed down
The State Council printed and distributed the "14th five year plan" for the development of digital economy
2022, eight new consumption outlets
The "breaking away" of young people has opened up a trillion consumer market
Netflix acquired game developers and a16z set up a game fund. Will it continue to be hot in 2022?
Core view:
Recently, in order to implement the decision and deployment of the central economic work conference on promoting the sustainable recovery of consumption, the national development and Reform Commission issued the notice on doing a good job in promoting consumption in the near future. The notice emphasizes that on the premise of accurate and effective epidemic prevention and control, we should seize the opportunity of the consumption peak season of traditional festivals such as the Spring Festival and the Lantern Festival, adapt to the changes of residents' consumption habits and the needs of improving quality and upgrading, tap consumption hotspots and growth points, further release residents' consumption potential, and promote a stable start of the economy in the first quarter. The epidemic situation is repeated before the festival, and the epidemic prevention and control in various provinces, cities and regions is upgraded. We believe that the possibility of large-scale epidemic spread is unlikely. We suggest to grasp the following major investment directions: ① prefabricated dishes: affected by the epidemic prevention and control, offline catering is subject to certain restrictions, and prefabricated dishes have become an important choice for many young consumers or hand disabled party fast food. ② Ice and snow sports: with the Beijing Winter Olympic Games approaching, all localities have ushered in an upsurge of ice and snow sports.
The State Council printed and distributed the "14th five year plan" for the development of digital economy, and deployed eight key tasks. Represent the general trend of tiktok Kwai Tat: from the planning documents, we can grasp several main investment lines: (1) digital transformation is the general trend. With the rise of short video platforms such as jitter and fast hand, the new social media marketing can better display the commodity characteristics, accurately touch the target user circles, and promote the potential consumption energy more effectively by centralizing the communication path. It is suggested to pay attention to the e-commerce service and digital marketing industry chain; ② The application of yuancosmos is accelerated. It is suggested to pay attention to the construction of [ Hylink Digital Solution Co.Ltd(603825) ] "digital marketing + virtual human + Digital RMB + Forbidden City Education IP" resources to enable yuancosmos ecology.
Risk warning: global epidemic control; Regulation of national policies; Industry regulatory risk; The downward pressure on the economy has increased.
