TENCENT(HK:00700) HUAXI Securities·2026-03-01 12:28Investment Rating - Industry rating: Recommended [4] Core Insights & Investment Recommendations - In February, 152 game licenses were approved, with 146 domestic and 6 imported games passing the review. Key products include Tencent's "Snow in the World" and others. As of February, 334 game licenses have been approved in 2026, indicating a stable issuance pace and a solid foundation for healthy industry development [2][20] - The AI sector is witnessing rapid development, with domestic companies focusing on niche areas and architectural innovation to find differentiated breakthroughs. Investment opportunities include leading internet companies in Hong Kong, the gaming industry, and the film and cultural tourism sectors, benefiting from consumer policies [21][6] Sub-industry Data Film Industry - The top three films by box office this week are "Fast Life 3" with 94,822.7 thousand yuan, "The Bounty Hunter" with 34,787.9 thousand yuan, and "Silent Awakening" with 26,230.1 thousand yuan [22][23] Gaming Industry - The top three iOS games by revenue are "Honor of Kings," "Peacekeeper Elite," and "Gold Shovel Battle." The top three Android games by popularity are "Heart Town," "Diver Dave," and "Minecraft: Mobile Edition" [24][25] TV Series Industry - The top three TV series by broadcast index are "Taiping Year," "Eliminate Evil," and "Love in the Pure Era," with indices of 80.3, 79, and 78.8 respectively [26][27] Variety Shows & Animation - The top variety show is "Now Departing Season 3" with a broadcast index of 69.6, followed by "The Strongest Brain Season 13" and "Hello Saturday 2026" [28][29] - The top three animated shows are "Happy Hammer," "Immortal Reverse," and "Beyond Time," with indices of 288.1, 234.4, and 229.5 respectively [30]