View update this week
In the gradual implementation of the forecast of 2021 annual report, bad and good are the summary of the business in 2021. 2021 is not only a year for the gradual repair of the epidemic, but also a year for local fluctuations of the epidemic. The recovery and recovery of the main business of the enterprise end are different. It is expected to start the business and performance of the new year in 2022. Standing at the end of January 2022, near the Spring Festival and the Winter Olympics, the expectation of the sector is weak due to the fluctuation of the external epidemic. However, with the opening of the pre-sale box office, we can gradually pay attention to the cinema, content targets and the experience economy and new consumption sector brought by the Winter Olympics. According to Tuopu data, the box office of films in the Spring Festival is expected to exceed 8 billion. Recently, policy guidelines have been issued frequently. From the 14th five year plan cultural and tourism policy of the State Council to several opinions issued by the national development and Reform Commission on promoting the standardized, healthy and sustainable development of the platform economy, we can see the heart of the policy to escort the healthy development of the business ecology. Under the anti-monopoly, the head enterprises gradually optimize their own business, and the waist enterprises actively innovate to find the second growth curve. Under the combination of virtual and real economic development, it is also expected to boost the common prosperity of the industry.
This week focuses on recommending individual stocks and logic
Give the media new consumer industry an overweight rating. Driven by the meta universe sector with the combination of external reality and virtual reality, the new consumption sector of culture and media is actively engaged in learning and practice, and is also promoting the implementation of new technologies and new business models. The vigorous development of market economy is inseparable from the efforts of enterprises and the escort of policies. In 2022, we propose a new order, new quantity and re evolution. Each sector fluctuation is the energy storage for the next upward development. Investment dimension: first, focus on the 2022 Spring Festival file ( Hengdian Entertainment Co.Ltd(603103) , Wanda Film Holding Co.Ltd(002739) , Beijing Enlight Media Co.Ltd(300251) , Alpha Group(002292) ); Second, we can pay attention to the Winter Olympic Games ( Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Li Ning, etc.); Third, we can pay attention to the virtual and real experience economy of cultural tourism in the 14th five year plan ( Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Songcheng Performance Development Co.Ltd(300144) ); Fourth, the new increment under the integration of meta universe and various industries ( Visual China Group Co.Ltd(000681) , Shanghai Yaoji Technology Co.Ltd(002605) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Zhejiang Huace Film And Tv Co.Ltd(300133) , Mango Excellent Media Co.Ltd(300413) , BiliBili, etc.).
Risk tips
The risk of industrial policy change, the risk that the performance of the recommended company is less than expected, and the risk of industry competition; The risk of changes in editing and broadcasting policies, the risk that the progress of film and television works is not as expected, the risk that they have not been filed, and the risk that the operation does not meet the expectations; Epidemic fluctuation risk and macroeconomic fluctuation risk.
