

Investment Rating - The report maintains a "Buy" rating for the industry [5][8]. Core Insights - The media industry saw a weekly increase of 3.07%, ranking 18th among industries, outperforming the Shanghai Composite Index and Shenzhen Component Index [11][19]. - A total of 158 game licenses were approved by the National Press and Publication Administration, marking a recent high, with several major titles from various companies receiving approval [2][29]. - The box office for the week reached 479 million yuan, with the top film "酱园弄·悬案" accounting for 51.4% of the total [37][40]. Market Performance - The media industry (Shenwan) increased by 3.07% from June 21 to June 27, 2025, while the Shanghai Composite Index rose by 1.91% and the Shenzhen Component Index by 3.73% [11][19]. - Among the media sector, companies like 欢瑞世纪 and 冰川网络 showed significant gains, with weekly increases of 26.89% and 14.86% respectively [19][20]. Industry Key Data AI Application Data - The estimated download volume for the iPhone app Deepseek was 923,800, down 2.01% week-on-week, while the app 豆包 saw an increase of 1.58% to 2,099,400 downloads [23][24]. - 阿里夸克's downloads increased by 40.55% to 1,414,700, while 腾讯元宝's downloads decreased by 17.70% to 361,300 [23]. Gaming Data - The gaming sector saw a total of 158 licenses approved, with 147 being domestic and 11 imported [28][29]. - Popular games like 王者荣耀 and 和平精英 topped the iOS game sales chart [27]. Film Data - The total box office for the week was 479 million yuan, with "酱园弄·悬案" leading at 246 million yuan [37][40]. - Upcoming films include "侏罗纪世界:重生" and "蜡笔小新:大人王国的反击," which are highly anticipated [38][39]. Industry Key Events and Announcements - Meta launched its third-generation AI glasses, focusing on high-performance features for sports [41]. - 网易有道 open-sourced the "子曰 3" mathematical model, aimed at enhancing AI applications in education [41]. - 巨人网络 introduced a new AI gameplay feature in its game "太空杀," marking a significant innovation in the gaming sector [41].