传媒互联网周报：豆包手机预览版发布，《疯狂动物城 2》拉动票房市场表现-20251208

Investment Rating - The report maintains an "Outperform the Market" rating for the media and internet industry [4][40]. Core Views - The media industry experienced a decline of 3.35% during the week, underperforming compared to the CSI 300 index (1.53%) and the ChiNext index (2.57%) [12][13]. - The release of "Zootopia 2" significantly boosted box office performance, contributing to a total box office of 1.292 billion yuan for the week [2][18]. - The report emphasizes the potential in the gaming sector, particularly in the context of new product cycles and the recovery of the film industry, alongside opportunities in AI applications [3][36]. Summary by Sections Industry Performance - The media sector ranked 29th in terms of weekly performance among all sectors, with notable gainers including Bona Film Group and China Film, while major losers included Easy Point and Xinhua Du [12][14]. Key Data Tracking - The top three films for the week were "Zootopia 2" (1.04 billion yuan, 80.6% market share), "The Leisurely Production" (166 million yuan, 12.1%), and "Demon Slayer: Infinity Castle" (35 million yuan, 2.7%) [2][18]. - In the gaming sector, the top revenue-generating mobile games in October 2025 were "Whiteout Survival" and "Kingshot" from Dots Interactive [25][29]. Investment Recommendations - The report suggests focusing on the gaming sector due to recent adjustments providing good buying opportunities, recommending companies like Giant Network and Kying Network [3][36]. - It also highlights the importance of AI applications and the potential recovery in the film industry, recommending platforms like Mango TV and Bilibili, as well as content producers like Light Media and Huace Film [3][36]. Company Earnings Forecasts - Key companies such as Kying Network, Mango TV, and Fen Zhong Media are rated as "Outperform the Market," with projected earnings per share (EPS) and price-to-earnings (PE) ratios indicating growth potential [4][38].