Cultural Development Is Promising &Nbsp; The Three Plate Is In The Golden Age.

"Two sessions" topics and market hot spots and cultural articles

Internet related applications related to the cultural industry, traditional culture media and film and television animation are expected to be supported by favorable policies in the days after 2012, and usher in the golden age of great development.

Internet application services

Ushered in the four themes of investment opportunities

Premier Wen Jiabao, in his government work report on behalf of the State Council, put forward that culture is the spiritual home of human beings. Excellent cultural heritage is the lifeblood of a nation.

We will promote the flourishing of philosophy and the social sciences, and actively develop the press, publishing, radio, film, television, literature, art, and archives.

We will better protect our cultural heritage and foster the flourishing of ethnic minority cultures.

We will deepen reform of the cultural system and continue to pform for-profit cultural institutions into enterprises.

We will make the cultural industry larger, more intensive, and more specialized; and tum it into a pillar of the economy.

The proportion of cultural industry in China's total GDP is still relatively small, and the cultural field always has a deficit in foreign trade.

Facing the various disappointments in the development of the cultural industry, Zhao Linzhong, chairman of the National People's Congress and chairman of the board of directors of Zhejiang Fu run holding group, started with knitwear, then entered the production of film and television, and tasted the sour and bitter taste of the cultural industry. To promote the cultural industry to become a pillar industry of the national economy, "giving more" is the key.

The national "12th Five-Year" cultural industry planning outline was promulgated last week. The key points of building the modern cultural industry system, cultivating the modern cultural market and encouraging the culture to go out are in the previous prediction and judgement scope.

Last week, the NDRC issued the notice on the next generation Internet technology development, industrialization and scale business in 2012.

At the middle level of the industry, the uncertain factors of Internet TV operation are gradually becoming clear. At the micro level, Internet Co, such as the online video company, has gained a clearer profit model.

Everbright Securities believes that Internet application services and new media company are facing significant opportunities, especially new media company will play a leading role in the future trend. At the same time, it is recommended to focus on traditional media companies that will generate thematic investment opportunities.

First, the concept of Internet TV: it is still optimistic about the platform value of blockbuster for a long time, maintaining the "buy" rating, maintaining the target price of 15.4-16.8 yuan, and determining the proportion of short-term concerns. It is expected that there will be more investment opportunities after the final determination. If the stock price recurs in the short term, it will provide better opportunities for intervention.

Second, Internet based application service providers and new media companies will enjoy real opportunities with the industrial policy of the Internet and recommend Oriental wealth.

Third, driven by Internet TV platform companies, the market will fall behind the content companies extending to the Internet platform, focusing on Huayi Brothers, light media and poly Bona.

Fourth, marketing service related stocks: Blue cursor, provincial wide shares can continue to buy, valuation attractive enough, considering the high certainty of its performance growth and the continuous pace of subsequent acquisition, the current stock price can still intervene, maintain the blue cursor target price 34.5-40.3 yuan, the provincial wide stock target price 26.3-28.2 yuan.

Film and television animation

Rapid development and scale up

Wen Jiabao, premier of the State Council, made a report on the work of the government. Among the seventh major tasks in 2012, he mentioned that promoting the development of philosophy and Social Sciences and actively developing press, publishing, broadcasting, film, literature, art and archives were included in the main tasks of 2012.

It will greatly promote the development of our cultural undertakings and social sciences.

In the tide of reform and opening up, China's film and television animation industry has changed from small to strong, from weak to strong, and has been developing rapidly and continuously. It has embarked on the road of facing the audience, meeting the national conditions and developing independently. With the advent of a large number of excellent works, its influence is also growing.

With the close integration of cultural brand and emerging industries, the development of modern network information industry, the market and development space of film and television industry and press and publishing industry will continue to expand.

A few days ago, six members of the performing arts circles, including Zhang Yimou, Feng Xiaogang, Yang Lan (micro-blog) and other members of the performing arts circles, who were members of the CPPCC National Committee, unanimously supported the price reduction of the movie fares in the joint proposal to strengthen the support and rectification of the film industry.

In addition, the Ministry of Culture issued the Ministry of culture's "cultural industry doubling plan" in the "12th Five-Year" period, and promoted the cultural industry to become a pillar industry of the national economy.

The doubling plan puts forward the goal of multiplying the target industry with the rapid development of key industries, forming a good situation of flourishing and flourishing industries, and promoting the leaping development of the cultural industry.

The doubling plan defines the 11 key industries and their development goals during the "12th Five-Year" period.

For the animation industry, the plan is proposed to strive to 2015, the added value of the animation industry exceeds 30 billion yuan, and strive to build 5 to 10 domestic animation brands and backbone animation enterprises with strong competitiveness and influence in the world.

In addition, the plan proposes to build 10 national or cross regional theatrical theaters covering about 1-2 major cities across the country to form the internationally renowned performing arts industry cluster area, laying the foundation for achieving a leap from performing arts power to performing arts power.

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CITIC Securities recommends focusing on better performance growth, leading enterprises with reasonable valuation adjustments, and the main investment opportunities of beneficial policies.

The central line optimizes the core 10 combinations: Huayi Brothers, blue cursor, lettway, blockbuster, Wuhan plastics, provincial wide shares, light media, China TV media, radio and TV media, Chinese media.

At the same time, we should pay attention to the cultural issues of the two conferences and the process of the establishment of the national cable network.

Print media

Increased financial support

At the fifth meeting of the Eleventh National People's Congress, Wen Jiabao, premier of the State Council, made the main task of promoting the cultural prosperity and development in 2012.

At the same time, when the Ministry of Finance drew up the five session of the eleven National People's Congress for consideration, and invited members of the CPPCC National Committee to submit their opinions, the report on the implementation of the central and local budgets in 2011 and the draft central and local budgets for 2012 showed that in 2012, the expenditure on cultural, sports and media was 49 billion 384 million yuan, an increase of 18.7%.

Among them, the central government spent 20 billion 733 million yuan on the pfer of 28 billion 651 million yuan to the local government.

The report also pointed out that we should strengthen the capacity building of international media for key media, promote Chinese culture to go out, and allocate funds of 2 billion 750 million yuan, an increase of 37.5%.

Market participants generally expect that the government will continue to introduce relevant industrial promotion policies and preferential fiscal and taxation policies to achieve the goal of gradually growing the cultural industry as a pillar industry of the national economy as soon as possible.

It is noteworthy that the guidance on speeding up the reform and development of publishing media groups has been issued by the General Administration of press and publication for the first time in 13 years since the founding of the first publishing group.

The guiding opinion not only clarifies the strategic direction of publishing media group development in the coming period, puts forward the guiding ideology, principles and requirements and main objectives of promoting the development of publishing media group, but also closely focuses on "three changes and one strengthening" to refine the key tasks of promoting the development of publishing media groups.

In addition, there are 8 safeguards in the guiding opinions, which are "escorting" the publishing group's reform and development from various aspects such as policy tilt, increasing financial support, and supporting major projects.

At present, the domestic publishing and distribution group is in a state of regional monopoly, and there are also some groups with weak market influence and low efficiency. The merger and reorganization of industries can complement each other and improve the overall profitability of the industry.

Guoxin Securities believes that with the reform and upgrading of publishing and media groups, it will promote the leap forward development of industries.

It is predicted that the publishing industry in China will be the three largest national publishing and media group of China Publishing Group, China education publishing media group and China Science and Technology Publishing Group.