Industry Investment Rating - The report maintains a positive outlook on the media and internet industry [1] Core Views - AI Agents are transforming human-computer interaction, enhancing the efficiency of using smart devices, and are expected to empower vertical fields such as game development and film production, thereby boosting productivity [2][3] - AI emotional companionship products have evolved into various forms with physical or 3D avatars, offering innovative features that cater to diverse user needs and potentially expanding market opportunities [3] Industry Performance and Data Gaming - In October 2024, the domestic gaming market generated actual sales revenue of 29.083 billion yuan, a year-on-year increase of 14.40% [32] - Top-performing games on the iOS bestseller list include Honor of Kings, Dungeon & Fighter: Origin, and Peacekeeper Elite [32] - The top three games in terms of advertising spending in the first half of 2024 are Shoot Zombies, 233 Paradise, and Skeleton Legend [42][43] AI - In October 2024, the top three global AI products by traffic were ChatGPT (3.78 billion visits), New Bing (1.86 billion visits), and Canva Text to Image (818 million visits) [44][45] - Domestically, the top three AI products by traffic were 360AI Search (287.58 million visits), Baidu Wenku AI (48.25 million visits), and Kimi (Moonshot) (29.28 million visits) [49][50] Film - As of November 2024, the total box office revenue for domestic films reached 40.2 billion yuan, with a single-day box office of 156 million yuan on November 30, a 9.09% increase from the previous week [51] - The top three films on November 30 were Good Stuff (610.9 million yuan), Moana 2 (222.1 million yuan), and Good Luck (142.7 million yuan) [52] TV Series - On November 28, 2024, the top-rated TV series on CSM71 were Alley Families (2.748% rating), Marriage Inside and Out (2.301% rating), and Good Reunion (1.942% rating) [56] - The top three TV series by broadcast index as of November 29 were Eternal Night Galaxy (84.68), White Night Dawn (82.95), and Alley Families (82.91) [61] Variety Shows - The top three variety shows by broadcast index as of November 29 were Goodbye Lover Season 4 (83.86), Sound of Life: Greater Bay Area Season (80.06), and Let’s Go Now Season 2 (77.64) [62][63] Internet Video Platforms - In August 2024, the top five video platforms by MAU were iQIYI (394 million), Tencent Video (386 million), Mango TV (268 million), Bilibili (219 million), and Youku (199 million) [66] Live Streaming E-commerce - From November 18 to November 24, the top three live streaming hosts on Douyin by sales were Cai Lei's Breaking Ice Station (1 billion+), Yu Hui Tong Xing (1 billion+), and Mr. Dong (1 billion+) [67][68] Advertising - From January to July 2023, advertising market spending increased by 5.4% year-on-year, with July spending up 8.7% year-on-year but down 0.8% month-on-month [69][72] Key Company Announcements - Xuanya International adjusted its 2024 restricted stock incentive plan, reducing the number of participants from 73 to 71 and the total number of restricted shares from 6.3 million to 6.25 million [74] - Ciwen Media established a new fund with a capital contribution of up to 16 million yuan [74] - Dianhun Network repurchased 1,079,100 shares, accounting for 0.44% of its total shares, with a total expenditure of 20.01 million yuan [77]
传媒互联网行业周报：智谱AI Agent全新升级，AI情感陪伴多样化发展
Tai Ping Yang·2024-12-02 00:47