传媒行业周报：国内两款AI应用月活破亿，AIAgent加速落地

Investment Rating - The report maintains a "Buy" rating for several key companies in the media sector, including Kaiying Network, Yaoji Technology, Vision China, and others [9][10]. Core Insights - The media industry saw a weekly increase of 1.40% from May 3 to May 9, 2025, ranking 24th among industries, while the Shanghai Composite Index rose by 1.92% [2][13]. - The AI application sector is experiencing significant growth, with two Chinese AI applications surpassing 100 million monthly active users in April 2025, led by ChatGPT with 546 million users, a 22.59% increase from the previous month [3][24]. - The gaming market in China reached a total scale of 85.704 billion yuan in Q1 2025, marking a year-on-year growth of 17.99%, with mobile gaming growing by 20.29% [4][40]. - The domestic box office for the May Day holiday in 2025 totaled 747 million yuan, a decline of 51.11% year-on-year, with the average ticket price dropping slightly [4][51]. Summary by Sections Market Performance - The media industry (Shenwan) increased by 1.40% during the week, with notable performances from companies like Baotong Technology and ST Zhongqingbao [2][20]. AI Application Data - In April 2025, ChatGPT led the monthly active user rankings with 546.15 million, followed by Alibaba's Quark and Doubao with 149.1 million and 107.28 million users, respectively [3][25]. Gaming Data - The Chinese gaming market's total scale was 85.704 billion yuan in Q1 2025, with mobile gaming contributing 63.626 billion yuan [4][40]. Film Data - The total box office for the May Day holiday in 2025 was 747 million yuan, with the top film "Dumpling Queen" earning 192 million yuan, accounting for 25.7% of the total box office [4][51].