传媒行业周报：OpenAI发布智能体开发套件，关注GDC大会

Investment Rating - The report maintains a "Buy" rating for the media industry [5][9]. Core Insights - The media industry (Shenwan) saw a weekly increase of 1.78%, ranking 14th among sub-industries, outperforming the CSI 300 index which rose by 1.59% [12][19]. - Key performers in the media sector included Jin Yi Film, Hubei Broadcasting, and Rongxin Culture, with weekly gains of +35.12%, +30.74%, and +17.10% respectively [19][20]. - The report highlights significant developments in AI applications, with ChatGPT's web visits surpassing 4 billion, reflecting a 1.44% month-over-month increase, while DeepSeek's web visits grew by 122.73% to 570 million [23][24]. Market Performance - The media industry experienced a weekly increase of 1.78%, with the film and television sector leading with a 4.19% rise, followed by the gaming sector at 2.06% [12][19]. - The top five gainers in the media sector were Jin Yi Film, Hubei Broadcasting, Rongxin Culture, Sanliuwang, and Xunyou Technology, while the biggest losers included Zitian Technology and Tianzhou Culture [19][20]. Industry Key Data - In February 2025, ChatGPT's monthly web visits reached 4 billion, while DeepSeek's visits were 570 million, marking a significant increase in AI engagement [23][24]. - The gaming sector's top three bestsellers were "Peace Elite," "Honor of Kings," and "Crossfire: Gunfight King," with new game "Heroes No Flash" maintaining a strong position in the free game rankings [37][39]. Film Data - The total box office for the week of March 10-16, 2025, was 376 million yuan, with "Nezha: The Devil's Child" leading the box office at 203 million yuan, accounting for 53.9% of the total [3][49]. - Upcoming films include "A Chinese Ghost Story" and "I Will Be Fine," which have generated significant anticipation among audiences [51][53]. Industry Events - OpenAI launched a suite of AI agent development tools aimed at simplifying the creation of automated task-executing agents [55]. - Alibaba introduced its flagship AI application "New Quark," designed to provide a comprehensive AI experience for users [55].