In early trading on Thursday, the Shanghai and Shenzhen stock indexes were narrowly shocked, standing at 4500 points during the session, due to the weighted stocks represented by banks, brokers, steel, non-ferrous metals and coal stocks failed to continue yesterday's strong, the Shanghai index intraday slight diving. The real estate stock shock higher, and the theme stocks turned up, the afternoon Shanghai index bottomed out and recovered, the afternoon opening turned red again, the theme stocks narrowed, and the Shanghai index rushed higher and fell back. As of the close, the Shanghai index was reported at 4441.65 points, down 0.78%, the Shenzhen Index was reported at 14818.64 points, down 0.36%, and the ChiNext board was reported at 2857.89 points, up 2.16%.
【Brief description of the plate surface】
On Thursday, the Shanghai and Shenzhen stock indexes fluctuated in a narrow range, and the Shanghai index rose another 4500 points during the session, but failed to stand. The ChiNext board and the small and medium-sized cap rebounded sharply, and the ChiNext board stood on the 2900-point integer mark during the session, and the market trend continued yesterday's differentiation. On the disk, engineering construction, electric power, civil aviation airports, electronic information, cultural media, and real estate are the leading forces in doing more, and steel, banking, high-speed, coal, nonferrous metals and other small corrections. Today is the last trading day before the May Day holiday, and it is not easy to have such a performance. It is expected that after May Day, after the consolidation of 4500 points, it will usher in a new upward trend. Operationally, it is recommended that investors take advantage of intraday volatility opportunities to intervene in stocks that have recently lagged behind in rally.
Plate analysis, solar concept stocks show signs of starting: CSG continues to rise and stop, Andrera, Variety, and Oriental Risheng are in the front. China Eastern Airlines reported a quarterly report that exceeded expectations in the morning and hit the limit, driving the aviation sector to strengthen. China's satellite impact rose and stopped, driving the Beidou navigation plate to rise: Huali Chuangtong, Digital Politics, Haige Communications, NavInfo, Obit and other intraday surges of more than 3%. The real estate sector performed well today, with Tianye Shares, HNA Investment, World Union Bank up and down, poly real estate approaching the limit.
【Message Express】
1. WHO publishes a strategic response plan for Ebola
The World Health Organization released the 2015 strategic response plan for the Ebola outbreak in West Africa in Geneva on the 28th, proposing to block the spread of the Ebola virus in the affected countries by the end of this year. According to WHO, the strategic objectives of the 2015 response plan include: interrupting the spread of Ebola in countries affected by the epidemic; preventing the spread of the outbreak to new countries and regions; activating primary health services and building resilience; and accelerating the development of Ebola vaccines, treatments and tests.
2. The central government will continue to subsidize shale gas during the "13th Five-Year Plan" period
The Ministry of Finance and the National Energy Administration recently issued the Notice on Financial Subsidy Policies for the Development and Utilization of Shale Gas. The notice said that in order to accelerate the development of China's shale gas industry, improve China's energy security capabilities, adjust the energy structure, and promote energy conservation and emission reduction, during the "13th Five-Year Plan" period, the central government will continue to implement the financial subsidy policy for shale gas. Among them: the subsidy standard for 2016-2018 is 0.3 yuan / cubic meter; the subsidy standard for 2019-2020 is 0.2 yuan / cubic meter.
3. The three departments jointly held a general aviation industry seminar
According to the news of the Ministry of Industry and Information Technology on April 29, in order to vigorously promote the healthy development of the general aviation industry, coordinate resources, and form a policy synergy around general aircraft manufacturing, airport and airport construction, operation services, etc., the Ministry of Industry and Information Technology, the Development and Reform Commission, and the Civil Aviation Administration held a national general aviation industry development seminar in Zhuhai, Guangdong Province, on April 24-25.
