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中概股3分钟 | 蔚来6月销量或再创新高;百度发力头部主播、直播带货;腾讯音乐占上半年数字专辑销量78%

China Securities 3 minutes | NIO's sales may reach a new high in June; Baidu boosts leading anchors and live broadcasts to bring goods; Tencent Music accounts for 78% of digital album sales in the first half of the year

富途资讯 ·  Jul 1, 2020 08:47  · Exclusive

JD.com invested Gome retail funds into the account, and strategic cooperation accelerated in an all-round way. Nine companies, including China Mobile, China Unicom, BABA and NetEase, Inc, set up an Internet exchange center in Zhejiang.

Chinese stocks closed up more than falling on Tuesday. A total of 15 stocks rose, 2 closed flat and 11 closed down in the hot Chinese stock sector.

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The performances of popular US-listed stocks are as follows:

In large-scale U.S.-listed stocksBABA is up 0.32%, Pinduoduo is down 1.86%, JD.com is up 1.01%, NetEase, Inc is down 0.75%, Baidu, Inc. is down 1.15%, TAL Education Group is up 1.39%, iQIYI, Inc. is down 0.30%, Bilibili Inc. is up 1.80%, who is learning up 2.85% and NIO Inc. is up 6.78%.

For other Chinese stocks, those who have increased significantly are as follows:The9 Ltd rose 21.23%, Silver Holdings 8.26%, www.51English 7.11%, Siku 6.95%, China Automotive Systems 6.25%, Cango 6.14%, Ruisi 5.15%, 9F Inc. 5.15%, Qutoutiao 4.56%. Xiaobai Maimai Inc rose 4.33%.

On the other hand, the major declines in US-listed stocks are:Xunlei Ltd is down 8.90%, Jianpu Technology Inc is down 7.80%, 36 krypton is down 5.13%, Xinerfu is down 4.79%, Yunji Inc is down 3.93%, 21Vianet Group Inc is down 3.75%, Leju Holdings Ltd is down 3.68%, Puxin Ltd is down 2.82%, and Phoenix New Media Ltd is down 2.63%.

Focus review

  • NIO Inc. 's sales in June may break through 4000 units and hit a new high, and ES8 will pick up growth again.

On June 30, the first Electric Network learned from people familiar with the matter$NIO Inc. (NIO.US) $Car sales exceeded 4000 in June.

Then the first electric network sought confirmation from Qin Lihong, co-founder and president of NIO Inc., and Wang Yan, head of the public relations department of NIO Inc.. Both sides denied it. Wang Yan said that the specific delivery data were mainly based on company announcements.

In spite of this, a salesperson in Beijing told the first Electric Network, "sales in June increased overall, and sales of ES8 began to grow." Both Shanghai and Beijing have set new highs. "

In addition, NIO Inc. ES8 will pick up growth again. The overall performance of the new ES8 has been remarkable since it was delivered more than a month ago. Sales reached 751 in May, a significant pick-up compared with the previous year.

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According to the Shanghai Insurance data released by the China Automotive Center, the number of new NIO Inc. ES8 was 725 in May, nearly tripling from the previous month, returning to the top 10 of luxury medium and large SUV with three rows of seats, ranking eighth.

Li Bin said on the first-quarter earnings call that the current delivery ratio between ES6 and ES8 is 3:1. In other words, you can sell 3 ES6 while selling 1 ES8. The data in May also show that 2685 units are delivered by ES6 and 751 by ES8. According to this calculation, the delivery volume of ES6 may reach 3000 units in June, that is, 1000 units of ES8.

  • The sales of digital albums exceeded 300 million in the first half of 2020, and Tencent Music Entertainment Group accounted for 78% of the total sales.

According to third-party public statistics, China's digital music albums bucked the trend in terms of quantity and sales in the first half of the year. As of June 15, 2020, a total of 62 digital music albums had been sold in China, an increase of 12.7% over the same period last year. Overall sales exceeded 300 million yuan, an increase of 78.78% over the same period last year.

