share_log

新东方在线直播间爆火,直播行业产业升级利好哪些个股?

New Oriental's online live streaming channel is booming. Which individual stocks are beneficial to the upgrading of the live streaming industry?

Zhitong Finance ·  Jun 13, 2022 16:48

Source: Zhitong Finance and Economics

Recently, New Oriental Education & Technology Group online studio "Oriental selection" bilingual live broadcast with goods video and live broadcast "hot", moved the hearts of countless people. In intraday trading, New Oriental Education & Technology Group online (01797) rose more than 100% to HK $12.50, the highest level since early June last year. In addition, New Oriental Education & Technology Group online has risen by more than 200% since June 1. Live broadcast has not only led to the rapid development of "Oriental selection", but also promoted the rapid development of the whole industry.$New Oriental Education & Technology Group online (01797.HK) $$China has likes (08083.HK) $$Weimeng Group (02013.HK) $$Kuaishou Technology-W (01024.HK) $

It is reported that it took six months for Oriental selection to reach 1 million followers, but only three days for 1 million to 2 million followers, and the number of followers is still skyrocketing. As of 17:00 on June 12, the followers of Oriental selection platform Douyin had risen to 2.87 million. Data show that since March and April this year, sales of Oriental selection Live rooms have soared from tens of thousands of yuan to hundreds of thousands of yuan, and GMV for a single live broadcast has fluctuated at about 1 million yuan in late May. On June 10, the sales of Oriental selection studio reached 14.797 million, with more than 9 million viewers, and the number of fans for a live broadcast increased by more than 410000.

The share price of New Oriental Education & Technology Group online has fallen over the past year, while the recent studio "Oriental selection" has made New Oriental Education & Technology Group rebound quickly online. "I call the live broadcast economy the third revolution in business," Yu Minhong said. I believe that over time, this platform will become a good platform for the sale of educational products. "

At present, China's economy has changed from the stage of rapid growth to the stage of high-quality development. Digital economy has become an important engine of economic recovery by virtue of its strong development resilience and innovation ability. Under the tide of digital economy, along with the normalization of the epidemic situation, the live broadcast industry has become an indispensable digital infrastructure. Therefore, the survival of "Oriental selection" is not accidental, and with the rapid development of the live broadcast industry, China's relevant policies, good news also continue to come out.

On June 13, the Beijing Municipal Bureau of Economics and Information recently released the work Plan for upgrading the Energy level of Digital consumption in Beijing, which mentioned that Beijing will promote the agglomeration and upgrading of the live live e-commerce industry and select two to three districts to build a high-quality live live e-commerce base. This year, 10 leading direct broadcast e-commerce professional service organizations will be cultivated or introduced, and the direct broadcast e-commerce turnover will reach 1 trillion yuan.

On the news side, on June 12, according to the Yangtze River Daily, "Digital Hanzheng, Chaoxin Han School" Yunshang Industry release and New Han style Merchants' Chamber of Commerce, nearly a thousand merchants entered the new Han style clothing industry base and Han style clothing live broadcast base created by Yunshang Wuhan International Fashion Center. They were attracted by not only 80,000 square meters of physical shops, but also 200 live broadcast rooms. As the largest live broadcast base of service trade industry in Wuhan, the scale of Yunshan's live broadcast industry has exceeded 10 billion yuan.

Hu Yafei, secretary of the party working committee of Hanzheng Street and secretary of the market management committee of Hanzheng Street, said that under the guidance of the digital economy, Hanzheng Street will become an important functional area of Wuhan's strategy of two rivers and four banks, an important node of the domestic trade cycle, and an important link between international and domestic double cycles. Through the creation of "Digital Hanzheng Street", the digital economic output value of Hanzheng Street is expected to reach 300 billion yuan within 3 to 5 years.

Ai media consulting analysts believe that the advantages of national policies, the gradual improvement of the industrial chain and other factors have become an important driving force to promote the development of the online live broadcast industry, and the development of the industry tends to be subdivided and vertical.

Related concept stocks:

"Oriental selection" became popular, and the sales of live studios soared from tens of thousands of yuan to hundreds of thousands of yuan.

Based on the five core sectors-social e-commerce, new retail, beauty industry, education and international market, the company has set up a business department, including sales, merchant service and product research and development, to improve products and services around the needs of businessmen. focus on the target customer base to improve sales efficiency.

Has helped thousands of brand merchants to enter the video number to help the brand to overtake around the corner. For example, the traditional enterprise "World Cashmere King" ERDOS Ordos "expands" its private domain through Wechat video account, and uses live streaming to assist transformation, tasting the dividend of performance growth. With the help of Mini Program private domain operation services, Ordos has achieved a record of more than 20 million GMV, making it an excellent benchmark for video number live streaming merchants.

In the first quarter of 2022, the company's advertising, live broadcast and e-commerce business sectors are still Kuaishou Technology's main sources of income. Kuaishou online marketing services, live streaming and other services (including e-commerce) accounted for 53.9%, 37.2% and 8.9% of revenue, respectively.

Edit / new

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment