传媒行业周报：OpenAI发布视频生成模型Sora Turbo，三部门颁布文化事业单位转制税收优惠政策

Industry Investment Rating - The report maintains an "Overweight" rating for the media industry [2] Core Views - The media sector rose by 3.18% during the week of 12.09-12.13, driven by AI themes and policy stimuli [3] - Mergers and acquisitions are expected to be the core theme in the media sector, with state-owned enterprises (SOEs) showing significant investment potential due to enhanced market value assessments [3] - Long-term growth is supported by the accelerated development of the AI industry, with domestic models continuously improving in performance [3] Key Events - OpenAI released Sora Turbo, a high-end video generation model with faster speeds and higher resolution, offering new creative possibilities [3] - Three government departments announced tax incentives for cultural institutions transitioning to enterprises, applicable from 2022 to 2027 [3] - Giant Network launched "QianYing," a multi-modal AI model for game development, reducing development barriers and promoting innovation [3] Sub-sector Performance - Top gainers in the media sector: Yue Media (46.5%), Tian Shen Entertainment (37.5%), Visual China (36.5%), Fuchun Communications (34.4%), and Provincial Media Group (34.0%) [14] - Top losers: Leo Group (-27.8%), Shengtong Stock (-7.2%), Kunlun Tech (-7.1%), Shengxunda (-3.4%), and Shandong Publishing (-3.4%) [15] Game Industry - Key games to watch: "Heroes of the Storm," "Golden Shovel Battle," "Peacekeeper Elite," and "Honor of Kings" [34] - Recent popular games include "Ask Sword Longevity," "Super Time Run," and "Step into the Abyss" [33] Film Industry - Weekly box office (12.09-12.13): "Good Stuff" (46.34 million RMB), "Lone Star Plan" (26.66 million RMB), and "Break Hell" (15.89 million RMB) [37] TV and Variety Shows - Top TV series: "I Am a Detective" (84.4), "Hunting Map 2" (82.5), and "Nine Layers of Purple" (82.2) [38] - Top variety shows: "Let's Go Now Season 2" (77.2), "Running Man: Tea Horse Road" (77.2), and "Shining Stars" (69.2) [41]