The State Administration of Radio, Film and Television issued the Guiding Opinions on Strengthening the Construction of Radio and Television Public Service System.
China National Intellectual Property Administration: Formulate and complete the strategic outline of strengthening the country with intellectual property rights in 2020.
Market review
Market comment: The gain and loss of Shanghai Stock Exchange is 3 100 points, and the effect of making money when the index goes up and down is not diminished.
Media, film and television: in 20 19, the national total box office was 641.1900 million yuan, up 5.64% year-on-year.
Futures information
Metal energy: gold 356.32, up 0.38%; Copper 48850, up 0.08%; Rebar 3570, up 0.59%; Rubber 13075, up by 0.69%; The PVC index was 6525, down 0.15%; Zheng Chun 2289, up1.06%; Shanghai aluminum141kloc-0/5, up 0.11%; Shanghai nickel 107970, down 0.10%; Iron ore was 666.0, up 0.23%; Coke 1883.5, up by 0.56%; Coking coal 1 188.0, up by 0.85%; Crude oil was 505.2, down 0.10%;
Agricultural products: soybean oil 6796, down 0.76%; Corn 1925, up by 0.63%; Palm oil 6276, down1.26%; Cotton 14 180, up1.32%; Zheng Mai 2477, up 0.00%; White sugar 5609, up 0.47%; Apple 7474, down 2.90%;
Exchange rate: Euro/USD 1. 1 197, up by 0.34%; USD/RMB 6.9692, up 0.04%; USD/HK$ 7.7699, down 0. 1 1%.
(The above futures data are from Shanghai Futures Exchange, Dalian Commodity Exchange and Zhengzhou Commodity Exchange)
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Main recommendations
1, the State Administration of Radio, Film and Television issued the Guiding Opinions on Strengthening the Construction of Radio and Television Public Service System.
On the 6th, the State Administration of Radio, Film and Television issued a notice on "Guiding Opinions on Strengthening the Construction of Radio and Television Public Service System". In order to further strengthen the construction of radio and television public service system and continuously meet the people's growing needs for a better spiritual and cultural life, we hereby put forward the following opinions:
Strive for the universal application of intelligent radio and television by 2025, the level of digitalization, high definition, networking, intelligence and mobility of public services will be greatly improved, substantial progress will be made in transformation and upgrading, and a new leap will be achieved from "home access" to "everyone access" and from "watching TV" to "using TV".
Accelerate the transformation and upgrading of content production. Adhere to the content is king, give play to the core advantages of content production of radio and television and network audio-visual to meet the people's high-quality, diversified and personalized audio-visual needs. Promote radio and television institutions to build full-process media, holographic media, all-staff media and full-effect media, accelerate the application of high and new technologies such as artificial intelligence, big data, cloud computing and blockchain, and realize the transformation of content production and dissemination methods.
Strengthen performance management. Formulate performance evaluation methods for radio and television public services, further clarify evaluation subjects, evaluation content standards, evaluation methods and reward and punishment measures, and comprehensively promote performance management. Adhere to the social benefits in the first place, pay attention to results-oriented, strengthen cost accounting and responsibility constraints, ensure full coverage of financial budget performance appraisal, and improve the quality and efficiency of radio and television services.
Comments: It is mentioned in the Opinions that it is necessary to speed up the development of high-definition and ultra-high-definition TV, accelerate the construction of radio and television 5G networks, empower the transformation and upgrading of public services, and promote the coordinated development of wired wireless, broadcast communication and large-screen and small-screen. It is expected that listed companies mainly involved in ultra-high-definition TV and radio and television 5G network construction will benefit, and related stocks will get performance opportunities in the short term, but they need to be cautious in chasing up.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. China National Intellectual Property Administration: In 2020, the strategic outline of strengthening the country with intellectual property rights will be formulated and completed.
Director China National Intellectual Property Administration's meeting 10 opened in Beijing on October 6th. The meeting emphasized that in 2020, the strategic outline of strengthening the country with intellectual property rights should be formulated and completed, the top-level design of intellectual property rights should be strengthened, and the strategic outline of strengthening the country with intellectual property rights should be accelerated; Strengthen intellectual property protection; Vigorously promote the realization of intellectual property value, improve the intellectual property operation system, improve the intellectual property management ability of innovative subjects, and promote the high-quality development of intellectual property service industry.
