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Bilibili Newsroom
Huajin Securities: The issuance of game approvals in December reached a record high, driven by quality content and strong IP.
HuaJin Securities released a Research Report stating that on the afternoon of December 24, the National Press and Publication Administration released the "Approval Information for Domestic Online Games in December 2024" and "Approval Information for Imported Online Games in December 2024", with a total of 135 games receiving licenses, the highest for this year.
In December, both domestic and imported game licenses were released! A total of 1416 licenses have been issued this year, the highest in the past five years.
① A total of 122 domestic games and 13 imported new games were approved today, marking the third consecutive month of simultaneous issuance of domestic and imported game licenses. Major games from Tencent and NetEase received approvals, along with several other publicly listed game companies also achieving gains. ② As of the time of writing, 1,416 new games have obtained licenses this year, the highest total in nearly five years.
US stock movement | Bilibili rose over 1% in pre-market trading, announcing 43 domestically produced animation works at the press conference.
On December 24, Gelonghui reported that Bilibili (BILI.US) rose over 1% in pre-market trading, reaching $19.5. In news, Bilibili held a launch event for national original animation works for 2024 to 2025, revealing 43 national original works including "Transform Hero X," "A Record of a Mortal's Journey to Immortality," and "Chinese Mythology 2." Among them, 12 titles are original animations, accounting for over 25%. According to official data, Bilibili has aired 642 national original works and produced 78 original animations since 2018, with users accumulating nearly 0.66 billion viewing hours and over 0.25 billion interactions, reaching a user base of approximately 0.32 billion.
CCTV interprets a more proactive fiscal policy: next year's fiscal funding will be allocated earlier, faster, and in greater amounts.
Next year, a more proactive fiscal policy will be implemented. What measures will the Ministry of Finance take? Where will the fiscal funds be focused? What impact will this have on our lives?
Sinolink Securities has initiated coverage on Maogeping (01318.HK) with a rating of "Buy" and a Target Price of 67.67 yuan.
Sinolink issued a report predicting that the net profit of the cosmetic company Mao Geping (01318.HK) will grow by 43%, 34%, and 21% respectively this year, next year, and the year after, based on the company's high-end positioning rarity, giving a target PE of 24 times and a target price of 67.67 yuan, with an investment rating of "Buy". The report noted that Mao Geping's brand ranked ninth in the high-end makeup industry in mainland China last year, being the only mainland brand in the top ten. The company's highly professional instructional videos create business barriers, with followers on Xiaohongshu, Douyin, and Bilibili (09626.HK) reaching 0.825 million, 0.62 million, and 0.91 million respectively.
Bilibili Inc. (NASDAQ:BILI) Is Largely Controlled by Institutional Shareholders Who Own 48% of the Company
Sinolink: Initiates a "Buy" rating for Mao Geping with a Target Price of 67.67 Hong Kong dollars.
Sinolink released a research report stating that it covers Mao Ge Ping (01318) for the first time, giving it a "Buy" rating. Based on strong products rooted in light and shadow & Eastern aesthetics, professional endorsement from makeup artists, and enhanced offline and online collaboration, the growth potential of high-end domestic beauty brands is viewed positively. It is expected that from 2024 to 2026, the Net income attributable to shareholders will be 0.95/1.27/1.53 billion yuan. Considering the rarity of the company's high-end positioning, a PE ratio of 24 is assigned for 2025, with a Target Price of HKD 67.67 per share. The main points from Sinolink are as follows: The company is a leading domestic beauty brand anchored in the scarce makeup artist IP, showing excellent growth and profitability for 2021 to 2023.
Bilibili (09626.HK) disclosed 43 domestic creative works, with original animation accounting for over 25%.
According to reports from domestic media, Bilibili (09626.HK), commonly known as B Station, held a press conference for the 2024 to 2025 national animation works, revealing 43 national creations such as "Hero X" and "A Record of a Mortal's Journey to Immortality," along with "Chinese Strange Tales 2." Among these, 12 are original animations, accounting for over 25%. Bilibili's Vice Director and COO Li Ni stated last year that investments in original animation would not decrease over the next three years. According to official data, Bilibili has released a total of 642 national creation works from 2018 to now, producing 78 original animations, with users' viewing time reaching nearly 0.66 billion and total interactions exceeding 2.5.
Hong Kong stock market morning report on December 23: Biden signed a bill to prevent the USA government from "shutting down". The performance of China Concept Stocks shows divergence.
