传媒行业周报系列2024年第37-38周：索尼、Unity发布新品，院线文旅消费持续复苏

Investment Rating - The industry rating is "Recommended" [6] Core Insights & Investment Recommendations - Recent product launches from Sony and Unity are expected to drive a new wave of innovation in the gaming industry, with the PS5 Pro showing a performance improvement of approximately 45% over the standard version and Unity 6 being touted as the most stable and high-performance version to date. The success of "Black Myth: Wukong" highlights the game development capabilities of Chinese manufacturers, suggesting a promising commercial outlook for domestic titles [4][18] - During the Mid-Autumn Festival, cinema and cultural tourism consumption continued to recover, with box office revenue exceeding 1 billion yuan in September. The total number of screenings during the Mid-Autumn period surpassed 1.356 million, setting a record for the highest number of screenings in Chinese history for this holiday. Despite adverse weather conditions, the cultural tourism market in Jiangsu province showed remarkable resilience and innovation, ranking second nationally in consumption [4][18] - The report maintains a positive outlook on the overall recovery of entertainment consumption and recommends Hong Kong internet stocks, as well as sectors like publishing and AI film and television, which are expected to benefit from industry policies. Beneficiary stocks include Tencent, 37 Interactive Entertainment, Jiecheng Co., Fengshang Culture, Mingchen Health, Kaiying Network, Dafeng Industrial, Aoto Electronics, and Fengyu Zhu [4][18] Market Performance Overview - In the 37th and 38th weeks of 2024, the Shanghai Composite Index fell by 1.05%, the CSI 300 Index decreased by 0.94%, and the ChiNext Index dropped by 0.1%. The Hang Seng Index declined by 0.43%, while the Hang Seng Internet Index fell by 0.42%. The SW Media Index decreased by 0.87%, ranking 15th among 31 industries in terms of performance [3][11] - Among sub-industries, internet services, broadcasting, and advertising marketing were the top performers, with increases of 2.73%, 1.45%, and a decrease of 0.59%, respectively [3][11] Industry Data - The top three films at the box office were "Wild Child," "One Snow Before," and "Rebirth." The top three streamed films were "All In," "Sun Wukong: The Great Lion Camel Ridge," and "Evacuate from the 21st Century." The top three TV series were "The Song of Ordinary People," "Snow Maze," and "Changle Qu." The top three variety shows were "YES OR NO Season 3," "Chinese Restaurant Season 8," and "Flowers and Youth Season 6." The top three anime were "Battle Through the Heavens," "Immortal Reversal," and "Devouring the Starry Sky." The top three iOS games were "Honor of Kings," "Dungeon and Fighter: Origin," and "Peacekeeper Elite," while the top three Android games were "Heartbeat Town," "Return of the Dragon Tide," and "Dragon Clan: Castle of Cassel" [5]