One week performance review
Last week, the CSI 300 index fell 1.98%, and the Shenwan media index fell 2.70%, 0.72 percentage points lower than the CSI 300 index. Among the sub sectors, the film and television cinema sector performed better, up 2.26%. In terms of individual stocks, Beijing United Information Technology Co.Ltd(603613) (+ 9.81%), Wuxi Boton Technology Co.Ltd(300031) (+ 1.98%) and Wanda Film Holding Co.Ltd(002739) (+ 1.91%) increased significantly last week; Last week Mango Excellent Media Co.Ltd(300413) (- 18.10%) and Kunlun Tech Co.Ltd(300418) (- 12.28%) fell significantly.
Industry dynamic data
Mobile Game List Ranking: the related games of listed companies that entered the top 50 of IOS bestseller list this week include: magic tower ( Perfect World Co.Ltd(002624) ), asking questions ( G-Bits Network Technology(Xiamen)Co.Ltd(603444) ), one mind carefree ( G-Bits Network Technology(Xiamen)Co.Ltd(603444) ), Douluo continent: soul master duel ( Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) ), killing Immortals ( Perfect World Co.Ltd(002624) ), song of Cloud City ( Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) ) and Perfect World Co.Ltd(002624) ( Perfect World Co.Ltd(002624) ).
New test mobile games: more than 20 new test games will be opened next week. There are 2 games belonging to A-share listed companies, namely spirit magic tower ( G-Bits Network Technology(Xiamen)Co.Ltd(603444) ) and department store Story 2 ( G-Bits Network Technology(Xiamen)Co.Ltd(603444) ).
Investment advice
Internet: on January 12, the State Council issued the 14th five year plan for digital economy development. The plan points out that during the 14th Five Year Plan period, China’s digital economy will turn to a new stage of deepening application, standardized development and inclusive sharing. The plan puts forward the main indicators for the development of digital economy in the 14th five year plan. By 2025, the proportion of the added value of core industries of digital economy in GDP will increase from 7.8% in 2020 to 10%; The scale of software and information technology service industry increased from 8.16 trillion yuan in 2020 to 14 trillion yuan; The national online retail sales increased from 11.76 trillion yuan to 17 trillion yuan. The plan also points out that it will support the cultivation of new business forms of digital economy, promote the healthy development of platform economy, and guide and support platform enterprises to strengthen the integration and sharing of data, products, content and other resources; Deepen the application of sharing economy in the field of life services; We will improve the multi value transmission and contribution distribution system, and orderly guide the development of new employment and entrepreneurship platforms such as diversified social networking, short video and knowledge sharing.
Film and television: on January 13, the film “shuimen bridge of Changjin Lake” announced that it was set for the Spring Festival. According to the cat’s eye professional app, the number of people who want to see the film has exceeded 600000 since the film was filed, which has become the film with the highest attention in the Spring Festival. Its previous work “Changjin Lake” has grossed more than 5.7 billion yuan, ranking first in the box office of Chinese film history. At present, a total of 9 films have been filed for the Spring Festival, and 5 films cat’s eye want to see more than 250000 people, with a wide range of themes, which is expected to achieve a better box office. It is suggested to pay attention to the head cinema company.
Risk tips
Stricter supervision, declining industry growth, intensified industry competition and goodwill impairment risk
