CMS·2025-08-15 05:33Investment Rating - The report maintains a positive outlook on the media and internet industry, particularly recommending leading companies in various segments, including Shenzhou Taiyue, Southern Media, and Tencent Holdings [1][2]. Core Insights - The SLG (Simulation Game) segment is expected to continue its high growth momentum, driven by expanding overseas demand and the integration of lightweight and diverse gameplay [1]. - The report highlights that SLG games are projected to capture nearly 10% of the global gaming market by 2024, generating approximately $17.5 billion in revenue, making it the leading category [1]. - The performance of companies like ST Huatuo and Bilibili in the SLG space is noted, with significant revenue contributions from their new and existing titles [1][2]. Summary by Sections Market Performance - The media industry index rose by 1.95% in the past week, ranking 17th among all sectors, with a year-to-date increase of 21.47%, placing it 6th among various sectors [1][9]. Game Sector Highlights - The report emphasizes the strong performance of the gaming sector, particularly the SLG games, which are expected to see continued growth due to their long lifecycle and high average revenue per user (ARPU) [1]. - Notable titles such as "Endless Winter" and "Kingshot" are highlighted for their revenue achievements, with "Endless Winter" surpassing $2.8 billion globally by mid-2025 [1]. Company Performance - Xindong Company has exceeded market expectations with its performance forecast, driven by successful self-developed games and the Taptap platform [2]. - The report notes that despite a stable monthly active user count, Taptap's revenue and profit have increased due to improved advertising algorithms and user engagement [2]. Film and Television Sector - The report provides insights into the film sector, noting that the top films in the box office are predominantly Chinese, with "Nanjing Photo Studio" leading with a weekly box office of 689.225 million [16][17]. - Television ratings are also discussed, with "Jin Yue Ru Ge" topping the viewership ratings on Hunan TV [21]. Book Publishing Sector - The report mentions the best-selling books in July 2025, with notable titles in both fiction and non-fiction categories, indicating a healthy market for literature [32][34].