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影视传媒行业周报:8月117款国产游戏版号下发,通义网页版上线PPT创作功能
Southwest Securities·2024-09-03 01:30

Investment Rating - The report maintains an investment rating of "Market Perform" for the media industry [1]. Core Insights - The media sector performed well this week, with an increase of 4.41%, outperforming the ChiNext by approximately 2.24 percentage points and the overall market by about 4.58 percentage points [8]. - The gaming index outperformed the market, with the CITIC Gaming Index rising by 7.76% [10]. - The advertising index also showed strong performance, increasing by 3.61% [12]. - The sports index rose by 4.78%, while the education index increased by 4.22% [15]. Summary by Sections 1. Market Review - The media sector's performance this week was highlighted by a 4.41% increase, significantly outperforming both the ChiNext and the Shanghai Composite Index [8]. 2. Gaming Industry - A total of 117 domestic game licenses were issued in August, indicating a robust regulatory environment for the gaming sector [35]. - The CITIC Gaming Index rose by 7.76%, outperforming the Shanghai Composite Index [10]. - Upcoming game releases include five new titles scheduled for next week [34]. 3. Sports Industry - The CITIC Sports Index increased by 4.78%, indicating strong market interest in sports-related media [15]. 4. Education Industry - The CITIC Education Index rose by 4.22%, outperforming the Shanghai Composite Index by 4.40% [15]. - A notable performance was observed in A-share education companies, which outperformed the broader market [15]. 5. Film and Television - The total box office for the week was 6.71 billion yuan, with "Alien: Covenant" leading at 1.64 billion yuan [19]. - Upcoming films include "My Grandpa," set to release on September 20 [27]. - The summer box office for 2024 reached 116.43 billion yuan, with a significant increase in audience turnout compared to previous years [27]. 6. Investment Recommendations - The report suggests focusing on companies such as Mango TV (300413) and Shenzhou Taiyue (300002) for potential investment opportunities [4].