传媒行业周报（2024年第49周）

Investment Rating - The industry rating is "Outperform the Market" [5] Core Views - The media sector outperformed the Shanghai and Shenzhen 300 index with a weekly increase of 4.48%, ranking fifth among Shenwan's primary industries. The total trading volume reached 442.75 billion yuan [2][10] - All six Shenwan secondary sub-sectors experienced gains, with notable increases in the film and television sector (6.59%), digital media (6.38%), and gaming II (5.22%) [13][16] - The domestic 3A game "Black Myth: Wukong" has gained significant influence, being nominated for multiple awards in the 2024 Game Top Ten list, which boosts the export of domestic games and culture [4][31] Summary by Sections Market Review - The media industry saw a weekly increase of 4.48%, outperforming the Shanghai and Shenzhen 300 index's 1.32% [10] - The total trading volume for the week was 442.75 billion yuan, with all six secondary sub-sectors rising [2][10] Industry Data Tracking - From November 18 to November 24, the number of moviegoers was 10.6681 million, a year-on-year decrease of 7.74% but a week-on-week increase of 23.56% [23] - The average box office per screening increased by 24.36% week-on-week to 290.88 yuan, although it was down 15.87% year-on-year [25] - The popularity of short dramas remained at 410 million, indicating stable interest in this content format [29] Industry News Summary - The launch of the short drama application UniReel by Chinese Online's Japanese subsidiary COL JAPAN reached second place on the iOS entertainment chart in Japan, expanding the influence of Chinese short dramas internationally [31] - The Kimi creative space allows users to easily create personalized music videos, showcasing advancements in generative AI within the industry [31] - The total box office for the 2024 New Year season has surpassed 600 million yuan as of December 1 [32]