【Technical Analysis】
The Shanghai index oscillated lower, and the k-line closed negative. From the daily observation, the Shanghai Composite Index continued to rebound after making up for the gap low, and the index maintained a shock decline pattern this afternoon. Watching from the minute line, the broader market maintained a balance of power, with the 30,60-minute Kdj indicator still around 50. All indications are that the market has reached a critical juncture in choosing its direction. For the future, the performance of weighted stocks affects the broader market. Expect to focus on the 4500-point pressure above and the support around 4400 below. The broader market remains volatile, and investors should keep a close eye on the movement of weighted stocks.
【Master on stocks】
The Boxuan watch teacher of the fool wealth management network believes that the impulse of the large-cap real estate in the afternoon is pulled up, which is expected to rise, but in the end, let us see the results of the difficulty of becoming a single tree, due to the big weight smashing, real estate, electricity, overseas processes have finally fallen into the situation of rushing up and falling. Especially the decline in the volume of the late session, the capital avoidance seems to be a bit impulsive. This caused the broader market to fall slightly to close. Bull market in the holiday before the fall of the market this is the norm, are worried about the bearish attack, all want to hedge, you say the market can rise? And after the holidays, the situation is not as bad as currently thought, and you say how the market will go. And the bear market before the holiday likes the red disk to close, are looking forward to the emergence of good, short-term funds crazy in, the result of the holiday news calm waves, you say how the market goes. It's all self-evident.
【Investor Investment Opportunities】
It is reported that Beijing, April 29 news gmic2015 global mobile Internet conference continued to be held in Beijing today, Wu Gang, deputy editor-in-chief of Central Broadcasting New Media, said in a speech entitled "Internet + era, outbreak again" that the Central People's Radio will do all-media broadcasts with temperature and perception of user needs on the outlet of "Internet +". "In the era of 'Internet +' where everything is connected, the ubiquitous communication system and ecological chain have made the traditional media undergo a new deconstruction and value reorganization."
Aofei Animation: Create ip as the core pan-entertainment ecology, and comprehensively accelerate IP, Internetization and internationalization
The pan-entertainment industry ecology with IP as the core has entered the outbreak stage in China, and the commercial value of IP as a perpetual operating asset will snowball in China and increase in value, and Aofei will fully enjoy the dividends of IP value revaluation and commercialization in china in the future. Aofei has a rich domestic animation IP resource reserves, perfect pan-entertainment industry chain business development capabilities, and continue to build a pan-entertainment ecosystem around IP, Aofei will do ecological layout around IP and users of all ages in the future, comprehensively accelerate IP, Internet, internationalization, profit model from offline (TV animation + toys) to online (based on "Internet +" to create a new IP in the Internet era, build a new profit model based on "Internet +"), the domestic market to the global market, K12 users to all ages, become the "Disney of the new era"
China Television Media
As a media A-share listed company controlled by CCTV, the company is mainly engaged in film and television shooting, television program production and sales, film and television shooting base development and operation, film and television equipment leasing and technical services, media advertising agency and other businesses. The company adheres to keep pace with the times, pioneering and innovating, and the three main businesses of "film and television, tourism and advertising" go hand in hand. The company has strong technical force, a full set of advanced film and television production equipment and professional production team, fully supports the whole process of film and television production business, is the earliest enterprise in China to enter the field of high-definition television production, successfully cooperated with CCTV to complete the task of channel revision production, and provided equipment support and technical services for major themes and reporting tasks of CCTV, and fully guaranteed broadcast safety. The company has more than 3,000 acres of film and television shooting bases in Wuxi, Jiangsu And Nanhai, Guangdong, and the landscape spans the historical eras of China's Wei and Jin Dynasties, Tang and Song Dynasties, Ming and Qing Dynasties, and the Republic of China. Among them, Wuxi Film and Television Base is the earliest film and television shooting base and cultural tourism resort built in China, and it is also the first film and television cultural tourism scenic spot to be rated as a 5a-level tourist scenic spot, the first batch of national film and television designated shooting bases and the first batch of national low-carbon tourism experimental zones. The company exclusively operates the advertising resources of CCTV-10 Science and Education Channel, and provides services for many well-known enterprises at home and abroad with unique corporate culture and innovative service concept.
