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Southwest Securities·2024-07-15 10:02

Industry Investment Rating - The report maintains a "Follow the Market" rating for the media and entertainment industry [1] Core Views - The media sector underperformed this week, declining by 2.94%, lagging behind the ChiNext Index by 4.64 percentage points and the CSI 300 by 4.15 percentage points [2] - Sub-sectors such as gaming, advertising, sports, and education all underperformed the market, with the education sector showing the most significant decline [2] - Key investment opportunities are highlighted in companies like Mango Excellent Media (300413) and Shenzhou Taiyue (300002) [2] Weekly Market Review - The media sector declined by 2.94%, underperforming both the ChiNext Index and the CSI 300 [6] - Gaming, advertising, sports, and education indices all underperformed the CSI 300, with the education sector showing the largest gap [7][8][9] Film Industry - Weekly box office revenue reached 1.01 billion yuan, with "Silent Kill" contributing 520 million yuan, accounting for 51.4% of the total [11] - Upcoming releases include "Catch the Doll" on July 16 and "Crisis Route" on September 30 [12][20] Gaming Industry - Top-performing games on the iOS bestseller list include "Dungeon & Fighter: Origin," "Honor of Kings," and "Peace Elite" [22] - "Seven Days World" launched on Steam on July 10, attracting 131,894 concurrent players within 24 hours [26] - "Pokémon Sleep" generated 720 million yuan in revenue in its first year, with over 20 million downloads [26] Sports Industry - The AFC renewed its partnership with Saudi Arabia's NEOM project, extending the collaboration until 2029 [30] - NHL signed a multi-year agreement with New Era Cap for global merchandise production [32] Education Industry - The Ministry of Education initiated the first batch of new-era Marxist engineering textbooks [33] - The National College Student Employment Service Platform launched 12 recruitment events to support 2024 graduates [33] Investment Recommendations - Mango Excellent Media (300413) is recommended due to its strong self-produced variety shows and state-owned media value [37] - Shenzhou Taiyue (300002) is highlighted for its rapid growth in gaming and AI-driven digital transformation [37]