Is Net Hong Really The Savior Of A Listed Company?

Recently, the net red economic concept plate can be said to be one of the concepts of market speculation. Many stocks, including Saturday, gravitational media and so on, have been sought after by the market, becoming a rising stock. Now, another listed company has become a new member of the net red economy concept, that is, the new culture. After announcing cooperation with "net red" Li Jiaqi, the stock price is directly limited to one word.

New culture, word limit, and other strong stocks rose again on Saturday.

It is understood that in the evening of January 15th, the new culture announced that the company recently signed the framework agreement with the American wrist (Shanghai) Network Technology Co., Ltd. According to the content of the agreement, the two sides cooperate actively to provide customers and integrated marketing solutions for us wrist artists according to Li Jiaqi and new cultural advantage resources in the whole country.

At the same time, through the strategic cooperation with Party A artist Li Jiaqi, the new culture enhances its connection with customers and the promotion and publicity of online media channels, thus forming a "mobile Internet media + traditional media" integrated media marketing program. The duration of cooperation between the two sides is from January 1, 2020 to December 31, 2020.

The new culture indicates that the smooth implementation and promotion of cooperation will contribute to the development of the company's business and is expected to have a positive impact on the future development of the company. Affected by the news, in January 16th, the stock price of new culture went straight to the limit, closing at 5.79 yuan / share. The turnover was only 0.95% on that day, with a turnover of 38 million 940 thousand yuan. It is worth noting that, in its quotations, buy a position seal more than 710 thousand hands, if the price of 5.79 yuan / share, equivalent to a super 400 million yuan of funds waiting to buy.

　 Performance is not outstanding.

The new culture quickly received the letter from the Shenzhen Stock Exchange.

According to public information, the new culture was founded in December 2004. It is a full industry chain film and television enterprise with the diversified development pattern of film and television production, distribution, film, variety, new media, outdoor advertising and industrial investment. The company has produced and published more than 3000 sets of original films and TV productions, producing more than 500 outstanding TV dramas and 3~5 fine films. In July 2012, the new culture was listed on the Shenzhen Stock Exchange and became the first film and television production listed company in Shanghai.

From the earnings report, the performance of the new culture is not outstanding. In the first three quarters of 2019, the new culture achieved a business income of 449 million yuan, a decrease of 19.05% over the same period last year. The net profit attributable to shareholders of listed companies was 84 million 249 thousand and 900 yuan, a decrease of 62.46% compared with the same period last year. The net profit attributable to non listed companies was 65 million 415 thousand and 900 yuan, down 55.35% from the same period last year.

However, judging from the recent stock price performance, the new cultural expression is eye-catching. Prior to this, by the positive impact of the sudden outbreak of the film and television sector, the new culture from January 2nd to January 7th, the stock price continued to gain three trading, 4 trading days, the stock price rose as high as 40.59%. But the stock price of the new culture is in a callback. Now, with the easterly speed of "net red economy", the stock price of new culture has shown a strong performance again.

It is worth noting that in the early morning of January 16th, for the cooperation between the new culture and Li Jiaqi, the Shenzhen Stock Exchange issued a letter of concern to the new culture, asking it to explain in detail whether the company has the ability to provide customers and integrated marketing solutions for Li Jiaqi, the reasons and reasonableness of the cooperation between the wrist technology and the company, the specific contents of the client and the integrated marketing plan, the specific timetable for the cooperation between the two sides, and the actual impact on the company's business and financial performance.

　 Net red economic stocks popular

Some stocks rose again or even went up.

It is worth mentioning that on the day of January 16th, the concept of net red economy in the early stage was also on the rise again, rising by 0.28% on the same day. In its concept stocks, apart from the new culture strong trading, Lyon technology, Jihong shares and Saturday and other stocks also closed close. It needs to be explained that in the last 20 trading days, the share price rose by 215.37% on Saturday, while the increase in Lyon technology and Ji Hong shares was more than 50%.

In addition to the above 4 trading stocks, there are 16 stocks floating on the net red concept plate, while among the 28 stocks falling, the biggest decline is the gravitational media, which fell 6.2% on the same day. However, in the early days of the gravitational media, it has been a hot speculation. Its stock price has risen 132.82% in the past 20 trading days, and the second in the decline is Tian Chong fashion. When the world dropped 5.84%, its stock price rose 66.51% in the last 20 trading days.

"Net red with goods" mode

Whether to improve the performance of listed companies remains to be tested.

What is the net red economy? Why is it so magical that the stock price of listed companies has risen strongly? Huatai Securities said that net red refers to those who are popular in the real world or in network life because of an event or behavior, and are attracted by Internet users. They can be divided into three categories: strength faction, Yan value faction and personality group. It is estimated that the net red industry scale (net income gained by its influence and popularity) reached 52 billion 800 million yuan in 2016, and the compound growth rate reached 59.4% in 2015~2018 years.

Can "net red carry goods" really save the performance of listed companies? Everbright Securities said that live broadcasting business is not only a substitute for traditional shelf electric business, nor is it a simple upgrade version of TV shopping in history, but a link efficiency between consumers and brands from the perspective of industrial chain. The cooperation between listed companies and net red seems to be "win-win", but whether "net red goods" can become a powerful driving force for growth performance remains to be tested.

In the choice of net red economic stocks, Guosheng Securities said that at the present stage, the live broadcast of e-commerce is in the stage of high growth and low permeability, and the market space will be broad and will maintain rapid growth in the future. The development of content providers will help enhance the scale of MCN market and optimize business models, and become one of the main sources of revenue for MCN institutions. In the process of rapid development, the platform side and MCN institutions are most benefited and are expected to enjoy growth dividends. It is recommended that the target be screened from two main lines: first, the ability to monetize is expanding; it is expected to benefit from the business platform and content platform of the new track with live goods; second, the Internet marketing company actively distributing MCN tracks through acquisitions and business expansion.