"Net Red Concept Stocks" Is Only A Pure Topic Speculation.

If conditions permit, if you want to copy countless Zhang Dayi, Li Jiaqi, Li Zi Qi's net red myth...

How much is the Internet business? The layoffs of Internet workers are now under way. The graduates of Taobao live broadcasting in a university in Yunnan are all booked. During the new crown pneumonia epidemic, the whole nation opens live mode, clothing, cosmetics, selling vegetables, selling houses and selling cars. There is no omission, there are tens of millions of traffic Li Jiaqi, Wei Ya, their selling legend, to the live broadcast business market pressed the accelerator.

Everything can be sold, everything can be sown, the grass roots become red, and the combination of electricity providers and live broadcasting has created different sparks.

Net red economy strengthens

In the direct seeding electricity supplier market, ordinary merchants sell goods well, and gather to a certain fans and become more and more famous. Even those who buy goods have net red value. While the net red people, although they bring their own traffic, but also need to have a discerning vision, inexpensive fans will pay the bill, on the contrary, excessive abuse of net red bonus, selling fake products will only lose reputation and fans.

It is not easy to create a network of red business people. It is necessary to have traffic, fame and sales strength.

In 2020, net red is no longer a fresh word, and even the bonus period has long passed. The rule of diligence and wealth is hard to come true in the net red circle. The original single and no binding industry rules have also become platform, scale and standardization of net red incubation mode.

MCN, in the form of intermediaries, will form a matrix by combining net red, upstream and docking high-quality content, and find a platform for promotion in the lower reaches. In the early days, institutional profits mainly depended on fans' reward and advertising revenue. In 2019, the rise of direct seeding electricity providers made MCN's profit model more diversified, and accelerated the flow and content realisation.

In 2016, from the Papi sauce 22 million yuan a patch advertising began, MCN has become a hot business track. After four years of barbaric growth, nearly 7000 MCN institutions have sprung up in the country. In the past one or two years, the domestic MCN has been showing explosive growth and the market size is more than 10 billion yuan.

It is foreseeable that the net red economy with human core will continue to flourish in the next few years. With the emergence of KOL such as Zhang Dayi, Li Jiaqi, Wei Ya, Li Ziqi and so on, the electricity supplier has become the "new favorite" of the MCN organization. In addition, the live broadcast of the electronic commerce is in the outbreak stage of the industry. The MCN organization with this layout is expected to continue to enjoy the bonus.

Behind the popularity of the live broadcast of e-commerce, it is the rise of new consumer groups and the formation of a new consumption mode. For MCN, its ceiling lies in the quantity, quality and vitality of quality network red.

In 2019, in the process of commercialization exploration, the major MCN institutions and KOL will cast their eyes on a broader stage. If we want to list the most important new listed companies in 2019, such as Han holdings, we will be among them.

MCN's outstanding achievements

Headquartered in Hangzhou, such as Han holdings, is China's first listed Network Hong electric company, is also countless network red business competition to emulate the object.

Such as the earnings report is the barometer of the net red business market, revenue decline, loss increased, stock prices fell, net red business market is "cloudy", revenue, net profit double growth, stock rise, net red business market is "sunny day".

In March 3rd, Han published the third quarter financial report for the 2020 fiscal year ending December 31, 2019. According to the financial report, the net income in the third quarter was 482 million 100 thousand yuan, an increase of 25% compared with the same period last year. The net profit attributable to the company in the third quarter was 21 million yuan, and the net profit attributable to the company was 15 million 500 thousand yuan in the same period last year.

Source: three quarter performance report

In retrospect, such as the first quarter after listing, the second quarter was stable, and the third quarter was higher. This way has also been verified from the initial chaos to heating up, until now it has been touted by capital as the "universal" standard development path.

In the field of net red business, much attention has been paid to the transformation of traditional women's shoes enterprises to carry out social service business on Saturday.

"Net red economic concept stock" on Saturday, wrong, now should be called "net red devil stock" Saturday.

On March 6th, the last 8 minutes of the A share trading, on Saturday, the stock was suddenly hit by an air raid. The stock price fell from the daily limit to the limit. From limit to limit, the amplitude of the stock is as high as 20.01%. On the closing day, the stock price closed at 29.85 yuan / share on Saturday, with a turnover of 2 billion 720 million yuan. Market value evaporated 4 billion 900 million.

On Saturday, February 28th, when the results were released, the company had been trading on 4 consecutive trading days.

