Investment Rating - The report maintains an "Overweight" rating for the media industry, consistent with the previous rating [1]. Core Insights - Meta's new AR glasses, Orion, are expected to lead a new trend in content delivery with features like a large field of view, holographic display, and a new human-computer interaction model [3][10]. - The pre-sale box office for the National Day holiday has exceeded 100 million yuan, with the film "749局" currently leading in pre-sales [3][12]. Summary by Sections 1. Meta AR Glasses Orion Launch - Meta officially unveiled the Orion AR glasses at the Connect 2024 conference, highlighting features such as a 70-degree field of view, holographic display, and silicon carbide lenses [10][13]. - The glasses weigh only 98 grams but come with a high cost of approximately 10,000 USD per unit [10]. - Orion is designed to enhance immersive video content, XR gaming, and IP rights management, benefiting companies like Wanda Film, Bona Film, and Shanghai Film [10][13]. 2. National Day Holiday Box Office Performance - The pre-sale box office for the 2024 National Day holiday reached over 100 million yuan, outperforming the same period in 2023 [12]. - The leading films in pre-sales include "749局," "志愿军：存亡之战," and "浴火之路," each surpassing 20 million yuan in pre-sales [12][14]. - The report suggests that the film industry is likely to see a year-on-year increase in box office performance due to improved supply and consumer subsidies [12][14]. 3. Industry Performance and Recommendations - The media sector index rose by 22.41%, ranking third among 31 industries, with recommendations for companies like Kayi Network, 37 Interactive Entertainment, and Perfect World [4][9]. - The report emphasizes the potential for high growth in vertical segments of the media industry, suggesting investment opportunities in companies with strong performance prospects [4][9].
传媒行业周报2024年38期：Meta AR眼镜亮相，国庆档预售票房破亿
Guotai Junan Securities·2024-09-29 08:06