行业研究报告题录
文化、体育和娱乐业(2023年第15期)
(报告加工时间:2023-05-29 -- 2023-06-12)

行业资讯

境外分析报告

  • 全球棋盘游戏市场报告前景预测(2023-2028年)
    Board games are tabletop games that typically involve players moving pieces around a board to achieve a specific objective or goal. These games often incorporate elements of strategy, luck, and social interaction, and can be enjoyed by players of all ages. Some popular examples of board games include Chess, Monopoly, Scrabble, and Settlers of Catan. These games have been played for centuries and continue to be a popular form of entertainment and social activity today. These games are known to enhance science, technology, engineering, and math (STEM) skills and act as a tool to provide knowledge and learning experiences to people of every age. These games require active participation from individual players and are quite engrossing. Also, board games can reduce stress, strengthen relationships, and offer entertainment.
  • 全球电子竞技市场预测(2024-2029年)
    Barnes Reports' Global Manufacturing & Makets report series provide estimates of the size and characteristics of the largest equipment, materials and consumables by manufacturing industries in the largest 140 global countries. These estimates are produced by a proprietary economic model that is based on a number of sources and factors
  • 印度尼西亚旅游和休闲行业报告(2023-2024年)
    Tourism is an important contributor to Indonesia's economy, with the sector providing employment to some 11mn people as of end-2021, equivalent to 8.3% of the country’s total workforce. The COVID-19 pandemic, however, hit the sector hard and, as a result, its contribution to Indonesia’s economy fell sharply. The total contribution of travel and tourism to Indonesia’s GDP fell from 5.9% in 2019 to 3.2% in 2020 and further to 2.4% in 2021, according to estimates by the World Travel and Tourism Council (WTTC). Data from the UNWTO showed that international tourist arrivals in the first nine months of 2022 were still 80% below pre-pandemic levels. However, with the relaxation of travel restrictions in mid-2022, Indonesia hopes to lure back tourists.
  • 全球股票音乐市场报告前景预测(2023-2028年)
    Revolutionary technology has brought about digital globalization, enabling businesses and brands to go beyond cultural, language, and geographic boundaries to communicate with customers and market their products and services. Until globalization, being locally relevant was not a requirement, thereby hedging communication. However, cross-border flows in this complex, digitally connected economy have led to the need for more participation in communication, information, searches, and commerce. SMEs are becoming micro-multinationals using platforms such as Facebook, Amazon, Alibaba, and eBay. Individuals have also become ingrained in the process of globalization by using digital platforms, developing international connections, and participating in e-commerce.
  • 全球桌游市场报告前景预测(2023-2028年)
    The tabletop games market is diverse, with a variety of tabletop games available both for kids and adults as well as families & gatherings. The market offers huge potential owing to the increased adoption of tabletop games across countries. The global tabletop games market is bifurcated into six segments, namely, board games, card games, dice games, miniature games, tabletop RPG games, tile-based games, and other tabletop games. Based on themes, the global tabletop games market is divided into educational, strategy and war, fantasy, sports, historical, and others. Tabletop games are normally sold via two prime modes, i.e., offline and online.

投资分析报告

  • 文创策展跃升城市发展新引擎:以台湾设计展为例
    台灣設計展發展歷程從1.0活化在地場域,進階2.0整合地方特色,而後3.0設計導入城市治理,經歷數年發展,策展內容的視角開始朝向地方產業。2019年為3.0時期最具代表性的分水嶺,以「超級南─超級南方,非常台灣」打造屏東魅力;後續接力為2020年「新竹。人來風」;2021年嘉義的「家意.以城為家」;2022年「台灣設計設計台灣」則善用高雄港灣優勢,並透過主題式策展活化城市的閒置場域,從在地產業出發,揭序一場與每個城市共創的旅程。
  • 传媒行业:苹果推出Apple_Vision_Pro,有望推动内容生态繁荣
    外观上,Apple Vision Pro 模块化设计提升设备佩戴舒适度,通过连接线与头显相连外置电池设计,可实现2 小时续航。硬件上,采用了索尼提供的1.4 英寸Micro OLED 显示屏以及Pancake折叠光路设计,2300 万像素可实现单眼4K 双眼8K 分辨率。AppleVision Pro 搭载两块M2 和R1 芯片,极大降低了延迟情况。交互体验上,头显配有12 个摄像头、5 个传感器和6 个麦克风,并拥有眼球追踪摄像头和面部追踪摄像头,“手势+眼动+语音”方式让用户可以实现高效、无手柄丝滑交互。Apple Vision Pro 还具备虹膜识别、EyeSight反向透视功能,即用户能够看到周围的场景,实现与他人交流时Seethrough功能增加互动性,也可以在沉浸式体验时保持黑屏增加沉浸感。由于Apple Vision Pro 各项性能都是行业领先水平,在定价上也较高,为3499 美元,预计2024 年在美国将率先发售。
  • 中国媒体行业:国产游戏版号发放,英伟达业绩强劲验证AI需求旺盛,持续关注AI应用主线-6月报
    新闻出版署于本周发放2023 年第五批国产游戏版号 86 款,今年已累计发放460 款版号(1/2/3/4 月发放88/87/113/86款),本轮重点产品包括腾讯《王牌战士2》、网易《七日世界》、吉比特《勇者与装备》、三七互娱《失落之门:序章》、恺英网络《永恒觉醒》、电魂网络《大领主传说》、哔哩哔哩《依露希尔:星晓》等。此外,我们认为,随着AI 技术持续迭代,游戏开发时间与成本有望优化,且游戏作为内容行业,加快供给往往能创造更大的需求,因此游戏开发的降本同样也是增收逻辑,继续看好头部研运一体厂商。
  • 传媒行业:传媒如何走向智媒?-2023中期策略
    2023 年传媒如何走向智媒?看行业模型应用推出进展。还可关注亚运会、元宇宙、 AI 行业模型应用新看点。2023 年亚运会再续 关注电竞 数字营销 体育元宇宙 体育球星卡等新增量。2023 年9 月亚运会渐进,2035 年我国将建成体育强国,产业总规模达到5 万亿元;亚运会也是元宇宙发展的较好场景之一,AI 数字商业的进步也将加速元宇宙的虚实演变,到2025 年, AI 数字商业市场规模或将达6188 亿元(年均增速38.6%),元宇宙的日益普及将进一步推动 AI 数字商业的发展。
  • 传媒互联网产业行业:版号发放乐观,供给侧向暖下游戏板块投资价值凸显-点评报告
    23 年以来连续5 个月85+国产游戏获批,游戏版号发放已常态化。1)从获批游戏数量看,5 月合计发放86 款,23 年1-5 月国产游戏版号数量分别为96/87/86/86/86 款,数量已恢复至21 年8 月前的水平(21 年8 月开始连续8 个月未发放版号);2)从发放时间间隔看,此次发放距上次32 天,23 年以来每月均有国产游戏版号发放,其中3 月20 日发放了27 款进口游戏版号,从发放间隔看,当前节奏已恢复至21 年8 月前的水平。

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