$Tencent Music (TME.US) $The three major music platforms of Entertainment Group (QQ Music, KuGou Music and Kuwi Music) are still the platforms with the largest number of films, and the number of specialties sold exclusively by them has exceeded half of the total number of films distributed online. Sales accounted for 78% of the total sales of digital albums in the first half of this year, almost four times that of the second place NetEyun Music, and nearly doubled by 92.1% compared with the same period last year. In the part of non-exclusive digital albums, TME also accounts for 61% of the sales of the whole network and firmly occupies a leading position in the industry.

The Chinese digital music industry reached another peak after last year's blowout, releasing 34 Chinese digital albums in the first half of 2020, with sales double that of last year, accounting for 82 per cent of total sales. In the Top10 ranking of digital albums in the first half of 2020, the album sales of eight Chinese singers accounted for 78% of the total sales, of which six Chinese albums were among the "10 million selling clubs". In the Chinese digital music market, TME is dominated by 64.7% of film sales and 84.87% of sales.

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  • Baidu, Inc. set up a live broadcast business, focusing on head anchors and live broadcasters.

There is news that$Baidu, Inc. (BIDU.US) $The Mobile Ecological Business Group has set up a new live broadcast business, headed by Gu Feng (his real name is Chen Luojin), reporting to Ping Xiaoli, vice president of Baidu, Inc. and general manager of Baidu, Inc. App. Baidu, Inc. confirmed the authenticity of the news to Phoenix New Media Science and Technology, and said that live broadcast is Baidu, Inc. 's key direction this year.

According to people close to Baidu, Inc., the newly established Baidu, Inc. Live Business Unit will focus on creating live broadcast products with Baidu, Inc. characteristics, including attracting big Vs from various industries and fields to broadcast live on the Baidu, Inc. platform, and making use of the fan effect to create the user stickiness of Baidu, Inc. Live. At the same time, Baidu, Inc. e-commerce platform shop will also be live broadcast as the carrier, power live broadcast with goods.

At the previous Vientiane conference, Shen Qiu, executive vice president of Baidu, Inc., said that Baidu, Inc. mobile ecology should take people as the core and strengthen service links. Therefore, some analysts believe that for Baidu, Inc., live broadcast has become a strategic location that must be won. Since the beginning of this year, Baidu, Inc. has made frequent moves in the live broadcast business. At the Vientiane conference, Baidu, Inc. launched an energy gathering plan to attract mid-waist anchors with 500 million funds and 10 billion traffic, but this is obviously not enough to attract head anchors. As a result, new layouts and product actions are also in the pipeline.

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  • Gome Retail introduced JD.com 's war investment into the account, and strategic cooperation accelerated in an all-round way.

On the evening of June 30, Gome Retail issued an announcement saying$JD.com (JD.US) $The strategic investment of US $100 million convertible bonds has completed the relevant subscription process in accordance with the terms and conditions of the subscription agreement. The deep strategic cooperation between Gome and JD.com has been accelerated in an all-round way.

Fang Wei, CFO of Gome Retail, said that with the advantages of supply chain, logistics and service, as well as omni-channel advantages of store, home, network and community, Gome and JD.com will stimulate the production and consumption vitality of the home appliance market in the new strategic alliance stage, so as to meet the consumption upgrading needs of Chinese households with more diversified home appliance goods and services.

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  • Nine companies, including China Mobile, China Unicom, BABA and NetEase, Inc, have set up Internet exchange centers in Zhejiang.

On June 30, Observer Network inquired about Qixinbao information and found that Zhejiang New Internet Exchange Center Co., Ltd. was established on June 28 with a registered capital of 100 million yuan and the legal representative is Wangding.

Its business scope includes: data processing services; Internet data services; computer software and hardware and auxiliary equipment wholesale; computer software and hardware and auxiliary equipment retail; communication equipment sales; software development; information system integration services; information technology consulting services.

Qixinbao information shows that the newly established company has nine major shareholders. Among them, NetEase, Inc (Hangzhou) Network Co., Ltd., Unicom Innovation Venture Capital Co., Ltd., China Mobile Limited Communications Group Zhejiang Co., Ltd., Hangzhou BABA Venture Capital Management Co., Ltd. are all in the ranks of shareholders.

Edit / Jeffy

The translation is provided by third-party software.


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