Summary of latest views 1 On January 13, Shanghai Market Supervision Bureau issued several measures on developing and expanding market players to implement hierarchical and classified management of Internet platforms. This measure aims at optimizing the business environment of Shanghai version 5.0 to stimulate the development vitality of market players to the greatest extent. Shanghai market supervision bureau will also implement hierarchical and classified management of Internet platforms and guide e-commerce platforms to reasonably reduce the marketing expenses of settled merchants. The State Administration of market supervision has publicly solicited opinions from the public on the guidelines for the classification and classification of Internet platforms, which shows that Internet platforms will be divided into six categories: online sales platforms and life service platforms. According to the size of users, business types and limited capabilities, Internet platforms will be divided into super platforms, large platforms and small and medium-sized platforms.
2.11 films are scheduled for the Spring Festival in 2022: the competition for head films is fierce. At present, 11 films of the Spring Festival are scheduled to be released on the first day of the first month (February 1). According to the data of cat’s eye professional edition, as of 22:00 on January 14, 2022, there are four popular films. At present, the cumulative number of people who want to see more than 350000. They are “miracle stupid child”, “shuimen bridge of Changjin Lake”, “Four Seas” and “this killer is not very calm”. The six animated films in the Spring Festival Show differentiated competition. According to the data of cat’s eye professional edition, as of 22:00 on January 14, 2022, the two most popular animated films are “bear haunt · return to the earth” and “pleasant goat and grey wolf out of the future”, which are mainly watched by young parents with young children.
From the perspective of industry configuration, the game industry still has good growth in the long run. It is recommended to pay attention to those with excellent R & D capabilities: Tencent Holdings (0700. HK), netease-s (9999. HK), Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) (002555. SZ), ZuLong Entertainment (9990. HK) and heart company (2400. HK); China’s outbound social platform is developing well overseas, with increasing influence and leading role. It is suggested to pay attention to chizicheng Technology (9911. HK) and happy gathering (YY. O); In addition, policy dividends are continuously released to promote the high-quality development of cross-border e-commerce. It is suggested to pay attention to Alibaba SW (9988. HK) and sheen (unlisted); At present, some Chinese manufacturers have reached the international leading level in the short video area, and China’s Kwai Fu -W (1024.HK) is recommended.
Risk tips: the risk of intensified market competition, the risk of policy and regulatory environment, the risk of work content review or review, public health risk, etc.
