传媒行业周报：教育部部署加强中小学人工智能教育，Google DeepMind发布Genie 2世界模型

Investment Rating - The report maintains an "Overweight" rating for the media sector [3]. Core Insights - The media sector has shown strong performance, with a 6.38% increase in the CITIC primary media index during the week of December 2-6, 2024, driven by AI themes and policy support for mergers and acquisitions [3][11]. - The report emphasizes the importance of state-owned enterprises (SOEs) in the media sector, highlighting significant investment opportunities due to their financial advantages [3][16]. - The AI industry is experiencing steady growth, with domestic models improving in performance, suggesting continued investment interest [3][16]. Summary by Sections 1. Investment Focus - The media sector's performance is buoyed by AI themes, with notable stock movements including Liou Co. (up 55.0%), *ST Jiaxin (up 42.1%), and Huawen Group (up 27.4%) [11][12]. - The report identifies key investment targets across various sub-sectors, including resource integration expectations for companies like Zhongshi Media and Guangxi Broadcasting, and AI-related firms such as Kunlun Wanwei and Tom Cat [16]. 2. Key Events Review - The Ministry of Education has issued a notice to enhance AI education in primary and secondary schools, outlining six major tasks to foster an innovative educational ecosystem [22]. - Google DeepMind launched the Genie 2 world model, enhancing interactive 3D gaming experiences, which reflects the ongoing advancements in AI applications [22]. - The active user base for AI-native applications reached 89.76 million in October 2024, marking a 373% year-on-year increase, indicating a robust growth trajectory in the AI sector [22]. 3. Sub-sector Data Tracking - The report tracks the performance of various gaming titles, with "Honor of Kings" maintaining the top position in rankings, and highlights the latest trends in box office performance for films released during the week of December 2-6, 2024 [30][31]. - The top-grossing films included "Good Things" with a gross of approximately 78.84 million yuan, showcasing the ongoing recovery and potential in the film industry [30].