传媒行业周报：《哪吒2》总票房突破100亿元，杭州拟出台全球数贸港核心区建设方案

Investment Rating - The industry investment rating is maintained as "Increase" [6] Core Insights - The advertising market is showing a strong rebound, benefiting companies like AppLovin and Meta, with expectations for continued growth in the online advertising sector driven by political cycles and holiday seasons [11][25] - The animated film "Nezha: Birth of the Demon Child" has surpassed 10 billion RMB (approximately 1.355 billion USD) in total box office, marking a significant achievement for the Chinese film industry and cultural soft power [11][25] - Hangzhou is planning to implement a global digital trade port core area construction plan, which aims to enhance the management of online games and increase the number of game licenses [12][26] Market Review - The A-share Shenwan Media Index rose by 9.54% from February 10 to February 14, outperforming the CSI 300 Index by 8.35 percentage points and the ChiNext Index by 6.96 percentage points [14][19] - Among the seven sub-sectors of the Shenwan Media Index, the film and television sector saw the highest increase at 35.78%, followed by the gaming sector at 6.9% [17][18] Investment Recommendations - The report recommends focusing on advertising marketing companies such as Focus Media and Easy Point Tianxia [13] - For the film and television sector, companies like Light Media, Maoyan Entertainment, Bona Film Group, and Wanda Film are highlighted [13] - In the gaming sector, attention is drawn to companies like Kying Network, 37 Interactive Entertainment, and G-bits [13]