传媒行业:传媒战略日报

Media industry: media strategy daily.

新浪财经 2014-07-10 00:00:00

一、 今日要闻

(一)国内动态

行业新闻:(1)全国老龄办、中宣部等十部门联合印发通知,挖掘宣教资源,弘扬敬老美德。(2)抗战题材出版物畅销。

新媒体:(1)迪信通7 月8 日在港上市,拟募资7.97 亿港元。(2)雷军宣布获得金山400 万股股票,将全部分给员工。

二、 重点公司公告

蓝色光标:发布半年度业绩预告。净利润2.75 亿元~3.03 亿元,比上年同期增长100%~120%。

熊猫烟花:近日,由公司下属孙公司银湖网络科技有限公司开发运营的互联网金融平台“银湖网”正式上线。“银湖网”采用P2P 网贷的金融模式,实现用户投资和融资的双向通道,以互联网技术和创新的模式为广大用户提供安全、高效的投融资服务。“银湖网”正式上线后引起市场的广泛关注,上线一周已经累计近千名用户注册,线上融资项目全部成功满标,目前投资人的投资需求量大,网站正努力增加标的数目以满足用户的投资需求。

三、 投资建议

焦点关注:7 月4 日上班不久,李克强总理就到了拓维信息公司,陪同总理一起来的还有国家发改委、财政部、教育部、央行等部门领导以及湖南省的领导。

董事长李新宇向总理汇报了公司往移动互联网方向转型和全球化拓展的战略,并重点给总理展示了公司的动漫、手游和在线教育等产品。李新宇说,“总理考察过程中显得兴致很高,发表了三四次讲话”,勉励大家继续把中国文化通过游戏推向世界,期间,李克强总理还试玩了《啪啪三国》游戏,并表示期待中国游戏产品能在海外市场有优异表现。李新宇说,拓维信息之所以能列入李克强总理湖南之行的考察行程,他猜测是“作为中小企业转型升级的代表而被相中。相比传统行业,移动互联网产业没有周期性,而且正处于爆炸式增长阶段”。他认为李克强总理到拓维信息来,体现出“关注草根,关注文化产业,关注信息产业”。

投资组合:奥飞动漫+华策影视+博瑞传播+乐视网+人民网。强烈看好奥飞动漫、华策影视。

Media industry: media strategy daily.

Sina finance 2014-07-10 00:00:00.
First, today's news.

(I) domestic dynamics.

Industry news :(1) the national senior management, propaganda department and other departments jointly issued a notice to excavate and teach resources and carry forward the old virtues. (2) best-selling books on Anti-Japanese War.

New media :(1) dixitong listed in Hong Kong on July 8 to raise hk $797 million. (2) lei jun announced that he had obtained 4 million shares of jinshan, which will be distributed to employees.

Ii. Announcements of key companies.

Blue cursor: release semi-annual performance forecast. Net profit was 27.5 million yuan to 303 million yuan, an increase of 100 percent to 120 percent over the same period of last year.

Panda fireworks: recently, the Internet financial platform "silver lake network" developed and operated by the company's subsidiary sun company silver lake network technology co., ltd. was officially launched. The silver lake network using P2P network credit financial model, realize the user two-way investment and financing channels, with the Internet technology and innovation mode to the masses of users to provide safe, effective investment and financing services. "Silver lake net" is launched after caused extensive concern of the market, launched a week has nearly thousands of user registration, online financing project success full scale, all the investors' investment demand is big, website is trying to increase the number of the underlying investment in order to meet user needs.

Investment advice.

Focus: on July 4, soon to work, to the prime minister li keqiang billiton d information company, the prime minister together was accompanied by the national development and reform commission, ministry of finance, the ministry of education, such as central bank department leadership and the leadership of hunan province.

Chairman li xinyu briefed the premier on the company's strategy of transforming and globalizing the mobile Internet, and highlighted the company's animation, mobile game and online education products. Jason xinyu li said, "the prime minister appears in the process of interest is very high, to address the three or four times", encourage everyone to continue to put Chinese culture to the world, through the game, prime minister li keqiang also try applauded The Three Kingdoms, games, and look forward to Chinese game product can have excellent performance in overseas markets. Mr. Li said the information was included in the itinerary of premier li keqiang's visit to hunan, where he speculated that he was "represented as a representative of the transformation and upgrading of small and medium-sized enterprises." Compared with traditional industries, the mobile Internet industry is not cyclical and is at an explosive growth stage. He believes that premier li keqiang's message to the company reflects the "focus on the grass roots, the cultural industry and the information industry".

Investment portfolio: aofei animation + China policy film + borui communication + letv + people.com.cn. We strongly believe in aofei animation, China policy film and television.