Group 1 - The core viewpoint is that the media and film industry is experiencing steady growth driven by emerging consumer trends, with a focus on experiential consumption rather than functional consumption [1] - The offline performance market is thriving, with high demand for concerts and popular theme parks like Shanghai Lego Land and Pop Mart, indicating strong consumer interest in experiential products [1] - The film market is highlighted by the success of domestic films such as "The Lychee of Chang'an," which dominate box office sales, while the supply of TV dramas and variety shows remains rich and well-received [1] Group 2 - The gaming industry continues to see top products leading sales charts, reflecting ongoing consumer engagement in this sector [1] - The overall demand for entertainment products and services centered around experience remains unmet, suggesting significant growth potential for the industry [1] - The film ETF (516620) tracks the CSI Film Index (930781), which includes listed companies involved in film content production, distribution, and related services, reflecting the overall performance of the film industry [1]