华泰证券:传媒行业获政策持续支持,IP+内容赋能线下消费
Xin Lang Cai Jing·2025-09-18 00:07

Core Viewpoint - The recent issuance of policies by the Ministry of Commerce and nine other departments emphasizes the importance of expanding service consumption, particularly in the media sector, highlighting the government's commitment to enhancing cultural and related consumption industries [1] Group 1: IP Development - The policies encourage cross-industry collaboration between media resources (such as film, IP, and content platforms) and well-known IPs, promoting pilot cities for new consumption formats [1] Group 2: Content Creation - Support is provided for high-quality creations in literature, arts, film, and animation, along with encouragement for the introduction of outstanding foreign sports events [1] Group 3: Industry Dynamics - The initiative aims to enhance the vitality of cultural venues, promote sports and entertainment consumption, and drive digital service consumption, indicating a multi-dimensional approach to invigorating the media industry [1] Group 4: Relevant Companies - Related companies in the industry chain include those involved in IP, film and gaming, as well as live performances and cultural venue operations [1]