传媒行业周报：《疯狂动物城2》6天票房破20亿，阿里发布夸克AI眼镜-20251202

Investment Rating - The report maintains a "Buy" rating for the industry and specific companies within it [6][9]. Core Insights - The media industry has shown a weekly increase of 4.23%, ranking fourth among industries, with notable performances from companies like Reader Media and BlueFocus [12][20]. - The film "Zootopia 2" has achieved a remarkable box office of over 2 billion in just six days, dominating the year-end film market [3][39]. - The report highlights the growth in AI applications, with significant developments from companies like Alibaba and Tencent [2][41]. Market Performance - The media industry (Shenwan) increased by 4.23% from November 22 to November 28, 2025, outperforming the Shanghai Composite Index, which rose by 1.40% [12][20]. - The gaming sector saw a weekly increase of 5.95%, while the advertising and film sectors also experienced positive growth [12][15]. Industry Key Data AI Applications - Recent iOS download estimates for AI applications show a mixed performance, with Alibaba's Qianwen app experiencing a 34.93% increase [2][24]. Gaming - The iOS gaming sales chart for November 29, 2025, lists "Peace Elite," "Honor of Kings," and "Delta Force" as the top three games [3][27]. - In November, 178 domestic and 6 imported game licenses were issued, with several major titles approved for release [29][33]. Film - The total box office for the week of November 22-28 was 1.052 billion yuan, with "Zootopia 2" leading at 667.13 million yuan, accounting for 63.4% of the weekly total [39][40]. Investment Recommendations - The report expresses optimism about themes such as AI applications and cultural exports, focusing on sub-sectors like gaming, IP, short dramas, and publishing [4][41]. - Specific companies to watch include Giant Network, Kyeong Network, and Perfect World among others [4][9].