传媒行业周报：哪吒2票房超100亿，IP衍生品销售火爆

Investment Rating - The report maintains a "Recommended" investment rating for the media industry [2][31]. Core Insights - "Nezha 2" has surpassed 10 billion in box office revenue, setting records for both domestic box office and audience numbers in China, with a total of 10.747 billion RMB and 219 million viewers as of February 15 [4][24]. - The media sector is experiencing rapid growth driven by the success of high-quality content, particularly in the context of cultural and technological integration [31]. Summary by Sections Recent Market Performance - From February 10 to February 14, the Shenwan Media Index increased by 15.43%, with notable gainers including Light Media and Zhejiang Shuzi Culture [8]. Industry News - The DeepSeek Media Industry Application Innovation Alliance was established on February 11, focusing on the application of large models in the media sector [12]. - The "Golden Promoter" award for media operations was announced, highlighting innovations in AI and integrated marketing strategies [13]. Investment Recommendations - The report suggests focusing on three main lines within the media sector: 1. Game and film sectors with performance recovery, recommending companies like 37 Interactive Entertainment and Light Media. 2. High-dividend, low-valuation publishing companies, recommending firms like Zhongnan Media and BlueFocus. 3. Companies in the IP industry chain, recommending Pop Mart and CITIC Publishing [31]. Key Company Announcements - Wanda Film announced a reduction in registered capital due to share buybacks, while Oriental Pearl's management increased their shareholdings, indicating confidence in the company's future [18][19]. Box Office and IP Sales - The success of "Nezha 2" has led to a surge in sales of related IP merchandise, with Pop Mart's blind box figures selling out rapidly [26][28].