① Biden signed an emergency funding bill to prevent a "shutdown" of the USA government. ② The USA's November core PCE price index rose 2.8% year-on-year, which was lower than expected. ③ The three major stock indexes in the USA opened lower and closed higher last Friday, while China Concept Stocks showed mixed performance. ④ NYMEX Henry Hub Natural Gas Futures rose more than 14% last week. ⑤ Federal Reserve's Goolsbee stated that interest rates may decline within 12 to 18 months.
Express News | Bilibili officially announces 43 domestic animation projects.
Express News | The draft law to promote the private economy is submitted for review at the National People's Congress Standing Committee meeting.
The "Regulations on the Reporting of Tax-related Information by Internet Platform Enterprises" is open to public opinion.
The tax authorities will keep the obtained tax-related information confidential according to the law, establish a data security management system for tax-related information in accordance with relevant regulations, and ensure data security.
Market quick glance | The three major Indices showed mixed results, with the tech index slightly rising, Xiaomi and Tencent increasing nearly 3%; Semiconductors stocks were strong, with Semiconductor Manufacturing International Corporation rising over 8%;
Network Technology stocks performed poorly, KUAISHOU-W fell by 5.42%, Alibaba-W dropped by 3.44%; most Coal Industrial Concept stocks declined, SOUTHGOBI fell by 12.02%, China Coal Energy dropped by 6.37%; many Hong Kong Retail Stocks fell, PRADA decreased by 3.80%, BOSSINI INT'L dropped by 3.48%;
Hong Kong stock market midday review | All three Indexes rose, Semiconductors and Tencent Related stocks strengthened, Weimob surged over 16%, Semiconductor Manufacturing International Corporation rose over 10%, and Tencent increased over 3%.
Network Technology stocks generally fell, KUAISHOU-W dropped 4.65%, Alibaba-W fell 3.32%; many Coal Industrial Concept stocks declined, SOUTHGOBI fell 8.50%, China Coal Energy dropped 5.01%; Mobile Game stocks rose, BOYAA fell 5.06%, TENCENT increased 3.08%;
Daiwa's investment rating and Target Price for Network Technology (table).
Daiwa has released a research report, listing the investment ratings and target prices for Network Technology stocks as follows: Stock | Investment Rating | Target Price (HKD) Alibaba-W (09988.HK) | Buy | 140 HKD Baidu-SW (09888.HK) | Buy | 115 HKD Bilibili-W (09626.HK) | Buy | 225 HKD Full Truck Alliance (YMM.US) | Buy | 12 USD JD.com-SW (09618.HK) | Buy | 200 HKD KE Holdings-W (02423.HK) | Buy | 76 HKD
Sensor Tower: In November, 35 Chinese mobile game companies collectively earned 1.87 billion USD, accounting for 34.8% of the income of the Global TOP 100 mobile game publishers.
The Sensor Tower store intelligence platform shows that in November 2024, 35 Chinese companies made it to the Global mobile game publisher revenue ranking TOP 100, collectively earning 1.87 billion dollars, accounting for 34.8% of the total revenue of the Global TOP 100 mobile game publishers this period.
Share repurchase collection on December 19 | TENCENT, AIA and others have repurchased shares, among which TENCENT spent 0.703 billion HKD.
According to the documents disclosed by HKEX on December 20, TENCENT (00700.HK), AIA (01299.HK), and others have repurchased shares. ① TENCENT (00700.HK) repurchased 1.72 million ordinary shares on December 19, involving an amount of 0.703 billion HKD, with the repurchase price ranging from 421.8 HKD to 401.4 HKD per share. Since the repurchase authorization resolution, the cumulative number of repurchased securities is 0.221 billion shares, accounting for 2.347% of the number of shares issued when the ordinary resolution was passed. ② AIA (01299.HK)
U.S. stock market close | The three major Indexes had mixed results, with the Dow ending a 10-day losing streak; Quantum Computing concept stocks corrected, with QUBT and Quantum down about 40%; FedEx surged more than 13% after hours.
① The Dow Jones slightly increased, while the S&P 500 Index and Nasdaq slightly decreased; ② Micron Technology dropped over 16%; ③ Nike rose more than 10% in Post-Market Trading.
U.S. stock market open | The three major Indexes rebounded slightly; Growth Tech stocks generally rose, with NVIDIA climbing over 2%, and Accenture increasing nearly 7% after earnings.
The Federal Reserve lowered interest rates as expected but simultaneously showed a hawkish stance, causing the Dow Jones Industrial Average to plunge over 1,100 points overnight. The market's initial reaction to the Federal Reserve's policy may be overinterpreted, and the strong performance of the USA economy could drive the stock market further up.
BILI Shares Rise 59% Year to Date: Should Investors Buy the Stock?