Investment Rating - The report maintains a "Recommended" investment rating for the media industry [7] Core Insights - The media industry has shown a weekly increase of 1.91%, ranking 6th among industries, outperforming the Shanghai Composite Index and Shenzhen Component Index [12][18] - The cultural industry is highlighted as a key driver for national soft power and domestic consumption, benefiting from the strategic goal of building a cultural strong nation by 2035 [3][37] - AI-native applications are rapidly growing, with monthly active users reaching 240 million in February 2025, marking an 88.9% increase [22] - The gaming sector continues to thrive, with top games like "Honor of Kings" and "Endless Winter" leading sales, and new titles showing promising performance [27][29] - The film industry reported a total box office of 220 million yuan in the latest week, with "Sunshine Flowers" leading the charts [35] Summary by Sections Market Performance - The media industry saw a weekly increase of 1.91%, with various sub-sectors, except publishing, experiencing growth [12][18] - Notable performers included companies like Dazhong Media and Ciweng Media, with significant weekly gains [18] Key Industry Data AI Applications - The market for AI-native applications is expanding, with significant user growth and reduced costs for AI model usage [22][23] Gaming Data - "Delta Action" achieved over 12 million daily active users, and new games are performing well in the market [27][28] Film Data - The domestic box office reached 220 million yuan, with "Sunshine Flowers" leading the weekly box office [35] Key Industry Events and Announcements - President Xi Jinping emphasized the importance of cultural development in a recent article, outlining strategies for enhancing national cultural strength [3][37] - OpenAI announced several advancements in AI models, including the release of new versions and features [38][39][40] - The launch of new games and AI applications by major companies indicates a vibrant and competitive landscape in the media sector [45][46]