New Culture: Timeless "new", uncertain about certainty in the market
The growth of the main business is stable, and the status of high-quality content providers remains unchanged: in 2014, the company achieved operating income of 620.6863 million yuan, an increase of 28.85% over the same period of the previous year; Operating profit was RMB152.2534 million, up 7.87% from the same period last year; Total profit was RMB161.8427 million, up 5.56% from the same period last year; Net profit attributable to shareholders of the listed company was RMB121.3425 million, an increase of 5.75% over the same period last year. Although the growth rate has slowed down compared with previous years, under the background of fierce market competition, policy adjustments and shrinking production, the company's main TV drama business has still maintained a growth trend, and the number of licensed episodes and business revenue have achieved positive growth. In 2014, a total of 11 TV dramas of the company obtained distribution licenses, and the revenue of TV drama business was 496.434 million yuan, an increase of 3.42% year-on-year. By item, the gross profit margin of the company's TV drama business was 36.59%, down 3.56% year-on-year, and we believe that it is mainly due to the fluctuation of TV drama prices during the policy transition period. However, the gross profit margin of the company's TV drama business has remained in a stable range over the years, showing the company's better cost control and project operation capabilities. The company's expense ratio was stable and slightly declined year-on-year, and the sales expense ratio decreased by 0.71 percentage points year-on-year to 5.09%; The management expense ratio decreased by 0.25 percentage points to 3.43%.
Hualu Baina: The innovation of variety show models continues to advance, and the sports layout is waiting to be landed
In terms of TV drama business, "Hey, Old Man" was popular on Beijing Satellite TV and Oriental Satellite TV, with good ratings and word of mouth; The variety show "Dreammaker" has come to an end, and there will be many programs such as "To the End of the World", "Happy Drama Star", "The Most Beautiful Harmony 3", "Goddess's New Clothes 2" and other programs will be broadcast on first-line satellite TV during the year, while the innovation of t2o2o business model will continue to advance, and many programs will achieve breakthroughs during the year. China's first comedy star competition reality show "Happy Comedians" will land on Oriental Satellite TV every Saturday at 21:05 from April 25, 2015, which is expected to create a new benchmark for comedy reality shows; The third season of "The Most Beautiful Harmony" is being recorded, and it will also try a new model of "music TV show + Internet + fan economy".
Huace Film and Television: Net profit increased by 32%, and "one drama and two stars" accelerated business transformation
TV drama market share is the first, and endogenous growth is expected to be in single digits. After excluding the inventory offset due to the consolidated statement, Kerton's consolidated net profit attributable to the parent for the months of 2-12 was 100-130 million yuan, so the company's endogenous growth is expected to be in single digits. As far as the national satellite TV prime-time broadcast TV drama series is concerned, the company accounts for about 12% of the company in 14 years, and is still the leader in the field of TV dramas, and the main income-generating film and television dramas are "Fengshen Hero", "Deer Dingji", "Big Boss" and so on.
Great Wall Anime
The company was originally a large-scale independent coke enterprise in Sichuan Province, which was mainly supported by development, and after asset restructuring in 2014, it has transformed into a large-scale cultural enterprise covering animation business such as animation design, production, animation games, creative tourism and toy sales
Hubei Radio and Television
The company's main business is the investment and operation management of the cable digital television industry in Hubei Province, the development and application of cable digital television technology, and the transmission of radio and television cable digital pay channels. After the completion of the restructuring, the company's controlling shareholders, actual controllers and relevant restructuring parties will start to inject all their cable TV network operations and digital TV assets into the listed company when the conditions are ripe. At that time, in the future, as a radio and television network resource integration platform in Hubei Province, the asset quality and profitability of listed companies will be further greatly improved.
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