行业研究报告题录
文化、体育和娱乐业(2022年第13期)
(报告加工时间:2022-04-25 -- 2022-05-04)

行业资讯

境外分析报告

  • 全球时尚产业展望
    When one company failed, it joined the other to accelerate the development and manufacture of a successful vaccine. Governments, retail pharmacies, health systems, payers, and nonprofits are working together to provide widespread distribution and administration.
  • 全球移动游戏市场报告(2021-2026年)
    The rising popularity of smartphones is shaping the gaming sector. The global mobile games market is growing exponentially due to continuous growth in the amount of time spent on mobile devices. Moreover, smartphones allow users to access entertainment anytime and anywhere. There are multiple games available on Google Play, App Store, and other third-party stores that provide individuals with a wide range of options. These games are either free to download or are available at a specific amount. Apart from the above-mentioned platform, mobile games are expected to be featured on Netflix. In 2021, Netflix launched two games on its application in Poland to begin testing mobile games on its platform. Hence, this is projected to offer new dimensions to mobile game vendors in the market. Also, smartphone manufacturers are supporting the growth of the mobile games market. The launch of gaming phones provides gamers with a better experience, thereby influencing users to invest a large amount of time in playing games.

投资分析报告

  • 中证传媒投资机会分析传媒有望迎来戴维斯双击-策略·专题
    1. 中证传媒指数是紧密追踪上市传媒公司发展的指数。中证传媒选取A 股传媒细分 方向中50 只总市值较大、成交活跃的个股作为成分股,覆盖游戏、影视、广告等传 媒主流领域,能系统反映中国传媒行业优质公司全貌,小盘风格显著。 2. 横向看,中证传媒指数盈利能力优于同类传媒指数与成长风格指数,且较低的估 值提供了一定安全边际。中证传媒指数盈利能力相对占优的背后是较强的龙头效 应,前十大成分股权重合计占比达48.26%,显著高于同类传媒、TMT 指数。龙头公 司在行业政策变动、存量市场竞争中更易提高市占率,且抗风险能力更强,带来了 更高的ROE 水平。
  • 游戏行业:中国试行游戏送审评分审查制度
    据游戏茶馆报道,中宣部出版局于2021 年3 月15 日下发了《游戏审查评分细则》文件,文件显示从4 月1 日起, 游戏送审将试行全新的评分审查制度(0-5 分,最高分5 分)。低分游戏将被打回,进而无法进入版号的排队流程。 根据我们的渠道调查,新的评分制度已在行业中实施了一段时间,我们认为该制度是对中国市场严格控制游戏版 号的补充。虽然一些关键问题尚不清楚(如专业资格、评分标准,因为我们认为该制度似乎基于主观评分),但鉴于 大型游戏公司始终专注于高质量游戏,其影响应该有限。我们认为,最终影响可能反映在4 月游戏版号的发放 上。

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