Huatai Securities (601688) research report forecasts that the performance of the media industry in the first quarter of this year is good. In the mobile game marketEagamesnftChina's mobile game market revenue grew steadily from January to February compared with the same period last year, and the core products of some leading companies performed well. At the same time, the game industry also pays attention to the performance of offshore products and the change of version number policy. In terms of cinemas, the national box office grew by about 4% in the first quarter compared with the same period last year, the industry continues to recover, and a number of films have been scheduled for May Day. Investors should pay attention to companies such as Light Media (300251) and Wanda Film (002739). In terms of marketing, spending in the advertising market increased by 3% in the first quarter compared with the same period last year.Eagamesnft.7%, of which the elevator advertising market is relatively prosperous. The progress of the recovery needs to be continuously monitored in the future. In addition, the artificial intelligence (AI) industry developed rapidly in the first quarter of this year, and high-quality models such as Sora, Kimi, step Star, Tiangong and other high-quality models have attracted widespread attention, which is expected to promote the rapid development of related applications. Investors should pay attention to the leading companies in the segment and the leading targets for the layout of AI products, such as Kaiying Network (002517), Giant Network (002558), focus Technology (002315), focus Media (002027), Light Media, Jiecheng shares (300182), Kunlun Wanwei (300418) and so on. Generally speaking, the media industry has the opportunity to release flexibility when the market is booming, but when the overall market environment is not good, the risk of loss will also be greater. In view of the current market situation, the current layout of the media industry is not very cost-effective.