Comments: Stocks mainly related to intellectual property protection may have performance opportunities in the short term, but stocks with intellectual property protection themes have experienced several waves of speculation in the past two years, and most of them have performed in general. The curtain of annual report performance disclosure is about to open. It is not recommended to blindly chase up this theme hype.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Market review
1, market comment: the Shanghai Stock Exchange rose by 3 100 points and fell again, and the profit-making effect of the index decline did not decrease.
The index fluctuated on Monday and fell back in the afternoon. Genetically modified and Tesla plates continued to rise, while the semiconductor plate rose in late trading. Affected by the external market, the three major indexes collectively opened lower, but after the opening, the indexes were full of resilience. Driven by Tesla, oil and gas, and genetic modification, the two cities fluctuated higher, the three major indexes turned red one after another, the online celebrity sector began to adjust, and the disk market was hot. In the afternoon, the two markets generally fell, the gains of the three major indexes narrowed, the market explosion rate began to rise, the stocks on the disk rose more and fell less, and the number of companies falling below the limit was more. Huawei plate continued to pick up, and network celebrities also strengthened, but Tesla and other high-level consolidation, many funds began to wait and see, and some funds made profits. The index weakened for a time, and rebounded slightly towards the end of the session. At the close, the Shanghai Composite Index fell 0.0 1%, the Shenzhen Component Index rose 0.39%, and the Growth Enterprise Market Index rose 1.30%. In terms of plate concept, the silver and Tesla plates led the gains, while the civil aviation and blood products plates led the declines. * * * 2,060 stocks in the two cities rose, and 94 stocks rose daily; 1486 stocks fell, and 3 stocks fell. The inflow of Shanghai Stock Connect was 65.438+0.668 billion, and that of Shenzhen Stock Connect was 466.5438+0.50 billion.
At the beginning of the new year, the effect of making money in the market is getting stronger and stronger. Although there was a certain degree of diving in the intraday trading today, it still did not destroy the bullish atmosphere of the market, and the volume of transactions continued to enlarge, indicating that the market was very popular. The slow rise of the market before the year and the benign rotation of the theme can reduce the cash pressure on the market before the holiday and help the market to continue to develop in depth after the year. At present, the market is mostly sawing around 50-80 points around 3050. As long as the market turnover has not shrunk significantly, short-term investors can consider selling high and sucking low around hot topics. If you are a medium-and long-term investor and mainly hold shares, you can consider bargain-hunting, avoid chasing high and make intraday adjustments. We can continue to pay attention to outstanding enterprises such as finance, real estate, technological growth and new energy vehicles.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)
2. Media, film and television: In 20 19, the total box office in China was 641.1900 million yuan, up 5.64% year-on-year.
In 20 19, the national total box office was 641.1900 million yuan, up 5.64% year-on-year, and the box office growth rate was 3.06pct lower than that in 20 18. The number of people watching movies nationwide was 6.5438+0.72787 million, a slight increase of 0.55% year-on-year. In addition, the annual box office distribution shows a trend of low before and high after. With the gradual supply of high-quality films in summer, National Day and New Year, the film market of 20 19H2 shows an obvious warming trend.
The proportion of box office in the four major slots continued to increase, reaching 50.33% in 20 19, a record high. Among them, the box office in the National Day file grew most obviously, reaching 4.374 billion, with a year-on-year growth rate of 130.77%, accounting for 6.83% of the total box office in the whole year.
Investment Comments: In 20 19, the national box office increased by 5.64% year-on-year, which was in line with expectations as a whole, and the film market picked up significantly in the second half of the year. After several years of barbaric growth, the media industry has now entered a stage of steady development, and the growth of box office mainly depends on the quality of films. After several years of adjustment, the media industry is expected to usher in the opportunity of valuation repair in 2020. With the sinking of leading cinemas in recent years, the performance is expected to be gradually released. At the same time, investors are advised to pay attention to platform enterprises and leading film and television production enterprises in the film and television industry.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)