传媒行业周报：微信小店发布私域激励计划，2025年元旦票房破3亿

Investment Rating - The industry investment rating is maintained as "Increase" [6] Core Insights - WeChat Mini Store has launched a 2025 private domain incentive plan, which is expected to benefit the industry chain. The plan includes a reduction of technical service fees to 1% for transactions generated through sharing, public accounts, and mini-program scenarios, with a maximum incentive of 0.4% in the form of e-commerce growth cards. The activity runs from January 1 to March 31 [11][25] - The total box office for 2024 is reported at 42.502 billion yuan, with the New Year's Day box office for 2025 exceeding 300 million yuan. Domestic films accounted for 33.439 billion yuan, representing 78.68% of the total box office. The top three films during the New Year period include "The Rescue 3," "Little Me," and "I Like to Deceive" [2][11][25] - The game "Yanyun Sixteen Sounds" achieved over 3 million downloads on PC within five days of its launch, with a mobile version set to release on January 9. This performance indicates strong market interest and potential for future growth [12][26] Market Review - During the week of December 30, 2024, to January 3, 2025, the A-share Shenwan Media Index fell by 9.43%, underperforming the CSI 300 Index by 4.26 percentage points. The media sector ranked 26th among 31 first-level sub-industries [3][14] - The performance of the seven major sub-sectors in the Shenwan Media Index, ranked from highest to lowest, is as follows: Publishing (-6.43%), Advertising and Marketing (-9.16%), Television Broadcasting (-9.53%), Film and Television (-9.74%), Gaming (-10.26%), Education (-10.46%), and Digital Media (-10.87%) [3][16] Investment Recommendations - The report recommends focusing on the following companies: - WeChat Mini Store: Guangbo Shares, Qingmu Technology, Tiandi Online [4][13] - Film and Television: Wanda Film, Light Media, Bona Film, Maoyan Entertainment [4][13] - Gaming: 37 Interactive Entertainment, Kaiying Network, G-bits [4][13]