After the market value has shrunk by 100 billion, mango hypermedia is still the heart of many fund managers.

On July 2 1, the first green theme fund in China, Xingquan Green Fund (LOF), released its interim report. Judging from their latest positions, Contemporary Ampere Technology Co., Ltd. (300,750), BYD (002,594), China Offshore Oil (600,938) and Shanghai Airport (600,009) have been added to the top ten, while Gree Electric and Industrial Bank have disappeared from the top ten. Mango hypermedia (3004 13) holds 7.07.

Zou Xin, manager of Xingquan Green Fund, graduated from Shanghai Jiaotong University. Since the formal acceptance of Xingquan Green Investment Mixed (LOF) Fund on July 3, 2065438, Zou Xin's return during his tenure was 108.73%, which greatly exceeded the average return rate of similar funds by 75.88%, ranking 457th among similar funds in 2007.

Since the third quarter of 20021,Xingquan Green Fund managed by Zou Xin has entered the top ten tradable shareholders list of Mango Supermedia. As of March 3rd, 2022, Xingquan Green Fund held 187 1.50 million shares of Mango Media, making it the eighth largest tradable shareholder.

Mango Super Media, born out of Hunan Satellite TV, has always been the leading company in the A-share media sector and the only profitable long video platform in China. From 20 17 to 202 1 year, the net profit of mango hypermedia was 7150,000 yuan, 866 million yuan,165438+560,000 yuan, 1982 million yuan and 21year respectively. With its deep accumulation in the field of variety shows and self-made dramas, Mango Supermedia has a good profitability, and stands out from domestic competitors such as Iqiyi and Bili, which are deeply mired in huge losses.

However, in the past 202 1 year, mango hypermedia has been impacted by strong regulatory policies and negative events of artists. Since the third quarter of last year, the growth rate of mango hypermedia performance has obviously slowed down, and in the fourth quarter, there has been a rare performance of both revenue and net profit decline.

The data shows that from the first quarter to the fourth quarter of 2002/kloc-0, the operating income of mango hypermedia was 4.09 billion yuan, 3.844 billion yuan, 3.778 billion yuan and 3.725 billion yuan respectively, and the revenue growth rates were 47%, 26%, 2% and-18% respectively. The net profit for the same period was 773 million yuan, 678 million yuan, 529 million yuan and 65.438+34 billion yuan respectively, with year-on-year growth rates of 66.5438+0%, 9%, 4% and -64% respectively.

In the secondary market, mango hypermedia also suffered a double-kill situation of performance and stock price. At its peak, the total market value of Mango Hypermedia was once equivalent to the sum of the market values of A-share established entertainment companies such as Light Media, Wanda Cinema, Huayi Brothers, Huace Film and Television, and Ciwen Media. However, since the total market value of 202 1 and 1 reached a record high of171600 million yuan, the share price of Mango Supermedia has been falling all the way. As of the close of July 2 1, the latest market value of mango hypermedia was 58.6 billion yuan, and the market value has shrunk by more than 1 1000 billion yuan.

Judging from the position data disclosed by Xingquan Green Fund, Zou Xin should have built a large position in Mango Supermedia in the third quarter of last year, but he still copied it halfway up the mountain.

However, Zou Xin is not the only fund manager who is optimistic about Mango Supermedia. According to the position details disclosed in the first quarterly report, the top funds of Xing Zheng Fund, Xingquan Herun and Xingquan Yiyi, both increased their holdings of Mango Supermedia, while the other fund entered the list of the top ten tradable shares, holding 28168,600 shares.

According to the latest financial report data, in the first quarter of 2022, Mango Hypermedia achieved revenue of 3124 million yuan, down 22.08% year-on-year; The net profit of returning to the mother was 507 million yuan, down 34.39% year-on-year, and the performance was still poor. In this regard, Mango Super Media said in the financial report that the COVID-19 epidemic repeatedly affected the progress of content production, which led to the postponement of the broadcast of key variety shows of Mango TV in the first quarter.

Since the second quarter, Mango Hypermedia has successively launched popular variety shows such as "Endless Sound" and "Sister 3". Among them, the soul boy who turned out to be born once made "Sister Lang 3" harvest 7 hot searches in 2 hours.

However, due to the serious impact of macroeconomic prosperity on the prosperity of the advertising industry, the number of cooperative advertisers in the first broadcast of nirvana in fire 3 hit a series of new lows, with a sharp drop of 9 compared with the first issue of the second quarter and 8 compared with the first issue of the first quarter. Obviously, as the top of mango revenue troika, the shrinking of advertising business will inevitably affect the performance of mango hypermedia in the second quarter.

After a brief stabilization in the second quarter, the share price of Mango Supermedia has fallen into a downturn again since July, and many investors in the secondary market are worried about its semi-annual performance. In this regard, Caijing.com called Mango Supermedia to inquire about the results of the semi-annual report. In this regard, the personnel of the company's investor relations department said that there is no semi-annual report release plan at present, and everything is subject to the results of the interim report released on August 18. Obviously, the company's performance has not risen sharply or plummeted.

According to the data of the mid-year report published by Xing Zheng Global Fund on July 2 1, Xie Zhiyu's Xingquan He Run and Xingquan Yiyi still have a small increase in mango hypermedia. Affected by this news, Mango Hypermedia's share price rose by 2.82% that day, and its share price rebounded to near the 20th line.

It is worth mentioning that long videos and short videos, which were deeply involved in copyright disputes before, seem to have ushered in a new stage of shaking hands and making peace. On July 19, iQiyi and Tik Tok Group announced that they had reached a cooperation to explore the secondary creation and promotion of long video content. The first ice-breaking settlement of the long and short video platforms should be more beneficial to the long video party who was injured by infringement before.

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