The money-making effect of A-shares picked up, and the Shanghai Composite Index rose slightly by 0.32% in the first half of the day
Every reporter: Liu Mingtao Every editor: Peng Shuiping
As of the close of the morning, the Shanghai Composite Index rose 0.32% to 2,968.49 points at midday, the Shenzhen Component Index rose 0.55% to 9,470.01 points, the ChiNext Index rose 0.27% to 1,865.46 points, the Science and Technology Innovation 50 Index fell 0.21% to 854.08 points, and the Beijing Stock Exchange 50 fell 1.07%, with a market turnover of 464.51 billion yuan and an actual net purchase of 5.309 billion yuan by northbound funds.
In terms of liquidity, the central bank announced that in order to maintain reasonable and sufficient liquidity in the banking system, hedge the impact of short-term factors such as government bond issuance and payment, and appropriately supply medium and long-term base currency, on December 15, a 7-day open market reverse repurchase operation of 50 billion yuan and a 1-year medium-term lending facility (MLF) operation of 1.45 trillion yuan were launched, with winning interest rates of 1.80% and 2.50% respectively.
Wind data shows that 197 billion yuan of reverse repurchase and 650 billion yuan of MLF expired on the same day, so the central bank put 653 billion yuan in a single day in the open market and 999 billion yuan this week. Among them, the central bank injected a net of 800 billion yuan through MLF, the largest single month on record.
On the news side, data released by the National Bureau of Statistics on Friday showed that from January to November, the national fixed asset investment rose by 2.9% year-on-year, the same as that from January to October. In November, the total retail sales of consumer goods increased by 10.1 percent year-on-year, 2.5 percentage points faster than that in October, and the added value of industrial enterprises above designated size increased by 6.6 percent year-on-year, 2.0 percentage points faster than October.
Liu Aihua, spokesman for the National Bureau of Statistics, said that consumer prices fell month-on-month and year-on-year in the month, mainly due to the downward impact of food and energy price fluctuations. Core CPI, which excludes food and energy prices, rose 0.6% year-on-year in November, the same increase as in October. From January to November, the core CPI rose by 0.7% year-on-year, and the cumulative increase was the same as that from January to October.
The Ministry of Industry and Information Technology solicited opinions on the "Administrative Measures for the Comprehensive Utilization of Power Batteries for New Energy Vehicles (Draft for Comments)", which pointed out that the Ministry of Industry and Information Technology will coordinate the formulation of management policies related to the comprehensive utilization of waste power batteries nationwide and strengthen traceability management.
In terms of sectors, the cultural media sector set off another rising tide, and real estate, liquor, and finance strengthened. CPO, diet pills, robots, and auto parts industries are sluggish.
From December 13th to 15th, the 20th China Game Industry Annual Conference, hosted by the China Audio-video and Digital Publishing Association, was held in Guangzhou.
During the annual conference of the game industry, the China Audio and Digital Association and the Industrial Culture Development Center of the Ministry of Industry and Information Technology jointly released the report "The Source Power of Super Digital Scenes: Research on Game Technology and Innovative Applications", which put forward the concept of super-digital index for the first time and quantified the cross-field contribution rate of game technology. According to the report, in 2022, game technology will contribute 72.45%, 57.19%, 51.08%, 46.76%, 31.37% and 18.65% to cross-industry scientific and technological progress in XR, autonomous driving, cloud computing, mobile phones, AI, chips and other industries, respectively. Effective quantification is conducive to the optimization of the peer-to-peer industry, the improvement of industrial valuation, and the promotion of digital and intelligent empowerment of the (pan-)technology industry.
With the continuous breakthrough of key technologies such as AI, as an important part of the digital economy, the essential attributes of the game industry have been re-recognized in recent years, and the value of the game industry has also been re-evaluated. As a new super digital scene, the influence of games in accelerating the upgrading of related technologies, promoting the fission of business formats, and enhancing the value of industries has attracted great attention from countries around the world. The game industry empowered by digital intelligence may effectively promote valuation repair and promote the healthy development of the industry.
Here, by integrating the latest research report information of a number of brokerages, we bring 4 company profiles to fans and friends, for reference only.
1. Alpha Entertainment
In September 2023, the company continued to launch high-quality IP content and strengthened IP co-creation, and launched a variety of products in September 2023, such as the "Lazy Goat" camping series blind box, the "King's Canyon" colorful special drink series blind box, the Q version of the "Undetermined Event Book", and the "Heavenly Official Blessing" four-season companion series blind box, and plans to release the ninth major movie of the "Pleasant Goat and Big Big Wolf" series and the "Balala Little Demon Fairy" series of movies in 2024. In addition, the company reached a cooperation with the dimensional elf COSELF in September 2023, and launched the new IP "dimensional elf COSELF Oriental Style Series" in October 2023 - "Oriental Dragon Girl", the company and its partners jointly build a full-chain commercialization closed loop of trendy IP brands, thereby empowering the company's IP matrix. The company continues to explore an open animation IP ecosystem, further enrich its high-quality IP content, consolidate the advantages of the whole industry chain, or drive the company's revenue to continue to grow. (Kaiyuan Securities)
2. Yao Kee Technology
The company's operating games are mainly fishing products, which have grown significantly this year, and the company's products such as "Fishing and Exploding" and "Fingertip Fishing" have maintained relatively stable performance and have a long life cycle. (Zhongtai Securities)
3. Tom Cat
Although the company's overall revenue is still affected by the fluctuation of the advertising industry, with the iterative release of AI products, it is expected to derive more business application scenarios and monetization models, and is expected to return to the growth track based on the huge user scale. (Cinda Securities)
4. Rastar Entertainment
"Battlefield Without Borders", which was developed by the company and distributed by Tencent as the exclusive agent, was launched at the end of August, and the turnover exceeded 100 million yuan in the first month of launch, and the company enjoyed the turnover share as a R&D party. MapleAdventure: Will of the Alliance, the continental version of Maple Valley R: A New Definition of Classics, has received a release number, and the company is actively preparing for pre-launch testing. At the same time, the company has IP games such as "Breaking the Sky" and "Ragnarok". (Founder Securities)
National Business Daily