The opening of Beijing Winter Olympics is imminent, or it may become the focus of market attention. The torch relay of the Beijing Winter Olympic Games will be held from February 2 to February 4 and officially opened on February 4. As the first East Olympic event held in China, it may usher in an important catalyst for the market of relevant stocks. 45 sponsoring enterprises have been signed for the Winter Olympics, and more than 5000 licensed products have been developed by the end of 2021. It is worth looking forward to the revenue gain of marketing service companies and the flow of content platforms. In addition, China Central Radio has added “CCTV news sign language AI anchor” to broadcast the event news. Under the development trend of meta universe, the application of new technology in the Winter Olympics is also worthy of attention.
The media Internet area suggests that we should pay attention to two main investment lines: (1) the Hylink Digital Solution Co.Ltd(603825) marketing service company: Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Kwai; (2) Virtual human domain targets: Hylink Digital Solution Co.Ltd(603825) , Bluefocus Intelligent Communications Group Co.Ltd(300058) .
Hylink Digital Solution Co.Ltd(603825) : the exclusive provider of communication agency services for the Beijing Winter Olympic Games. In 2019, the company became the only communication agent service provider for Beijing Winter Olympic Games and Paralympic Games, and undertook international public relations communication work. It plans to build a sports digital Homo sapiens and is committed to sports scene application. On the content side, the company’s short video series “city of double Olympics and city light” has been launched successively, and has been forwarded and promoted by multi platform accounts such as learning power and people’s daily; The content IP “2022 East Olympic Youth talk” jointly produced with China Central Television, a national new media platform, will be launched soon. In the field of virtual human, based on Zhang Hong and other Olympic champions, the company is exploring Sports Digital Homo sapiens and creating a virtual matrix of sports stars for demonstration and application in cloud live broadcast, interpretation interaction, virtual competition and other scenes.
Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) : a leader in the gift industry and a licensed production retailer for the Winter Olympic Games. The company is a licensed retailer and manufacturer of Beijing Winter Olympic Games. It has the authorization of licensed retailers and licensed manufacturers of badges, key chains and other non precious metal products, plush and toys of various materials, precious metal products and other categories. From January to September 2021, the business of licensed souvenirs of the winter Olympic Games increased by 141.57% year-on-year. At present, the company is selling more than 400 licensed souvenirs for the Winter Olympic Games. As the East Olympic Games approaches, the sales of licensed souvenirs is expected to drive high performance.
Kwai: get the right to broadcast the Winter Olympic Games, and build the sports content matrix continuously. The company is the 2022 Beijing Winter Olympic Games privilege broadcast operator, after Kwai has successively worked together with CBA, Tokyo Olympic Games, the Americas Cup, NBA, has accumulated the sports event content operation experience. According to the 2021 fast sports marketing data report and company announcement, the number of active sports users in May 2021 Kwai Kwai exceeded 200 million, and the 21Q3 users’ consumption time in sports content increased 1.5 times compared with last year. The company recently officially released the investment panorama of the Winter Olympic Games, which will present the content from three sections: event report, original program and lightweight interaction, or it will effectively drive the traffic growth and empower brand merchants.
Risk warning: the impact of the epidemic exceeds expectations; The demand of advertisers is less than expected; The landing of new technologies is less than expected
