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传媒互联网行业周报：关注豆包产业链及3D内容生成模型
Tai Ping Yang·2024-12-16 09:52

Investment Rating - The report maintains a positive outlook on the media and internet industry [1]. Core Insights - The ByteDance Doubao application has shown impressive performance, with a November MAU of 59.98 million, ranking second globally, and a web access volume of 21.43 million, ranking fifth domestically. This growth is attributed to ByteDance's comprehensive layout and continuous iteration in AI technologies, which is expected to benefit related companies in the industry chain [2][4]. - The ongoing iteration of AI 3D generation models both domestically and internationally is anticipated to lower the barriers for content creation and enhance the efficiency of existing workflows in game development and film production [3][4]. Summary by Sections Industry Investment Rating - The report maintains a "positive" investment rating for the media and internet industry [1]. Industry Performance - The domestic game market's actual sales revenue for 2024 is projected to be 325.783 billion, with a year-on-year growth of 7.53% [33]. - The top three mobile games in the iOS sales ranking as of December 14, 2024, are "Honor of Kings," "Teamfight Tactics," and "Dungeon & Fighter: Origins" [33]. AI Developments - Global AI product web access rankings for November 2024 show ChatGPT leading with 3.92 billion visits, followed by New Bing with 1.83 billion and Canva Text to Image with 828 million [44]. - Domestic AI product web access rankings for November 2024 indicate that 360AI Search leads with 28.273 million visits, followed by Baidu Wenku and Kimi [48]. Film Industry - The total box office for domestic films in 2024 has reached 41.1 billion, with a single-day box office of 110 million on December 14, 2024. The top three films on that day were "Good Things," "Breakthrough Hell," and "Misjudgment" [50]. Television Ratings - The top-rated TV dramas as of December 12, 2024, include "Good Luck Home," "Youth Against the Wind," and "I Am a Criminal Police Officer," with respective ratings of 2.502%, 1.788%, and 1.692% [53]. Advertising Market - The advertising market expenditure increased by 5.4% year-on-year from January to July 2023, with July showing an 8.7% increase compared to the same month last year [65].