Looking at its performance bulletin, in 2019, the company achieved 2 billion 274 million yuan in revenue, an increase of 48.48% over the same period last year, a net profit of 176 million yuan attributable to shareholders of listed companies, an increase of 1871.45% over the previous year, and a basic earnings per share of 0.29 yuan, an increase of 1350% over the same period last year.

As for the rapid growth of performance, the main reason is that the company achieved a net profit of 8 million 930 thousand and a low base in 2018, coupled with "transformation and upgrading", resulting in a substantial increase in the company's operating performance over the same period last year.

Of course, such performance growth is not enough to support Saturday's Avatar "magic stock", its biggest magic weapon, it is from last year, the explosion of the red network live broadcast.

Public information shows that since the middle of December last year, the stock price rose from 7.3 yuan to 36.55 yuan on Saturday, and it has doubled four times in a month.

Transformation is comparable to "rebirth"

Before becoming the focus of the net red economic sector, Saturday was the first shoe company to be listed on A shares. The company owns ST&STA, D:FUSE, MOOFFY and so on.

But in those few years before the transition, Saturday's main business was not ideal. Data showed that in 2017, it lost 352 million yuan on Saturday. In 2018, although the turnaround was full, the proportion of footwear and clothing decreased from 90.49% to 88.63%, while the proportion of Internet advertising revenue increased from 9.20% in 2017 to 11.02%.

Under the pressure of continued decline in performance, the acquisition of the network was started on Saturday, 2018. According to the company's previous announcement, the network is a MCN influence ranking higher institutions.

Under normal circumstances, the more the net red, the higher the quality, the stronger the strength of MCN. And this distant network, its signing stars include Wong Cho Lam, Cecilia Cheung and so on, the net red people are up to more than 50. In 2019, the remote watch network was selected as the "Hangzhou quasi Unicorn enterprise list".

With the acquisition of the remote network (1 billion 771 million yuan consideration), it successfully entered the fast track of the Red Net Economy on Saturday. In the first half of 2019, the company achieved a business income of 890 million yuan and a net profit of 60 million 840 thousand yuan, an increase of 106.24% over the same period last year.

Perhaps it is a sweet taste. Now, Saturday is gradually stripping traditional businesses.

In December 2019, the company announced that it would transfer the 100% stake of its wholly owned subsidiary, Foshan science and technology research and Development Co., Ltd., on Saturday, to the Foshan Shi Ying shoes material Co., Ltd. at a consideration price of 13 million 850 thousand yuan. After the transfer is completed, the company will no longer retain production capacity.

For this reason, some analysts believe that the shoe industry may be stripped more quickly this year, thus becoming a shell company of net red concept.

Although all the operations on Saturday were questioned and hyped up, even the Shenzhen Stock Exchange issued a letter of concern. At present, the total market value of the company reaches 21 billion 400 million yuan. Compared with the end of last year, we can still use "boom" to describe it.

Beware of the high point "cut leek".

Why is capital market so promising?

AI media consulting data show that the conversion rate of star or net red KOL is over 75%, and the development of direct seeding e-commerce industry is booming. It is estimated that by 2020, the sales scale of China's direct seeding e-commerce will reach 916 billion yuan, accounting for 8.7% of China's online retail sales.

The outbreak at the beginning of the year has accelerated the rise of net red economy and the realization of traffic volume. Under the strong stimulation of the market, the competitive advantages of the generation operation enterprises and Brand Company with strong content marketing ability will be highlighted gradually, and the market scale and liquidity of the net red economy have been further developed.

According to media statistics, there are at least 20 listed companies in the queue. However, investors need to be vigilant is not to be "cut leek" at the high price point.

You know, in the listed companies that are rubbing the net red concept, the real controllers or executives of the vast majority of enterprises have the phenomenon of frequent selling stocks and cash withdrawal in the process of rising stock prices. This includes 7 directors, deputy general managers and chief financial officer on Saturday. It is understood that by the end of 2019, they reduced their holdings of shares by means of centralized bidding and reduced about 4 million 710 thousand and 600 shares, accounting for about 3.6% of the shares of listed companies.

The net red economy looks very beautiful, but many people do not agree with it. Some economists say that the so-called "net red concept stock" is only a pure subject speculation, and the logic behind it is still attracting the attention of investors with the help of the "net red economic concept". He thinks that the speculation of net red stocks has come to an end. This speculation has great harm to the two tier market, and has contributed to the unhealthy speculation of speculation in the market.

What do you think of it?