上周沪深300指数下跌3.14%，申万传媒指数下跌1.84%，跑赢沪深300指数1.3个百分点。个股方面，上周涨幅较大的有三七互娱（+3.80%）、国联股份（+2.03%），跌幅较大的有宋城演艺（-12.16%）、天下秀（-9.50%）。：上周进入iOS 畅销榜Top50 的上市公司相关游戏包括：《斗罗大陆：魂师对决》（三七互娱）、《梦幻新诛仙》（完美世界）、《一念逍遥》（吉比特）、《问道》（吉比特）、《叫我大掌柜》（三七互娱）、《新诛仙》（完美世界）以及《完美世界》（完美世界）、《云上城之歌》（三七互娱》。新游戏方面，《斗罗大陆：魂师对决》（三七互娱）排名稳定在畅销榜Top10 以内，表现出色。《新盗墓笔记》（游族网络）本周上线，单日最高排名畅销榜第19。

Recreational boating is referred to an activity of traveling on a lake, river or coastal area in a recreational boat for pleasure. It is done using a boat whether powerboats, sailboats, or man-powered vessels such as rowing and paddle boats. They are used for several activities such as water sports, camping, fishing, boat racing, sailing, and cruising. Recreational boating is usually done for the purpose of making the experience of tourism more enjoyable. Recreational boats, also known as pleasure crafts, are available in different types, including, towboats, sailboat, fishing boat, pontoon boats, and cabin cruisers. The factors, such as growing interest toward recreational water sport activities and rising water-based tourism, are anticipated to drive the market growth. However, high initial & ownership cost of recreational boats and environmental concerns associated with recreational boating are expected to hinder the market growth. Further, technological advancement in boats & boat engines and growing high net-worth population are some of the factors expected to offer lucrative opportunities for the market growth during the forecast period.

A pool table is a bounded table used for cue sports. In the modern era, all pool tables, whether for carom, billiards, pool, pyramid, or snooker, have a flat surface made of quarried slate that is covered with cloth and surrounded by rubber cushions, with the entire thing elevated above the floor. Specific terms, such as snooker table and billiard table, are used for specific sports, and different-sized billiard balls are used on these table types.

Recreational boating is referred to an activity of traveling on a lake, river or coastal area in a recreational boat for pleasure. It is done using a boat whether powerboats, sailboats, or man-powered vessels such as rowing and paddle boats. They are used for several activities such as water sports, camping, fishing, boat racing, sailing, and cruising. Recreational boating is usually done for the purpose of making the experience of tourism more enjoyable. Recreational boats, also known as pleasure crafts, are available in different types, including, towboats, sailboat, fishing boat, pontoon boats, and cabin cruisers.

乡村是全域旅游发展的重要空间，各地政府高度重视并开展了丰富的实践探索。浙江省通过万村景区化，以“旅游+”的思路与机制创新，在盘活农村资源促进农业转型升级、完善旅游公共服务改善乡村环境、强化文化传承提升居民自信、鼓励社区参与创新管理模式等方面取得了一定的成效，同时也面临着快速推进所带来的差异化发展、公共设施利用率与市场化运作等方面的诸多困惑。浙江经验为我国乡村旅游发展提供借鉴，也进一步引发对“三农”融合、公共服务效率、乡村旅游发展空间、乡村旅游人才瓶颈等问题的深入思考。

llee情_SS回uumm顾mm：aa本rryy周]] ，传媒板块上涨 4.69%，跑赢创业板约 0.50 个百分点（创业板指上升4.19%）；跑赢市场约1.17 个百分点（沪深300 上涨3.52%）。

行业信息：1）医美：上交所、深交所于8 月已要求新挂牌的消费金融 资产证券化（ABS）产品中，禁止新增“医美消费金融”相关资产入池， 已发行的ABS 产品不受影响；2）免税：根据Moodie Davitt 报告，中 免2020 年成为全球最大旅游零售商，是2020 年唯一实现增长的旅游 零售商；3）餐饮：国家统计局发布最新数据显示，2021 年7 月社会 消费品零售总额中餐饮收入为3751 亿元/+14.3%(相比2019 年同期增 2.5%),1-7 月餐饮累计收入为25463 亿元/+42.3%（相比2019 年同期 增2.1%）;7 月限额以上企业餐饮收入为896 亿元/+20.7%（相比2019 年同期增15.2%） ,1-7 月限额以上餐饮累计收入为5842 亿元 /+49.5%(相比2019 年同期增11.5%),餐饮整体增势良好；4）酒店/旅 游：根据STR 数据，7 月中国内地酒店整体OCC 呈现出良好上升态势， 在第二第三周已经恢复至2019 年同期水平，ADR 指数（相比2019 年 同期）稳定在110 左右，RevPAR 指数自月初的87，一路波动攀升至月 中的117，达到当月最高。

上周沪深300指数上涨3.52%，申万传媒指数上涨4.69%，跑赢沪深300指数1.17个百分点。个股方面，上周涨幅较大的有昆仑万维（+8.10%）、国联股份（+7.79%）、世纪华通（+7.10%），跌幅较大的有芒果超媒（-2.51%）。