Investment Rating - The report maintains a "Positive" rating for the Media Internet sector [2]. Core Viewpoints - The report indicates that the Media sector's heavy stock holdings have decreased to 0.55% in Q3 2024, marking the lowest level compared to previous quarters [2][3]. - In October, 113 domestic games and 15 imported games received approval, with the total number of domestic game approvals in 2024 reaching 1,072, surpassing the total for 2023 [2][3]. - The stability in the issuance of game licenses is expected to promote the continuous supply of quality content in the industry [2][3]. - The domestic AI sector is advancing, with Kuaishou launching an AIGC ecosystem cooperation platform to connect clients and creators, enhancing marketing service efficiency [2][3]. Summary by Sections 1. Industry Performance Overview - The Shanghai Composite Index and the Media Index saw respective increases of 1.17% and 5.87% last week [7]. - The top-performing stocks in the Media Internet sector included Tianlong Group and Huawen Group, with weekly gains of 59.00% and 40.78% respectively [8]. 2. Game Sector - The actual sales revenue of the domestic game market in September 2024 was 30.33 billion, reflecting a year-on-year growth of 14.90% [11]. - The top three mobile games in the iOS best-seller list as of October 26, 2024, were "Honor of Kings," "Peacekeeper Elite," and "Dungeon and Fighter: Origin" [11]. 3. AI Sector - In September 2024, the global AI product access volume was led by ChatGPT with 3.23 billion visits, followed by New Bing with 1.81 billion [18][19]. - The domestic AI product access volume was topped by Baidu's AI Smart Answer with 45.384 million visits [21][22]. 4. Film Sector - The total box office for domestic films in 2024 reached 38.1 billion, with a single-day box office of 209.12 million on October 26, 2024, marking a 94.79% increase from the previous week [23][24]. 5. Television Sector - The top-rated TV dramas as of October 24, 2024, included "Going to the Northwest" and "Shangganling," with respective ratings of 1.565% and 1.063% [26][27]. 6. Variety Shows - The top three variety shows by broadcast index as of October 25, 2024, were "Fourth Season of Cutting Through the Thorns," "Goodbye Lover Fourth Season," and "Seventh Season of Heart Signal" [32]. 7. Channels - As of August 2024, the monthly active users for the top five video platforms in China were: iQIYI (394 million), Tencent Video (386 million), Mango TV (268 million), Bilibili (219 million), and Youku (199 million) [35].
传媒互联网行业周报：24Q3板块持仓维持低配，10月128款游戏版号获批
Tai Ping Yang·2024-10-28 06:03